Trello Cheatsheet: A Review
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Productivity describes various measures of the efficiency of production. It is a crucial factor in the production performance of firms. Indeed, growth in this regard can also help businesses to be more profitable. (Source: Wikipedia)
Why use Trello?
Trello lets you work more collaboratively and get more done. (Source: Trello.com)
Delivering more than is expected is often thought of as too good to be true. Yet, as a business professional, organising tasks and activities properly can make or break your rate of efficiency.
Let's get to it.
With the following steps, you can set up an account on Trello.com, and be even more productive each day.
- Sign up on the website. It's free.
- Click on
Create new boardto start off organizing tasks and plans.
- Pick a board setting.
- Select a background from the options available.
- Click on
Setting up a Board
In the menu section, click on
About This Board to add a description to your board.
In the Description section, write something that explains your board to other teammates - personal or professional.
Add a list in the upper left-hand corner of the board webpage.
Let us call our first list, One, and click on the
Add List button to save it.
We will do the same thing for lists named Two through Five.
So far we have been discussing Trello in a purely abstract way.
Let us tie down parts of its functionality to a project.
Let us say, we are working on a blog article, and need to arrange our activities and tasks. We plan on writing a blog article about project management.
First, let us break down what we need to do, by adding cards to the newly created board.
A card is a gateway to a larger set of planning options.
|Description||Helps card members know what a card is about|
|Members||Lets us invite other people to participate in a card's task or activities|
|Labels||This can be done with colours to help board members know what a card does by sight|
|Checklist||This lets us set you tasks that can be verified as directly completed|
|Due Date||Sets a time for a card's task to be achieved. It can be set to time, date and an alert period|
|Attachment||Can have links attached to a card, and other content from a diverse group of sources|
|Cover||With this we can set an image that gives a visual clue to a card|
|Move||Lets us move a card in three ways (to other Boards, Lists and a different position in a List)|
|Copy||With this us can replicate a card, do the things in the Move feature and edit a card's title|
|Watch||This lets us observe changes in a card we are a member of|
|Archive||This takes a card off a list, and into the Archived Items section of a board|
Implementing Card Add-ons
Here we have updated our board with labelled cards. This serves to show us what tasks each card addresses at a glance.
# Labels * GREEN: Research * YELLOW: Data collection * BLUE: Writing activity * PURPLE: Interviews
To give our board a more realistic feel, we will use the following features:
- Due Date
Breakdown of changes
In the first card in link One, a link was added as an attachment to help direct research.
We added a checklist to the second card in list Two to track task stages.
Due Date functionality was added to card three in the same list. This was done to give an indication of when the task should be completed.
Cover photos were added to several cards to give a visual representation of the tasks to be completed.
Watch features were added to a card to help direct us on how to approach the task.
We have done a lot now, haven't we...
Notice anything different? We archived list Five.
This is because we realized that the cards on the list, can work just as well as a Checklist in a card.
So far using Trello has helped us organize and map out our different blog article tasks. We have visual cues and detailed tips that make our lives easier. I will leave the choice of whether or not to be more productive, up to you.
Disclaimer: Neither Trello nor its associates sponsored this article in any way, shape or form. This was created to help the general public achieve more, with their planned activities.
Check out Getting Started With Trello for more tips and information.