Getting Started with Trello

Hey there busy mom! Whether you’re at work, at home or you work at home, Trello’s flexible design will skyrocket your productivity. I’m sharing the basics of getting started with Trello.

Did you miss my love letter to Trello last week?

PEOPLE. Trello is truly a magical thing.

You can pop over to my original post, where I shared why I used Trello, but today I thought I’d share a bit more about the tool’s functionality. Let’s get start with Trello!

Getting Started with Trello

Trello is a one-stop to do list shop – a single location where you can house all 100 of the lists you’re trying to keep track of every day. Unlike sticky notes, napkins and the back of an envelope your Trello lists aren’t going to get lost in the shuffle of every day life.

Sign Up with Trello – It’s Free!

Yep. You read that right. Trello is a free application you can use to organize your entire life.

There is an option to upgrade your service to get additional board functionality, but today I will be showing you basics that are ALL available in the free version.

I’d love for you to utilize my referral link when you sign up for a Trello account, but I do not receive a referral fee when you sign up for an account. I just really love the tool!

Getting Started with Trello’s Top Level Functionality

I use Trello to manage multiple aspects of my business AND my home by utilizing its three main features:

1. Boards – Boards are a full page. You can keep several lists within a theme on each board.
2. Lists – Lists are developed within each board to house specific cards.
3. Cards – Cards are added to lists for tracking specific tasks.

Let me show you what each of these functions looks like…

Getting Started with Trello Boards

This is a sample board.

For the purpose of this post, we’re going to create a weekly to do list board – a home base for all the things we may need to accomplish in a given week.

Getting Started with Trello Lists

This board contains a series of lists. The lists are separated by topics, or in this case by days of the week.

Getting Started with Trello Cards

Each list has a series of tasks, called cards. Cards are where the REAL WORK takes place.

Getting Started with Trello Card Features

Within each card, there are several features that you can incorporate into your list:

• Labels – Color code your cards for and easy big picture overview when viewing your lists/board.
• Due Dates – Add a due date. Trello can notify you when due dates are coming up or when you’ve failed to meet a deadline.
• Description Field – Space for detailed notes or instructions regarding the specific task.
• Attachments – Bookmark specific webpages or add documents and images related to your task.
• Checklists – It’s a to do list within a to do list. If your task has multiple steps, you can create a checklist for each.
• Members – Add team or family members who will be working on a given task.
• Activity Log – Store status updates regarding progress on the task.

It’s hard to pick a favorite card feature, but the labels and checklists are so handy for organizing things.

Cards may be moved manually with in a board, using drag and drop functionality. They can also be reassigned to an entirely different board and list using the “Move” feature in the card’s menu.

Wondering how you can use Trello in your life? I’ve put together a list of 50 different ways you can use the tool to make your life easier!

50 Great Ways to Get Started with Trello

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