1.5 hours

Who's it for?

This session is designed for people who are new to Trello and want to use it to organise and prioritise projects and tasks.

What will I learn?

On this course you will learn how to create boards, lists and cards; add details, attachments and due dates to cards; and collaborate on projects with your colleagues.

Course contents

Getting started

  • What are Trello boards?
  • Key concepts/benefits
  • Logging in to Trello
  • Customising your Trello settings
  • Navigating the Trello interface
  • Creating boards, lists and cards

Working with cards

  • Adding card details and descriptions
  • Formatting text with Markdown
  • Moving and copying cards to to other lists and boards
  • Adding and removing labels
  • Moving labels between boards
  • Customising labels and colour, and using colour shortcuts
  • Adding due dates and marking due dates as done
  • Adding checklists to cards
  • Adding documents, images and videos to cards
  • Adding website links to cards
  • Applying and removing filters
  • Searching cards and saving searches
  • Subscribing to cards and receiving notifications
  • Archiving and deleting cards

Collaborating with others

  • Adding and removing members to a board
  • Adding and removing members to a card
  • Adding comments to cards
  • Assigning tasks - dragging avatars
  • Sharing cards with other members
  • Using teams
  • Permission settings

Managing boards

  • Changing board background
  • Starring boards
  • Viewing activity
  • Viewing cards page

Using Power Ups (if time allows)

  • What are Power Ups
  • Adding Power Ups e.g. Trello Calendar
  • Starting Power Ups

Getting help

Contact Alpha Training