- [Scott] Trello is one
of the most flexible and easy to use project
management systems, so in this video, I'm sharing with you everything you need to know
to get started with Trello, whether you're a beginner, or if you're just looking for a refresher. Hello, everyone, Scott Friesen here at Simpletivity, helping you to get more
done and enjoy less stress. And let's start off with
the Trello home screen. Now, if you're brand new to Trello, you may not have a single
board present here. That's fine. Let's get started with
creating our first board. In the top right hand corner, you'll see this plus button. By selecting the plus button, we can then select Create a board. And the very first
thing that we need to do is give this board a name. Now, in most cases, your
boards are going to represent a project or maybe your
own personal to-do list. In this case, I'm just gonna
call this Special Project here. Now, we can next choose what
kind of background we want. We can always change this later, but I'm gonna choose use the default blue or just a simple blue
background for us to work with. Lastly, I'm gonna make this one private, so no one else on my
team has access to it. Whether you're using
Trello just for yourself or with a team, choose who
has access to your boards. With our name set, we can
now select Create board, and now we have a brand new
Trello board to work with. Now, at first glance, this may seem a little intimidating, because we have a blank
slate in front of us. We don't even have a single
list represented here, but let's get started by
creating a very simple workflow. Trello, in most cases, is best used to have a number of different stages in which Trello calls lists. So, let's give this first
list a label of Ideas. Let's give a another
list a label of To Do. Let's give a another one
a list of actually Doing, because that can be a big difference between just something you want to do and something that you're
actually engaged with. And lastly, I'm going to
create one called Done. Now, you can add as many lists as you like here within Trello, simply by selecting this Add another list option. And if you want to change the order, you can just click and drag
and move your lists around. Next up, we need to take a
look at how we can add cards to each of these lists. Cards are what are represented
within these lists, but can be moved to other lists as well. So, under ideas, maybe I'm
considering writing a book. Maybe I need to email my team
about next week's meeting. And maybe another idea I have
is to create a new website. All right, so now I've got a
few different tasks listed here within this first list. Now, many things in
Trello are drag and drop, so if I want to reorder this list and put create a new website to the top, I can just click and hold and bring it to the top of that list. But this drag and drop functionality also pertains to moving
cards into different lists. In most cases, our goal is to bring a card from the left-hand side of your board all the way to the right, where your last list will be called Done, Complete, or Finished. So, once I've completed
finishing this new website, I can drag it over here
into this Done list. Now, at this stage, you can see that things are fairly simple. We've got the names of
our projects or our tasks here on our cards, and
we've created our lists where we're going to drag things through their different stages. But this is the beauty of Trello. We can get a nice, high-level
view of what's going on here, but if we click on one of these cards, we open up to a lot more detail. So, here within the back of the card, we can always come up and
change the name if desired, but perhaps the first
place you'll want to go is the description area. Here under the description, we can add as many additional details or as links as we like. Maybe we can add things such as needs to be 500 pages long, needs to be published by the end of 2022. We can add as many
notes as we'd like here, and then click Save. So, you don't have to clutter
the name of your card up top. You can add as many details as you'd like here within the description. But we don't have to stop at
just the description area. On the right hand side, we have a number of different ways in which we can add further information. The third one down is
listed as a Checklist, and this is a great way to add sub-tasks or to add other things that
you don't want to forget when it comes to this particular card. So, if I select the Checklist button, I can either leave the title
as Checklist, but in this case, I'm going to say, Remember to do this, and I'm going to say Add. So, this is going to serve
as a list of sub-tasks, other things that I need to keep in mind. So, I might want to add things
such as research my topic, hire an editor, and find a quiet place to write. So, these are my three tasks
or three checklist items, which I've added to this card, and as I go through these steps, you can see that it's
going to track my progress here within the card. And if I close card, I can still see my checklist
progress on the front. Let's open up our card once again and look at some of the others options we have available to us. Just above the Checklist button, we also have the option to add labels. Labels can be a great way to categorize and easily see your different
cards on your board. So, if I click labels here, and let's select the green label, maybe I want everything
that is a writing activity to have this green label. I'm gonna hit save here
and then select that label, and now that will be applied
to this particular card. Now, I'm not limited to just one label. I can add as many labels as I want. Maybe I want to use this red color as far as an urgency label, so I'm going to hit save here
and select red for urgent. And now, I can have that
directly attached to this card, and I can easily see this on
the front of the card as well. Here's a pro tip: If you take your cursor and
click directly on the label, it will expand and give
you the label name. If you want to go back to
just viewing the color, again, put your cursor over top, click, and it will be minimized to that color. This can be a great way
to see the differences between your cards as you're
managing your different tasks. We can also apply a due date to any cards. So, maybe I want to be
able to write this book or have it completed by the end of August. I'm going to select
August 31st and hit Save. Now I have a due date, which will also act as a notification as I get closer to this date, so an easy way to track my progress and make sure that I'm not left behind. Below dates, we have the
option to add an attachment. By clicking this, we can add an attachment
from our computer, so maybe I want to add
this graphic, for example. I can add this image
directly to this card, or I can also connect to other services, such as Google Drive,
Dropbox, Box, or OneDrive. This can be very useful, especially if you would just like to link to a particular folder and not necessarily a particular file. As you can see, in this case, Trello also gives us the
ability to add images to the cover of our cards, so depending on how
you want to use Trello, you can see that image on the
front of your card as well. Now, as you start to add more
and more cards to your boards, it can sometimes be
difficult to keep track of all of your tasks. That's where the search
feature within Trello becomes so important. In the top right-hand corner, if we select Show menu and
then select Search cards, we can search for different
pieces of information in a variety of different ways. First off, I can search for anything that has the word book in it. Here, you can see, I have two cards that
have book in the title, so now I can just deal with and work with these particular cards. If I remove that search term, you can see, I can also filter by labels. So, if I just want to look at things that have the urgent label,
I can select that label, and now only those cards are displayed. You will see, up here in this green area, it's telling me how many
total search results I have, and then, at the top of each list, it is telling me how many total
cards are within that list. So, for example, even though
we don't see any cards under the To Do list, we
know that there are two cards that exist that do not include this label. We can also search by members
and also by due dates, so if I just want to see
what's due in the next week, it will remove everything else and I can focus on these cards. Keep in mind when using
this search cards feature, you can still click on these cards and update them and interact with them. To quickly remove the filter, all you need to do is select
this X under the green icon. Now, as you begin working with Trello, you may find that there are
some features or functionality which you cannot find. In that case, I would
encourage you to click on the Show menu option and select Power-Ups. Trello gives us a vast
library of additional features and additional functionality, including integrations
with some popular tools that you already use. For example, one of my favorite Power-Ups is the Custom Fields Power-Up, and if I add this Custom Fields Power-Up, this will give me the ability
to add additional fields to the back of each of my cards. There are far too many Power-Ups for us to review in today's video, but if you'd like to learn more, be sure to check this video
in the top right-hand corner. Now, as you continue to
use your Trello board and eventually drag more and more cards into your Done list, or Completed, or whatever you choose
to name your final list, this may start to add up
with a long list of cards which you don't necessarily
want to be viewing forever. In this case, what I would recommend is for you to archive
the cards in this list. Archiving will remove
the card from the board, but it is still searchable, and you can still always reactivate it if you want to bring
it back to this board. So, in this case, all we need to do is select
the three dots up above, and we can select Archive
all cards in this list. In this case, we continue
to keep the list. The list has not been removed, only the cards in that particular list. So, a great tip if you're wanting to keep a nice, clean, and efficient Trello board. Now, if you'd like to learn
even more about Trello, including advanced features, I would encourage you
to click the playlist on the screen in front of you. And if you would like some
personalized Trello consulting, you can find out more details at simpletivity.com/trello. Thank you so much for
watching today's video, and remember, being productive does not need to be difficult. In fact, it's very simple.
