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Trello

Workplace support Digital services Trello

What is Trello?

Trello is a visual task management tool that helps organise, prioritise and create shared perspectives on tasks.

Why Trello? 

How to get started 

FAQs 

Support & feedback 

The basics 

Trello resources 

I am already using Trello 

Capture.PNG

Why Trello?

Store.png

Fewer emails, more topic focused communication 

Show me how 

Plan-and-Track.png

Easy to organise and prioritise tasks

Show me how 

Light-01.png

Better visibility on project tasks and progress

Show me how 

hub.png

Seamless collaboration, less window switching

Show me how 

The basics

A board keyboard_arrow_up
board.png

A board is a product, project, resource, or organizational structure that is under continuous development, though a board can represent anything and have a variety of uses. Boards have a collection of lists, and lists contain cards.

💡 How to achieve better visibility on project tasks and progress

  1. Create a board for your project 
  2. Create a list for each stage of progress for project tasks 
  3. Invite your team members to the board
  4. Create a card for a task or idea 

How to create a board

Adding people to a board

Lists keyboard_arrow_up
list.png

Lists keep cards organised in their various stages of progress. Use them to create a workflow where cards are moved from start to finish, or as a place to keep track of ideas and information. 

💡 How to easily organise and prioritise your tasks using lists 

     Create lists for your project board by stages of progress and move cards as they progress.

     List ideas: 

     1) To Do    2) Doing (Low priority)     3) Doing (High priority)     4) Done

How to create a list

How to arrange lists

Get inspired

Cards keyboard_arrow_up
cards.png

Cards are used to represent tasks and ideas, whether it’s something that needs to get done, or something that needs to be remembered.

💡 Reduce your email by communicating through cards

  1. Create a card
  2. Explain the task, topic or idea in the description section
  3. Create a checklist if necessary 
  4. Attach a link to relevant documents or web pages for the topic
  5. Add members to the card
  6. Leave a comment for the next step or an update, and members will receive a notification in Trello.

How to add cards

Commenting on cards

Adding members to a card

Creating cards by email

Creating a checklist

Menu keyboard_arrow_up
menu.png

Menu is used to manage members, control settings, filter cards, and enable Power-Ups and more.

💡 How to achieve seamless collaboration and reduce window switching

     Use Power-Ups to integrate other applications into your team board and enable quick access.

  1. Click on "Show Menu"
  2. Click on "Power-Ups"
  3. Find applications you and your team use frequently and integrate into the team board. 

Menu overview

Filter cards from menu

How to get started

Trello_Overview-06.png
1

Sign up

Go to trello.com, click "Sign Up" to create a new account using your Flinders University email address.

Sign up

2

Create or join a board

If Trello is new to you or you team, create a board for your team.

If you’ve received an email invite to join Trello from a workmate, follow the steps in the email.

Learn how

3

Define lists

Add a list to a board by clicking the "Add a list..." button next to the rightmost list on the board. You can also add a list by double-clicking any open space on the board.

Learn how

4

Create & assign cards

Invite members to your board so that they can be assigned to tasks and collaborate on your board. Click "Invite" in the board’s menu and select members of your team to add to your board.

Learn how

Trello resources

Looking for more information on how to use Trello? Use the following menu to look for answers. 

Learning resources

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Trello resources provides everything you need to get started with Trello at Flinders.  

 Knowledgebase

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Trello Knowledge base allows you to search information by key words.  

Power-ups

Power-up.png

Power-ups allows you to add external apps to your Trello to maximise productivity and enhance workflow.  

Pro tips

Pro-Tips.png

Trello pro tips gives you tips for shortcuts, bulk import and other insights to optimise process for using Trello.

FAQ

How can I create a Trello card from an email in Outlook? keyboard_arrow_up

By enabling and using the Trello add-in for Outlook, you can create cards with descriptions and due dates, without ever leaving Outlook.

How to enable the Outlook add-in

  1. Click on "Store" at the top of your Outlook window. 
  2. Type in "Trello" in the search bar at the top right. 
  3. Next to the Trello add-in in the search results, set the toggle to "On" to install the add-in. The add-in will then appear in the command bar ribbon at the top.

How to create a card from an email

  1. Click on the Trello icon and then select the "select the board" and list where you want to add your card. By default, the name of the card will be the subject of the email, and the card's description will be the body of the email. 
  2. Edit the card title or description, as well as add a due date, and save the card by clicking the green "Add" button.

Learn more

What kind of information can I share on Trello? keyboard_arrow_up

Staff can capture a range of information on Trello cards, from personal to do actions, team notes, tasks and information decisions.

However, there is certain information that should not be captured or stored on Trello.

These include:

  • Any sensitive information that should be protectively marked as Highly Confidential in line with the Flinders University Information Classification and Handling Procedures. 
  • Any information that contains personal staff or student data.
  • Formal business decisions that need to be retained or captured in TRIM in accordance with University policy. 
Is Trello secure? Can others see our board content? keyboard_arrow_up

The visibility of your boards can be adjusted in the board settings to allow or prevent others from seeing your board.

  • Public – The board is openly available to anybody on the internet.    (Warning - Do not set board or team visibility to public.)
  • Private - Only you can see your board.
  • Team-visible – Only members of your team will be able to see the board. Other people outside of the team can see the board if you directly invite them to see the board.
I have set up a Trello account with my personal email but I want to use Trello for work too. What do I do? keyboard_arrow_up

If staff wish to use Trello for work purposes, a Flinders University email address with a @flinders.edu.au domain must be used rather than a personal email address. Using only @flinders.edu.au emails address provides us with some necessary security controls. 

If you are an existing Trello user with an account using a personal email address, you are strongly advised to create an additional account with your @flinders.edu.au email address.

Support for digital and IT services

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After hours or when all staff are busy you will be given an option to leave a voicemail message. Voicemails will be accessed as soon as practical during business hours otherwise you may choose to log an IT support request.

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Call 8201 2345

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