Step By Step: Creating Trello Board

Easy how-to get going with Trello: Project Management

Joe Commodore

Last Update 1 年前

Setting Up a Trello Board for Task and Team Management

For video to match the timestamps, click here.


1. Introduction to Trello 0:00

  • Trello is a tool for managing teams and projects.

  • It allows you to organize plans and tasks effectively.


2. Creating a New Board 0:24

  • Navigate to your workspace and select 'Boards'.

  • Click on 'Add a Board'.

  • Name your board (e.g., 'Testing').

  • Set visibility (e.g., Public).


3. Customizing the Board Background 1:01

  • Change the background of your board.

  • Upload your own images or use sources like Unsplash.


4. Creating Lists 1:27

  • Within your board, create lists for tasks (e.g., 'To-Do Today', 'To-Do Tomorrow').

  • Lists can be customized to fit your workflow.


5. Adding and Managing Cards 1:59

  • Add cards to your lists for specific tasks.

  • Cards can be dragged and dropped between lists.


6. Editing Card Details 2:11

  • Click on a card to edit its details.

  • Add descriptions, comments, and update task information.


7. Setting Due Dates 3:26

  • Click on the calendar icon to set due dates for tasks.

  • Ensure to save changes after updating.


8. Assigning Team Members 4:00

  • Assign team members to specific tasks on cards.

  • Use labels and colors for better organization.


9. Adding Checklists to Cards 4:10

  • Include checklists within cards for sub-tasks.

  • Check off items as they are completed.


10. Finalizing and Moving Cards 4:37

  • Continue to drag and drop cards as needed.

  • Regularly update your board for effective task and team tracking.

Link to Loom

https://www.loom.com/share/5b52d8f4ee9a4c3e80d755e3b9dd64c0

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