Power hour 9 | Trello - Stay focused and organise your day

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Trello is a post-it note style organisation board that syncs across all of your devices and includes countless features to help you throughout your daily life. Power Hour 9 will teach you how to use Trello effectively for your business. Starting with the basics of how to create a card and store it safely and then dive into new features to let it work harder for you by syncing with other apps and some automation hacks. It’s minimalistic and simple structure makes it great for beginners but it’s flexible enough to support a medium sized business with thousands of balls in the air. Take control of your own projects, save time and capture information in an organised way to ahead of the competition! What can Trello do for your business? • Task management – Easily track and prioritise every task that comes your way • Capture - Store important information and find it easily when you need it. • Collaborate – Share tasks and to-do lists with clients, co-worker’s and partners. • Google Integration – Seamlesly integration with Chrome to create cards on the go • Media – Attach Video, Photo and links directly into your Board for fast access. • Reminders – Set due dates and flag milestones in your calendar. • Automation –Set up guided 1 click macros to save time • Power-Up – Advanced users can use power-ups to work with over 250 apps If you are unable to make the session then please register for the email updates and I’ll send you the highlights as soon as they are ready. For more information please about our weekly Power Hours please visit www.theoruby.com or email theo@theoruby.com. All previous highlights can be found here www.theoruby.com/marketing-guides

Business

CONTENTS
SETUP
Why use trello? How to get started and basics setup.
ADVANCED TIPS
Customising your workflow and basic automation
STAY PRODUCTIVE & ORGANISED
Capture important information and stay productive

WHY USE TRELLO
Task Management - Simply manage tasks and projects
Capture - Store information safely for later use
Collaborate - Share tasks and to-do lists with clients
Reminders - Never miss a deadline with easy reminders
Cross platform - sync across your Phone, Tablet & Computer

WHEN NOT TO USE TRELLO
Never store passwords and private information
If you work solely on paper (Artist, Writer, Creative)
If you struggle with technology
Always think about your own working habits and
use our guides as recommendations!

HOW TO GET STARTED
1) Visit www.trello.com
2) Sign up with Email / Google / Microsoft
3) Download the app on desktop or Mobile
Note: You can use the web version on desktop

FUNDEMENTALS - LIST
This is the vertical list for your project
Try to keep it in priority or date order
You can easily drag and drop

FUNDEMENTALS - CARD
This is your workhorse
Description
Attachements
Activity
Add to card
Move / Copy / Share / Archive

OUR TOP 5
1) Quickly make a note or reminder to action later
2) Store links, media and files
3) Create to-do lists for projects or just the next shopping trip
4) Create a process list to save time when repeating an action
5) Share list with client so they can view / edit live

To Sort - To Do - In Progress - Complete
Basic top down notes or to-do list
Use the style that works for you and the project
CANBAN / TOP DOWN

Background - keep it clean and easy to see
Covers - use an image as a cover for a card
Labels - name and colour code for easy recall
Stickers - simple emoji's to highlight cards
DESIGN

Select a background that is easy to see
Dark backgrounds normally work best
Solid colour or image via unsplash
BACKGROUND

Members
Labels
Checklist
Due Date
Attachment
Cover
ADD TO CARD

Move
Copy
Make Template
Watch
Archive
Share
ACTIONS

ATTACHMENTS
Computer
Google Drive
Dropbox
Box
OneDrive
External Link

SCREENSHOT
1) Print Screen Button on Keyboard
2) Open Card
3) Press Cntrl + V

Email
Link
Link to card
Embed card
Create team
Invite Team Members
Share card
COLLABORATION

Create a button on cards that saves time
Move card to another list – in progress – complete
Sort by due date or order first created
BUTLER - AUTOMATION

Cntrl + Alt + T
Cntrl + Alt + Space
Chrome extension
Email to board
Open Trello from anywhere
Create card from anywhere
SHORTCUTS

THANK YOU
Please get in touch if you have any questions
theo@theoruby.com
07709 852 364
Power Hour 10: Lockdown - How are London Businesses coping
Friday 29nd May 2020
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www.theoruby.com

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Power hour 9 | Trello - Stay focused and organise your day

2. CONTENTS SETUP Why use trello? How to get started and basics setup. ADVANCED TIPS Customising your workflow and basic automation STAY PRODUCTIVE & ORGANISED Capture important information and stay productive

3. WHY USE TRELLO Task Management - Simply manage tasks and projects Capture - Store information safely for later use Collaborate - Share tasks and to-do lists with clients Reminders - Never miss a deadline with easy reminders Cross platform - sync across your Phone, Tablet & Computer

4. WHEN NOT TO USE TRELLO Never store passwords and private information If you work solely on paper (Artist, Writer, Creative) If you struggle with technology Always think about your own working habits and use our guides as recommendations!

5. HOW TO GET STARTED 1) Visit www.trello.com 2) Sign up with Email / Google / Microsoft 3) Download the app on desktop or Mobile Note: You can use the web version on desktop

6. FUNDEMENTALS - HOME

7. FUNDEMENTALS - BOARD

8. FUNDEMENTALS - LIST This is the vertical list for your project Try to keep it in priority or date order You can easily drag and drop

9. FUNDEMENTALS - CARD This is your workhorse Description Attachements Activity Add to card Move / Copy / Share / Archive

10. PRICING

11. PRICING

12. OUR TOP 5 1) Quickly make a note or reminder to action later 2) Store links, media and files 3) Create to-do lists for projects or just the next shopping trip 4) Create a process list to save time when repeating an action 5) Share list with client so they can view / edit live

13. To Sort - To Do - In Progress - Complete Basic top down notes or to-do list Use the style that works for you and the project CANBAN / TOP DOWN

14. TEMPLATES

15. Background - keep it clean and easy to see Covers - use an image as a cover for a card Labels - name and colour code for easy recall Stickers - simple emoji's to highlight cards DESIGN

16. Select a background that is easy to see Dark backgrounds normally work best Solid colour or image via unsplash BACKGROUND

17. COVERS

18. LABELS

19. Members Labels Checklist Due Date Attachment Cover ADD TO CARD

20. Move Copy Make Template Watch Archive Share ACTIONS

21. ATTACHMENTS Computer Google Drive Dropbox Box OneDrive External Link

22. SCREENSHOT 1) Print Screen Button on Keyboard 2) Open Card 3) Press Cntrl + V

23. Email Link Link to card Embed card Create team Invite Team Members Share card COLLABORATION

24. ACTIVITY

25. EDIT LIST

26. Create a button on cards that saves time Move card to another list – in progress – complete Sort by due date or order first created BUTLER - AUTOMATION

27. BUTLER - AUTOMATION

28. Cntrl + Alt + T Cntrl + Alt + Space Chrome extension Email to board Open Trello from anywhere Create card from anywhere SHORTCUTS

29. IFTTT

30. ZAPIER

31. POWER UPS

32. CUSTOM FIELDS

33. CALENDAR

34. THANK YOU Please get in touch if you have any questions theo@theoruby.com 07709 852 364 Power Hour 10: Lockdown - How are London Businesses coping Friday 29nd May 2020 Subscribe to recieve free marketing guides www.theoruby.com

Power hour 9 | Trello - Stay focused and organise your day

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