The document provides a beginner's guide to using Trello, a project management tool. It explains the key concepts of boards, lists, and cards for organizing tasks and projects. It then provides step-by-step instructions for setting up an account, creating a board and lists, adding cards, checklists, due dates, attachments, members and more. The goal is to demonstrate how to visually organize projects and tasks using Trello.

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Prepared by: Randy Losa
Virtual assistant/Professional
A BEGINNER’S GUIDE
HOW TO USE

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TRELLO is a visual way to
organize anything with
anyone
WHAT IS TRELLO?

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- Is an awesome project
management tool that
will make your life easier
and more organized

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There are three important
terms to remember

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BOARD
It contains a list of what
you want to do

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LIST
It contains cards of things,
ideas or your plans

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CARDS
Basically contains details
of task to do in your list

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Now let’s get
started

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Open your Internet
browser

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Click WINDOWS icon from
your desktop

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Click All Programs

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Click Google Chrome

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Your Home Page

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Type in Trello.com to your
address bar

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Hit ENTER on your
keyboard

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And you will be directed
here

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Click Sign Up – It’s Free

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Fill up necessary details on
this FORM

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Your NAME

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Your EMAIL ADDRESS

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And your PASSWORD

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Then click Create New
Account

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You need to confirmed
your account to your
email address

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Open your EMAIL

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Click Verify Address

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Welcome to TRELLO

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Your Account is now
Activated

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Now let’s proceed to
how you can use Trello
to organize your task!

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Click + sign button

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Dropdown options will
appear

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Click your account name
button

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Then these options will
appear

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Click bell button

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Then your notifications will
appear

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Click Boards button

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Dropdown will appear

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Now let’s create a
Board and Add list

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Click Create new board

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Add Title

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Add Title

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You can create and copy
your team

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And change your boards
Privacy setting

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Choose the settings that
applies

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Then click Create

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Your Board is now ready

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Start adding List by
clicking this

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Just enter the List Title

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Click Save

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Add label List

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And click Save

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All list done for the Board

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Let’s generate your
CARD

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Click add a card

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Type in the name of your
card

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Click Add

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Another card field will
appear automatically

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Cards will be added to the
list

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You can add as many
Cards as you want that
are relevant to your list

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Let’s work on our
checklist

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Click on the Card

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A pop-up window will
appear

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You can add the following to your
card and become organized

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Click Checklist for things to
do

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Add a title on your
Checklist

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Click Add button

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Review file checklist has
been added on you card

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Type an item on your
Checklist

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Click Add button

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The item on your Review file
checklist has been added

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Click box beside item if task
has been completed

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Let’s do our Due
date

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Click Due date for any
deadlines

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Pick a Date

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Click Save button

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Due date has been noted

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You can now add color
Codes and Label

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Click Edit the Description
to add a content

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Type anything you want
for you card

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Click Save button

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This will appear on the
card

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You can make a comment
on the box

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Click Send button

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Now let’s learn how
you can attach a file
or photo

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Click Attachment

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The pop up window will
appear

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Click on Computer

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Click on Computer

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A pop up window will
appear

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Select a photo that you
want to upload

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Click Open

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Your photo is now
uploaded

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Now let’s add a
Members to your Trello
board

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Click add Members

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Type in the email address
you want you add

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Your first team member
now has been added

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The list shows activities in
your card

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List of activities

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How to Log –out your
account

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Click your account name

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Then these option will
appear

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Click Log Out

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And you will be directed
to this TRELLO page

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Congratulation!

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Now apply what you
have learned and start
your own.

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VISIT:
creativesuiteva.wordpress.com

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THANKS!