How to Use Trello for Effective Project Management

The following measures help utilize Trello for effective project management:

Step 1: Sign up on Trello

First-time users can sign up by visiting trello.com.

Signing Up Screen

You will see the following screen when you log in for the first time. There will be an option to create a new board under the Personal Board tab.

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First Screen that Appears on Logging in

Step 2: Create a Board in Trello

Take the following steps to create a board, as nothing happens without a board in Trello.

  • Under the Personal Boards tab, click the Create new board option.
  • Name the board. You can choose a background pattern or color that can be altered later.
  • You can choose which team you would like to give access to a board if you have multiple teams.

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Three Steps to Create A Board

Step 3: Create a Team

You need to set up a team for professional purposes. For that, click on the option: “Create a team.”

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The pop-up on clicking the ‘Create a team’ option

You must provide a team name, describe its type, and include a brief description. Then click on ‘Continue’, and the option to invite team members will appear.

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The Option to Invite Team Members

Enter the email IDs of your team members and click the send invitation button. They will receive an invite to join Trello.

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Three Steps to Send Invitation

Step 4: Create Lists in Trello

You create lists as per your requirement. For instance, you can have three lists: To Do, In Progress, and Done. You can also have a list for each member of your team. The steps to create a list are as follows:

  • Open the board to create a new list. Below the name of the board, click Add a list option.
  • Name your list and then click Add List.
  • Right below your list, you will find an option to add a card.

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Three Steps to Add a List

Step 5: Create Cards in Trello

  • Click the Add a card option present below the list name.
  • Enter a title for the card and click Add Card.

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Three Steps to Add a Card

Clicking on a card, you can add a description/comment for your team members. You can also add labels, checklists, and attachments from the same screen.

Step 6: Assigning Cards and Giving Due Dates

You can add members and due dates to Trello cards. When working with a team, it helps you to know who’s working on a task. Due dates help in keeping track of when tasks need to be done.

You can assign a person to a card and keep a check on who a task has been assigned. You can also add multiple members to a card to ensure that all get updates on a specific task. The steps to add someone to a card are as follows:

  • Click on the card to which you have to assign members.
  • Click the Members option present on the right.
  • Search for people on your team, and click the names to add them.

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Three Steps to Adding Members to a Card

Next, to add due dates, follow these steps:

  • Click on the card to which you have to add a due date.
  • Click the Due Date option from the list on the right.
  • Select a due date from the calendar. You can add a time and then click Save.

Due dates less than 24 hours away get a yellow label, while cards that are past due show up in red.

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Three Steps To Adding A Due Date

Step 7: Add Labels to Cards

Trello allows you to add coloured labels to cards to identify the task type or the group it belongs to. You can also add multiple labels to a single card. The steps to add labels to a card are as follows:

  • Click on the card to which you have to add a label.
  • Click the Labels option present on the right.
  • Select a label from your list. It displays several pre-chosen colors. Clicking on the edit icon allows you to add a label.

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Three Steps to Adding A Label

After you have added labels to your cards, you will be able to see colored bars on the cards in your lists, as shown in the image.

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Labels on Cards on the Board

How to Search in Trello with Shortcuts?

When your list size grows, it gets difficult to see everything at a glance. To search for what you are looking for, Trello offers a number of useful keyboard shortcuts.

  • B: It opens the Boards menu to search for and switch between various boards.
  • /: It opens the search box to hunt cards and lists.
  • F: It opens the filter dialog box to filter out cards by labels, keywords, members, or due date.

You can find a complete list of Trello’s shortcuts here.