Trello Tutorial by Simply Learn

Introduction to Trello

• Trello: A simple, easy-to-use collaboration tool.
• Purpose: Organize projects into boards.
• Features: Track project progress, see who is working on what.

Advantages of Trello

• Immediate Use: Available for use right after signing up with a free account.
• Kanban System: Uses the Kanban methodology to achieve lean processes.
• Mobile Application: Offers the same features as the desktop interface.
• User-Friendly: Easy to navigate.
• Unified View: All project-related items are visible on one page.
• Easy Member Management: Adding members and creating issues is straightforward.

Trello Demo Walkthrough

Signing Up

• Visit Trello.com to log in or sign up.
• Options to use an email or sign up through Google, Hotmail, or Outlook.

Boards and Teams

• Boards: Core feature used for organizing tasks and projects.
• Creating a Team: Add members and create a team for collaboration.
• Creating a Board: Set up team boards from personal boards.

Board Settings

• Visibility: Decide who can see the board (private, team, or public).
• Description: Explain the board’s purpose.
• Customization: Change background color and add stickers.

Power-Ups

• Additional features such as analytics and automation.
• Free users can access one power-up.

Managing Lists and Cards

• Lists: Represents different processes (To Do, In Progress, On Hold, Completed).
• Cards: Subtopics or tasks within lists.

Card Options

• Description: Add details to each card.
• Members: Assign team members to tasks.
• Labels: Color-coded tags to indicate task status or importance.
• Checklist: Track task progress with steps.
• Due Date: Set reminders for task completion.
• Attachments and Covers: Add files and visually customize cards.

Progress Tracking

• Move cards between lists to indicate progress.
• Notifications for member interactions.

Additional Features

• Limitations: Free membership allows up to 10 boards.
• Board Management: Options to copy, archive, or delete cards.
• Templates: Use pre-made templates for organizing projects.

Conclusion

• Tutorial overview of Trello.
• Encouragement to subscribe to Simply Learn for more tutorials.