All About Trello


Trello Basics


1) Boards - A board represents a project. Whether you are redesigning a kitchen or launching a new website, a Trello board is the place to organize your tasks on lists and collaborate with your team of friends, family, and colleagues.

2) Lists - Lists keep cards organized in their various stages of progress. They can be used to create a workflow, or act as a repository of ideas. Cards can be moved across lists as tasks go from start to finish. In some cases, we use cards to collect assets including text and images for your website, email marketing, flyers, etc.

3) Cards - The fundamental unit of a board is a card. Cards represent ideas, tasks, and in some cases, content on a website, blog, email newsletter, flyer, etc.

Editing Cards

1) Card Descriptions - To add/edit details to your card click “Edit the description” at the top of the card back. In the description field you can add more specific information about your card, links to websites, or step by step directions.


2) Comments and Activity - Comments can be added to cards for a variety of reasons, normally you can use them to communicate with any members of the board. Use @membername to mention a member of the board. The activity feed shows the history of actions that have taken place on a card and creates a timeline of events as progress is made.




3) Add - The add section provides you with more tools for the back of a card.

- Add Members to cards to assign them tasks or keep them in the loop - Add Labels for filtering and data visualization by color code - Add Checklists for cards that require subtasks - Add a Due date to cards for projects that have deadlines - Add Attachments such as images or documents from both local drives and many cloud storage services like Dropbox and Google Drive. When sharing images with Mitch Wagner Design this is how to do it. Learn more about Sharing Assets.


4) Actions - The action section provides a way to work with cards in a variety of ways. Most of them should only be used by Mitch Wagner Design

- Move a card between lists and boards

- Copy a card and paste it to a different list

- Subscribe to a card and get notified of any changes

- Archive a card to rid it from the board, you will be able to find this later

Majority of text content sourced from https://trello.com/guide/board_basics.html


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