Monday, 16 March 2015

Trello - collaboration tool that organises projects into boards

Trello is a free collaboration tool that organises projects into boards. Trello allows you can view what work is in progress, who is working on what project, and which projects are in process. In addition Trello allows users to attach files, add checklists, assign users and due dates, search, add labels and much more. 
As well as facilitating the life cycle of a project Trello can be utilised for organising to-do-lists.

Boards - A board represents a project. Whether you are redesigning a kitchen or launching a new website, a Trello board is the place to organize your tasks on lists and collaborate with your team of friends, family, and colleagues.
Lists - Lists keep cards organized in their various stages of progress. They can be used to create a workflow, or act as a repository of ideas. Cards can be moved across lists as tasks go from start to finish.
Cards - The fundamental unit of a board is a card. Cards are used to represent tasks and ideas: something that needs to get done, like a grocery list, or to be remembered, like a book recommendation. There is no limit to the amount of cards you can add to a board.

1. Create your account
Navigate to and click on the Sign Up-It’s Free button.

If you have a Google Account then you can use this to create your Trello account.
Once you have created your account you will see the landing page:

The Welcome board is a good starting point for you to see pre set-up lists and cards as well as doing some exercises to familiarise with Trello.
Boards could represent a variety of things such as product, project, resource, or organisational structure that is under continuous development which in effect works as a collection of lists, and each list contain a series of cards.
There are no limitations places on the numbers of boards, lists or cards that you can create.
You can see in the screenshot below to create a new card, list or board click on the corresponding button.

2. To create your first board you can either click on the plus icon (along the top) or click the Create new board…. button.
Give your Board a name and click the Create button.

3. Next add lists to your board by clicking the Add a list… button.

Click on the Add a card option available in each list to insert a description and then click the Add button to save.
4. By clicking on the card you will be presented with more options:

Edit the description - option allows you to add further information about your card, which could also include a link to a website.
Activity and comments - allow you to communicate with other members of the team about a particular task. By using the @ and the name of the member you can quickly notify them within a comment.  These sections work similar to a timeline in that they provide a useful way to maintain a log of all the actions that have taken place for a task (card) and what progress has been made.

Add – this menu has the following sub options:
Members – assign members to cards or add them so they are just kept informed.
Labels – allow you to set a colour theme for each card, which is useful if you like to filter using visualisations.
Checklists – creates subtasks that need completing for the card.
Due date – set a date by which the task within the card must be completed by.
Attachments – insert files to the card from your computer, Google Drive, Dropbox, Box, OneDrive or a webpage link for the file.

Actions - this menu has the following sub options:
Move – allows you to relocate a card to a new board or list.
Copy – this creates a duplicate of the card
Subscribe – provides a notification service for board members of any actions that have taken place.
Archive – store away old projects (can be retrieved)

Here are a couple of examples of Trello board -

·         Finance report

·         Birthday

Trello has a lot more to offer than what was covered in this blog, such as creating cards via email, viewing boards as a calendar, customising the aesthetics, and integrating Dropbox or Google Drive account.  Therefore would recommend that you explore their website in more detail as well reading the how to guides which can be found here.

Twitter: @SOASBLETech

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