trello: a tool to organize projects
DESCRIPTION
A beginner-friendly tutorial by Anna TermuloTRANSCRIPT
TRELLO
A BEGINNER-FRIENDLY TUTORIAL BY ANNA TERMULO
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?WHAT IS
TRELLOHomeWorks with Anna | annatermulo.wordpress.com 2
A COLLABORATION
TOOL
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YOU CAN USE FOR MONITORING PROJECTS
WITH YOUR TEAM
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TELLS YOU WHAT’S BEING WORKED ON
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TELLS YOU WHO’S WORKING ON WHAT
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TELLS YOU WHERE’S SOMETHING IS IN
A PROCESS
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IT KEEPS TRACK OF EVERYTHING
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LET’S EXPLORE
TRELLO!
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1HOW TO
CREATE AN ACCOUNT?
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OPEN TRELLO’S WEBSITEhttps://trello.com/
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CLICK “SIGN UP – ITS FREE”
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FILL THE REQUIRED FIELDS TO CREATE YOUR ACCOUNT
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TYPE YOUR NAME
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ENTER YOUR EMAIL ADDRESS
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AND YOUR PASSWORD
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THEN CLICK “CREATE NEW ACCOUNT”
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2HOW TO CONFIRM YOUR
ACCOUNT
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OPEN YOUR EMAIL
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CLICK “VERIFY ADDRESS”
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YOUR ACCOUNT IS NOW ACTIVATED
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3EXPLORING THE PAGE
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CLICK THE “+” SIGN
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THEN OPTIONS TO CREATE WILL APPEAR
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CLICK YOUR ACCOUNT/NAME
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THEN THESE OPTIONS WILL APPEAR
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CLICK THE BELL...
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THEN YOUR NOTIFICATIONS WILL APPEAR
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REFINE YOUR SEARCH WITH OPERATORS LIKE@member, #label, is:archived, and has:attachments
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BOARDSA Trello board is a list of lists, filled with cards, used by you and your team.
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CLICK “BOARDS”
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THIS IS WHERE YOU CAN FIND AND CHECK YOUR BOARDS
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4HOW TO EDIT YOUR PROFILE
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CLICK YOUR ACCOUNT/NAME
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THEN THESE OPTIONS WILL APPEAR
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SELECT “PROFILE”
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SELECT “EDIT PROFILE”
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EDIT THE CONTENTS YOU WANT TO REVISE
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THEN CLICK “SAVE”
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CLICK“SETTINGS”
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YOU MAY EDIT THE FOLLOWING INFO ON “SETTINGS”
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YOU MAY EDIT THE FOLLOWING INFO ON “SETTINGS”
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5HOW TO CREATE A BOARD
AND ADD LISTS
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CLICK THE “+” SIGN
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THEN OPTIONS TO CREATE WILL APPEAR
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AND SELECT “CREATE BOARD”
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ADD TITLE
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ADD TITLE
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YOU CAN CREATE AND COPY YOUR TEAM
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AND CHANGE YOUR BOARD’SPRIVACY SETTING
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CHOOSE THE SETTINGS THAT APPLIES
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THEN CLICK “CREATE”
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YOUR BOARD IS NOW READY
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START ADDING “LISTS” BY CLICKING THIS
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JUST ENTER THE LIST TITLE
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THEN CLICK “SAVE”
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CREATE LISTS THAT APPLIES TO YOUR BOARD
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6HOW TO MANAGE YOUR
CARDS
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CLICK “ADD A CARD” FROM YOUR LIST
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TYPE THE DETAILS OF YOUR PROJECT
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THEN CLICK “ADD”
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THEN CLICK “ADD”
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CARDS WILL BE ADDED TO THE LIST
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YOU CAN SIMPLY DRAG A CARD TO OTHER LIST
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YOU CAN SIMPLY DRAG A CARD TO OTHER LIST
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OR YOU MAY ALSO CLICK THIS BUTTON AND EDIT
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CLICK “MOVE”
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THEN CHOOSE FROM THE LISTS AND CLICK “MOVE” AND “SAVE”
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YOUR CARD IS NOW MOVED TO THE LIST YOU HAVE CHOSEN
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CLICK THE CARD TITLE
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THEN YOU CAN NOW SEE THE FOLLOWING OPTIONS TO MANAGE
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YOU CAN ADD THE FOLLOWING TO YOUR CARD AND BECOME MORE ORGANIZED
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THEN YOU CAN NOW SEE THE ACTIVITIES AND DETAILS BEHIND IT
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YOU CAN ADD PICTURES AND FILES
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YOU CAN ADD LINKS
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YOU CAN ADD LINKS
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YOU CAN ALSO ADD PEOPLE ONTO A CARD TO INDICATE THAT THE ARE RESPONSIBLE FOR IT
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YOU AN ADD COLOR CODES AND LABELS
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7HOW TO ADD MEMBERS
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CLICK “ADD MEMBERS” FROM THIS PANEL
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AND THEN THE ADD EMAIL ADDRESSES OF OTHER MEMBERS
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BY ADDING THEM, THEY WILL SEE, EDIT, ADD COMMENT AND ATTACHMENTS TO YOUR BOARD.
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8HOW TO LOG-OUT YOUR
ACCOUNT
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CLICK YOUR ACCOUNT/NAME
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THEN THESE OPTIONS WILL APPEAR
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SELECT “LOG OUT”
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AND YOU WILL BE DIRECTED TO THISTRELLO’S PAGE
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9HOW TO PERMANENTLY DELETE YOUR ACCOUNT
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CLICK YOUR ACCOUNT/NAME
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THEN THESE OPTIONS WILL APPEAR
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SELECT “LOG OUT”
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SCROLL DOWN TO SEE THE ACCOUNT DEACTIVATION OPTION
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CLICK “PERMANENTLY DELETE YOUR ENTIRE ACCOUNT FOREVER”
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THEN SELECT “SEND THE EMAIL”
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CHECK YOUR EMAIL AND SELECT“DELETE ACCOUNT”
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THAT’S ALL FOR NOW!
HAVE YOU LEARNED FROM THIS HOMEWORK?
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NOW APPLY WHAT YOU HAVE LEARNED & START YOUR OWN.
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REMEMBER:
“YOU DON’T HAVE TO BE GREAT TO START, BUT YOU HAVE TO
START TO BE GREAT.”
- ZIG ZAGLER
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LET’S DO IT!
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LET’S CONNECT! VISIT:annatermulo.wordpress.com
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THANKS!
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