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TRELLO
ADULT TECHNOLOGY CLASSES HANDOUT 02-14-2012
Login Either by your email or by a Google account You are greeted by a Welcome Board with tips on what activities you can do with the cards. Create a Board Click on Boards in the top right corner then New Board. Give your board a title, select visibility (members vs. public). You can then choose to make an organization. Basic Board Information Boards are made up of lists (i.e. columns). They can be named whatever you want to match your workflow. Usually you can just click on anything on the page (text, lists, cards) to see more information or edit it. Add cards by clicking on Add card on the bottom of each list. Once you add a card and save it, click on it to add information on the back using all the different types of options you are given (best seen and understood by trying it out!). All of your cards on a board can be searched using the search box on top of the page. Cards can be moved from list to list by left-click-and-hold and then dragging the card to another list. Create an Organization If you do not create an organization during the board creation process, you can still make an organization later. An organization would be say your work group, family members, etc. Click on Boards and then choose your board that you want to add an organization to. Then click on Board Menu and select Profile. Under Organization click on Create an Organization. Give your organization a Display Name, an Orgname (a short one for URLs), a website URL if you have one, and a description (handy if you have lots of boards and organizations). Display name must be entirely unique so no one else on Trello has it. Add Members by clicking on Add Members. Search Trello for a user or enter their email address to send that person an invite. You can also create new boards here for the organization.
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Assign Tasks Once you have an organization with members, you can then assign cards to that person for them to complete. Click on a card and then click on Assign. Click on the appropriate person. People who are assigned to a task will receive an email to let them know that a card has been assigned to them. Add due date (and time!). In comments, write @theirname so they will get notification. Update Your Profile Click on your initials in the top right corner. Give yourself an avatar, add a bio, and change how often you are notified of assignments. Examples of Usage Keep track of the website redesign (UX Darien) Provide transparency of organizational goals (i.e. LITA): http://bit.ly/wkdKeV Instant, always updated communication between team members (move from white board): http://bit.ly/xpixMO Allow the public to vote and comment on your projects. (Trellos Public Board): http://bit.ly/yhmofW Track your writing (character lists, scenes, plots, etc.) Following a short sale (for housing) from beginning to end over the course of 9 to 10 months: http://bit.ly/xJAInk Beer Brewing board: http://bit.ly/Awhlp3 Menu Planning: http://bit.ly/wkzd2p Additional Items Trello Clone (Chrome) allows you to turn a board into a template. http://bit.ly/ArZsFy Add a new card when someone contacts you with Trello (level: hard): http://bit.ly/x3WdxI App Store App: http://bit.ly/wJ4dwN Frequently Asked Questions Privacy: https://trello.com/privacy User questions answered: http://bit.ly/xJrvrj You cannot delete a list or a card: http://bit.ly/xD30Nc What do the color blocks on my icon mean: http://bit.ly/xcCw2F Trello is free forever: http://bit.ly/AnL6ly

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Competitors AgileZen: http://www.agilezen.com/ Asana: http://asana.com/ Basecamp: http://basecamphq.com/ (not free) Cohuman: http://www.cohuman.com/home Pivotal Tracker: http://www.pivotaltracker.com/ Sprintly: https://sprint.ly/ (not free) product development Teambox: http://teambox.com/ (free for 5 projects)

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Darien Library 1441 Post Road Darien, CT 06820 203-655-1234 darienlibrary.org