How to Use Trello

Getting started with Trello

In this guide, you'll learn how to set up Trello and create your first project using its visual Kanban boards. By the end, you'll be able to manage tasks and workflows effectively.

Step 1: Sign up and set up

1. Go to Trello's website.
2. Click on the Sign Up button at the top right.
3. You can sign up using your email, Google account, or Microsoft account. Choose your preferred method and follow the prompts.
4. Once signed in, you'll be taken to your Trello homepage. Click on Create new board to start your first project.

Step 2: Your first project

1. Name your board (e.g., "Project A") and select a background colour if desired.
2. Click on Create Board.
3. Now, create your first list by clicking on Add a list. Name it (e.g., "To Do").
4. Click on Add a card under your "To Do" list to create your first task. Enter a task name (e.g., "Research topic") and click Add Card.
5. To add details, click on the card. You can set due dates, add checklists, and write descriptions.
6. To track progress, create additional lists (e.g., "In Progress" and "Done") and drag cards between them as tasks move through your workflow.

Step 3: Get better results

1. Use Labels to categorise tasks. Click on the card, select Labels, and choose colours and names for easy identification.
2. Enable Atlassian Intelligence by clicking on your profile icon, selecting Settings, and under AI Features, toggle on any relevant options.
3. Set up Due Dates for accountability. Click on the card, select Due Date, and pick a date from the calendar.
4. Use the Calendar Power-Up to visualise deadlines. Click on Show Menu, select Power-Ups, and search for Calendar to enable it.

Pro tip

Take advantage of Templates for repetitive projects. Click on the Template option when creating a new board to save time on setting up similar projects in the future.

Common mistake to avoid

Avoid leaving cards without due dates or details. This can lead to confusion and missed deadlines. Always fill in essential information when creating a card to maintain clarity in your project management.