Getting Started With Trello (Demo)

Note: Since this video was made, we've switched the name of "Organizations" to "Teams". The information in this video is still up-to-date, though!

Transcript

Intro

Hey, this is Brian from the Trello team. Today we are going to take a peek at the “Best App Ever” board that Misty River Software created to keep track of their new app. As you can see, this board is made up of lists that represent a workflow. Each list has cards on it. A card is a unit that represents a task, and can hold a variety information for that task.

Adding cards

I can create a new task for this board by adding a card and adding a title to it. Click the card to open up the card back so you can add more information to it. All aspects of the card can be edited on the card back.

For instance, I can change the title of my card to make it a little more informative. I will also add a description to the card to provide more details on what this card is all about.

Since this task has a few layers to it, i’ll add a checklist to the card to create sub tasks or steps. These are each represented as checklist items.

Adding members & notifications

I will then add a few members of my team to this card to assign them the task. Since Ben and Julie are fluent in these languages, I will add them. When board members are added to a card they will receive a notification both within Trello and by email.

Due dates & labels

Since we are on a deadline for this feature, I am going to add a due date to the card so that everyone knows this needs to get done before the beta version ships.

Adding labels to your cards is a great way to add visual information for quick reference. Plus you can filter your board by label, which I will demonstrate later in this video.

Comments to communicate with team members

Commenting on cards is a convenient way to keep ideas and opinions on a task centrally located. @ mention a board member in a comment and they will receive a notification.

Subscriptions

Also, since I want to stay on top of the progress on this card, I am going to subscribe it. This way I will receive notifications for any actions that occur on the card.

Oh, it looks like I forgot an important language for our localization feature. Better add it to the card!

Moving cards between lists

As a task progresses from start to finish, cards can be moved across lists by clicking and dragging them to a different list.

Of course, not all lists have to be a part of a workflow, lists can act as repositories for ideas, documents & resources.

Board Menu: Members

Now we are going to take a look at the board menu.
The members section of the board menu displays all of the board members. The members with the blue icon on their avatar are the board admins and they can set the permissions for the board. I can add new members to my board by clicking the add members button and then searching for them by either their username or email address. If I want to add someone to my board that is not a member of Trello, I can enter their email address and an invitation to sign up and join my board will be sent by email.

Also, to make things easier, if your board is a part of an organization, organization members will be suggested as possible board members.
It’s easy to add members to cards by dragging their avatar from the members section and dropping it on to a card.

Board Menu: Activity feed

Next, the activity feed for the board shows all of the actions that have occurred on the board.

Board Menu: Settings

Finally, the board’s menu is where you can find all of the board level settings and features. Board admins can set permissions for the board in “Additional Settings.” Most of these features are self explanatory, but I want to quickly go over some of more interesting and useful ones.

Power-ups: Calendar, voting, card aging

Power-ups are board-level features that you can enable to provide extra functionality on your board, such as a calendar view and voting.

Stickers

Stickers are a fun way to add visual information to a card, whether it is a status update for the card or just to add a little humor.
Filtering cards on the boards

As mentioned earlier, card filters allow you to focus on cards on a board by labels, members, due dates or keywords.
Archiving cards and lists

Instead of deleting cards and lists, they are archived so that they can easily be referenced or returned to your board at any point in the future. Don’t worry about filling your archive, it’s practically limitless!

Create cards by email

It’s also possible to create new cards by email. Each board member has a unique email address associated with their board that will let them create new cards on that board.

[RorysKitchen]

I love trello! It's such an incredible tool that helps me clear my brain-space and get more things done :)

[thickymcghee]

I thought the music was great. It was subtle, no words, and just let me nod my head while listening.

[OzEdri]

Thanks a lot for this great video!
I'll embed it in a card so my team members will easily get to know Trello.

[themannyzaur]

Wow this was so well explained I went from beginner to expert in 5mins!

[Ztimes]

Instantly love Trello, so happy to have found it!

[katemercado]

The best and easiest project management app to use!

[eveilconscience]

I really enjoyed this post. Very helpful

[abinashmohanty]

Awesome! I was looking for this video for reference that I can share with my team. :) I love @Trello especially its integration over @Slack.

[danieldagostino]

Is there a reason there are no dependencies available within the native app? It would be great to better understand the philosophy behind this decision. It seems like a critical and fundamental component which appears to be missing. Many have asked before me so I'm sure you have a very good reason.

[mikegoodman]

love the role play an examples. As Tommy Lee Jones said in the movie Under Siege, " Well Done"!!!!

[Concept]

Samantha,  
Before you go on break with Jake and Sharon, can you go in Trello and try to move all team production task to the blue channel. Shawn is up set again because Kevin can't make up his mind if he is going to let production handle the assets review or pass it off to design by weds so let's all have them blue to be on the safe side. We don't need Brad and Jake complaining how they can't find the all assigned task tomorrow morning. Thanks so much Samantha! Oh I hope your able to take Tofee to the vet this afternoon, I know that has to be painful for her to have to hop around all day. Anyways, enjoy your Lunch Break, oh I still need to check out that new spot you told me about last week, it looks good too!.

[purplebearmsy]

Well explained. Thank you! I had fun 😘🥰😍💜

[janpaolocleotes]

Thanks for this great video! It was very informative! Thanks for sharing!

[takshot]

thanks this is the best software management online it's help alot

[BiloGadget]

dani brought me to use this planner, mr.milkman from the coding universe

[fareed]

It would be nice to be able to sort/alphabetize the lists, if you can add that feature. By the way Trello works great! It is making my current project manageable.

[stephanie]

thanks amazing video. This software is great for collaboration among team members as well as organizing different projects. I also tried zentao same features with cheaper price.

[arvingammad]

Nice Video, It helps me how to use Trello,

[IncomeStreamsThatWork]

I am using TRELLO for everything...no more notes all over the place!

[noaadude]

I've decided that the Old Tongue was a Wheel of Time reference