Trello is an amazing productivity tool, and we will learn to use it in this video.
So, let’s get into it.
This is my Trello dashboard.
Just go to Trello.com after signing up.
You might have the light theme activated.
Go to this theme menu and click the “Dark theme” option.
If you don’t have a Workspace here, create one by clicking this “Plus” icon.
I’m in my “Main” workspace, where I have 9 boards.
I left one for us to explore.
Let’s create one now.
Insert a board title.
I will create a board for a blog website and name it “Australian Travels Website.”
You can choose a background image or click here to see more photos.
I will use this one.
You can set “Visibility” to “Workspace” so everyone in your workspace can access it.
You can also choose Private or Public.
Anyone can access public boards, but only the workspace members can edit it.
I will leave it to “Workspace.”
The idea of Trello is to follow a task’s journey from start to finish.
In other words, from left to right . Suppose this board is for a blog site, I would track
my articles.
Let’s create some lists first.
A basic article structure includes ideas, progress, images, proofreading, and publication.
But it might be different in your circumstances.
On each list, we add cards.
Cards are the actual tasks.
In this example, articles will be cards.
So, I have an idea about an article.
I will add that idea to the “Idea” list.
When I start writing on this idea, I will move the card to the next phase, and I will
keep doing that until I reach the final phase, which is “Published.”
As you keep going, your board will grow, and your experience will grow with it.
This is the basic idea, but Trello is more than that.
In each card, you can add details.
Let’s open a card.
These are the card options available on every card.
You can add a description in rich text format.
This can be anything to help you or others remember important things.
You can comment on a card for any updates.
Trello supports mentioning others with the “@” sign.
When you do, they get a notification.
To mention someone to a card, you must add them to that board by clicking on this “Share”
button.
Users added to a board can then be added to a card.
Labels are an important part of Trello and can be used for multiple purposes, from task
priority to category to difficulty.
You can simply add a color label by clicking on one of those.
You can also edit a label or create a new one with a title and a color.
Let’s create an “Easy” label indicating that this article is easy to write.
Added labels are visible on the card.
I will also add a label titled “Research” to help me understand that this idea needs
more research.
We can attach multiple labels to a card.
In each task, we can add checklists.
Those are the sub-tasks.
In a standard blog post, content such as images, summaries, tags, and categories are important.
You can add a checklist and mark items as you complete them.
As you add the same list in a few cards, Trello will start suggesting that list.
You can then add the exact list and items with one click.
Moving on, we find “Dates” next.
Trello lets you add cards’ due dates.
You can set the date and time here and remind all the card watchers beforehand.
When you comment on a card or mention someone, they become the watcher of that card, and
they will get all related notifications.
Then we can add or attach a file.
Trello supports cloud storage and your computer files.
You can upload a project file for others to open and download.
All the attachments are saved here.
Next is the card cover image.
You can choose one of those or upload your own.
I don’t like cover photos as they take up a lot of room, but it’s here if you want
to.
Then you can add a third-party app and integrate it with Trello.
Also, Trello Automation lets you do multiple things at once.
We will cover this shortly.
You can also move this card to a different list or a board.
Trello is suggesting a list to move to, as you have moved cards from the current list
to this list repeatedly.
Let’s move it back to “Ideas.”
You can copy this card or make it a template.
This archive button will hide the card from the list.
You can still search for it in the search box.
To delete it, click on the “Delete” button.
Let’s send it back to the board.
Here is the card activity to see who did what.
When information is added to a card, you see the icons here.
I’m a card watcher, it has a due date, description, comments, attachments, and checklist.
I’m going to talk about the board interface and options now.
You can open your workspaces from here.
All your recently opened boards are here to jump from one to another.
Let’s go back.
Trello also has several templates available in the templates area.
You can check them out and apply them to your board.
Boards have a left sidebar that can be opened by clicking this arrow.
You see all your boards, members, and workspace settings.
I don’t use this sidebar much.
From here, we can add power-ups and automation.
Also, filters from this menu.
You can filter members, labels, due dates, and more.
Selecting one will only show the relevant cards.
Then we have the “Share” tool to add emails or share the link of the board.
Boards also have a right sidebar.
You can add the board description, change the background , adjust automation and power-ups,
and see all the activity from all cards.
Trello’s search feature finds all cards from all boards.
Let’s search for “Photoshop.”
You will see the cards from the whole workspace, even the archived ones are here.
Hovering over one gives more details, and clicking on one opens it.
You can see more results on the advanced search interface.
Next, we will explore Trello Automation.
But let me show you some examples first.
On this board, I have so many cards, and if I add a card to this list and move it to the
top, it will take a lot of time.
So, I have created automation to just click on this button and move the card to the top.
Another automation adds the “Confirmed” label to it.
On another board, with one click, I create a checklist or move cards from one list to
another.
There are so many cases of automation, but you will create something according to your
situation.
Let’s add automation to our newly created board.
Click here to see the options.
You can create a rule or button.
I will create a button.
Click the top button.
In this example, I will add that “Research” label to a card, so I will the button “Research”.
We want the card to be closed after clicking.
Next, add an action below.
You have many options to play with, including moving cards, adding dates, checklists, content,
and more.
I want to add a label, so I will click on the “Add/Remove” button.
Here, we have multiple actions.
The second action is about labels, so I will choose the “Research” label from this
list and click on the “Plus” icon to add it.
Our automation is ready.
You can also add multiple actions.
Let’s add some content with the same button.
Click the “Content” tab, and in the description, we will add “Research needed” text.
That’s it.
You can see both actions here.
Save this automation and return to the board.
You will see the button under “Automation.”
When you click this button, the Trello will add the label and description.
Looks great.
Trello is more than that, but we must part ways as I want you to explore it.
But before we go, here are a few of my boards.
I have a board for my website where I assign tasks to my writers.
I have a YouTube board for this channel.
I even have a board containing software names.
This is an informational board.
Lastly, this is my game development board for a big video game.
I’m not working on it right now.
So, yeah!
This is Trello.
Thanks for watching the video, and take care.