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Overview
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 Trello online course, you will learn how to use the software’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.
This Trello training features practical 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.
Highlights:
- 37 practical tutorials
- Understand how to use Trello 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
Who is this Trello online course for:
- Anyone who wants to start with Trello basics to plan their projects for personal or professional use
- Entrepreneurs, project managers, and team leaders who want to improve productivity when managing projects
About the instructor:
Scott Friesen is known as a 'busyness killer'. He specializes in helping people all over the world go from busy to productive, to get the results they want with less stress. Scott has helped thousands of individuals and companies dramatically increase performance and productivity with his time management strategies and techniques.
Once enrolled, our friendly support team and tutors are here to help with any course related inquiries.
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Summary
Skill level
Beginner
Certificate
Lessons
37
Accredited by
CPD
Pre-requisites
None
Video duration
2h 26m
Estimated study time
18h 30m for all materials
Instructor
Syllabus
Getting Started with Trello
Setting up a Trello Account
Follow these simple instructions to set up a Trello account.Editing Your Trello Settings
Learn how to adjust and customize your user settings.Getting to Know the Trello Interface
Get to know the navigation and terminology used within the Trello application.Boards
Recognize how to use boards to create and manage your projects.Lists
Discover how lists can be used and edited within a board.Cards
Find out how cards behave and are utilized with lists.Editing and Viewing Cards
Creating Cards and Descriptions
Create your first card with additional text information.Moving and Copying Cards
Learn how to move and copy cards to other lists and boards.Using Labels
Add labels and customize what they mean for different cards.Using Due Dates
Utilize due dates and calendar reminders for certain cards.Using Checklists
Understand how checklists are created and can be re-purposed for later use.Adding Attachments
Learn about the various files which can be attached directly to a card.Filtering Cards
Get to know how to filter certain cards so you can find the information you want.Searching for Cards
Learn how to use the search bar so you can find the card you're looking for.Archiving Cards
Understand how archiving works and how to retrieve archived cards if necessary.Collaboration and Team Projects
Adding Members to a Board
Learn to invite new or existing users to a board for team collaboration.Adding Members to a Card
Learn the benefits of adding members to a card.Adding Comments to a Card
Learn how to add comments and address specific members within a card.Using Teams
Learn how to create a team and why this can be beneficial.Permission Settings
Learn what each permission setting does and how to adjust for different member levels.Communication and Notifications
Subscribing to a Card
Understand the benefits of following a card and receiving notifications of card updates.Sharing a Card
Learn how to share a card with others and how this helps communication among multiple members.Managing Notifications
Get to know the different notifications settings and decide which methods are best for you.Forwarding Email to Trello
Learn how to take advantage of emailing messages directly to Trello boards and lists.Replying to Comments via Email
Understand the benefits of responding to Trello updates directly from your inbox.Integrations and Power-Ups
Enabling the Trello Calendar
Learn how to use the Trello calendar to see all of your cards in an easy to view schedule.Integrating with Cloud Storage Services
Get the file sharing services you already use integrated with Trello so you can include files directly to cards.Integrating with Your Personal Calendar
Learn how to have your Trello cards appear on your own calendar with iCalendar.Adding Custom Fields
Understand the benefits of adding custom fields to your card.Adding Voting Buttons
Learn 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
Sales Funnel
Learn how to create a simple sales funnel and turn your prospective clients into paying customers.