How to use

Basic Tutorial
yourlegendaryvp.com

It is a collaboration tool
that organizes your
projects into boards.
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Click on the Search Bar

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Go to www.trello.com

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Click Sign Up-Its Free

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Type in your Name

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Type in your Email Address

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Type in your Password

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Click on Create New Account

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Go to your email
inbox to confirm
your email
address.
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Click on Verify Address

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It brings you to your

Trello Dashboard

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Lets begin with

Board Basics
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A Board is a
collection of
cards ordered in
a list of Lists.
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It can be used to
Manage a Project
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Track a
Collection Or
Organize
anything.
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How do I create a
Board?
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Click on + sign on Trello

Dashboard

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Click on Create Board

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Type in a Title

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Click on Create

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Congratulations!
You now have a
Board

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How do I
add a list of
Tasks?
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Click on the empty space of

the box

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Type in To Do

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Click on Save

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Add another List

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Type in Doing

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Click on Save

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Add another List

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Type in Done

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Click on Save

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How do I
Add Card
inside the list?
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Click Add a card

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Type in your tasks

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Click Add

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Type in another tasks

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Click Add

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You can keep on adding tasks

here

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Adding a task on
your
Doing list
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Type in the tasks you are

currently working on

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Click Add

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Adding a task on
your
Done list
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Type in the tasks youve

finished doing

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Click Add

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Lets say..
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Youre now working

on a task from your
To Do list,
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Drag and drop the task from

To Do list to Doing

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Youre now finished

on a task from your
Doing list,
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Drag and drop the task from

Doing list to Done list

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You can put labels

on your tasks
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Hover the cursor over the

task you want to Label

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Click on the Pencil icon

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Click on Edit Labels

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Select and Click on a color

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Click on Save

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Put Labels to
Categorize tasks
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For example,
in my case,
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I label Tutorials Violet

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And Webinars & Seminars

Yellow

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How do I
Add details
to the card?
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Click on the card

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You can now put details on

this particular card

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Click Edit the description

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Type in a description

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On my case,
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I put a link connected with the

task.

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Click on Save

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How do I
add
Members?
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Click on Members

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Click on the name of the member

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A member is now added

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How do I add a
Checklist?
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Click on Checklist

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Type in a Title of a Checklist

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Click Add

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You can add items under

Checklist

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Click on Add an item

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Type in an item

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Click Add

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Tick on the items you finished

doing

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How do I add
Due Date?
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Click on Due Date?

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Set up the date

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Click on Save

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How do I add
Attachment?
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Click on Attachment?

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Select which source your

attachment is from

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Computers folder will appear

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Select the file to be attached

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Click Open

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File has been attached to your

task

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This is how the board looks

like so far

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How do I add
Calendar
to my Board?
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Click on Show Menu

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Click on Power-Ups

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Select Calendar Click on

Enable

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Click on the Calendar icon

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The Calendar appears

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How do I
Close
a Board?
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Click on the board you want

to close

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Click on More

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Click on Close Board

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Click on Close

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To Re-Open, Click on
click here to re-open it.

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Or,
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Click Boards

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Click See closed boards

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Click on Re-open

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Being
ORGANIZED
is being in
CONTROL.
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