User Guide — Create and Manage a project board on Trello

Trello is a collaboration tool that can help you organize and prioritize your projects all in one space. This user guide is for Project Leads managing teams in the Software Development environment within an organization.

1. Log in to https://trello.com using your employee email ID.
2. Select Create from the top menu bar and click Create Workspace from the drop-down list.

3. Enter your ‘Workspace name’, select your ‘Workspace type’ and click on Continue.

4. Select a preferred template or click Create New Board to build your own project board. Type in your project board name and click Add board.

5. You will see three cards on your workspace; ‘To Do’, ‘Doing’, and ‘Done’. You can add more cards to track your project work by clicking Add another list. Drag and drop the cards to rearrange them. Click on the card’s title to change it.

6. Click on Add a card in the ‘To-Do’ list and fill in the tasks for your project. Click the blue Add card button to submit your task to that list.

7. Move tasks from one list to the other as and when they are being done. E.g: Drag the action item Proofread brochure for Y client…from the ‘Doing’ list to the ‘Done’ list to show that that task is complete.

8. Add the rest of your team members to this board by selecting Invite. Add them via Slack or enter their email addresses in the ‘Email address or name’ box. Click Send invitation after selecting the team members.

9. Change the visibility of the board by clicking Workspace visible if you would like to make this board only visible among your team and not to external parties within the organization.

10. Click on the + (plus) sign next to ‘Your boards’ to add new project boards if you manage many teams. Click on Board and select the relevant item from the dropdown list to create a more visual board by adding calendars to action items, graphs, charts, and more.