The Beginner’s Guide to Trello

“Lists are how I parse and manage the world.” –Adam Savage

My world consists of lists. I have grocery lists, gifts lists, home project lists, work project lists, action item lists, risk lists, gardening lists, music lists, and lists of lists.

I have lists on my computer, on the refrigerator, and on pieces of paper. Sometimes I find my lists in the pocket of my jeans after they have been washed.

I needed a better way to organize, keep, and communicate my lists. I wanted an inexpensive tool, preferably free, that was easy to use. A friend told me about Trello.

Trello Features

Trello has many excellent features. Allow me to highlight some of the basic functions. TrelloBoard

Boards. I think of Boards as a place for logical grouping of lists. For example, I might create a Board for a Kitchen Remodeling Project, a Community Project, or a fund raiser.

The heart of Trello is the list function. Trello provides a standard set of lists for each new Board:

  • To Do
  • Doing
  • Done

You can modify the list names and add other lists.

Users add cards to each list. The cards may be anything. For example, the cards may be project tasks or the cards may be gifts you plan to give.

When you click a card, Trello displays the back. The back of the card has several features including a checklist.

Users can easily drag and drop cards up and down the list or from one list to another list.

Need help? Press “?” and Trello will display the Shortcuts.

Due Dates. You may also designate due dates for cards.

Collaboration. You can invite others to collaborate with you on a Trello Board. When you make changes to the Board, other members of the Board receive notifications and can view the updated Board.

Task Assignments. You may assign tasks to the members of each Board.

How I Use Trello

There are an infinite number of ways to use Trello. Here are a few personal examples:

  • Manage the completion of my personal goals
  • Manage small to medium sized projects for home and work
  • Manage my work-related operational tasks
  • Manage my blogs
  • Define and manage the development of training workshops and classes
  • Define and manage my website
  • Manage the development of my wife’s business
  • Collaborate with others

Trello’s Limitations

I do not use Trello for large, complex projects where I need to define relationships between tasks (e.g., start to finish), track estimated and actual hours, or perform resource management. Trello also lacks the ability to create a critical path.

Give Trello a Try

The best way to understand Trello is to use it. Sign up and give it try. This tool has helped me in countless ways. I am confident you will find it helpful too. Let me know about your experience.

Note: I do not have an affiliate relationship with Trello.

Related Resource:

Trello Basic Training Tutorial (YouTube)

Please note: I reserve the right to delete comments that are offensive or off-topic.

Leave a Reply

Your email address will not be published. Required fields are marked *

One thought on “The Beginner’s Guide to Trello