How To Use TRELLO for Beginners + Workflow Examples [TRELLO TUTORIAL]

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  • เผยแพร่เมื่อ 24 ธ.ค. 2024

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  • @GregDBasham
    @GregDBasham 3 ปีที่แล้ว +31

    One of the clearest, comprehensive and concise "how to" video presenters on you tube!

  • @Nicole-zr1me
    @Nicole-zr1me 3 ปีที่แล้ว +112

    Intro 0:00
    Create a board 0:30
    Create a list (to-do, doing, done) 1:40
    What cards are 3:00
    - Members 3:37
    - labels 3:47
    - checklists 5:05
    (you can repeat these per task)
    - due dates 6:26
    - attachments 6:54
    (PDF, images, website links-- gives you easy access to project resources)
    - power-ups 8:30
    Add-ons 10:00
    (weekly goals, daily to-dos, in progress, done, on-going projects)
    Conclusion 12:50 ish

  • @johnturley
    @johnturley 3 ปีที่แล้ว +9

    Best Trello tutorial I've seen. The only one that left me with the feeling that I finally understand how to use it.

  • @wge621
    @wge621 3 ปีที่แล้ว +24

    just wanted to say that you are a VERY clear communicator, I really appreciate that. Thank you for cutting out the fluff and getting to the point so eloquently!

  • @emancipy
    @emancipy 4 ปีที่แล้ว +217

    Great, so now I need a Trello to manage my Trello.

  • @sundards9613
    @sundards9613 3 ปีที่แล้ว

    Boom I started 2021 with trello kimberly Ann Jimenez is my first trello teacher thanks a lot mam love from India ... 🇮🇳

  • @ncknelson
    @ncknelson 2 ปีที่แล้ว +11

    What a clear voice. It feels like I'm watching a commercial or movie.

  • @yvonnemetoyer8671
    @yvonnemetoyer8671 3 ปีที่แล้ว

    I am a Beginner using Trello long time personal lines and commercial agent insurance. new job employer uses Trello so I'm learning from the beginning & I have to train others as the new Administrator. Thanks for this video I cant wait for the next one!👍😀

  • @canislupus909
    @canislupus909 3 ปีที่แล้ว +2

    Trello is amazing, it has increased value of having a laptop to a project managers.

  • @simonafritsch1602
    @simonafritsch1602 2 หลายเดือนก่อน

    Thanks

    • @KimJimenez
      @KimJimenez  2 หลายเดือนก่อน

      Sure thing. Thank you for the super thanks! 🙏🏻

  • @AustinWestbro
    @AustinWestbro 11 หลายเดือนก่อน

    This video is perfect. I wanted to create a workflow for editing a wedding film. I feel like I have all the knowledge I need to get started now

  • @jerseyfinest7152
    @jerseyfinest7152 2 ปีที่แล้ว

    This is by far THE BEST Trello tutorial I have come across. Thank You!

  • @dragonfly0244
    @dragonfly0244 ปีที่แล้ว +1

    Thank you, from another Kimberly Ann! I am new to all this and only just HEARD about Trello this week. I like how simple and easy your tutorial was to follow and I look forward to learning more.

  • @Rompelsteelskin
    @Rompelsteelskin 3 ปีที่แล้ว

    Finally some light at the end of the dark tunnel! thanks for this beginner guide

  • @alipetuniashow
    @alipetuniashow 3 ปีที่แล้ว +2

    I love this and right now I am starting indie game development and Trello is awesome

    • @vaultrava
      @vaultrava 3 ปีที่แล้ว

      good luck on your project mate!!

    • @Madmonkeman
      @Madmonkeman 3 ปีที่แล้ว +1

      Same

  • @dagwould
    @dagwould 2 ปีที่แล้ว

    Thanks, some good tips: my set of lists: Do, Doing, Done, Deferred, Delayed. I add to that some GTD lists: Reference, Sometime, and Now.

    • @KimJimenez
      @KimJimenez  2 ปีที่แล้ว

      Love that. Thanks for sharing! It’s super helpful for others to see how to customize their lists in a practical way. 🙌🏻

  • @SuperExadidas
    @SuperExadidas 3 ปีที่แล้ว +2

    Thank you....very helpful...I am really looking for a project mgt.

  • @avaava1341
    @avaava1341 4 ปีที่แล้ว +43

    I just finished viewing your Trello video in 2019 and now this...it's a good day. Well executed Kimberly!

  • @cosmosraven
    @cosmosraven 2 ปีที่แล้ว

    The best Trello tutorial. Where was it all my life? Subbed for sure. My heartfelt gratitude.

  • @hackpiyeducation8272
    @hackpiyeducation8272 3 ปีที่แล้ว

    Thanks Kimberly You are doing a great job , more blessings come your way

  • @marcdelquadro8235
    @marcdelquadro8235 2 ปีที่แล้ว +1

    Great video, @5:16 you we're talking about every week you have a newsletter and you didn't want to have to remember the checklist every week but you never showed how you would repeat that process once the checklist was complete? Would you just unclick the checklist and move it to the to-do list to be repeated?

    • @KimJimenez
      @KimJimenez  2 ปีที่แล้ว +1

      Great question, Marc! All you have to do is copy the existing checklist to a new card by opening a new card and clicking 'checklist' 'copy items from' and selecting the checklist you want to copy over. Hope this helps and I'll show this process in a future video. :)

  • @makingachange1000
    @makingachange1000 2 ปีที่แล้ว +1

    Thank you so much for sharing Kimberly! I have used Trello before, but I didn't use all of its features before, now I can be even more organized;)

  • @johnderperez
    @johnderperez ปีที่แล้ว +1

    You are so organized! Thanks for sharing this. 👍

  • @millirock5463
    @millirock5463 2 ปีที่แล้ว

    Thank you for this wonderful tutorial. I have never used Trello before and I am trying to start a business. this was great,

  • @thekristydavis
    @thekristydavis 2 ปีที่แล้ว

    It took me ages to find a decent video that helped me understand this! Thanks so much!

  • @MyFloridaCoastalTeam
    @MyFloridaCoastalTeam ปีที่แล้ว +6

    Very helpful! Organized, informative, and fun to watch!

  • @gregallenphoto
    @gregallenphoto 6 หลายเดือนก่อน

    Thanks for the overview. Very clear I am looking forward to learing about the workflow boards..

    • @KimJimenez
      @KimJimenez  6 หลายเดือนก่อน

      You got it!

  • @mattdelgado1786
    @mattdelgado1786 3 ปีที่แล้ว

    Kim you are the best! Thanks for the help! I had no idea you were such a baller on youtube!

  • @Noranene_
    @Noranene_ 2 ปีที่แล้ว

    very helpful for beginners thanks Kimberly

  • @AngieNewton
    @AngieNewton 4 ปีที่แล้ว +6

    Great tips! I love Trello. I have so much in there right now that I like your idea to have a workflow for goals for the week/daily to do's . I just made a new board that will keep me on task. Now I just need to come up with some good labels. Your $$$$ labels are brilliant. Would love to learn more about Power Ups.

    • @KimJimenez
      @KimJimenez  4 ปีที่แล้ว +3

      Yay! I totally get what you mean. I brain dump on my board too and this system helps me stay focused. Powerups are coming in PT 3 of this series, so stay tuned! ♥️

    • @AngieNewton
      @AngieNewton 4 ปีที่แล้ว +1

      Looking forward to it @@KimJimenez thanks!

  • @byRosanna
    @byRosanna 4 ปีที่แล้ว +7

    Love this! I much prefer Trello to Asana/Notion/ClickUp etc as it’s just so simple with no distractions😊

    • @KimJimenez
      @KimJimenez  4 ปีที่แล้ว +4

      You're my kind of gal, Anna. All those tools are fantastic, but for whatever reason, Trello just clicks with me + my team SO much more. 🤣

    • @f4iryt4le66
      @f4iryt4le66 3 ปีที่แล้ว

      @@KimJimenez hey I’m on trello and I’m on a board and it shows my name and last name but idk how to change it bc I don’t want it to show that

    • @73cidalia
      @73cidalia 3 ปีที่แล้ว

      @@f4iryt4le66 Trello now automatically adds your board to a Workspace. If you don't have any, it automatically sets up a default one under your user name. You can remove the board from the workspace: You can delete a Workspace by going to your Workspace's page in Trello, clicking on the "Settings" tab, and then clicking the "Delete this Workspace" link. You must be an admin to delete the Workspace.
      Deleting a Workspace is permanent and there is no undo. Boards within the Workspace won’t be deleted. Unfortunately, I'm finding that Trello recreates the workspace the next time you create a board, but this is a workaround.

    • @f4iryt4le66
      @f4iryt4le66 3 ปีที่แล้ว

      @@73cidalia ty

  • @coachkrumpak3625
    @coachkrumpak3625 3 ปีที่แล้ว +31

    Great well organized and designed tutorial. Thanks for your warm friendly and conversational training. Much appreciated!!!!

  • @rainsfordphotography41
    @rainsfordphotography41 3 ปีที่แล้ว +2

    Our first introduction to Trello - thanks for the clear & useful video!!

  • @MindfulMoment_dee
    @MindfulMoment_dee 2 ปีที่แล้ว

    Thank you so much. I love this tutorial. It was so helpful in setting up my account. I'm excited about Trello.

  • @vincentyag1564
    @vincentyag1564 3 ปีที่แล้ว +5

    Congrats & thank you so much ! You made it clear, inviting, and very motivating. Can't wait to start using it tomorrow !

    • @KimJimenez
      @KimJimenez  3 ปีที่แล้ว

      You are so welcome!

    • @rohitkadam104
      @rohitkadam104 3 ปีที่แล้ว

      @@KimJimenez I need to combine various boards in Trello, but couldn't navigate to do so. For now I am working with placker to combine boards

  • @mariella8989
    @mariella8989 3 ปีที่แล้ว

    Thanks for the tutorial Kim! 😍

  • @olgaglenn9727
    @olgaglenn9727 3 ปีที่แล้ว +1

    This is such a cool tool which will help eliminate headaches, be organized and increase efficiency and productivity. Well done Kimberly. Thank you! Olga

  • @lancer7418
    @lancer7418 ปีที่แล้ว

    Thanks this was perfect to help me get up and running for my projects!

    • @KimJimenez
      @KimJimenez  ปีที่แล้ว

      So glad it was helpful, Lance. 🙌🏻

  • @luistirado88
    @luistirado88 2 ปีที่แล้ว

    Eres un orgullo hispano. Thanks for the helpful video.

  • @TheSafiera95
    @TheSafiera95 3 ปีที่แล้ว

    This helped me a lot to understand this tool. Thank you very much.

  • @05130mb
    @05130mb 7 หลายเดือนก่อน

    Very nicely explained, thumbs up 👍

  • @chuckthompson49
    @chuckthompson49 4 ปีที่แล้ว +1

    Wow!!!!!!! I love your demo. You are great ....I just started trying to learn how trellis and I am so lost. But you cover everything I need to know to get started. Thank you very much!!!!!!!!!!!!!

  • @robertlevermore607
    @robertlevermore607 ปีที่แล้ว

    This is so helpful Kim. Thank you so much!

    • @KimJimenez
      @KimJimenez  ปีที่แล้ว

      You're welcome! Glad it was helpful! 💗

  • @vladam97
    @vladam97 5 หลายเดือนก่อน

    Great video, really insightful!

    • @KimJimenez
      @KimJimenez  5 หลายเดือนก่อน

      Glad you enjoyed it!

  • @NicoleBranch-qr1bv
    @NicoleBranch-qr1bv 8 หลายเดือนก่อน

    This was an excellent tool. thank you for sharing the tidbits. how did you add the dollar value lables? is that another power up or you just typed a lable in a gary color block?

    • @KimJimenez
      @KimJimenez  8 หลายเดือนก่อน

      Hey Nicole, glad you enjoyed it. Yes, the value lables are just the gray color ones that I typed specific titles for.

  • @juliastoner886
    @juliastoner886 3 ปีที่แล้ว +4

    Great presentation - clear, organized, easy to follow and understand.

  • @adityasinghchauhan5201
    @adityasinghchauhan5201 2 ปีที่แล้ว

    Really helpful video. Thank you so much

  • @virtualiadministrativesolu2978
    @virtualiadministrativesolu2978 3 ปีที่แล้ว

    power up features video would be super useful . Thanks for this video

    • @KimJimenez
      @KimJimenez  3 ปีที่แล้ว

      Sure thing! Thanks for letting me know. Here's the power up episode in case you're interested: th-cam.com/video/4O2KtpMmNcQ/w-d-xo.html

  • @ToniCannon
    @ToniCannon 3 ปีที่แล้ว

    By far the best and easiest tutorial I’ve seen on Trello. Thank you!!!

  • @shirishmahajan419
    @shirishmahajan419 3 ปีที่แล้ว

    Very nice explained ..i have also started using this in my projects...

  • @Elektra8168
    @Elektra8168 2 ปีที่แล้ว

    Great video Kim. I have been hearing about this Trello tool and now I get to see how it works. Will definitely use it. Thanks!

  • @rlopez551
    @rlopez551 2 ปีที่แล้ว +4

    Great explanations and good pace. Also appreciated your examples and what your flow is. Good stuff!

  • @rimelzargouni
    @rimelzargouni 2 ปีที่แล้ว

    Thank you for the very helpful explanation! Any idea how to make a card automatically be in my Daily To Do each week?

  • @beautymixtress
    @beautymixtress 3 ปีที่แล้ว +11

    Great video Kim. This will help me keep my projects/to do lists organized. I’ll finally be able to stay on track.🙌🏾

  • @joelkehinde3535
    @joelkehinde3535 2 ปีที่แล้ว

    Great video Kim

  • @joycenwachukwu3660
    @joycenwachukwu3660 3 ปีที่แล้ว

    This is helpful.. Thanks. I just watched it today 11th Nov 2021, my tutor Ekwy shared your link.

  • @romario_matias
    @romario_matias ปีที่แล้ว +1

    Your voice is amazing!

  • @carolswartz286
    @carolswartz286 5 หลายเดือนก่อน

    Thank you. This covers a lot, far more than the basics. I'm still missing some of the basics like how you created the bullet list. Another thing is how to access Trello Help -- the ? does not take me to a help menu. I opened a template to see what it looked like and I cannot figure out how to close it.

  • @y4eHuk-3
    @y4eHuk-3 3 ปีที่แล้ว

    Hello Kimberly,
    It is very useful!
    Thanks a lot!

  • @chacha_365-54
    @chacha_365-54 3 ปีที่แล้ว

    I love this tool. Great video. Thank you!

  • @bernadettaastri621
    @bernadettaastri621 11 หลายเดือนก่อน

    Thank you Kim. very informative. I like it.

    • @KimJimenez
      @KimJimenez  10 หลายเดือนก่อน

      Sweet! Glad it was helpful! 💞

  • @vineetabhambi2067
    @vineetabhambi2067 4 หลายเดือนก่อน

    You explained it perfectly

  • @sandyewing888
    @sandyewing888 3 ปีที่แล้ว +2

    Love your work Kimberley. I would love a tutorial on Trello powerups. Thanks.

  • @sultiwillsblog
    @sultiwillsblog 2 หลายเดือนก่อน

    This video was helpful ❤

    • @KimJimenez
      @KimJimenez  2 หลายเดือนก่อน

      Glad it was helpful! 😍

  • @Pmai6018
    @Pmai6018 2 ปีที่แล้ว

    thank you so much for making this video it's really helpful!!

  • @lusiamalik2827
    @lusiamalik2827 3 ปีที่แล้ว

    I use Restyaboard, another good free project and task management software that comes with a range of comparable features to Trello, such as the Kanban board view (much like Trello) and advanced workflow automation.

  • @pablogomez8681
    @pablogomez8681 4 ปีที่แล้ว

    Hi Kimberly! great video thanks for your help to learn how to use this powerful tool!

  • @gracefontillas92
    @gracefontillas92 2 ปีที่แล้ว +1

    Thank you for sharing this well-organized tutorial. Perfect for every beginner like me.

  • @tousifrafat
    @tousifrafat ปีที่แล้ว

    Thank you very much. This was helpful.

    • @KimJimenez
      @KimJimenez  ปีที่แล้ว

      Glad to hear it! 😊

  • @nanisaacvuetibau7519
    @nanisaacvuetibau7519 2 ปีที่แล้ว

    I find your tutorial amazing it easy to follow. Thank you

  • @aaronlietz
    @aaronlietz 3 ปีที่แล้ว

    So helpful. Thank you a ton! Trello is my favorite thing right now!

  • @albertojuntado8066
    @albertojuntado8066 3 ปีที่แล้ว

    Thank you very much! It was a very informative video.

  • @empty_dayofthetech
    @empty_dayofthetech ปีที่แล้ว

    Thank you for the video, I was looking for a way to create flowcharts but I see that the next option is to link the chart to a card.

  • @palmbeachrealtygroup
    @palmbeachrealtygroup 3 ปีที่แล้ว

    Thank you for making this content. Most helpful Trello guide that I have used! Very helpful!

  • @polinakamarados3441
    @polinakamarados3441 2 ปีที่แล้ว

    So helpful! Thanks a million for sharing!

  • @sandycampbell2911
    @sandycampbell2911 3 ปีที่แล้ว

    Great video!!

  • @anthonyflorence1746
    @anthonyflorence1746 3 ปีที่แล้ว

    very informative. Thanks Kimberly!

  • @whitesorcerer777
    @whitesorcerer777 3 ปีที่แล้ว

    Thank you it helps me so much!!

  • @nyutakulik4855
    @nyutakulik4855 ปีที่แล้ว

    Your video is so helpful!

  • @JimKeough
    @JimKeough 27 วันที่ผ่านมา

    Outstanding intro!

    • @KimJimenez
      @KimJimenez  14 วันที่ผ่านมา

      Thanks for the kind words! 😄

  • @PedroNakanoRodrigues
    @PedroNakanoRodrigues ปีที่แล้ว

    Great tutorial!

  • @Hasar08
    @Hasar08 3 ปีที่แล้ว

    it is very helpful, thank you

  • @backitup1801
    @backitup1801 3 ปีที่แล้ว +1

    Such a great video. Thank you!! I signed up, copied your board. But I love the banners. How do I make those? In Canva, but where do I start?

  • @maryquinones8466
    @maryquinones8466 3 ปีที่แล้ว

    Awesome information video. Thank you.

  • @natashacordero2009
    @natashacordero2009 3 ปีที่แล้ว

    So helpful !

  • @dawenbarrios9001
    @dawenbarrios9001 2 ปีที่แล้ว

    organized teaching! Thank you!

  • @nicolechai6860
    @nicolechai6860 3 ปีที่แล้ว

    This was super helpful and easy to understand! thanks!

    • @KimJimenez
      @KimJimenez  3 ปีที่แล้ว

      You're very welcome!

  • @Happybellytravels
    @Happybellytravels 2 ปีที่แล้ว

    I was feeling pretty overwhelmed and confused by Trello until your videos thank you for showing us how to be utilize this amazing app ☺️ now that I understand it my organization brain 🧠 went nuts 😂😂 I love it I’m super excited to be more organized 😄

  • @AndrewMaksym
    @AndrewMaksym 2 ปีที่แล้ว

    I'm an Indie game dev/artist and I'm gonna try this and see if my friends and I can become more coordinated.

  • @ariellechrichlow5089
    @ariellechrichlow5089 2 ปีที่แล้ว

    This was super helpful. Thank you so much!

    • @KimJimenez
      @KimJimenez  2 ปีที่แล้ว

      You're so welcome!

  • @alexveloz7494
    @alexveloz7494 3 ปีที่แล้ว

    Great explanation...How did you create your activity/comment section below the checklist? I'm looking forward on viewing the power ups video. Muchas gracias 🙏

  • @ArchieBald38
    @ArchieBald38 2 ปีที่แล้ว

    So inspirational, I am a better person now
    Long live Kimberly Ann Jimenez 🤣

  • @nikicallista108
    @nikicallista108 3 ปีที่แล้ว

    This video is amazing! Thanks for making it

    • @KimJimenez
      @KimJimenez  3 ปีที่แล้ว

      Glad you liked it!

  • @TrishMullen
    @TrishMullen 4 ปีที่แล้ว

    Really helpful and now I understand a bit more about the great help Trello can provide for me, thank you Kimberly

  • @nataliecoriell9491
    @nataliecoriell9491 ปีที่แล้ว

    Thanks for the tutorial! Have you heard of any ways that specifically therapists use Trello? I'm wondering how I could use it best in my business. thanks!

    • @KimJimenez
      @KimJimenez  ปีที่แล้ว

      Hey Natalie, yes! I know several therapists in our programs who use it to manage their marketing as well as admin, and general business to-dos.
      I'd love to refer you to Dr. Amber Lyda over at @onlinetherapistgroup. She specializes in helping therapists grow their businesses and she’s incredible!
      She can give you a lot of ideas for using Trello or other project management tools in your practice.

    • @KimJimenez
      @KimJimenez  ปีที่แล้ว

      Here's the link to her channel since YT won't let me tag her: www.youtube.com/@OnlineTherapistGroup

    • @nataliecoriell9491
      @nataliecoriell9491 ปีที่แล้ว

      @@KimJimenezthank you so much!!

    • @KimJimenez
      @KimJimenez  ปีที่แล้ว

      @@nataliecoriell9491 Any time! Blessings 🙏🏻 🙂

  • @QuiltingMayhem
    @QuiltingMayhem 2 ปีที่แล้ว

    Thank you so much! This video was just what I needed.

  • @drspoerl
    @drspoerl 3 ปีที่แล้ว

    Great intro for a new user. I got my first project started

  • @aezazali710
    @aezazali710 3 ปีที่แล้ว

    nicely explained.

  • @EL-zu2pt
    @EL-zu2pt 2 ปีที่แล้ว

    i loved your video, it was really to the point, thank you :D

  • @PalmValleyHomes
    @PalmValleyHomes 2 ปีที่แล้ว

    Did you ever make a tutorial on Power Up's? I would love that.