So you’ve decided to set up a Trello.com account, either you are looking to get organized, or are into digital Bullet Journaling or your working on automating as much as you can with your blog, or one of the hundreds of thousands of people looking to get some help with one of the MANY features Trello.com boasts.
Setting up an account is easy as 123, so let’s dive right in.
First, you want to head on over to Trello.com
It will look like this….
In the top right corner, you will see there is a “login” or “sign up” button. Go ahead and click the “sign up” button. (Hint it should also be in the middle of the screen for you too 😉 )
Then you should see this screen, so go check your email before you close this one.
Your email should look like this
Just click the “Confirm Your Email Address” button and you’re all set up. You should see a screen like this the first time.
From here Trello.com will walk you through how to set up your first Board, List and card usually you will get an email that Welcomes you and gives you a button to follow for their in-house 101 Guide. The email will also introduce you to their avatar “Taco” who looks a bit like a husky dog to me. However, if you are impatient and don’t wish to wait on an email keep reading for some quick details on how to do the basics.
Your First Board
For this example we are going to use my blog for setting up. So I’m going to name the first board OneWeirdMamma.com (just type it into the open space where it says e.g. Vacation Planning in grey on the left) and hit Enter or click on the “Great! Let’s build your board” button at the bottom.
As you can see they have already created some “standard” boards like “To Do”, “Doing”, and “Done”, beside that is a space to “Add a list…” which you can do at any time on any board. Or you can rename one of the existing boards if it doesn’t work for you.
If you want to get rid of a list just click the little dots in the top right corner of the list and select “Archive this list” that will remove it from your sight (hides it but doesn’t permanently delete it unless you make a few more clicks to do so)
A few cool things is that you can “favorite” commonly used boards. So if you get like me and end up with like 50 you don’t have to hunt down your top 5 every time. To mark a board as “favorite” just click the hollow start to the left of the board name.
Also if you ever want to rename the board just double-click the board name from within the board.
Adding a Card
To add cards just click on the “add a card” in any list and start typing hitting enter when you are done. Once you’ve done that hovering over the card will produce a pencil on the right side of the card, you can click that to get some “quick edit” options (seen to the left) or you can click on title name to open the card (all the quick edit stuff is in the open card as well.
To the right is what a new card looks like when opened. There are a couple of things to note that are handy (at least I think so).
- You can label any card anything you like that works with your flow/function in the program. There are default colors and you can literally put in whatever text makes sense to you. I personally use different labels on different boards.
- Checklists, you can have as many as you want. Create one with whatever name works & then add items as you need. Within checklists you can also re-order items via drag & drop, or you can move the checklist order (ie checklist 3 – 4 – 1 could be moved to 1 – 3 – 4 by dragging and dropping.
- Due Dates – you guessed it, make items due for when they need to be handled. 🙂 we all need reminders on occasion.
- Share & More… this area is where you will find things like the cards email address (yup each card gets an email) so if you want to add info to it you can email it in.
- Archive button, same as archiving a list this basically hides the card. If it’s been linked anywhere you will still see it linked in the relevant places but will need to “un-archive” it before sees the actual card.
Once you’re done poking around, go ahead and hit the x in the top right corner of the card.
Creating additional boards
From any board you can access or create new boards, just click on the “Boards” button in the top left-hand corner.
In this menu you can search for boards by name, your stared boards will be listed first along with recently visited then a comprehensive list of all the boards you are a part of.
You will notice a couple interesting things at the bottom like the “Create new board…” which does exactly what it says and creates a new blank board (no default lists in any new ones after the first one”.
There is also a “See closed boards…” so when you close a board off you can still get access to it unless you completely delete it.
So go ahead and play around a bit, explore and have some fun getting started with Trello.com.