Trello for Project Management

Image - Trello for Project Management
Image – Trello for Project Management

Trello for Project Management is a web-based software. It is the equivalent of a digital version with a large board and index cards linked to it. The index cards are accessible to all members of your team worldwide. Everyone can view those cards, and communicate directly on those cards with other members of the team. Use Trello to build your team for free but it also has a paid version. Organize your work and control big projects in partnership with your team. Manage notifications and forward to cards and boards. Assign due dates, and carry out a diversity of tasks that take your project management work inside Trello. With editorial calendars, organize and schedule marketing campaigns and make sure your content is optimum.

fig 1.0 - Trello for Project Management: Homepage
fig 1.0 – Trello for Project Management: Homepage

Trello for Project Management: Interface

Boards are used to organize and manage a project. Trello Login or Sign up for Trello. Initially, you will see all the boards in one layout if you have created boards. Follow a sequential pattern by having a team created then create boards for that team and then create a list under the boards and further create cards under the list. Create a personal team (free) or a business team (paid option).

fig 1.1 - Trello for Project Management: Boards
fig 1.1 – Trello for Project Management: Boards

Trello for Project Management: Board

To create a board click on the + sign on the Trello dashboard. Click on Create Board in the drop-down menu. Enter your title and click create. Click on the below links to view the three boards shown in fig 1.1.

fig 1.2 - Trello Lists-To Do List, Doing and Done.
fig1.2 – Trello Lists: To Do List, Doing and Done.

Lists – ‘To Do’, ‘Doing’ and ‘Done’

To add a list of tasks click on the empty space of the box in the display page. Enter ‘To do’ and click save. Add another list and enter ‘Doing’ and click on save. Next add another list and this time enter ‘Done’ and click on Save.

Trello for Project Management: Cards and Tasks

  • Cards under Holiday & Tour Packages are [1]- Lightning Sunderbans and [2]- Holiday Packages [3] – 1 Night 2 Days.
  • Add Cards inside the ‘To Do List’, by clicking ‘add a card’ and entering your ‘tasks’ and clicking add. Enter another task and click add. In this way, you can keep adding your tasks here. [1] shows one card- Lightning Sunderbans in above – Day 2.
  • To add a task in your ‘Doing List’ enter tasks you are currently on and click add. [1] shows one card- Lightning Sunderbans in above – Day 1
  • To add a task in your ‘Done List’ and enter tasks that you are finished with and click add. [1] shows four cards- Lightning Sunderbans in above – Day 1.
  • eg: If you are working on a task in your ‘To Do List’, you can drag that task from your ‘To Do List’ and drop it in your ‘Doing List’. Similarly, if you finish on a task in your ‘Doing list’ then you can drag that task from your ‘Doing List’ and drop it in your ‘Done List’.
fig 1.3 - Trello for Project Management: Labels
fig 1.3 – Trello for Project Management: Labels

Labels

Put ‘Labels’ on your tasks by hovering over the task and clicking on the pencil icon. Next, click on edit ‘Labels’. Select a color of your choice and click on it and save. eg Put labels to categorize tasks.

Add Details to the Card

Add details to the card by clicking on the card and entering details for this particular card. Next click on ‘edit the description’ and ‘enter your description’ eg put a link connected with the task and click on save

Members

Add members by clicking on ‘members’ and ‘enter the name of the member’. The member is then added. Members with the blue icon on their avatar can set the permissions for the board as they are the board admins. Add members to cards by merely dragging their avatar from the members’ section and then dropping it on to a card. Enter the email address of someone who is not a member and an invitation to sign up and join the board will be sent by email.

fig 1.4 - Check List
fig 1.4 – Check List

Checklist

Add a checklist by clicking on ‘checklist’ and ‘enter the title of the checklist and click add. Add the items under this checklist. Next click on ‘add item’ and ‘enter the item’ and click add. Tick on the items that you finished doing.

fig 1.5 - Due Dates
fig 1.5 – Due Dates

Due Date

Add a due date by clicking on ‘due date’ and ‘set up date’ and click save.

Attachment

Add attachment by clicking on attachment and choose the source of your attachment. Click Open after you have selected the file that is to be attached. The file is successfully attached to your task.

Board View

Get a view of your Board by clicking on board-view. Note the due date and the calendar Power-Ups is added to this board.

fig - Trello for Project Management: Power-Ups Calendar
fig 1.6 – Trello for Project Management: Power-Ups Calendar

Trello for Project Management: Power-Ups Calendar

Enable the calendar feature. It is not available as default. Go to the menu option and expand to see the Power-Ups option and click on Calendar (fig 1.6) The calendar button will then be visible on your dashboard. The calendar functionality gives you the task list for items in the calendar view. After you Click on the calendar button some of the items on the days appear on the days of the calendar while the To Do List, Doing and Done is the process flow of the items itself.

fig 1.7 - Trello for Project Management: Power-Ups Card Repeater
fig 1.7 – Trello for Project Management: Power-Ups Card Repeater

Trello for Project Management: Power-Ups Card Repeater

Select menu and come to Power-Ups option. A long list of Power-Ups option will be available. Many integrations to various other software applications are possible. If you have a task and have particular cards that you reuse often than choose the Card Repeater Power-Up and enable it. A Card Repeater Power-Up feature enables a particular card to appear each and every week after it is archived or crossed off.

Open the Card. fig 1.7 On the right-hand side view to find the Power-Ups section. Find the repeat button here and when clicked select how often you would like the particular card to repeat. Choose between Weekly, Monthly, Yearly. The card is repeated weekly every Wednesday at 12:00 PM noon. Choose to have it in this list or any other list and also where it should appear Top or Bottom. Select Save and it is shown up next time when this card is going to get repeated.

Close & Reopen a Board

Close a Board by clicking on the ‘Board’ you want to close and click ‘more’. Next click ‘close board’ and click ‘close’. To reopen click on ‘reopen’ or click on Boards. Click see ‘closed Boards’. Click reopen.

Delete a Board

Delete a card, by first archiving it, and then clicking ‘delete’ from the sidebar back of the card OR click ‘view archive’ from the board sidebar, find the card, and delete it.

Notifications

Add a board member to a card and they will receive a notification both within Trello and by email. As soon as you have a notification in Trello it will pop up as red in the top menu bell bar. On communicating with your team on a Trello board and someone tags you and your board, it will become visible so that you can see it and respond.

Filters

Filters draw your attention to Cards on board by Members, Labels, Keywords or Due Dates. Create a filter and expand Trello with Cloud Services such as Dropbox and Google Drive, Power-Ups and Browser extensions.

Trello for Project Management: Conclusion

Different categories of visibility are possible and boards can be public, visible, private. For a visible team, everyone on the team will be able to see, interact and edit. In the case of private, only people added to the board will be able to view and edit. And for the public, no one can automatically edit it but everyone will be able to view it and only people actually added to the board can edit.

After creating a team edit the settings by adding members, change the logo and choose the option of making the team public, visible or private. Boards within a team can only be shown to team members on this team. For multiple teams, if you want a member of one team to be able to view the board of another team than add that member to that team. In side-menu check for backgrounds, stickers, powerups, add members and change all these settings. Hit more and get access to some advanced features where you can copy board, email-to-board settings and actually set up the board itself if you want to do that. Add/ Remove permissions for commenting.

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