Trello is a web-based project management tool it is suitable for many applications and it
can be used in a huge number of ways before you start using trello you need to open an
account with Trello website which is Trello.com It is a free account they also have a paid
version but for this course and for normal use if you are using this for your side hustle
or for your single to-do list for couple of projects the free account is enough for you
so I have created an account and I just log into my account so once you have logged in
you will be in your boards area so the first thing you need to understand is the hierarchy
in Trello because Trello is a project management tool and most of the times when you are using
Trello you are basically collaborating with other team members but it is not essential
that you must have a team you can also use Trello as your own to-do list as I mentioned
earlier at the top of the hierarchy of Trello we have teams so a team can have a group of
boards these are my boards I have recently added a second member in to my team otherwise
I was working alone on my boards and these boards you can think of these boards in various
ways for example you can say that each board is your one project for example I develop
courses so this board is a project for me for this particular course and this board
is project for this Trello training course which I am currently working on and if you
have a team then you can make boards for each department of your team for example one board
for product development one board for marketing one board for quality control so then your
boards will represent the departments of your team or departments of your organization so
then after teams we have boards and each board has lists so those lists are basically each
stage of the project for example in this course development I have a recording phase then
I have a pre-production phase then I have a final review phase then I have a launch
phase so these are some of the phases in my course development project this board is for
example my own training I am currently doing a diploma in training design so this board
represents my own training program which I am participating in so in this board the stages
will be different this is the beauty of Trello it has a very simple interface but there a
huge number of ways you can use Trello and when you will see people using trello in innovative
ways, you will be fascinated with how many options you have so you can learn the basics
of Trello in half an hr but in order to get full potential of trello you may need years
of experience so Trello is very powerful project management tool and in today's lesson we will
learn the three basic organizational units of Trello after teams we have boards then
lists and then cards so this is the organizational hierarchy of Trello so first I will show you
one of my boards and then we will start creating a board from the scratch because I dont want
to confuse you so first i will highlight you one of my boards so if I click on this board
you will see that this board has these vertical blocks which are lists first list second list
and so on and in each of these lists we have these cards so list is a work flow and what
is a work flow work flow is a way you do the tasks so there could be many possible work
flows for example your cards could be moving stage by stage from left to right your cards
could be staying in the same list and when one task is completed these cards straight
away go to the completed list so these are called work flows the way you move the cards
the way you collaborate the way you work in a team the way you manage the project or organize
your projects so these are called the work flows so there are so many ways and so many
work flows are available for different type of applications for example if you are doing
a project management you will move this cards in a specific manner from one stage of the
project to the other stage of the project if you are doing a product development then
the way you move the cards will be different and if you are studying something and you
are organizing your studies or you are organizing a marriage or you are organizing your family
vacations you move the cards in a totally different way so this is the beauty of Trello
that you can work on Trello in various ways and I will be showing you various kinds of
boards and all the features in future lectures but this is just the highlight of how a board
looks like and now we will start from scratch if I click on this home I will go back to
this and now in order to create the new board you have to just click on this create a new
board and then you give it the name so I just say project one or something and I and there
are two kinds of boards private where only board members can see and edit the board and
public so anyone on the internet can see the board but only board members can edit the
board and we will be creating a private board here so just create board and there is a background
picture here if you like you can use it some people think that a background picture is
motivational looks good but personally I use only a plane background so in order to change
the background you click on this change background and there are some colors available if you
are on a paid plan then you can also upload your own background colors and images but
I am on the Free plan so i will use one of these lets say this one so as soon as you
create a board you will be prompted with add a list and you can add your first list here
so I will say stage one for example this is stage one of my project and I add list and
then i can add another list stage two add a list and then I can say completed so this
is the completed list so this is just a simple board if you dont want further list you click
on this so this is how you add a list into a board and then each list can have many cards
in order to create a card just click on add card and then I would say task-1 because essentially
its a task add card task-2 and then you can just close this similarly you can add two
tasks here task-1 task-2 and then just close it and now we have created a board three lists
and few tasks and now for example when this task is complete you can just drag and drop
to this completed tasks and then you are left with this task then you just if this is complete
you can take that to the completed tasks and this is how you complete the task and move
it to the completed list so its a good practice to name these lists in a more descriptive
manner I am just naming this stage one stage two just to make you understand that these
are essentially different stages of your project for example these are your ideas and these
are your currently in-progress tasks and these are your completed tasks so there could be
different ways to organize your projects so these are three basic organizational units
in Trello a Board List and Card now few things I would like to mention here because this
is just the first lecture and I dont want to put too much material in this few things
i would like to add so lets say I go back to my boards and I have created this board
but I want to lets say delete this board so in order to delete this board there are two
ways one is to archive the board or close the board closed means you can re-open the
board at any time alter on and all these boards and everything is stored on cloud on Trello
website so you dont have to worry about but if you want to delete so how to do that so
you just click on the board first then on the right hand side there is a menu here and
in this menu you will click on more and there is a button at the end close board if you
click on close board it will prompt you to confirm you just confirm close and now your
board is closed if you want you can re-open it any time or if you want to permanently
delete the board you can permanently delete board here.so I would just re-open the board
and now my board is back so this is the way if you want to delete a board so now we have
created a board and we have added list and cards to the board and in the next lecture
we will see some of the details how to add a detail to a card