How to use
Basic Tutorial
yourlegendaryvp.com
It is a collaboration tool
that organizes your
projects into boards.
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Click on the Search Bar
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Go to www.trello.com
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Click Sign Up-Its Free
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Type in your Name
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Type in your Email Address
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Type in your Password
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Click on Create New Account
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Go to your email
inbox to confirm
your email
address.
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Click on Verify Address
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It brings you to your
Trello Dashboard
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Lets begin with
Board Basics
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A Board is a
collection of
cards ordered in
a list of Lists.
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It can be used to
Manage a Project
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Track a
Collection Or
Organize
anything.
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How do I create a
Board?
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Click on + sign on Trello
Dashboard
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Click on Create Board
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Type in a Title
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Click on Create
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Congratulations!
You now have a
Board
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How do I
add a list of
Tasks?
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Click on the empty space of
the box
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Type in To Do
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Click on Save
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Add another List
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Type in Doing
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Click on Save
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Add another List
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Type in Done
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Click on Save
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How do I
Add Card
inside the list?
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Click Add a card
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Type in your tasks
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Click Add
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Type in another tasks
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Click Add
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You can keep on adding tasks
here
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Adding a task on
your
Doing list
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Type in the tasks you are
currently working on
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Click Add
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Adding a task on
your
Done list
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Type in the tasks youve
finished doing
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Click Add
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Lets say..
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Youre now working
on a task from your
To Do list,
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Drag and drop the task from
To Do list to Doing
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Youre now finished
on a task from your
Doing list,
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Drag and drop the task from
Doing list to Done list
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You can put labels
on your tasks
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Hover the cursor over the
task you want to Label
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Click on the Pencil icon
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Click on Edit Labels
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Select and Click on a color
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Click on Save
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Put Labels to
Categorize tasks
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For example,
in my case,
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I label Tutorials Violet
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And Webinars & Seminars
Yellow
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How do I
Add details
to the card?
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Click on the card
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You can now put details on
this particular card
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Click Edit the description
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Type in a description
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On my case,
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I put a link connected with the
task.
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Click on Save
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How do I
add
Members?
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Click on Members
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Click on the name of the member
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A member is now added
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How do I add a
Checklist?
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Click on Checklist
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Type in a Title of a Checklist
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Click Add
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You can add items under
Checklist
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Click on Add an item
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Type in an item
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Click Add
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Tick on the items you finished
doing
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How do I add
Due Date?
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Click on Due Date?
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Set up the date
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Click on Save
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How do I add
Attachment?
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Click on Attachment?
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Select which source your
attachment is from
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Computers folder will appear
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Select the file to be attached
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Click Open
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File has been attached to your
task
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This is how the board looks
like so far
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How do I add
Calendar
to my Board?
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Click on Show Menu
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Click on Power-Ups
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Select Calendar Click on
Enable
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Click on the Calendar icon
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The Calendar appears
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How do I
Close
a Board?
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Click on the board you want
to close
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Click on More
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Click on Close Board
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Click on Close
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To Re-Open, Click on
click here to re-open it.
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Or,
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Click Boards
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Click See closed boards
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Click on Re-open
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Being
ORGANIZED
is being in
CONTROL.
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