Creating Trello Team Boards

Quick reference

• 00:02 Hello everyone, and welcome back to the Essential Productivity.
• 00:08 I'm your host, Francesco, for this GoSkills course.
• 00:11 We're jumping into Trello and going into as much detail as possible,
• 00:15 on how to optimize your Trello account.
• 00:18 We're here on Trello to talk a little bit about team boards,
• 00:20 which are an important part of Trello.
• 00:22 Because many people use it in the situations like startups, and small teams
• 00:27 and freelancers, to help organize all of the activities that they've got going on.
• 00:33 So it's important to understand how you can use it
• 00:36 to share between different people.
• 00:38 Once you create a new board, you just have to go up and
• 00:41 create a Personal Team, which will allow you to invite groups of people,
• 00:46 and they can be anyone from company, team or family.
• 00:50 There is a Business class version which will give you some more security, and
• 00:53 information.
• 00:54 We'll include that in the description,
• 00:55 but we don't think it's necessary to get started with.
• 00:59 So here is an example of a team page.
• 01:01 I'm gonna create a new board on this team page,
• 01:03 as an example to demonstrate some of the functions. In the team.
• 01:07 It's best to work out what setup you want.
• 01:10 So the basic kanban setup is To Do, Doing,
• 01:13 Done, which will allow you to highlight any of the tasks you've got going on.
• 01:17 However, you can be as specific as possible.
• 01:19 Once you create an item, say for example Organize Agenda for
• 01:24 Meeting,. Once you go into there, you can invite members.
• 01:28 So you can show other team members and invite them directly,
• 01:31 this is actually really beneficial.
• 01:33 Then you can assign tasks to other people,
• 01:36 that's even more beneficial when it comes to the comment section,
• 01:39 you can highlight specific people in your team to reply back to you.
• 01:43 So let's say, I want to say, hey, the good thing about Trello is
• 01:46 you can associate certain things like labels with it,
• 01:50 and add, and assign members, not even having to go into the detail of the card.
• 01:54 Once you do assign some team members, it makes it easier for
• 01:58 that team member to see that it's their responsibility to complete that task.
• 02:03 They can move it over and access all of the information inside of the notes.
• 02:08 Now it's actually really easy, because once you're on the menu,
• 02:10 you can see the people participating inside of the team note, and
• 02:14 this list of activities, of people's changes.
• 02:17 This way you can see a whole overview of who was added, what was moved,
• 02:21 what was adapted inside all of the functions inside this Trello board.
• 02:25 You can also see the comments, too, to quickly get access to that.
• 02:29 Most of the time the notifications appear up in the top, right hand corner.
• 02:33 Now you can unassign team members, and also save that, so
• 02:36 that it makes sure that that person doesn't see it.
• 02:40 You've also got the ability to change it public,
• 02:42 in case you want to actually share the board out to other people.
• 02:45 However if you press More and then go over to copy the linked board,
• 02:49 you can share it directly to someone you've invited as a team member.
• 02:53 Now this is very handy because, in case they can’t seem to find the board, or have
• 02:57 created a new account on getting started, it’s best to send this over to them.
• 03:01 On this section you’ve also got the ability to email board to board setup,
• 03:05 if you had customer emails coming in,
• 03:06 you can have them bring into an Evernote board landing in a list.
• 03:11 You can also subscribe to it, copy the board layout and print an export,
• 03:14 which are all very handy functions, for when you are inside a team.
• 03:19 You've also got power up, so you can actually add different features and
• 03:22 functions, that will allow you to quickly be able to define stuff.
• 03:26 So for example, if you and your team have a Dropbox account, Evernote, Google Drive,
• 03:30 or use Hangouts for meetings and many,
• 03:32 many more, you can connect them all there, which is a very useful feature.
• 03:37 You can also use stickers as well to notify your team, that a task has been
• 03:41 completed, and also add just a little bit of fun to the experience.
• 03:46 Now it's really easy to get started, and
• 03:48 it's one of the best ways to organize all of your team progress.
• 03:52 You can use the lists and cards however you like, so
• 03:55 it's a great way to get started.
• 03:57 I hope that gave you sort of an overview of how you can use Trello as teams.
• 04:01 It's very simple, and works in a similar way to the personal setup, so feel free to
• 04:06 go back to the first feature, which explains sort of how to set up a board.
• 04:11 But we're gonna, in the next feature, explain how you can use it for
• 04:13 event planning, and modifying all of that.
• 04:17 I look forward to seeing you in the next segment.
• 04:19 Feel free to check out the exercises and quizzes,
• 04:21 that you'll have available in this feature.
• 04:23 See you in a bit, guys.

Lesson notes are only available for subscribers.