SOP: Creating A Trello Board
Getting started Standard Operating Procedure
Joe Commodore
Last Update 21 days ago
Watch video of this SOP here.
Objective
This SOP outlines the steps to create and manage a Trello board for effective task and team tracking.
1. Access Trello and Create a New Board 0:24
Go to your Trello workspace.
Click on 'Boards'.
Select 'Add a Board'.
Enter a name for your board (e.g., 'Testing').
Set visibility (e.g., 'Public').
Click 'Create'.
2. Customize Board Background 1:01
Click on the background settings.
Upload an image or select from available options (e.g., Unsplash).
3. Create Lists for Task Organization 1:27
Create lists to categorize tasks (e.g., 'To-Do Today', 'To-Do Tomorrow', 'To Never Do', 'To Always Do').
Drag and drop lists to prioritize them.
4. Add Cards for Specific Tasks 2:11
Click 'Add a Card' under the appropriate list.
Enter the task details (e.g., 'Be sure to tie shoes').
Click 'Add Card'.
5. Update Card Details 3:00
Click on the card to open it.
Edit the title or description as needed.
Add comments for additional context.
6. Set Due Dates 3:26
Click on the calendar icon within the card.
Select a due date.
Save changes.
7. Assign Team Members 4:00
Within the card, assign team members to the task by selecting their names.
8. Add Labels and Checklists 4:10
Use color-coded labels for quick identification (e.g., Red for urgent tasks).
Add a checklist by clicking 'Checklist' within the card.
9. Track Progress 4:37
Check off items in the checklist as they are completed.
Drag and drop cards between lists to reflect progress.
Ensure that all team members have access to the board if it is set to 'Public'.
Regularly update the board to reflect the current status of tasks to avoid confusion.
Use consistent naming conventions for lists and cards for better organization.
Regularly review and adjust priorities to ensure focus on urgent tasks.
Utilize Trello's integration features with other tools for enhanced productivity.