Using Trello in the Workplace

A TRAINING MANUAL FOR NEW EMPLOYEES

By: Erica L. Bilodeau

•Creating Your Trello Account•Navigating the Welcome Screen•Creating Your First Board and Adding Customizable Features

CHAPTER 1

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Getting Started

SECTION 1

You can create a new account, or link your account to an existing Google account!

Getting Started

1. Visit www.trello.com on your computer.

2. Explore the homepage to see the highlights of the program!

3. In the top right corner, select the green “Sign Up” button.

4. Fill in the required information to create your account!

Creating An Account

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SECTION 2

The Welcome Board will be a great resource for you as you begin customizing your Trello to meet the needs of

your organization.

Features:

1. All of your lists, posts, and materials will be hosted on boards.

2. Trello uses cards to represent different tasks, projects, or ideas.

3. You can add a description on each card, add a checklist, invite/assign others to work on that card’s task, and more!

4. On the right side of the board, you will see a list of members (your initials/avatar) who have access to the board and a running list of “Activity” to track any changes made.

Welcome Aboard!

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Creating Your First Board:

All of the lists, projects, and tasks that you create for your organization to use will be organized

on a board. You can create multiple boards with different purposes (i.e. event planning,

projects, daily tasks, etc.) to fit the needs of your organization.

1. On your home screen, select the “+” button in the top right corner next to your name (see photo above).

2. Select the “New Board...” button and you will be prompted to enter a title for your board and adjust its’ privacy settings.

3. When you have created your board, you will be directed to the board’s page. There will be three sample “cards” that prompt you to add your own.

Cards are the basic unit of a board. This is where you will be able to start posting your to-do lists and ideas!

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Adding Cards to Your Board:

1. Click on “Add a Card..” and type in the name of the project or task that you are adding to the desired list.

The card will now appear as an item

on that list.

2. Double-click on the card to see the variety of ways you can customize the card’s content and design.

From here, you will be able to edit the item’s details, add a checklist of things to do, assign a due date,

upload relevant files, and assign the card to another member of your organization if applicable.

For more information on customizing your cards, refer to Section 3 of this book.

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Adding Other Members to Your Board:

By adding others to your board, you can....

1. Invite your coworkers and allow them to add/edit cards, upload attachments, and more!

2. Collaborate in “real-time” so that any changes that are made show up on everyone’s screen instantly!

3. Get email notifications of any changes that any of your members post to your board and when a task is completed.

4. Assign cards to your coworkers to easily delegate work and avoid miscommunications.

1. Select the “Add Members” button from the board’s sidebar

2. If he/she is already a Trello user, simply search for their username or email address.

3. If you are inviting someone who is not already a Trello user, you can invite them via email.

SECTION 3

Features:

1.Color-Code cards to categorize them based on priority, type of task, member working on them, etc.

2.Add a checklist to cards with a task that requires multiple steps to complete

3.Assign a due date to ensure that you will never miss a deadline!

4.Upload files, photos, and other relevant documentation to keep them in one place.

Customizing Your Trello

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To access these features, simply click on a card and follow the prompts for the editing tool you

wish to use.

Works Cited:

Best Vendor. 8 February 2014 <https://www.bestvendor.com/apps/project-management/trello >.

Facebook : Trello. 8 February 2014 <https://www.facebook.com/trelloapp>.

Google Play . 2014 February 2014 <https://play.google.com/store/apps/details?id=com.trello&hl=en >.

Trello. 8 February 2014 <http://www.trello.com>.

Trello Tour. 8 February 2014 <http://www.trello.com/tour>.

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