by Scott Friesen
Whether it's managing a project with your team at work, checking off your daily to-do list, or planning a vacation, Trello can help you visualize your workflow and maximize your productivity. In this online course, you will learn how to use Trello's flexible task and project management tools to stay organized and efficient across all areas of your life. Discover how to collaborate with your team in real time, integrate Trello with your most frequently used apps, and simplify and streamline your projects with these expert tips and tricks.
Getting Started with Trello
Setting up a Trello AccountFollow these simple instructions to set up a Trello account.
Editing Your Trello SettingsLearn how to adjust and customize your user settings.
Getting to Know the Trello InterfaceGet to know the navigation and terminology used within the Trello application.
BoardsRecognize how to use boards to create and manage your projects.
ListsDiscover how lists can be used and edited within a board.
CardsFind out how cards behave and are utilized with lists.
Editing and Viewing Cards
Creating Cards and DescriptionsCreate your first card with additional text information.
Moving and Copying CardsLearn how to move and copy cards to other lists and boards.
Using LabelsAdd labels and customize what they mean for different cards.
Using Due DatesUtilize due dates and calendar reminders for certain cards.
Using ChecklistsUnderstand how checklists are created and can be re-purposed for later use.
Adding AttachmentsLearn about the various files which can be attached directly to a card.
Filtering CardsGet to know how to filter certain cards so you can find the information you want.
Searching for CardsLearn how to use the search bar so you can find the card you're looking for.
Archiving CardsUnderstand how archiving works and how to retrieve archived cards if necessary.
Collaboration and Team Projects
Adding Members to a BoardLearn to invite new or existing users to a board for team collaboration.
Adding Members to a CardLearn the benefits of adding members to a card.
Adding Comments to a CardLearn how to add comments and address specific members within a card.
Using TeamsLearn how to create a team and why this can be beneficial.
Permission SettingsLearn what each permission setting does and how to adjust for different member levels.
Communication and Notifications
Subscribing to a CardUnderstand the benefits of following a card and receiving notifications of card updates.
Sharing a CardLearn how to share a card with others and how this helps communication among multiple members.
Managing NotificationsGet to know the different notifications settings and decide which methods are best for you.
Forwarding Email to TrelloLearn how to take advantage of emailing messages directly to Trello boards and lists.
Replying to Comments via EmailUnderstand the benefits of responding to Trello updates directly from your inbox.
Integrations and Power-Ups
Enabling the Trello CalendarLearn how to use the Trello calendar to see all of your cards in an easy to view schedule.
Integrating with Cloud Storage ServicesGet the file sharing services you already use integrated with Trello so you can include files directly to cards.
Integrating with Your Personal CalendarLearn how to have your Trello cards appear on your own calendar with iCalendar.
Adding Custom FieldsUnderstand the benefits of adding custom fields to your card.
Adding Voting ButtonsLearn how to use voting buttons so others can share their opinion or feedback on certain cards.
Adding Card Repeater
Have cards that you use frequently re-appear at specific times.
Trello Board Examples
Learn how to create a simple sales funnel and turn your prospective clients into paying customers.
Personal Projects and To-Do ListLearn how to manage all of your personal tasks and projects within a Trello board.
New Hire OnboardingLearn how HR teams can utilize Trello to ensure new employees have a fantastic experience when first joining an organization.
Product DevelopmentLearn how to manage the life cycle of a product or service within Trello.
Vacation PlanningLearn how to plan your next vacation and make sure you don't forget anything on your trip.
Home RenovationLearn how to organize a home renovation project so that new kitchen can become a reality.
The course features practical Trello boards for both personal and professional use, including product development and home renovation projects. You can apply the knowledge you gain to virtually any project you can imagine across different industries, including marketing, software development, wedding planning, recruitment, and anything else you want to keep organized in Trello.
- 37 practical tutorials.
- Understand how to use boards, lists and cards for task and project management.
- Create, edit, move and copy cards.
- Add due dates, labels, checklists and attachments to cards.
- Search, filter and archive cards.
- Add members to a card or board for collaboration on team projects.
- Manage subscriptions, notifications and forward email to Trello.
- Integrate Trello with your calendar and cloud storage like Dropbox or Google Drive.
- Use Power-Ups for extra functionality, like card repeater, custom fields and voting buttons.
- Example Trello boards for a sales funnel, personal to-do lists, new hire onboarding and more.
Once enrolled, our friendly support team and tutors are here to help with any course related inquiries.
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