How to Use Trello For Social Media Management

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Trello is an online app for organizing.

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…projects, ideas, and processes.

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It works likes a pin board.

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Yes! Like the one where you pin stuff…

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…and shufﬂe pinned stuff around.

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Trello works with PC, iOS, and Android

There are 2 Things to
remember with TRELLO.
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Number # 1
Trello is very
Visual.

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You see everything in front of you.

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In columns from left to right.

Trello is
very
Versatile.
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Number # 2

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SHOPPPING FITNESS
WORKING
COOKING
You can use Trello in many ways like…

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Personal and Team Projects.

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DIY Kanban.
To do DoneDoing

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Collecting and organizing ideas.

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Also, Trello works with different platforms.

How to create a Trello account.
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Type “trello.com" and press “enter”.

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This is the Trello website.

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Click “Sign Up” for free.

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Choose your password and type it here.

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Click “Create New Account”.

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Welcome to your Trello Account.

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Trello will send you a conﬁrmation email.

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Click conﬁrm your email.

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Start by naming your board.

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For example, you are working on Trello tutorials.

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Under Trello tutorials, you can create lists.

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Like your, “Things to do, Doing, Done”.

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Now you have to add titles.

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In your Things to do lists.

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You can also get into details.

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Click “Now you’re a pro”.

How to create a Trello Board?
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Click this to create a new board.

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Type the name for this new Trello board here.

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For example, “My second board”.

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Now Click “Create Board”.

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This is your new Trello board.

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And you named “My Second Board”.

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If you want to star your board, click this.

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Star icon turns yellow for starred boards.

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On the right side is your Menu for this board.

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Click on any of these fo more options.

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For example: You can change the background color for this board.

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Click “Change Background”.

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Click any of these colors..

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Click any of these photos.

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Or upgrade to Business Class for more options.

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Go to Menu, and click “More”.

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Now your second board is closed.

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Click here if you want to re-open here.

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Or if you want to permanently delete the board.

How to Create a Trello list?
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Let’s create a List named “Incoming”.

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Type “Incoming” here and press “Enter”.

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There’s your “Incoming” List.

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You have an option to enter new “List”.

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When you add more Lists, the board looks like this.

How to Move Lists inside Trello?

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“Click and hold” the mouse on the List.

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For example, if you want to move the incoming list.

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Then drag the list to the new position.

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The List is now in a new position.

How to Rename a list in Trello?
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You can choose a List you want to rename.

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For example: Rename “Incoming” List.

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Click on the name of the List.

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Let’s change it to “Thoughts”.

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Type it here and press “Enter”.

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Now, here is the “Thoughts” list.

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Click “Edit” icon to see other “List Actions”.

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These are your options under “List Actions”.

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How to create a Trello
Card?

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Click “Add a card” to create a new Card.

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Name the Card and Type it here.

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For example: “Download pictures”.

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There’s your new card named “Download pictures”.

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Type here if you want to add a new card.

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“Click and hold” the mouse over the Card you want to move..

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Then drag the Card to the another List.

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The Card is now inside another List.

How to use Labels in Trello?
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Go to Menu, click “…More”.

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Labels are like tags you attach to Cards.

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To add more context to the Card.

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In Trello, labels are represented by colors.

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You can choose among the colors.

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Or click “Create a new label”.

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To add more colors/ labels.

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You can also add a name to the color.

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For example: Create a label named “Next Action”.

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Now, choose orange for the label “Next Action”.

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So orange means “Next Action”.

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You can add other labels too.

How to attach a label to a Trello
card?

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Choose a Card and click the “Edit” icon.

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Choose among the labels you created earlier.

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Let’s tag this card “Incoming”.

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The Card will be tagged “Yellow”.

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This Card has a Yellow label.

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Click on a Card to expand the Card.

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This is the Card name “download pictures”.

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You can rename the card by clicking it.

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You can also add a description for the Card.

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Like this one. And type here.

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The description is now here.

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You can also add and type your comment here.

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This is the “Activity” option.

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It records the actions/changes made in this Card.

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Here are the things you can add to a Card.

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Click “Members” to add others.

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They are the one who can have access to the Card.

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Click “Labels” to add labels/colors to the Card.

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The label for this card is here.

How to create a checklist inside
Trello?
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Click “Checklist” to add a checklist to the Card.

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There’s the Checklist for this Card.

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Type here to “Add an item” for your checklist.

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For example: Type “ﬁnd picture lists”.

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There’s your 1st item on the Checklist.

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Type here again to add another item.

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This is a checklist with several items.

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When you click the small white square.

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It means you check off an item.

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It means you check off an item.

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And you will see progress to completion..

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When you checked off all items.

How to add pictures in Trello
cards?
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Open the folder containing the image you want to add.

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Copy the image from your ﬁle.

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Then Paste the ﬁle to the card.

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This card has now an image cover.

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You will see the image is an attachment.

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You can “Download” and “Remove Cover”.

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Or “Delete Attachments”.

How to enable Calendar for Trello
boards?
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Go to Menu and click “Power-Ups”.

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On “Power-ups”, click and add Calendar.

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This is the Calendar version of your board.

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And you can see your cards here.

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You can also create new cards.

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And move cards inside the Calendar.

Your Interactive Virtual
Professional!
Iriene Invent
irieneinv@gmail.com
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How to Use Trello For Social Media Management

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