How to Use Trello Project Management Platform

I use Trello everyday; from planning my next project to execution, tracking of bugs, setting road maps. In fact, if you are my client there is a huge chance that I will be using Trello for your project. It’s best to acquaint yourself with it.

So, What’s Trello?

Trello is an online platform that allows you to organize your projects and tasks for team work. You can organize just about anything with a Trello board. The platform is really easy to use and you get a walkthrough to create your first board and organize your tasks after creating your account.

Create Trello account

Getting Started on Trello

Follow this simple steps to setup Trello workspace, boards, list and cards. If you are my client simply follow the invite link to the board I have created for your project. Skip to step 3.

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  1. Create your Trello account

    To get started, head over to https://trello.com/ and create your free account. You will be prompted in the welcome screen to create your first board. Start by naming your board, something related to the project you are working on, or what you need to get done.Create Trello account

  2. Structure Trello Board with Lists

    The next screen prompts you to add a few list to your board. This list represents the individual phase/tasks for the given project (board). A list is a collection of cards. It can be a set of ideas, a group of tasks, or a stage in a project. You’ll add cards to your list next.Structure Trello Board with Lists

  3. Create Cards

    The next screen known as cards is where you enter tasks for a given phase (collection). Make cards for things you need to do, organize, or just get out of your head.Create Trello Cards

  4. Edit Cards

    When you click on a card, you can add just about any kind of information to it. Attach files, add checklists, post comments, the list goes on…Edit Trello Cards

  5. Finish

    You can rearrange your items by simple drag and drop. Finish Trello Setup

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