Trello: Flexing for teams

Projects, Tasks, & Workflows Visualized

Joe Commodore

Last Update há 21 dias

Setup and Management of a Trello Board

Don't just follow the video, get the Full SOP Here or Step By Step Guide Here.

Overview

This video introduces a detailed guide on how to set up and manage a Trello board for task and team tracking. 


Key features include:

  • Creating a new board with public visibility

  • Customizing the board's background using images from Unsplash

  • Organizing tasks into lists (e.g., To-Do Today, To-Never Do)

  • Adding and managing cards for specific tasks

  • Assigning due dates and team members to tasks

  • Creating checklists within cards to track progress

  • Drag-and-drop functionality for task prioritization and organization

This guide is aimed at helping teams effectively use Trello for project management.

Assumptions
  • Users have a basic understanding of Trello and its interface.

  • Users are familiar with creating accounts and navigating the Trello workspace.

  • The guide assumes users want to manage tasks collaboratively within a team setting.

Testing Strategy
  • Verify the ability to create a new Trello board and set its visibility.

  • Test the background customization feature using images from Unsplash.

  • Ensure that lists can be created and renamed without issues.

  • Validate that cards can be added, edited, and moved between lists.

  • Check that due dates can be assigned and saved correctly.

  • Confirm that comments and checklists can be added to cards and function as expected.


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