This is a tutorial on how to use Trello as a collaboration tool to organizes your projects into boards

1. Trello Training
Tutorial
Lebanese University
Faculty of Pedagogy
Master of Educational
Technology
Introduction To
Educational Technology
First Semester

2. 1
What is Trello?
Trello is a collaboration tool that organizes your projects into boards. In one glance,
Trello tells you what's being worked on, who's working on what, and where something is
in a process.
Imagine a white board, filled with lists of sticky notes, with each note as a task for you
and your team. Now imagine that each of those sticky notes has photos, attachments
from other data sources like BitBucket or Salesforce, documents, and a place to
comment and collaborate with your teammates. Now imagine that you can take that
whiteboard anywhere you go on your smartphone, and can access it from any computer
through the web. That's Trello!1
Trello is used by over 17 million people in a multitude of ways. Marketers, project
managers, software developers, high school teachers, human resources managers,
wedding planners, stay-at-home parents, and travel planners, among others, have
customized the visual tool to fit their needs.2
Trello’s types of customers vary between small business, medium business, large enterprises,
and freelancers. Its popular customers are Adobe, Tumblr, Trip Advisor, Fresh Direct, and Anytime
Fitness.3
It is best used by individuals and teams to manage their tasks, track a project and
collaborate or contribute where they can be most useful or where it is most needed.4
Why is Trello important?
 It’s a web-based project management software application that can be accessed
easily anywhere from any browser whether mobile or web-based, smartphone or
tablet. It is available as an app on iPhone and Android.
 It’s visually informative- good at showing information at a glance.5
 It has a free plan which contains a lot of features (creating teams, boards, lists,
cards, adding attachments…etc.).
1 http://help.trello.com/article/708-what-is-trello
2 https://zapier.com/blog/how-trello-uses-trello/
3 https://comparisons.financesonline.com/kanban-tool-vs-trello
4 https://wpcurve.com/trello-for-project-management/
5 https://www.appsntips.com/home/best-trello-power-ups

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 It allows you to invite as many or as few people as you like to view your boards
and potentially contribute to the project.
 It provides you with Power-ups that gives you different abilities which otherwise
the basic Trello app doesn’t have.
 Trello’s notification system instantly informs you whenever something important
happens. You’ll get notifications inside the app, and via email, browser, and
mobile push. Notifications stay in sync across all your devices.
 Trello works fast in real-time. When somebody moves a card, it instantly moves
on your board, no matter what device you use. You can keep your tab open all
day and never have to refresh.
 Labels help you categorize your cards finely so you can find and filter them easily
later.
 Trello keeps your data secure and private. You have full control over who sees
your boards. All data is sent over a secure, SSL/HTTPS connection, the same
encryption technology used by banks. 6
EducationalPurpose of Trello
Trello can be used as an effective visual collaboration tool that can help in organizing
various tutors’/students’ tasks.
It’s is a great tool for project-based learning. Students can use Trello to take control of
a project and outline the steps needed to bring it to completion. They can split up tasks
and plan what they need to meet goals. They can move cards around as needed, or as
pieces are completed, and tutors can track their progress in real time as they go! Tutors
can even go in and set deadlines for individual components, which may help those
procrastinators in classroom. It is a great tool for synchronous or asynchronous
communication, active learning, cooperative learning, and conducting research.7
6 https://reviews.financesonline.com/p/trello/
7 https://blogs.umass.edu/onlinetools/community-centered-tools/trello/

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Classroom Solutions using Trello8
1. Lesson Planning: Create simple, visual way lesson plans and assignments that
can be coordinated, and shared with other teachers and colleagues.
2. Student Research Project: Teachers can quickly see how students are
progressing in their assignments, provide feedback, and facilitate peer
communication and collaboration with a research project board.
3. Weekly Classroom Newsletter: Keep parents up to date on upcoming events,
assignments, and assessments with a weekly classroom newsletter board
4. Status of the Class: Always know what step each student is at in a process.
Works well in a workshop environment where students are progressing
individually.
5. Links for Resources: You could create lists of science websites and attaching
worksheets you’ve created. Maybe linking Pinterest boards you’ve found
resourceful.
8 https://trello.com/inspiration/education
https://www.fizzicseducation.com.au/Blog/x_post/5-solutions-to-classroom-organisation--lesson-planning-using-
trello-00094.html

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Step 1
Step 2
Type in www.trello.com

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Step 3
Click on Sign-Up. It's free!!
Step 4
Create an Account:
Type in your Name, Email Address and Password.Then click on Create
New Account.

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Step 5
or Click on Sign up with Google.
Step 6
Choose your account.
7

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Step 7
Step 8
Click on Verify Address.

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Step 9
Trello Dashboard will be opened.
Step 10
What is Trello board?
A Trello board is a list of lists, filled with cards, used by you and your
team.
To create a board click on "Create new board".

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Step 11
1) Type in the title
2) Change the visibility of a board.
Private: Only those users added as members to the board can view or
edit it.
Public: Board is visible to anyone with the link to the board and will
show up in search engines like Google.
Only those users added as members to the board can edit.
3) Change the board background (Choose one or click on the ... to see
more)
4) Click on Create Board

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Step 12
Once you create the board you'll notice that there's a new visibility
option, "Team".
A team-visible board will be visible to members ofthe team. Only those
users added as members to the board will be able to edit.
To make your board team-visible click on "Team".
Step 13
Click on "Create Team".

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Step 14
1) Type in the Team's name.
2) Type a descriptionof your team (it's optional).
3) Click on "Create".
Step 15
The Team page will be opened.

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Step 16
Adding Team members:
1) Click on "Members".
2) Type in the member's name.
3) Invite someone newby searching for a personin Trello by name or
email address.
Step 17
4) Click next to the member'sname.
5) Click on "Add to Team".

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Step 18
Changing Member's Permissions:
To make a memberan admin click on "Normal" and then click "Admin".
This will give permissionto this memberto create and edit team boards
and change setting for the team.
Step 19
Removing Team Member:
Click on "Remove" thenclick on "Remove from team".

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Step 20
6) "Bulk Add Members" allows you to add more than one memberin one
field by typing their emails or usernames separated by a semicolon,for
example "user1@hotmail.com;user2@gmail.com;user3@yahoo.com".
Step 21
Team's Visibility:
To change team's visibility click on "Settings" then click on "Change",
then "Public".

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Step 22
Delete a Team:
From the "Settings" tab scroll down to "Delete this team".
Step 23
Click on "Trello" to go back Home and check your boards.

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Step 24
Click on the board you want to edit.
Step 25
Renaming and adding lists:
Rename a List by clicking on its name box.
To add a list click on "Add a list..."

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Step 26
Adding Cards:
Cards are the basic unit of a board. They might represent lessonplan
units, tasks, story leads, and monthly events. Drag cards from list to list
to indicate progression,status, or what-have-you. You can add people to
cards, label them, vote, attach files, start conversations, create task
checklists,and so on.
To add one click on "Add a card..." , type in the field, then press "Enter"
or click on "Add".
Step 27
Adding Labels to cards:
Labels are a simple way to add an extra layer of visual data to your Trello
cards.
It makes filtering much easier.
You can use labels to prioritize tasks, to organize cards by teams, or to
catalog a repositoryof cards by subject.
To label your cards, hover your cursor over the card you want to put on
Label and click on the Pencil icon.

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Step 28
Click on Edit Labels.

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Step 29
Choose a color then click on "Save".
Or you can click on "Create a new label" to choose another color or
name your label.
Step 30
1) Type in the label's name.
2) Choose a color.
3) Click on "Create".
Note: Grey label color won’t show up on the front of a card, but will come
up in searches.

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Step 31
Removing Card Labels:
Remove a label from a card via the card back's "Label" button. Active
labels are represented with a white check mark.
Click an active label to remove it. Then click on "Save".
Step 32
Card Details- Description:
1) Click on the Card
2) Click on "Edit the description"

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Step 33
3) Type a descriptionof this card.
4) Click on "Save".
Step 34
Card Details- Adding Members.
5) Click on "Members".
6) Type in the members' names.

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Step 35
Card Details- Adding Checklists:
7) Type the Title of your checklist.
8) Click on "Save".
Step 36
9) You can now add items under checklist.
10) Click on "Add".

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Step 37
Tick the item you have finished.
Step 38
Card Details- Adding Due Date:
11) Click on Due Date.

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Step 39
12) Set up the date.
13) Click on "Save".
Step 40
Card Details- Adding Attachments:
14) Click on "Attachment".

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Step 41
You can add attachments from differentplaces like your computer,
Trello, Google Drive...
Step 42
Card Details- Moving a Card:
15) Click on "Move Card" to move the card to another board/ list.
You can even keep it in the same list but change it's "Position"- orderin
the list, then click on "Move".

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Step 43
Card Details- Copying a Card:
16) You can copy a card to another board or list. (Works just like "Move"
exceptthat it makes a copyof the card instead of moving it)
Step 44
17) The "Follow" button allows you to be notified when another user
makes a change to the card.
18) If you're finished with a card click on the "Archive" button. Archived
cards will remain archived for as long as you like and you can retrieve
them later whenever you need them- unless you delete them after
archiving.

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Step 45
Card Details- Sharing:
19) To Share the card with others click on "Share and more...”.
Step 46
Copy the link and share it with your friends.
You can embed this card in your website or email it.
To delete the card simply click on "Delete".

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Step 47
Commenting on Cards:
Comments allow you to engage in a conversation on the back of a card.
To view the back of a card, click on the card to open it.
You can add comments to a card via the "Add Comment..." textbox.
Step 48
When you're done editing the card's details click on X.

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Step 49
"Star" the Board.
Step 50
Board Menu:
On the right side of your window you'll see the board menu, where you
can add members & change background.
Note: If you closed the board menu and then wanted to reopenjust click
on "Show Menu".

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Step 51
Filtering Cards.
Card filters allow you to focus on specific labels,members assigned to
cards, due dates and keywords.
To use filter click on the menu bar -> "Filter Cards".
Step 52
Selecta combination of labels, members, due dates and keywords.
The filter will stay in place until you dismiss it, even if you leave the board
or go to calendar view.
Clear all filters by clicking the "x" in the green "Filtering is on" indicator at
the top of your board, by clicking "Clear Filter" at the bottom of the filter
menu or by using the "x" keyboard shortcut.

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Step 53
Adding Power Ups:
Power-Ups allow you to bring additional features to your boards and
integrate your favorite apps right into Trello.
To add power-ups click on the menu bar -> "Power-Ups".
Scroll down through the power ups (you can filter them by categories
found on the left panel) and click on "Enable" next to the one you want to
add.
Note: Every board associated with your Trello team can enable one
Power-Up for free.

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Step 54
Adding Stickers to Cards:
Stickers are a simple yet fun way to add visual flair to your Trello cards.
Click on "Stickers" found on the board menu.
Step 55
Drag a sticker to a card.
Note: you can add more than one sticker to a card.

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Step 56
Moving, rotating, or removing stickers from a card.
To move, rotate or remove a sticker from the card, hover your mouse on
the card with the sticker to edit click the pencil icon in the top corner, and
then click the sticker. This will initiate edit mode forthe sticker.
Step 57
Click on the sticker to rotate, move, or edit it, then click on "Save".

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Step 58
Print and Export Board:
On the menu bar-> "More" click on "Print and Export".
Step 59
Closing a board:
On the board menu click on "More".

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Step 60
Click on "Close Board" then on "Close".
Once a board is closed,it is no longer visible in your Boards list and can
only be accessedby clicking the Boards button at the top left of your
Trello page and selecting "See closed boards..."
Step 61
Re-opening a board/ Permanently Delete Board:
After closing the board a new page will appear where you can re-open
the board or delete it permanently.

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Step 62
Deleting a closed board previously:
To delete a board that you've already closed previously, first open your
Closed Boards list. From there, you'll see a list of your closed boards,
with a "Delete" button next to the "Re-Open" button for any board that
you're an admin for. You can click on that button to delete the board
permanently.
Step 63
Linking to Boards:
On the board menu-> "More" selectthe link and copy it so that you can
share it.

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Note: if you are linking to a private item then the personyou are sharing the
link with must be a memberof that board in order to open the link. Links to
team visible items can be opened by members of your team but one will
still have to be a memberof the board to collaborate on the linked item. A
link to a public item on a public board can be opened by anyone that has
been given the link.
Step 64
Header:
1) Create a board or Team
2) Tips,Blog...
3) Notifications from a card, board, list, comments...
4) Avatar: Profile,settings, cards, help...

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Step 65
Log Out:
To log out of your current Trello sessionin the web browser,click on your
avatar in the top right corner and choose "Log Out" from the bottom of
the menu.