Trello Essential Training

Learn how to organize your own work and collaborate on projects with your team using Trello.

Introduction

• What is Trello?
• Navigating Trello Free, Gold, and Business Class

1. The Basic Features of Trello Boards and Cards

• Navigating the Trello home page and creating your first board
• Navigating boards, lists, and cards
• Managing board settings and permissions
• Managing members, labels, and checklists
• Adding due dates, attachments, and card covers
• Creating and formatting card descriptions
• Moving and copying cards
• Communication, notifications, and watching
• Archiving cards, lists, and boards
• Trello card sharing options

2. More Advanced Features

• Managing Teams boards, members, and settings
• Creating and using Trello card templates
• Linking Trello cards and boards together
• Searching and filtering boards and cards
• Forwarding messages to boards and creating cards
• Changing your board background image
• Trello keyboard shortcuts

3. Power-Ups and Chrome Extensions

• Introduction to Trello Power-Ups
• The Trello Calendar Power-Up with calendar integration
• The Planyway Calendar Power-Up
• Syncing Planyway to Google Calendar
• The Card Repeater Power-Up for recurring tasks
• The Custom Fields Power-Up and adding multiple due dates
• Integrating cloud service Power-Ups: Google Drive, Dropbox, and more
• Automating Trello actions with Butler
• The Trello Chrome extension
• The Pro For Trello Chrome extension

4. Bonus Tips for Project Managers

• Trello and the Kanban method
• An introduction to Trello and Getting Things Done® (GTD®)
• Trello and GTD®: Organize, reflect, and engage
• Trello and agile or scrum
• Trello and Gantt

5. Trello for Mobile

• Navigating the Trello mobile app
• The most common uses for the mobile app vs. desktop

Conclusion

• Where to go from here