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Basics of the Trello system and the benefits of using a visual service like Trello

Quick reference

Introduction to Trello

Trello is one of the most flexible services out there for managing projects and tasks. A free resource that millions use on a daily basis to get things done. The brilliant thing about Trello is that it can apply to any type of role, from professional to personal projects, from organizing a wedding to planning a major commercial deal. Trello has the ability to help you plan all of the most important activities in your life with its functional kanban tool, flexible in all situations. In this section we give you an introduction to Trello and how it works in practice, showcasing some case studies and demonstrations. 

When to use

  • Setting up your first Trello account
  • Learning more about the use of the Trello platform

Instructions

A basic overview of Trello and how to get started. Starting off with the benefits of Trello then sharing how you can get started using Trello. 

Benefits of using Trello  
  • Provides a clean, easy way to log tasks, projects, and activities in a visual format
  • Makes templates and recommendations from others in the community available to learn from
  • Used by millions around the world to plan activities, events and much more
  • Can be flexible to your workflow and needs with an easy to create structure
  • Widely available on most major platforms
Great features
  • Kanban-style layout
  • Card input (tasks)
  • Power-Ups (Integrations)
  • Boards/Lists

How to get started with Trello

Follow these steps to get Trello downloaded for you today!

  • Create an account using Web: Start by creating an account is easy, simply go to trello.com and create a new account, remember to note down your account email and password for later.
  • Download for your devices: Start downloading Trello on your most important devices to take full advantage of the Evernote experience. The apps are well-designed and easy to navigate too!
      1. For iOS
      2. For Android   
Creating a Profile 

Starting a new profile and adding a profile photo can brighten up an account. Here's how to find that and add to your profile: 

  • Head to your Trello.com account
  • Hit your name in the top right-hand corner 
  • Or head to the link for your profile 
  • Create your profile from here
  • Add a profile photo or avatar 
  • Add a bio and more to build your profile 

Hints & tips

  • Explore how other people use Trello 
  • Use Trello templates to provide an insight into how you could use Trello
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  • 00:04 Hello everyone!
  • 00:05 Welcome back to Essential Productivity.
  • 00:07 This GoSkills course hosted by me, Francesco D'Alessio.
  • 00:12 So in this feature we're going to give you an introduction to Trello.
  • 00:15 And I know a lot of you guys probably have heard the name Trello whisking around
  • 00:20 the Internet as a resource many people use to keep organized with their tasks and
  • 00:26 projects.
  • 00:27 There's actually a really great Trello-specific GoSkills course here,
  • 00:31 which will give you an insight into how to go as deep as possible
  • 00:34 with your Trello account.
  • 00:36 So feel free to check that one out.
  • 00:38 Let's jump in with sort of startup information that you need to know.
  • 00:42 Trello is a project management service.
  • 00:44 It was started in 2011 as a project to help people
  • 00:49 organize themselves in a very specific style.
  • 00:52 Now, it has over 10 million users worldwide.
  • 00:56 And it really aims to help you organize your to-dos and projects.
  • 01:01 There's lots of different uses for Trello.
  • 01:03 And that's what was very beautiful about Trello,
  • 01:05 is it's a very flexible experience.
  • 01:07 It's used for managing idea, planning activities and events,
  • 01:11 starting new projects, visually planning to-dos, and planning with teams.
  • 01:16 Now I know a lot of people who use Trello, and they thoroughly enjoy it.
  • 01:19 So who actually uses Trello?
  • 01:22 As we talked about with Evernote, Trello has a lot of use cases, and
  • 01:26 that's mainly due to its flexibility.
  • 01:29 But there are a few core examples.
  • 01:32 Trello is used by teams.
  • 01:33 Small to medium size businesses use Trello as a way to keep themselves
  • 01:37 organized with all of their to-do's.
  • 01:39 Creatives love to use Trello because of the way that the boards are set up, and
  • 01:44 designers love to use it too.
  • 01:46 Startups love to use it as well, again, because of this visual organization setup.
  • 01:51 And it's not just for teams, it's for individuals as well.
  • 01:54 Individuals can use it on their own to organize all of their activities.
  • 01:58 Why do people use Trello?
  • 02:00 There are a few features that specifically stand out.
  • 02:04 Kanban layout is one of the things that a lot of people move to Trello for.
  • 02:08 Having the ability to drag a to-do or
  • 02:11 project from one status to the next in this board style,
  • 02:15 which we'll explain in the next feature, is something that a lot of people enjoy.
  • 02:19 Having this Kanban style, this technique that a Japanese company called Motorola
  • 02:24 created, is something that a lot of people have been enjoying in the last few years.
  • 02:30 There is card input, which means that you can add context to a task that a lot of
  • 02:34 people get on with this.
  • 02:35 There are lots of integrations as well, power-ups and information like that.
  • 02:39 So if you've already got existing services,
  • 02:41 you can connect them into Trello.
  • 02:44 There's also boards and lists to help you keep organized.
  • 02:47 The availability on iOS and Android is good.
  • 02:50 And also you've got web as well.
  • 02:52 There's no Mac or PC apps.
  • 02:54 However, there are these resources that allow you to modify that experience and
  • 02:59 actually have a Mac and PC app.
  • 03:01 They're worth checking out, but maybe not official.
  • 03:05 It's one of the most popular project management resources out there for
  • 03:08 teams and individuals, so it's definitely worth considering.
  • 03:11 It's obviously got 100 million users for a reason.
  • 03:15 In terms of goals and objectives of this feature, we're gonna try and
  • 03:18 understand Trello as much as we can.
  • 03:20 We're gonna cover the basic functionality, implementation and
  • 03:24 some worked examples to give you insight.
  • 03:27 The first thing we're gonna do is cover the perfect board setup,
  • 03:30 then we're gonna look at creating a team board.
  • 03:32 There is also the ability to plan events with Trello, and
  • 03:35 being able to create an editorial calendar too.
  • 03:38 So actually having an editorial calendar to plan blogs, and videos, and
  • 03:42 things like that.
  • 03:43 Now we're gonna include some exercises.
  • 03:45 If you want more information, Trello Cheat Sheet will give you coverage of
  • 03:49 facts about Trello and how to install it and get started.
  • 03:53 And also, use cases.
  • 03:55 So giving you context about the people who use Trello and
  • 03:59 why Trello has been adopted so fast.
  • 04:02 Now obviously there are some alternatives out there.
  • 04:04 If you're looking for a project management for teams, Asana's a good option.
  • 04:08 2-50 people can use it.
  • 04:10 This is quite a strong communication tool.
  • 04:12 Managing to-dos and projects and
  • 04:15 events is the way that you can take advantage of Asana.
  • 04:18 Now, there's also TaskWorld, which, again, is very, very similar to Asana.
  • 04:22 The project management for teams, between 2-50, and managing to-dos,
  • 04:26 projects, events.
  • 04:28 And also the ability to chat with teams more effectively.
  • 04:31 So those are two strong options, Asana and TaskWorld.
  • 04:35 Now in the next feature we're going to discuss how to create the perfect
  • 04:38 board setup.
  • 04:40 Thank you very much for stopping by.
  • 04:42 If you have any Trello-specific questions, feel free to email them to me
  • 04:46 on the email in the description, and we'll be happy to help.
  • 04:49 Thank you very much.
  • 04:50 And I'll see you in the next feature, cheers.

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