Hey guys welcome to this Trello tutorial by simply learn so without further ado let's get started with what exactly is Trello. So Trello is a simple and easy to use collaboration tool that can enable you to organize projects and everything related to it into boards. With Trello you can find all kinds of information like what's being worked on, who's working on what, and what progress the project is making. Now, we'll learn about that in a little bit while we're talking about the Trello demo.
Now, let's talk about the advantages of Trello. Now, first off, Trello can be used immediately after signing up. So, Trello offers you a free sign-up after which you get access to almost all of Trello's features. Now, it does have a premium service.
But most of Trello's important features are available in the free account. Secondly, it follows the Kanban system. So the Kanban system is a popular methodology that can be used to achieve lean.
So with Trello, you can also achieve lean. Now Trello also has a very popular mobile application, which also has the same features as the interface that you see on the desktop. It is very user friendly. Now the fourth advantage is that all project related items can be seen on one page.
Which means everything you need about the project is available in one place. Next adding new members, creating issues and assigning them are very easy with the help of Trello. Now that we had a look at all the advantages that are provided by Trello, let's have a look at a live demo. So first off let's go to Trello.com so here you can see two options to log in or sign up so first of all if you've never used the website before go to sign up so here you can enter your email or you can go through google or hotmail or outlook so it's very simple i already have an account so i'll just log in right so i'm just gonna log in So, if you're using Trello for the first time, this is what it would look like. So here you have personal boards, templates, home and so on.
Firstly, the most important thing that you need to know about is boards, which is right here. So let's assume you're using this for a team, which means that you need people to share the board along with. So first of all, let's create a team.
So here I'm just going to name the company called CompanyCo. Say we do engineering IT. Let's write a brief team description and continue.
So here say I have four members. So have Bob. I'm adding them here so depending on what your team is like you can add those team members. So this is important so that you can connect with them while you're on the board.
So this is company.com so we'll just add them. So the team members that you're going to invite will get an invite email very soon. As soon as you're done by clicking the invite to team button.
We'll also add Bill who also works at my company. And there's Technician One. And there's Technician One who works at company.com. We'll add anybody who's required later.
So invite to team. and there you go there's some details here about the team and all that let's go back to home and now let's create a new board under company co so the difference here is that for personal boards is that like the name says it's personal you can also add the team if you want later on but here you have the option for creating a team board so i'll show you how you can create a team board from personal board so you got create board here you can Show as this is by default selected as no team because it's under personal. Change it to company. and you can write business anything else like that and then you create a board and there you go the board has been set up so now first things first it's that you can make this team visible which is either only board members can see it or since it's a small team the entire team can see it so it's up to you how you want it There's the public option which everyone can see which I don't think is necessary but if you feel like it you can do that too. First of all you can even write a description of the board which is what you want to achieve with this board.
For example this is business or sales or something like that. You can change the background into something more colorful or less colorful like this and then there's search cards which we haven't added anything so far so there's nothing to search. the stickers which again is i feel unnecessary at the moment you can also see something called butler so based on your usage or how you're using trello butler can provide you suggestions like what you can add here like you can see here the tips haven't been added so far because we haven't used trello so far so based on your usage it'll give you suggestions now let's go back So here you see power-ups.
So power-ups are basically additional features that you can add to your board. So there are features that are connected to a number of different fields. There's analytics, automation, utilities, tools and so on. So as a free user you get access to one power-up but still we don't have to use it so far because we don't have anything on our board but based on your requirement you can go through these power-ups and decide on one of them.
So now let's get back to business or our board. So first you can see add a list. So this basically refers to the different processes that you want to follow in this board.
So first of all we'll add a list title. I'm going to add to do. That's the first list.
Then there's in progress. on hold and completed so here we have four lists which represent the processes in this business so if you want you can even add another list depending on your requirement so in these lists there are things called cards so which are like subtopics so first of all let's add a very simple title for example Deliver product company A. This is again very simple. Deliver product to company B.
Like this so on and so forth if you want it. So here this is a card. So this card can be moved from each stage to another as it progresses. So this is in the to do stage. since we've not started with anything.
So once you click on a card, so this pop-up shows up. So here you can add a description like conversed with company A, ready to go. Just some details that you want to add. You save. Now one thing you can see add to card.
So there are a number of different things you can add. to this card so members now i have four team members i can add bob here i want bob in on this i want bob to see the activities as it happens i want bill to also see as things proceed right so the bob and bill are in on this right now next you have labels so depending on what you want to use this for. For example, I want to use this to represent that it's important or immediate. Put it as red, save.
So I can select this label to indicate that this is now very important. So depending on your company's, you know, style or depending on your requirements, you can add the labels. Then you have a checklist.
So different steps can be focused on. with this checklist for example i'm just going to write steps so we're delivering a product for example so let's just use steps gathering i'm just going to write the software lifecycle steps analysis design implementation testing deployment and maintenance so yeah we have all the steps So one thing is that once each of these steps are done, you tick it, so a percentage increases. So until you're done with 100%, you can just keep ticking. Finally, it will show 100% and you're done.
So another thing is a due date. So this is basically by when you want it completed. So this is basically a reminder that we need to complete it before a particular date is done. So I'm not adding a due date at the now, but that's up to you.
Next you have something called attachment. So say for example, all your requirements have been gathered into one PDF. So where all the requirements that are required by the company are shown in that PDF, you can attach it here so that everyone has access to it.
Then a cover can also be added to your card, which is just basically beautifying it. So we can find one. So for example, this, and there you go, there's a pretty good looking code here now we have all the information so let's get started so to officially mark the beginning of the project we'll just go and put this to in progress so at the same time you can do the same thing with this card as well about company b so let's just focus on company a now so say the steps have already started requirement gathering is done designing is done implementation is also done so depending on the person you know the technician so the technician could respond that you know we've already started so before that we need to add the technician he's already on this but if you had to add him you search for members and you have board members who's already in the board can add the technician now you can also you know add activity details like technician one how's it going how's the process going now he could respond here with it's fine so each time one of us you know adds the other or says something to the other they get notifications so that you know they get to respond as well they get to know what's happening now Now say for example the technician is not able to complete the project or complete his work, so it's put on hold.
So here I could say, so testing isn't done, so we can say tech by the delay or what's going on and he would give in a property response and once he's ready he can finish the testing and put it back to in progress. then eventually all of it is done deployment and maintenance so you here you have an option to hide complete items that's up to you you can also delete them if you feel like it you can close this and then after everything is done and you feel that everything of the process is done you can put it on completed so if this is a recurring process you can you know make a copy of this which you can find by doing this copy or you could just put this on archive indicating that it's done you can even get it back by just going to more archived items and then there you have it you can send it back to board that's up to you and there you go that's most of everything you need to know about trello one another thing is that right now you can only add 10 boards on this feed as of now because you're using a free membership Also, depending on the intensity or the difficulty of the board, you can also have different boards for different projects. I've just used one for multiple projects, but it's entirely possible for you to have one board per project.
You can also, you know, favorite this, indicating that this is a very important one that you need to focus on every day. So this is where you get all the notifications that X has changed. There you go. all kinds of responses everything that you need is available on this home screen which is basically like a home feed you can also find templates depending on your requirement So you can choose a template from a wide variety of options. So I'm just going to show you the Kanban template.
So here you have details about the template. You have an example of what the template looks like and so on. And there you go.
That's everything you need to know about Trello. And with that we've reached the end of this video. I hope you guys found this informative and helpful.
Thank you for watching and stay tuned for more. From Simply Learn. Hi there.
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