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Create Your Trello Account

The document provides instructions for getting started with Trello. It explains how to create an account, describes the basic features of boards, lists, and cards, and provides step-by-step guides for creating boards, adding lists and cards, inviting members, and creating a team. The key aspects of Trello covered are boards for projects, lists for task statuses, and cards for individual tasks.

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Tayadih Naid
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0% found this document useful (0 votes)
148 views24 pages

Create Your Trello Account

The document provides instructions for getting started with Trello. It explains how to create an account, describes the basic features of boards, lists, and cards, and provides step-by-step guides for creating boards, adding lists and cards, inviting members, and creating a team. The key aspects of Trello covered are boards for projects, lists for task statuses, and cards for individual tasks.

Uploaded by

Tayadih Naid
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 24

GETTING STARTED

WITH TRELLO
Getting Started with Trello
1. Creating Account (1/3)

1. Open your web-browser and type https://www.trello.com/.


2. Click on Sign Up button on top-right.
3. Enter your email address and click Create New Account.

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Getting Started with Trello
1. Creating Account (2/3)

4. Fill Email, Name, and Password then click Create New Account.

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Getting Started with Trello
1. Creating Account (3/3)

5. Voilà! Your account is ready to use! You will see this image below as you finished sign
up and there will be some Trello usage instructions!

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Getting Started with Trello
2. Trello Basics Overview

Board

Card List

There are three key features you need to remember on Trello:

Board Board is a project we need to finish.

List List is project status from start to finish.

Card Card is task within the list in the project.

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Getting Started with Trello
3. Board (1/9)

Board Overview

1. Creating New Board


2. Inviting Members
3. Sharing Board with URL
4. Board Setting

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Getting Started with Trello
3. Board (2/9)

1. Creating New Board


a. Click + icon on the top-right of the current board

b. Click Create Board.

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Getting Started with Trello
3. Board (3/9)

c. Insert board’s name on Add board title and change the board’s background by
choosing the colors/image on the right side of the pop-up bar.

d. Decide whether board should be keep on private or can bee see in public
depends on your project.

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Getting Started with Trello
3. Board (4/9)

e. When you already done steps before, click Create Board.

f. Your new board is ready to use!

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Getting Started with Trello
3. Board (5/9)

2. Inviting Members
a. Click Invite.

b. Insert Email address of board members and click Send Invitation.

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Getting Started with Trello
3. Board (6/9)

3. Sharing Board with URL


a. Click Invite.

b. Click Create Link and Trello will generate link automatically then click Copy to
share board with URL.

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Getting Started with Trello
3. Board (7/9)

4. Board Setting
a. Click Show Menu.

b. Click About This Board on the side bar.

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Getting Started with Trello
3. Board (8/9)

c. Click Description if you want to insert board description.

d. Click Change Permission if you want to set permission for your member.

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Getting Started with Trello
3. Board (9/9)

e. You can set board member’s permission here.

Permission to enable card


cover.

Permission to give members


access to comment in the board.

Permission to give members


access to add/remove list or card
in the board.

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Getting Started with Trello
4. List (1/3)

List Overview

1. Default List
2. Add New List

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Getting Started with Trello
4. List (2/3)

1. Default List
a. Trello has three original list:
Things To Do : Consists of card that needs to be done.
Doing : Consists of card in progress.
Done : Consists of card that is done.

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Getting Started with Trello
4. List (3/3)

2. Add List
a. List can be adjusted based on project needs. If you need to add list, click Add
another list on the right side of the board.

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Getting Started with Trello
5. Card (1/4)

Card Overview

1. Setting Card
2. Add New Card

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Getting Started with Trello
5. Card (2/4)

1. Setting Card
a. Click a card from the list.

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Getting Started with Trello
5. Card (3/4)

b. Pop up menu will appear, and card information will be shown. The features from
sidebar will be explained in the other chapter.

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Getting Started with Trello
5. Card (4/4)

2. Add New Card


a. Click Add another Card from one of the list from Things To Do list.

b. Enter card name on Enter a title for this card and click Add Card.

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Getting Started with Trello
6. Create Team (1/3)

1. Open your Trello home by clicking home icon on the top-left of the page and click
Create a team.

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Getting Started with Trello
6. Create Team (2/3)

2. Insert team’s name and description. Then, click Continue.

3. Invite team members by email. Then, click Invite to Team.

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Getting Started with Trello
6. Create Team (3/3)

4. Your team is ready. You can create team board from here.

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