![]() ![]() Trello is a favourite project management tool for many businesses around the world and it’s becoming increasingly popular as a way for people to organise their personal lives. It can be used on desktop, web or mobile app. Trello is free to use project management and collaboration tool. Take some time to check out everything the menu has to offer.Kiss goodbye to sticknote hell with Trello You can also see all of the activity that has taken place on a board in the menu’s activity feed. The menu is where you manage members, control settings, filter cards, and enable Power-Ups. (D) Menu – On the right side of your Trello board is the menu-the mission control center for your board. There’s no limit to the number of cards you can add to a board. ![]() Drag and drop cards across lists to show progress. Just click “Add a card…” at the bottom of any list to create a new card, and give it a name like “Pick up the dry cleaning” or “Write a blog post.”Ĭards can be customized to hold a wide variety of useful information by clicking on them. A card can be something that needs to get done, like a blog post to be written, or something that needs to be remembered, like company vacation policies. Cards are used to represent tasks and ideas. (C) Cards – The fundamental unit of a board is a card. But don’t forget: Trello is truly customizable to your unique needs, so you can name your lists anything you like! Whether it’s basic Kanban, a sales pipeline, a marketing calendar, or project management, what matters most is establishing a workflow for the way your team works. There’s no limit to the number of lists you can add to a board, and they can be arranged however you like.Ī basic (but effective) list setup for a board might be simply To Do, Doing, and Done, where cards start in the To Do list and make their way to the Done list. They can be used to create a workflow where cards are moved across lists from start to finish, or simply act as a place to keep track of ideas and information. (B) Lists – Lists keep cards (C) organized in their various stages of progress. Whether you are launching a new website or planning a vacation, a Trello board is the place to organize your tasks and collaborate with your colleagues, family, or friends. (A) Boards – A board represents a project or a place to keep track of information. Trello 101 – Board BasicsĪ Trello board only has four key components, but comes with unlimited possibility: Here is a link to the Template I use for website development, feel free to make a copy for your own projects. Archived: Tasks that have been permanently Archived.Done: Tasks that have been approved and completed.Quality Assurance / Testing Required: Tasks that have to be checked by the client for approval and moved to Done, or returned to the To Do list.On Hold / Waiting for Client: Tasks that require more information from the client to complete.In Progress: A list of things under construction!.To Do: Tasks that are upcoming to be completed.Suggestions: External or internal Feature requests.Marketing: Includes Style guide and branding information for the website, Logo’s, Social Media Accounts.Helpful Info: Contains helpful information for navigating the client requirements, target website launch date, email addresses, expenses etc.It’s just a matter of adding each manageable task into the required column, and drag and drop the virtual post-it notes as I progress through a task. Using the Scrum or Kanban approach that software developers use to maximise their productivity, I split the Boards up into left-to-right columns such as: Helpful Info, Marketing, Suggestions, To Do, On Hold, In Progress, Quality Assurance, Done, Archived I have individual Teams setup for clients/projects, and new Boards for each site. The idea of a board is to give you a clear view into what I’m working on, what I’m about to work on, and what I’m thinking about working on. A Trello board is a list of lists, filled with cards, used by you and your team.
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