HOW TO USE TRELLO | Project Management Software for Beginners (Trello Tutorial)
ฝัง
- เผยแพร่เมื่อ 15 ก.ค. 2024
- In today's video I share with your how to use Trello, Trello is a free project management software that is ideal for small, medium and large businesses.
In this Trello tutorial, I guide you through the easy to use features, elements and how you can create your own project workflow using Trello boards. Trello is a free project management software that is streamlined, visual and powerful for individuals and teams, it's also a great starting point for beginners and allows for creativity and efficiency.
► Read my Monday vs Trello comparative guide for small businesses:
stewartgauld.com/monday-com-v...
► To get started with Trello, check out all the areas we cover in this Trello Tutorial:
13 steps to using Trello for project management:
1. Sign in | Sign up to Trello 01:05
2. Getting started with Boards 01:34
3. Adding lists 02:03
4. Adding cards to lists 03:30
5. Add details to cards 04:02
6. Trello dashboard 05:13
7. Pre-made Trello templates 05:33
8. Create project teams 06:47
9. Understanding Trello boards 09:08
10. Customise Trello boards 11.04
11. Customise Trello lists 13:20
12. Customise Trello cards 13:26
13. Add elements to cards 14:31
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Let me know if you have any questions down below! Thanks and enjoy this Trello tutorial.
#trello #projectmanagementsoftware #howtousetrello - แนวปฏิบัติและการใช้ชีวิต
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Thank you so much, this is one of the most brilliant tutorials on Trello for a complete beginner like me. I'm so excited to use this. The video was really informative and thorough. Basically everything you needed to get started. Do you have a tutorial on how to copy a trello board that has been shared with you?
Hi Bellatobe, thank you for your comment!
I'm glad you found this useful. Sorry I do not, we are in the process of making another which will cover this. Thanks again.
Excellent Video clip! Excuse me for butting in, I would love your initial thoughts. Have you heard the talk about - Teannah Psychic Sucker (do a google search)? It is an awesome one of a kind guide for finding the best project management and business templates without the normal expense. Ive heard some amazing things about it and my friend after a lifetime of fighting got cool results with it.
Hey everyone! 👋 I'm reaching out to see how everyone is coping with this global pandemic. Our thoughts go out to everyone. Let me know below where you are in the world! 👇
Thanks. Best beginner's tutorial out there. Been watching them all this morning. Wish I had started with this one. Keep up the great work!
Glad it helped! Thanks Patricia!
Hi Stewart - thank you so much for having produced such a helpful video. I enjoyed using Trello in the past, and will start using it again now - thanks to your explanations. I had no idea about all the new features, and how user friendly and sleek Trello can be. You are a fantastic teacher! All the best.
Hi Paulo, it is such a powerful productivity tool. I'm glad you found this helpful. Thank you for your lovely comment!
Hi Stewart! I like the instructional video very much! This is very helpful for someone shifting from office work to virtual job. Looking forward to more of your videos. Stay safe!
Hi Karen, Glad it was helpful! I appreciate it. Take care!
Thank you so much for the tutorial. This is one of the best tutorials I've watched so far...
You are very welcome!
Thank you Stewart. I am new to Trello and I was struggling to understand how it works. Your video made that very clear. I shall go ahead with it now.
Hi John, Glad it was helpful!
All the best!
Thank you, for this comprehensive tutorial. It really helps.
You're very welcome!
Wow... very easy to understand. Thank you so much for your tutorial!!
Hi 제임스씨, you are very welcome! Thank you.
Great job Stewart. You explained Trello and the Trello boards really well.
Glad it was helpful! Thanks mate!
Thank you so much, brief but very concise. So easy to follow.
Glad it was helpful!
Really helpful tutorial, even in 2024! Thank you!
Glad it helped!
Thanks for putting this together, well done!
Glad you enjoyed it! Cheers Pete
Thank You! Valuable information. Easy to follow.
Glad it was helpful! Thanks Judy!
Very helpful. After watching this vid, I feel like I'm already a pro in using Trello. 😁😂Thank you.
Hi Mara,
You are welcome!
I'm glad! All the best.
thanks that was great. I feel confident abut starting a project with teammates on trello now.
Hi Patricia, I'm glad you found this helpful. Thank you.
THank you for the practical tutorial, very helpful!
Glad it was helpful!
Oh là là...not even finished watching but I have to write this: THANK YOU! I have been searching for something like this and you are so good at explaining!
Glad it was helpful! I appreciate you comment! Enjoy the rest of the tutorial!
You did a great job explaining everything. Thank you!
Glad it was helpful!
after I watched your Asana tutorial, I instantly click this vid! Helpful! Thanks
Glad it helped! Thanks Vanessa!
Excellent video Stewart - well presented, clear message. Thanks
Glad you enjoyed it! Thanks John.
the man Stewart! I knew you were a star when I saw you play pool a bop poly :D this is a very helpful video for our team who want to start using terllo asap!
Glad it was helpful! Thanks for that Richard! Trying to put a face to the name! I'm glad this helped mate!
I like the way how you explained step by step. Thank you!
Hi Analiza! You are very welcome! Cheers!
Thank you! Very clear explanation!
Glad it was helpful! Thanks Rein
Great video!!! So helpful, thank you 👍🏼
Hi Spotscene, Glad it was helpful! You are welcome!
Perfect explanation, I love it.
Glad you thought so Hlulani
You explained very clearly man. Thanks a lots.
Glad it helped! Thank you!
Very detailed tutorial! Thank you.
You're very welcome! Thanks Donna
Thank for your work and style of making video so full of short information. Great job!
Glad you enjoyed it!
Thank you! This was very useful.. great explanation 🙂
Glad it was helpful! Thanks Sanura!
You are a rockstar! Thanks for this!
You're welcome Regina! Thanks!
Another very useful video, thank you!
Glad it was helpful! Thanks!
Thank you so much, your video is really enjoyable.
Hi Yalid, Glad you enjoyed it! Thanks!
All I can is you are a fantastic teacher.
I appreciate that!
Thank you so much,this is such a brilliant tutorial.
Welcome 🤗
Nice! :) Your tutorial is so smooth to understand. 😋
Glad you think so! Thanks.
Thank so much for this. 👍
Glad it was helpful!
Great Tutorial. Thanks!
Glad you enjoyed it! Thanks Kaveen
thank you! very informative👍👍
Glad it was helpful Rodessa!
Thank you for this introduction
Welcome!
Very helpful for beginners!
Glad it was helpful! Thanks Tasnuva
Love this video! I much prefer Restya to Trello as it’s just so simple and ease of use with no distractions😊
Hey! I will look into this. thanks!
thank you it"s really helpful
Glad to hear that! Thank you
Thanks Stewart. Very informative.
You are welcome!
Thank you .. well explained
You are very welcome Sandra!
Thanks for this!
My pleasure Andreanajo!
Thank you for this amazing and helpful tutorial
You are more than welcome!
Very educational tutorial , love it
Thank you! Cheers!
thanks so much! it helped a lot
You are welcome!
Fantastic tutorial. Thanks a bunch
You are very welcome!
I was deciding between Trello or Asana. Trello seems easier to work with especially after watching watching your excellent tutorial. I decided to go with Trello. Thanks
Glad it was helpful! Trello is great! We have an Asana tutorial too if you want to compare and see what is best for you.
Thank you
Glad it was helpful!
Man you soo cool
Why you are here you should be in millions
BTW THANKS FOR TRELLO INFO
Hi Aao, Thank you for the nice comment!
I appreciate it! Glad you found this helpful.
This was very insightful
Thanks!
Thanks a lot for sharing
My pleasure Christoph
Thank you for a good tutorial !!!!
You are welcome!
Great tutorial thank you Stewart.
Glad it was helpful!
Thank you!
You're welcome!
A trello User here :) love it
Hi Janice,
How good is Trello!
Excellent video!
Hi Bennett! Glad you enjoyed this!
great vid on showing what a trello is.
Hi mate. Thanks!
I'm watching this in November 2020. The steps are the same, but the interface has changed. Before I even got to name my project, I was offered the template/background setup option. You can have a colour or images to choose from. Then I was taken inside Trello, where I had the three boxes on the top left corner for tasks, ongoing, completed. Each of them has a + sign to add a card, or you can click on the top right corner of each box (three points) that opens a drop-down menu with more options. There's a small icon in the bottom right corner that allows you to 'create from the template.' Also, you have no options for attachments, checklists, and comments. You have Edit Labels, Change Members, Move, Copy, Change Due Date, Archive. It is very different a few months later.
Thank you for your video. Despite the changes, the steps are still helpful.
Hi AM,
Thanks for pointing that out. I will need to create an updated version. Thanks!
Awesome.
Thanks! Glad you got value.
thank you so much
Welcome!
Amazing video
Thanks mate
very helpful
Glad it helped. Thanks Ellie.
thank you so much for reply to my comment showing you really care, i did tick ✅ like... the video is really good and helpful and you are a great guy A++++
Hi! Thanks so much! I appreciate it! I'm glad you found it helpful too!
Hello Stewart, thanks for the video. I wonder how you add time estimates in cards and auto-calculation for other tasks to build a real project plan? The due date should not be set more than calculated based on estimates from my point of view.
Hi Ashraf,
Glad you found this helpful.
I will have to look into this for you.
Very informative
Glad you think so! Thanks Khen
@@StewartGauld well explained and this is the first time i watch about trello and i understand it very well
thank you so much for sharing on this very informative video...ive learned now and I can use for my online tasks..keep up!
You are very welcome! All the best with Trello!
👍👍
Thanks!
Stewart. Thank you for putting your time into this. It was really helpful. My question is. Can trello work with quickbooks? I am looking for a good CRM and I think this is perfect, but I have to comuicate with quick book for innovatory. Any feed back would be most appreciated.
Hi Murph,
Yes, you sure can! If you look online there are some great articles to help you with the integration. All the best!
Really good and clear explanation Stewart. Question; If you have several people in your team working on one card, when one person finishes their task and ticks the completed box for their task, are the other members of the team notified by email that part of the task is completed? Or would you create one card per team member with their tasks on?
Hi mate,
That is correct, if everyone is involved in that task. You can set it up how you like. Everyone can see recent activity in their own accounts too.
Thank you for the wonderful tutorial. i wanted to know if there is a calendar option in Trello. For example to set the birthdays on the Trello and get notification a day before etc.
Hi Amru,
You are more than welcome!
You sure can. On your board's sidebar, click the “Power-Ups” button and find the Calendar Power-Up and click “Enable. This will allow you to set notification etc.
Stewart Gauld thank you for the quick reply! I am using Trello just because of your tutorial 😊 thanks once again.
Very clear tutorial thank you. I do have a question using the free version once a project is finished can it be migrated to a pdf or a published document?
Hi Elyne,
Yes you can, head to the 'Board Menu' to the right of your screen in Trello, and click on More.
Click on 'Print and Export'.
thx
You are more than welcome!
Please may someone let me know whether it matters which place you decide to get your Prince 2 training completed? I'm based in the UK but I can do the training in lots of different places. Is one place to get certification regarded better than another?
Hi mate,
I'm not quite sure what you mean in relevance to this tutorial.
Hi Stewart, great tutorial. I have been using Trello for a few months now and getting on well. I have a template which I copy and I keep all boards as Personal as it's just me! Recently I have copied my template and the board goes to Trello Workspace and I cannot work out how to get it or keep it in my personal boards. Can you help please? Thank you
Hey Kelly,
Thanks for your comment. Make sure your board is set to private, although you are just working by yourself. Trello has moved into workspaces for both personal and team.
Great video! I think trello is cool but each time I used it with a team which is bigger than 2, I found that it can't scale.
Hi mate, in what way can you not scale?
Thank you! What about "WEEEK" ? Very interesting project manager !
You are welcome! I will look into this cheers!
Thanks for the video. Very helpful The one thing I have trouble with is cleaning up old checklists. i am new to my company and am want to clean up some of the tools we are using. When I go to copy an existing checklist the dropdown menu offers me a ton of old lists I don't need any longer. How can I get rid of these old checklists?
Hi Kathrin,
On your lists you can Archive lists by clicking more options on each lists. All the best!
@@StewartGauld I am referring to the checklists, not the individual lists posted on the board. The existing checklists can be selected within a card. But I can't figure out how to access the old checklists outside the card in order to modify.
Thanks for this video. I have a question that what if a year passed and i want to find last year's task. Then how to find it?
Hi Karan,
Good question, on the board menu, click "More" then "Archived Items. You should be able to find all previous cards and tasks. Thanks!
@@StewartGauld brilliant!!! Thank u so much for reply.
Good work! One thing - highlight your pointer so we can see where all you are clicking!
Thanks for the tip!
@@StewartGauld thks stewart-- i dont see all that well and need the extra help
thanks for the tutorials I was struggling to use it. May I ask how to delete cart and list I mess it went I doing it
Hi Zeref, Thanks for your comment. You can simply delete cards and boards if you like, first you need to archive the card and then delete.
@@StewartGauld thanks for he reply
@@zerefslayer179 your welcome mate!
Hi, I'm starting university as a mature student in Sept and was looking for an organisational tool. Did you have any recommendations? Is there a better tool for individuals? Thanks
Hi Aisha,
Yes for individuals I would use Asana, great for organising your day in a list or board structure. We have a tutorial on Asana if you want to check it out! All the best!
Use notion, it is free for students. Todoist has a 70% discount for students. There are better apps than trello and Asana. These are better for teams. Notion and Todoist are more for individuals. I hope you like it!
@@santiago2950 oooh thank you I will definitely check them out!
Hey Stewart! is Trello compatible with Microsoft Teams and other Microsoft products?
Hey mate it sure!
hope you're enjoying the additional ad revenue for pushing the approved narrative
Sure helps produce better content 😊 thanks!
Does the free version allow recurring lists or cards? Weekly, monthly or quarterly???
Hi Israel,
Sure does!
i am looking for program for office and get stuck thank you this video
Your welcome!
How do we assign a specific member or members to a card? Thanks
Hi Lisa,
Just click on the card you want to assign a users too and then on the right side of the card, click 'Members button'.
Then just add the user to each card. Hope that helps Lisa. Thanks!
I have a certain question if you can answer it!
How do you add images/Gifs appear in a trello card description?
Hi mate you can simple add these now by simply dragging and dropping media files onto the cards.
do the team members all have to have this software? can pdf or word document attach to this software to share with team members?
Hi Hiini,
Yes, you will need to invite your team.
Yes you can also attach files.
Is there a way to keep the lists order fixed? I normally prefer keeping lists in sequence and not draggable.
Hi Kash,
No I believe you need to manually move these to your desired sequence.
@@StewartGauld Hi Stewart, thanks for the excellent tutorial & reply.
The other question I had. I am getting Trello for one company, using my google email for that company. But lets say that that business folds up and goes way, can I just change the google email account?
Hi Murph,
Yes you can just simply change the email.
@@StewartGauld Thank you Stewart.
Good video. Restyaboard is another free project management software that is ideal for small, medium, and large businesses. I would like to hear your review in upcoming videos.
Thanks for the feedback! Will look into this! Cheers!
Hello,
How to control the movement back or forwads to some users within the trello.
I mean if any one move forwads the task and accidently another one move back. So how to control this movements by restricting the users.
Yes you can put limitations on users. You can also simply move tasks back to the another card. Go into your user settings.
good video but hard to read because fonts are too small. wish you zoomed the camera more so it’s easy to read & focus
Hi mate, thanks for the feedback. I will take that on board. Thanks!
So, all the trello features shown in the video is available for use just with the free version?!?
Sure are. Although some features may have changed since this video was released.
hi sir is it safe to use ,also i work on Upwork so what do you suggest my client told to work from trello, please help thank you
Yes, it's fantastic and secure. It's an easy platform project management. Check out this tutorial to understand how to get started with Trello. All the best.
@@StewartGauld thank yo u Sir
stay safe and blesssed
How do you get the words to show on labels when I add it only shows color
Hi mate, you need to write into the labels if you want to add text as well as colours.
@@StewartGauld hey thanks man do other people see this too because when I click it gives the option to turn on and off, I prefer it will the words.