In this video tutorial, we will learn the basics of Trello, a collaborative tool used for project management and organization. Music: http://www.bensound.com. View the transcript below!
Hey, this is Ryan from the DigiComm team. In this video tutorial, we will learn the basics of Trello, a collaborative tool used for project management and organization. Let’s get started.
Once you’re logged in, click on your username and avatar in the top right corner and click Profile. Ensure that you have added an avatar and your full name. This will make it easier for other team members to identify you.
As a Trello user, you can become a member of a team board.
Boards are made up of lists and we at DigiComm like to call our lists “swimlanes.” Lists are often used to represent a workflow. You can use them to categorize things to do this month, things to do this week, and things to do today. We also have a done lane. It’s really cathartic moving an item from one of the to-do lanes over to done. It makes completing a task all the more satisfying.
But lists don’t have to be set up this way, it’s important to label them in a way that fits your needs and will enhance your productivity and organization.
Within the lists, there are cards. Each card represents a task that needs to be completed.
You create a new task by adding a card and giving it a title. Click the card to open up the card back. This where you can add more information about the task and edit other aspects of the card. Cards should be the single point of truth for that task. Ideally this means writing a clear description of the objective, adding team members who will be responsible for the task, and a due date.
Once I’ve created a card, I can go onto the card back and change the title to make it a little more informative. I’ll also add a description to the card to provide more details on what the card is all about.
I can add a checklist to the card to create subtasks or steps. These are each represented as a checklist item.
I will then add a few members of my team to this card to assign them the task. Since the whole team loves pizza, I’ll add all the members on the board. When board members are added to a card they receive a notification both within Trello and by email.
Adding labels to your cards is a great way to add visual information for quick reference. Plus you can filter your board by labels, which I’ll show y’all later in this video.
Since we’re on a deadline because the DigiComm team is hungry, I’m going to add a due date to the card so that everyone knows when we’re having our pizza party.
We can add an attachment from my computer or a cloud storage option like Dropbox and Google Drive. .jpegs and .pngs will become a card cover, and will display on the front of the card.
Commenting on cards is a convenient way to keep ideas and opinions on a task centrally located. @ mention a board member in a comment and they will receive a notification. Let’s tell Katie she needs to bring the sauce for the pizza party.
Also, since I want to stay on top of the progress on this card, I’m going to subscribe to it. This way I will receive notifications for any actions that occur on the card. To ensure that your team isn’t overwhelmed with Trello notifications, only have members on cards that they are actively working on.
As a task progresses from start to finish, cards can be moved across lists by clicking and dragging them to a different list.
Now we are going to take a look at the board menu.
The members section of the board menu displays all of the board members. The member with the blue icon on their avatar is the board admins who sets the permissions for the board. You can add new members to a board by clicking the add members button and searching for them either by username or email address. If you want to add someone to a board who is not a member of Trello, you can enter their email address and an invitation to sign up and join your board will be sent by email.
It’s easy to add members to cards by dragging their avatar from the members section and dropping it onto a card.
The activity feed for the board shows all of the actions that have occurred on the board since its creation.
Power-ups are can be enabled to provide extra functionality on your board, such as a calendar view which we use in DigiComm.
Stickers are a fun way to add visual information to a card. They can be a way to provide a status update for a card or a way to add some humor.
As mentioned earlier, card filters allow you to focus on cards on a board by labels, members, due dates or keywords.
Instead of deleting cards and lists, they’re archived so that they can easily be referenced or returned to your board at any point in the future.
That’s pretty much the basics! I hope you enjoyed this tutorial and be sure to book a consultation with DigiComm if you have any questions!