Learning Trello from Account Sign-up to Board and Card Creations

What is Trello used for? Any idea on how to use Trello to organize your life and business like a pro? How to handle Trello to handles projects of your client or to just even use it for yourself?

This a great skill that you can even include this in your resume, apps that you are familiar or know how to use. Do the habit of always updating your resume every time you acquire new skills.

Based on the tutorial that I have watched, here are the steps on how to start learning Trello from account sign-up to board and card creations.

If you are a Virtual Assistant, being organized should started from you first specially when it comes to your business or career and your personal life. And most probably a client will hire you to organize his/her business side and personal life. The most useful tool for this is using Project Management Tools. Based on my research, most VA's uses Trello and Asana.

Let's start learning Trello.
Go to your Trello account. Log-in if you have already account. Sign-up to those really new here and don't yet have account.

You can sign-up with your e-mail or can continue with google.

I used my gmail account, so next step is to go to my gmail inbox and click verify e-mail.

Now, I don't have anything yet on my board since this account is newly created. We'll create new project. Sometimes we can add here projects of our first client, then another board for another client.

There are ready templates available. But we'll have to create our own customized template based on our needs.

We can create a template and start from scratch. We can also create a team.

Adding your team member is simple as the picture below. Input details needed then you continue and drag on the green smiley.

You will be requested to input e-mail address of your new team for them to receive invitation that you want them to be part of the company. But we will not proceed with that, instead we will make our own first board.

Now, let's create our new board.

This is the new board for my first client.

These are the usual list.

We can also add, for Approval list.

We should have the Approval list, but it is suggested to move that from the fourth to the second from the list. Something that we do should be approved first by the client before continue doing it.

Now, we'll create our very first To Do list. This are the things client wanted to see you are doing.

To see your To Do list, you can invite your client by clicking invite, then input his/her e-mail address.

Once you have sent the invitation, you can see the icon here of your client.

Next is once you click this card, you or your client can edit the description.

You can do many things in card, you can add member.

You can also add Labels.

Input and save description.

We can also add checklist.

Then add branding.

Once done, click the check box.

You can also attach a file.

Depends on the location of your file.

You can also add due date. Select date and time, set reminder at least 1 day before, then click save.

You can also add a cover.

Let's choose Productivity.

Choose the cover you like best.

Then you will now have our cover. But if you have your desired picture for the cover you can attach your own picture using the attachment button

Get power ups is more on automation that when you move the card, it will automatically do this and that and is also more on integration like google drive.

You can also move the card.

You can move that from to do, to doing then click move.

You can see that your card has been moved, from the first list to the third.

You can also add some comments for your client. Add attachment or smiley, then click save.

You can also share link of this card.

That's it, back to our other cards, you can drag and drop to other position once you are finished with the task.

And because your card is already for approval, your client should now be included here to be notified that your work is already for checking/approval.

Then if there is need for revision, you can add another card, then drag that to the newly added card fro revision. If everything is okay then drag your card to Done.