Duration

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