What is Trello and how to use Trello? - Free and complete guide

In the continuation of this article, we will describe in detail and comprehensively everything that you need to know when working with Trello.

Basics about Trello

Ultimately, a win in Trello consists of only four key elements that, of course, bring together a host of possibilities.

What is a board?

The board is a place that allows you to monitor all the information, usually for large projects, teams and workflows. Whether you are launching a new site, monitoring your business sales, or even planning your next corporate party, Trello Board is a place where you can sort out all the tasks, handle all the details, and most importantly, collaborate with other people involved in the project. he does.

What is a List?

Lists contain cards that need to be in fact snippets containing different information at different stages of the process. Lists can be used to build a complete workflow, and the cards in it are moved between different steps of the process, from beginning to end to monitor ideas and information. There is no limit to the number of lists that can be added to a board, and you can customize the structure to your liking.

What is a Card?

The smallest but most detailed unit on a board is the card. Cards are used to display tasks and ideas. A card can be something that needs to be done, such as a blog post that needs to be written, or something that needs to be remembered, such as leave rules in the organization. Just click on the "Add a Card" option at the bottom of each list to create a new card. You can then assign a name to it, such as "hire a new ad manager" or "write a blog post".

By clicking on each card, they can be personalized to contain a wealth of valuable information. To show the progress of the project, it is very easy to drag and drop cards across the lists. There are no restrictions on the number of cards that can be added to each board. We will talk more about this topic later in this article.

What is a Board Menu?

(which we will discuss later), and even automate tasks. In addition, you can view all the activities on the board via the Activity feed in this menu. So you need to take some time and navigate to the corners of this menu to get fully acquainted with it.

So far, so good, it's all right, isn't it? Now let's look at how you can create your first project.

Construction of the first project in Trello

Trello is very flexible and fast coming out of the water, so it can be used to manage projects in any dimension from start to finish. In the following, we will tell you how you can build your first board and move forward.

In each project, you need to manage a wealth of different information, monitor the status of different tasks, and find the right people in all phases. The main goal is to move slowly but steadily towards your goal and at the same time be able to adhere to time and budget constraints. You should also have a smile on your face at all times. Trello can help you in all stages of the work. Now that we know the basics about the Trello range, it's time to roll your first project.

Build a board

Structuring a project with all the members, ideas, tasks and schedules and then optimizing it so that people can participate constructively with each other can be very difficult. Fortunately, Trello puts everything in front of you in the simplest way so that you can successfully organize things.

·      To get started from the Workspace tab, click on the "Create New Board" option, or go to the + button in the Trello header to the left of your name and click the Create Board option.

·      Choose a name for the board that reflects your current project, from organizing an event and managing a blog to monitoring the sales of a product.

·      Data and information about your project are the most valuable things you have. As you build a new board in Trello, you will also have privacy options so that data does not fall into the wrong hands.

·      If you set the privacy settings to Private, only members of that particular board will be able to view the content. Normally, if you are working on sensitive and rigorous projects, you should go to Private settings by default, because no one but the team members should see the data. These settings are suitable for one-to-one boards, personal boards and boards that are shared with customers.

·      On the other hand, we have the public option, which allows anyone with a link to be able to view it. Public boards are categorized in various search engines such as Google, which means that the information contained in it will be visible to anyone on the Internet. These settings can be used for public projects or product roadmaps that require customer feedback. In other settings of your board, you can decide who can comment, add or remove members, edit the board or join.

Personalization of Trello board

No two workflows are alike, so why not give each win a unique look and feel? To maximize flexibility and fun, you can personalize your win background to somehow reflect the character of your team and project.( https://panoramic-aluminum-72a8f.netlify.app/ ) website to find a unique and beautiful image. Not to mention that you will be able to change the background image of the menu at any time.

Getting started

Whether one member of the project management team is in charge or occasionally wins to keep abreast of the latest changes, ensuring that all members have the same mindset will lead to a better project collaboration experience. Once you've built the board and given it the look you want, it's time to invite the team members to take care of their tasks one by one.

·      At the top of the board, tap "Invite" and select the people you want to add to the board. On the other hand, you will also be able to invite people using their email addresses and names.

·      At the bottom of the invitation menu, there is a link that you can easily share with others. For example, you can send this link specifically to team members or shareholders via messaging apps or email. If you think such a link does not look good, you can even download a QR code that people will be invited to scan by your board.

Set up Trello access permissions

You can set their permissions so that each person's role in the team is clearly defined. Member Permissions allow you to control activities and basically do not allow anyone to make changes where they do not belong. Therefore, you need to be fully acquainted with these settings to ensure that the right information is in the right hands:

Normal Access: The person receiving this level of access will be able to view and edit the cards, and on the other hand, depending on the settings you have set, will also be able to edit some board permissions. This is a great option for those employees who are actively working on a project.

Admin access: With admin access, a person can view and edit cards, delete members, and change all board settings. This option is useful for project leaders or managers who must have complete control over the entire process.

Observer access: With admin access, the content displayed on the board can be accessed, but it is not possible to edit the cards. On the other hand, it is still possible to comment, react with waves and interact at the level defined by the board manager. This option is suitable for boards where you want people such as customers, managers and third parties to be able to see the progress of the project.

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Build a workflow in Trello

Trello lists allow you to sort and sort cards by status. These lists can contain a variety of contents, from a collection of ideas to small and large tasks in large projects. But the most important thing is to create an effective and efficient workflow for your team members. It does not matter if we are talking about a sales pipeline or a marketing calendar or the management of a complete project.

To add the first list to your board, click "Add a List" and give it a title that reflects what it holds. The name you choose for your lists can simply be "Things to do", "Jobs in progress" and "Jobs completed" or you can add any details you deem necessary. Remember: Trello is a very flexible tool that can meet your most unique needs. So do not be ashamed to create large and long lists and do whatever it takes to get the most out of it.

Add tasks and tasks to be done

As the most basic unit in a board, the cards are supposed to represent tasks and ideas. These cards can be used to address what needs to be done, such as a problem reported by customers, a new feature design for your website, a blog post, or anything else that is relevant to your project and should be remembered.

Cards can be customized to accommodate a wealth of useful information, and by clicking on them, you can see as much detail as possible. You can also drag and drop cards between lists to show progress. As mentioned earlier, there is no limit to the number of cards that can be added to a board.

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