Brian from the Trello team walks you through a basic introduction of a Trello board. A full transcript is provided below the video. If you’d prefer a non-video guide, check out https://trello.com/guide
Note: Since this video was made, we’ve switched the name of “Organizations” to “Teams”. The information in this video is still up-to-date, though!
Transcript
Intro
Hey, this is Brian from the Trello team. Today we are going to take a peek at the “Best App Ever” board that Misty River Software created to keep track of their new app. As you can see, this board is made up of lists that represent a workflow. Each list has cards on it. A card is a unit that represents a task, and can hold a variety information for that task.
Adding cards
I can create a new task for this board by adding a card and adding a title to it. Click the card to open up the card back so you can add more information to it. All aspects of the card can be edited on the card back.
For instance, I can change the title of my card to make it a little more informative. I will also add a description to the card to provide more details on what this card is all about.
Since this task has a few layers to it, i’ll add a checklist to the card to create sub tasks or steps. These are each represented as checklist items.
Adding members & notifications
I will then add a few members of my team to this card to assign them the task. Since Ben and Julie are fluent in these languages, I will add them. When board members are added to a card they will receive a notification both within Trello and by email.
Due dates & labels
Since we are on a deadline for this feature, I am going to add a due date to the card so that everyone knows this needs to get done before the beta version ships.
Adding labels to your cards is a great way to add visual information for quick reference. Plus you can filter your board by label, which I will demonstrate later in this video.
Comments to communicate with team members
Commenting on cards is a convenient way to keep ideas and opinions on a task centrally located. @ mention a board member in a comment and they will receive a notification.
Subscriptions
Also, since I want to stay on top of the progress on this card, I am going to subscribe it. This way I will receive notifications for any actions that occur on the card.
Oh, it looks like I forgot an important language for our localization feature. Better add it to the card!
Moving cards between lists
As a task progresses from start to finish, cards can be moved across lists by clicking and dragging them to a different list.
Of course, not all lists have to be a part of a workflow, lists can act as repositories for ideas, documents & resources.
Board Menu: Members
Now we are going to take a look at the board menu.
The members section of the board menu displays all of the board members. The members with the blue icon on their avatar are the board admins and they can set the permissions for the board. I can add new members to my board by clicking the add members button and then searching for them by either their username or email address. If I want to add someone to my board that is not a member of Trello, I can enter their email address and an invitation to sign up and join my board will be sent by email.
Also, to make things easier, if your board is a part of an organization, organization members will be suggested as possible board members.
It’s easy to add members to cards by dragging their avatar from the members section and dropping it on to a card.
Board Menu: Activity feed
Next, the activity feed for the board shows all of the actions that have occurred on the board.
Board Menu: Settings
Finally, the board’s menu is where you can find all of the board level settings and features. Board admins can set permissions for the board in “Additional Settings.” Most of these features are self explanatory, but I want to quickly go over some of more interesting and useful ones.
Power-ups: Calendar, voting, card aging
Power-ups are board-level features that you can enable to provide extra functionality on your board, such as a calendar view and voting.
Stickers
Stickers are a fun way to add visual information to a card, whether it is a status update for the card or just to add a little humor.
Filtering cards on the boards
As mentioned earlier, card filters allow you to focus on cards on a board by labels, members, due dates or keywords.
Archiving cards and lists
Instead of deleting cards and lists, they are archived so that they can easily be referenced or returned to your board at any point in the future. Don’t worry about filling your archive, it’s practically limitless!
Create cards by email
It’s also possible to create new cards by email. Each board member has a unique email address associated with their board that will let them create new cards on that board.
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Hi,
My iOS trello app doesn’t show my profile, the menu and the show menu, which are on my MacBook app.
Thanks for the help
Great Video. Thanks 🙂
How do you do it for a Roblox Bakery?
HELP! HELP! HOW TO VERIFY
I just started and Trello is the best!
Yeah but this was not the free version this was the top business class you have. A bit stupid if you ask me, do the Demo with Free and explain the limitations on the darn thing..
0:54 When you're trying some online planners to check which one fits you more, 0:54 is the moment you realize such a nerd you are!
I'm a user and I stopped using Trello because of these. Be warned. BUTLER FOR NEW USERS WON'T WORK FOR UNDEFINED DURATION. No ETAs, no estimates for when Butler may or may not become available again. No batch processing. No real dashboard like MeisterTask, No grouping of boards in collections at all except one hidden place. No card sharing.
or you can add cards via Chrome Plugin:
https://chrome.google.com/webstore/detail/trello-bookmark/ephoopolmejjnjkbbdcfgoohokhnekca
Such great tool
Features that are showed in this video are free, right?
4 months I have been seeing this tool at my workplace and still cannot figure out how does it help. Looks a like a bunch of stuff that has been filled into an empty space because you wanted to.
Hi, I just downloaded the app, both on my ipad and my pc, but things look different, both from each other (pc version is different from ipad version) as well as different from all the videos I’ve seen. Most annoying is that the “card back” looks different and not as complete on the trello app I have downloaded.
thanks this is the best software management online it's help alot
QUESTION. Can these cards be accessed/edited while offline?
Trello has decided to pull and destroy 1000 of hours of hard work by conservatives because they dont believe in free speech. Try one of the Trello alternatives instead,
Demand Metric is similar to Trello, but does more and is better. check it out
and how can I leave a card? on the right there is no option for leaving under the "actions" section?
Good tutorial also . Elvish. Cling on . Huttese
How do you put impediment notice to a card?
Thanks.
I love trello! It's such an incredible tool that helps me clear my brain-space and get more things done 🙂
Is it possible to embed a Trello board to a website?
@mercitons Thanks for the demo. helps a lot. =)
Alternative to Trello http://www.solutionfactory.in/posts/Top-Project-Management-Platforms
is it free?
If its just me using the boards and no other team member, how do I get notifications of due dates? I have set the due dates, but never get notifications on my phone even though my iphone's settings has allowed the notification for Trello to be on.
How do click the bard to go to the card back that didnt make sense to me
so basically odoo
how do i make it public?
the worst demo I have ever seen
how do you add the card in the first place??????
I use this only for TGR .-.
"Telepathic Controls" in QA Review?!?!!? Man! You must be a multi-billionaire with that tech!!!
How can I download trello into my desktop?
One email: GET YOUR FUCKING ASSES TO WORK, AND UPDATE ME ON YOUR SCOPE OF WORK EVERY 5 MINUTES. Thanks but no thanks Trello…
Can someone help for some reason whenever I open a board it gets grey and I can't cahnge the color or anything. It makes it hard for me to read the words.