Step 1: Sign Up for Trello
Visit the official site to register. Provide your email, create a password, and complete verification. Log in using your credentials.
Step 2: Create Your First Board
From the dashboard, select Create and choose Board. Enter a descriptive board name and select a template like Kanban or start blank. Confirm to build your board.
Step 3: Set Up Lists
Lists categorize workflow stages. Click Add a list on your board. Name it logically, e.g., To Do, In Progress, Done. Repeat for multiple lists.
Step 4: Add Cards to Lists
Cards represent tasks. Click Add a card within any list. Enter a clear title like "Research topic" and save. Add more cards as needed.
Step 5: Customize Card Details
Click any card to edit:
- Add descriptions: Enter task specifics in the text field.
- Assign members: Use the Members button to invite users via email.
- Set due dates: Click the calendar icon to add deadlines.
Step 6: Utilize Organizational Tools
Enhance cards with labels for prioritization. Add colors under the Labels tab. Attach files using the paperclip icon. Reorder cards via drag-and-drop.
Step 7: Track and Collaborate
Move cards between lists to show progress, like from To Do to Done. Use comments for updates and notifications to stay synced with team members.
