What is Trello?
Trello is a visual task management tool that helps organise, prioritise and create shared perspectives on tasks.
The basics
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
- Create a board for your project
- Create a list for each stage of progress for project tasks
- Invite your team members to the board
- Create a card for a task or idea
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
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
- Create a card
- Explain the task, topic or idea in the description section
- Create a checklist if necessary
- Attach a link to relevant documents or web pages for the topic
- Add members to the card
- Leave a comment for the next step or an update, and members will receive a notification in Trello.
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.
- Click on "Show Menu"
- Click on "Power-Ups"
- Find applications you and your team use frequently and integrate into the team board.
Important security guidance
Trello guidelines for team admins
If you are a team lead or project manager, and going to create a board for your team, you are a Team admin. Team admins manage tasks, members and permissions.
Please download and read the Team admin guidance below.
Add members by Flinders email address
When you search for user names in the invite field, you’re searching all Trello users worldwide, and it’s easy to accidentally add someone with the same name who isn’t from Flinders. Use Flinders email addresses to search users.
Attach a link, not a document
If you want to share documents via a Trello card, use a share link to the document. This makes it more secure as a user who clicks the link will need a Flinders login to access it.
Learning resources
Trello resources provides everything you need to get started with Trello at Flinders.
Knowledgebase
Trello Knowledge base allows you to search information by key words.
Power-ups
Power-ups allows you to add external apps to your Trello to maximise productivity and enhance workflow.
Pro tips
Trello pro tips gives you tips for shortcuts, bulk import and other insights to optimise process for using Trello.
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