Transcripts
1. Introduction to the Course: Hello, and welcome to building a complete project
workflow in Trello. In this class, you'll learn
how to turn Trello into a powerful visual system for managing any project
from start to finish. We will begin by creating your board and setting
up a clear workflow that shows every stage of your work from ideas
to publish results. Step by step, you'll add real project cards, write
clear descriptions, create checklist, apply
labels, set due dates, attach files, and collaborate with members using
commons, as well. By the end of this course, you won't understand
Trello features, but you'll also know
how to use them together to build a complete
project management system. Whether you're
creating a content managing school project,
running a business, or organizing personal goals, this workflow will help you stay focused, organized
and productive. This class is all about
building a system you can reuse and customize for
any project in your life. So let's get started.
2. Signing Up and Creating your Board: Whatever projects you may have, you can go ahead and easily
manage them using Trello. So to access Trello on
your favorite web browser, you can simply type in trello.com and access
the space right here. So if it is your first
time accessing Trello, you need to go ahead and
sign up for a free account. So to do that, you
can see that sign up it's free is an
option right here, or you can go ahead and click on Get Trello for free right here. So once you go
ahead and do that, you will get onto
the login page. So you can go ahead and
sign up to Trello here. Or you can continue with one of these accounts that
you have as well. Let me just go ahead and
continue with Google in my case. You can also manually go ahead and sign up
if you want to. But in my case, I'm
simply going to go ahead and continue with
my Google account. And once I do that, you can see that I have an option
to create my account. So let's just go
ahead and create it out here, and that is it. My trailer account has been created just like
this, as you can see. So now, in order to go ahead
and start managing a board, so I'm going to go around
over here onto the top. Here you can see that
accept all is an option. So let's just go ahead and
accept this outright here. So you can see that it says
what brings you today. You can go ahead and choose
different things as you like. Let me just go ahead and
skip this out right here, just like this, and then go
straight on to the homepage. So this is what you
have, as you can see, so I get a little bit of tutorial right here,
just like this. But I simply want to go ahead on to the homepage right here. So this is my first board, as you can see, which is
created automatically for me. But let me just go around
over here onto Trello itself, right here, and then I
get to the home piece. So if you have
already signed up and then you sign in to Trello, then this is where you would be. So in order to create
your board now, so let's say I want to
create out a new board, and in our case,
we're going to go ahead and start
with a blank board. So to do that, all
I need to do is click on Create over
here on the top. You can see that you get
to the default workspace, and when you're
creating one board, you don't really
need to worry about creating multiple
workspaces and so forth. So we're simply going to go ahead and click on Creta here. And here you can
see that you can go ahead and start with a
template if you want to, or you can simply go ahead and create out a board from blank. So once you choose that option, you can see that you can
add in a board title. So in our case, we're going to go ahead and create a content
creation workflow. So I'm just going to go around and type in the board name as content creation work flow
right here, just like this. So this is how I can go ahead
and create out a board. You can go ahead and choose different backgrounds
that you have as well. So you can see that
there's more option. Like you can choose from these photos that you have right here. Or you can actually
go around over here and add in plain
colors as well. So let's just go around with plain colors in our
case right here. So let me just go ahead and
select out this purple color, and this is what you have. So you can also go ahead and set your visibility right here. So you can choose workspace, so it is accessible by all of the members
of the workspace. You can even choose
public so that you can share your link with
others on the Internet, and anyone with the
link will be able to access out the Trello board, or in our case, we're going to go ahead
and set it to let's say, for example, workspace itself. You can even go ahead and
choose private if you want to go ahead and make sure it's
not visible to anyone else. But I want the board to
be visible to everyone in my workspace so that other members can
access it out as well. So I'm simply going to go ahead and choose Workspace right here. And I'm going to
go ahead and click on C and once you do that, your board is created. You will be able to see the board name over here on the top. You can rename it out
whenever you want. And over here you can see that
it says content creation, workflow. So there's an error. So you can go ahead and type in K. Let's say, for example, click outside, and this
is what you have here. So that is how you can go
ahead and create your board. And we also went ahead and then worked around
with our background. If you want to go
ahead and further change out the
background right here, you can click on
the three button, and here you can see that
chains background is an option. So you can go around
over here onto photos, let's say, for example. And I'm going to go
around and let's say, for example, type in creative. Let's just go ahead and add in an interesting
creative background. You can see that there's many different backgrounds
that you can choose so as I
typed in creative, you can see that I get different creative themed
backgrounds here. So let's just go ahead and choose this one, let's
say, for example, and then that particular Image will be set as a
background just like this. So that is how you can go ahead and then choose out
the background, create your board, as well. So as we move along
now in the next video, we're going to go ahead
and create our workflow, and then we're going to
see how we can manage out cards to track
down our tasks and manage our creative content
creation workflow as we move
3. Creating the Workflow Lists: That we have created our board, let's list out all
of the steps that are needed to be done
in a creative workflow. So for that, I just want
to focus on the board. Let me just click
on Inbox and that gets hidden and I can
just see the board now. So by default, you can
see to doing and done. But I want to go ahead
and add in my own steps. So to do that, I'm going to go around over here on the top. And instead of to do,
let me just click. And once you do that, you can simply add in a list. So I'm just going to
go ahead and add in ideas right here as the
first starts right here. So first of all, we have
to come up with ideas. Then the next spot right here
is, let's say, for example, research, you can go ahead and
rename it out to research. Let me just go ahead and correct the spelling of it, as well. Apart from that, I'm going to go ahead and let's
say for example, for example, add in script
right here, just like this. And you can even go
ahead and add in draft. Let's say, for
example, right here. So depending on the ideas, you may have a
script or a draft. So now what I want to do is I want to add in another
list right here. So to do that, all
you need to do is click on add in another
list right here. So let's just go ahead and add in review here and add the list. But I forgot one thing
before the review part, and that is design. So I'm going to add in
another list called design. But this design has to be
over here on the center. So now, in order to
change this out here, I can actually go
around over here onto the three button and move
the list right here. And I can change the position
to be four instead of five, click on move, and
then you can see that the list simply changes out. So design is in the
beginning of review as you and see here that is before the review
part right there. So now, apart from that, I want to add in another list. So I'm just going
to go ahead and type in scheduled right here, just like this and add
the list right here. And then I'm going
to go ahead to the final stays right here, which is going to be published right here, just like this, which is the final stays the creative content
creation workflow. So this is how you can go ahead and add enlist from
left to right. And now the next
process is to go ahead and then add out
cards as you like, and then move out the cards
as they get finished. And that is what
we're going to go ahead and focus on as we move.
4. Adding Initial Content Cards: Now that we have our
workflow ready rot here, the list is ready. Let's start by adding
out the cards. So first of all, everything
starts with an idea. So let's say I have an idea
to create a YouTube video. Let's say, for example,
I'm going to go ahead and add a card rot here. And let's say, for example, I'm going to go ahead and say YouTube videos right
here, just like this. And this is going to be related
to Google drawing basics. Google drawing Basics video. Let's say, for example, I want
to go ahead and create it. You can see that this
card is created. And now, as this
particular card idea moves on to the next phase, it goes through
research right here. So you can click and
drag this card out from one list to the next and track it when it gets
published right here. So let's just go around over
here onto the idea first. And now I'm going to go
ahead onto the second idea. So let's say the second idea
I'm going to go ahead and add in is an Instagram post
right here, just like this. So I'm going to go
ahead and do that. And let's say, the
Instagram post is supposed to be a
productivity tip. So productivity tip right
here, just like this. And then I'm going
to go around over here onto the third card, and that is going to be a
blog article right here, and this is going to be
a content planning tool. So let's just go around over here and say this is going to be the content planning tools
here for blog article. So let's say I'm
going to go ahead and create these out a here, blog article, Instagram
post, and YouTube videos. So these are the
idea collection, as you can see here. So now I'm going to
go ahead and click, and once you click
this particular card, you can see that we
can go ahead and add in a description a here. So I'm basically creating
productivity contents here. And let's say this
is a video project, so I can go ahead and add in a description for
this particular card. A this is a video project
about teaching basic, or maybe, let's
say, for example, basic of Google drawing
for gatti WtiR here. Let's say, for example, this is going to be the
description here. Similarly, you can
go ahead and add in a description for
this one, as well. So this is going to
be an Instagram post. So, so this one is going to be, let's say, for example, short form media content to hook the audience right here for
productivity right here. Let's say, for
example, right here, you can go ahead
and type this in. Similarly, let's say
the other part that I have is a blog article. So let's say, for example, this is going to be
a detailed overview of how to use content
planning tools effectively, here, just like this,
a detailed overview as a blog post to communicate to the audience or users of how to use the content
planning tools effectively. So let's say this is going
to be the description. So this is how you can
go ahead and create out the cards just like this
and add in your plans here, just like this in the idea section to
get the work started. So as we go along
and move along now, let's just go ahead and then add in more
details to the cards, and then we're going
to go ahead and move on to how to create
detail checklists and so forth so that we can effectively track out
our entire project.
5. Writing Clear Card Descriptions: Over here we have our
cards here listed out. And to make sure that whatever is mentioned in the card is clear
for us to follow, it's a good idea to go ahead and add in detailed
descriptions for it. So for each of the cards, that is, for each of the task, I already have a description
right here with me, as you can see right here. For the YouTube video, for the Instagram post, and for the blog article. So I'm just going to
go ahead and add this out over here in the
description part. So I already have added
in a basic description. So in order to edit it, you can simply click
on the card here, and then you can see
the description here. Let me just go ahead
and click on Edit, and then I simply have this
description right here. So now I'm going to go
around over here and I'm simply going to go ahead and
copy this out right here. So I'm just going to
press Control C R or you can go ahead and type
in your description as well. I'm going to go ahead
and paste this out now. So around over here, you also see that you have an option to go ahead and
format out your text. For example, I can select this and then turn this
into a heading. So this is content video and platform is YouTube,
as you can see. I can go ahead and
add in an objective. So let this be heading two here. I'm going to go ahead
and press Enter so that I can create
a space rot here. And then for this one, I'm not going to add
it in as a heading. So this is a normal text here, just like this, and I can
go ahead and format it. Similarly, I'm going to go ahead over here and say
this is heading two, and this is heading three. Let's say, for example,
I'm going to go ahead and press Enter and you can see
that this is what you have. But let me just go around and turn it to heading two itself. And these ones here, this is going to be
normal text rot here, and this one as well, is going to be normal text, as you can see rot here. So you can see that
you can go ahead and add in clear descriptions. So let's just go
around, press Backspace rot backspace and over here, I got key topics, so let's just make it as heading three right
here just like this. And then around over
here in target length, let's just go around,
make it heading three. So depending on the
heading that you choose, you can see that the size of the heading
changes out as well. So you can go ahead and add in the heading
styles as you want. So I'm going to go ahead and press Enter Enter and
enter right here, just like this because
it is on the same line, and I'm going to go
ahead and select out normal text right
here, just like this. So this is how you can
actually go ahead and format out your text right
here just like this. So you can see that
I have a list, so this is a list format. You can even turn it
into a numbered list right here if you need to
follow out a sequence. And you can see that this is the content now is actually
detail right here, content type video
platform YouTube is here. So now you can see
that I can view other details as well on how
I have actually edited this, and you can see that
this is what you have. Let me just click on Save and then you got all of the
details right here. And even if others were to
see this particular card now, they will be able to
tell what this is. So you can see that
I got content video. So this I simply want
it to be heading one. Let's say, for
example, right here, press backspace right here. So let's just go ahead and
click on Save right here. So this is what you have.
This kind of looks odd. I'm just going to
go ahead right here and turn this into
a regular text, a normal text R and I'm simply going to go ahead and
bowl these out right here, just like this so
that it looks good. So I'm just going to go around, press Enter and arrange the
heading as needed right here. Let's just go ahead and click on Save. And this is what you have. You got the content
type platform, and you got objectives and
everything else right here. Similarly, you can
do the same right here for the other
description as well. For example, for Instagram post, I can go around over here and
I can simply go ahead and then copy this outright and
I can paste this right here, press Control A and
Control V right here, or you can go ahead
and press Control B to go ahead and both it. For this one, I'm going
to set it as heading one. So this is going
to be heading one. This one is going
to be heading one, and content focus is
going to be heading two. Let's say, for example, now this is going to be, let's say, for example, heading
three right here, this is going to be
heading three as well, this one, three, as
well, and so forth. So you can go ahead right here
and then select that out. Let me just go ahead,
press Backspace and enter right here,
just like this, Backspace, Enter, so that
it's on the next line, and I can go ahead
and format it out. I can go around over here,
press Control Enter. You can go around over here
and select normal text. You can go around over
here and say normal text. You can go around
over here and say normal text and then arrange it out according
to how you want. You can go around over here, say normal text, go around
over here, say normal text. Around over here again
and say normal text. So you can see that you got
the format already now. So now you can go ahead right here and arrange it
out as you like. So this is what you
have. You can press backspace and then press Enter right here if you don't like it, and if you want to rearrange or reformat it out as you want. Let me just go
ahead and click on Save and then if you were
to go ahead and do that, you got all of the description
right here for this. So now, similarly, let
me just go around over here onto the log
article right here. Let's just press
Control C right here, go to the blog article, and then I'm going to go ahead, press Control A and
Control V right here. And I'm going to go ahead
and press Enter right here beforehand so that I can go ahead and then change
the format of it. I can go ahead and select these. Then I can go ahead
and then bowl these. I don't want to italicize it. You can go ahead and
choose other format and even insert out
Image if you want to. But in our case,
we're just going ahead and then
changing the heading. So we have our heading. Let's just press back space here because I don't want
extra space to be there. I can go around over
here onto heading. I can go around over here. This is going to be heading two. Let's say, for example,
and let me just press Control Z because I
accidentally chose that. So I'm just going to say
heading three, right here, and then I'm going to go
ahead and say heading three, right here, just like this. And this one, I'm going to
say heading three, as well. And if I were to click on Save, this is the description
that you have. And this is how you can
go ahead and add in detailed description to the
cards that you have existing. And later now, as we move along, we're going to go ahead and see how we can work around with checklists and even labels
so that as we start working, it's easy to track our
progress as needed.
6. Creating and Using Checklists: So we now have our cards
here just like this. If I were to go ahead
and click on, let's say, for example, one card right
here, this is what you have. So you basically have the description now and
then you know what to do. But to effectively track it as you go along and do the task, you may want to go ahead and maintain a checklist for that. So as you open up a card, you can see checklist
is an option. You can create a checklist. Click here, and then you
can add a checklist. For example, you can add in a title for the
checklist, as well. So I'm just going to go
around over here and say things to do right
here in the title. Let's just go ahead
and add that in and click on and then you
can see over here, I can add in items
to things to do. For example, I'm
going to go ahead and say finalize video topics. So let's say this is what
I want to do right here, I can go ahead and add it in
right here, just like this. And then you can see that
this is one of it right here. Similarly, I'm going to
go ahead and say reset, Google drawings,
drawings, tools, uh, tools and examples. Let's say, for
example, right here. So you can go ahead and
then add that in as well. Similarly, you can go ahead and add in more checklist like write video script or outline. Let's say, for
example, right here, and then I'm going
to go ahead and say record screen is
the other part now. So record screen. Let me just make it a small letter here. And voice over, let's say,
for example, right here, the other part is
going to be edit video and add captions, let's
say, for example. And then the other
portion now is going to be design
some nail here, just like this
because making video itself needs all of
these set lists here. And I'm going to say proof, watch right here and make fixes for any errors
that there may be. And then I'm going to say upload to YouTube, let's
say, for example, and then I'm going to say title, and then description that
is for YouTube itself, and then and tags, let's say, for
example, right here. And then I'm going to
say publish video here. So you can see that these are the things to do
here, the checklist. So as I click on it, you can see that the
items get checked, and then they get, let's say, striked out, and you can
see the progress here. Real time. You can do
this for all the cards, and we're going to go
ahead and do the same for all the cards right
here, like this as well. So you can see that I can
uncheck and check them out. So as I close this, you can
even see the checklist here, just like this, and
you can see how many of them has
been checked out. So as you go ahead and check it, you can see the checklist here. It says two out of so
let's just go ahead and unmark it and then
add it to the rest. So let's just go ahead and
unmark out right here as well. So it's zero out of
ten, so that's fine. So now for the Instagram
post, let's just do the same. So I'm going to
go for checklist, and I'm going to go ahead
and say, let's say, for example, a type
in whatever I like. For example, I'm going to
say things to do itself. You can even copy the items from the existing checklist that
is from YouTube videos. Let's do that and click on Ad. Once you do that,
you can see that the same thing actually
gets copied over. So finalized video topic
is what I have now, but I'm just going
to go ahead and say finalize productivity, tip here. So I'm just going to go
ahead and say productivity. Tip, let's just go ahead, right click and correct it. Because I simply
need to do that. Finalize productivity,
not topic, but tip, so I can go ahead
and make changes to it. So next part is research itself. So I'm going to say reset. Let me just leave out
that word and say, or validate the tip. Let's say, for example, here. Then instead of
write video script, I'm just going to go
ahead and say write short caption text right
here just like this. And then I'm going to go
ahead and not say record. I don't need it, so let's
just go ahead and delete it. And instead of edit
video and add caption, I'm going to say
design square image. Let's say, for
example, right here. Or graphic right
here, just like this. So I'm just going to
go ahead and do that. I don't need the
thumbnail for this, so let's just go
ahead and delete it. And now for the proof watch, I'm going to say proof
read right here, just like this, proof
read caption, and design. Let's say, for example,
right here, just like this. And I'm going to go ahead
and say add has tags, let's say, for example,
has tags, just like this. And I'm going to
schedule the post here. So I'm just going to schedule a schedule post, let's
say, for example, just like this, and I'm
going to go ahead and say publish to Instagram,
right here. Maybe I don't want to schedule. I just want to
publish to Instagram, so I can go ahead and
delete this out as well. So we got this checklist
ready as well. So now finally for
the blog card, so you can see that now I got
seven checklist for this. So for the blog article, I'm going to go ahead
onto the checklist. Let me just go around and
add in things to do itself, copy the checklist
from YouTube video. Go ahead and add right here. Now I'm going to go
ahead and do the same. Finalize, I'm going to say
article, topic and outline. Let's say, for
example, right here, this is the first step, then it is going to be research, research content, planning tools right
here, just like this. And then after that, I'm
going to go ahead and say, right, first draft, let's say, for example,
for the blog here, and then I'm going
to say edit is fine. So edit, I'm going to say and
improve, improve quality. Let's say, for example,
right here, just like this. And then I'm going
to say proof read. So I don't need to
design a thumbnail, so let's just go
ahead and remove it. So I'm just going
to go ahead and say proof read for grammar. And let's say, for example, spelling, right here,
just like this. I got to be really careful. Then I'm going to go
ahead and say over here, add images or screenshots. Let's say, for
example, right here, and then I'm going to go ahead
and say, optimize for SEO. Let's say, for
example, with title, headings headings right here. Let's say, for
example, right here, headings and keywords,
just like this. So I need that teens, and I'm going to go ahead
and save format for website. Let's say, for example,
format it out as you want. Let me just add in another
item right here and say publi article right
here, just like this. So you can see that now
I got these checklist, and as with any other checklist, I can go ahead and then
check them out as well. So this is how you
can go ahead and create a checklist for
each of the card so that you can track them
as you move them along right here,
just like this. And now, as we move forward now, we're going to go
ahead and see how we can add in labels
to better identify our tasks and then
see how we can use other tools for planning as well and keep track of
file planning with Trello
7. Creating and Applying Labels: One of the ways by which you can go ahead and keep track of the cards as you go ahead and then work along
is by labeling them. So over here, as I
open up the cards, you can see that
labels is an option. And here you can see that
there's many different colors for the labels that you
can go ahead and then use. For example, you
can go ahead and color code them right
here, just like this. But to make it easy to
actually go ahead and then know what label means what, you can go ahead and select
out this label here. Let's say, for example,
Go ahead and let's say, for example, edit it
and add a title to it. For example, you can
go ahead and type in high priority right
here, just like this. So let's say this is a high
priority label right here. Uh, besides that, you
can see the blue label. So let's say blue is going
to video right here, so I'm just going to go
ahead and label it as video. Let's say this one right here, the green label right
here, let's say, for example, represents
social media right here, just like this. I can go ahead and
then let's say, for example, mark this out. And let's say the
blue right here is going to be blog right here, just like this as well. So you can go ahead and
label this as you want here. So let's say the
purple right here is supposed to be in review. So, let's say, if you're
reviewing something, then I want to market
as purple right here. So this is what I
have, as you can see. You can even delete out the
labels that you don't want right here and create a new
label as you want, as well. For example, I'm going to go
ahead and say in progress, let's say, for example,
and this is what you have. So now, let's say, for example, the ideas are in progress
for YouTube video, then you can simply
go ahead onto label. And then, let's
say, for example, this out as in progress. So you can see that
this is green, and as you click on it, you can actually see
the label right here. You can actually go
around over here onto Edit card and add in
labels as you wish here. So you can go ahead and do that. You can right click and then
let's say, for example, edit labels and then choose the label as
you want, as well. Let's say, for example, I want to go ahead
and mark this out, edit label, mark
this out as blog. I'm going to go ahead and let's say, right click right here, edit label, mark this out
as social media right here. And then this is a video, so I'm just going to go ahead
and then mark this out. As let's say video here. So let's say this
is isn't as well, so I'm just going to go
ahead and right click, mark it out as high priority
here, just like this. So this is how you
can go ahead and mark each one of the card
with labels and know what is happening at
the moment when the card is in a certain section
here in Trello. So as we move along, we're going to go ahead
and see how we can actually go ahead and
add due dates and even reminders so that we
can go ahead and track out the cards as
necessary more effective
8. Adding Due Dates, Reminders and Filtering: Now we have cards with
details and labels to them. So let's say what I
want to do is I want another way of tracking
them as well by adding in deadlines to
them so that I know that certain things
are due sooner. So to do that, you
can actually go around onto a particular card. Let's say, for example,
then over here you can see that dates is an option. Go ahead and click, and then you can go
ahead and select out a particular date
and even set it for when you can go
ahead and let's say, for example, make it
recurring here as well. So you can make it recurring Di or weekly, as
you can see here. You can even set a
start date here. Let's say I want this project to start on 25th rot
here, just like this. And you can even add in a
due date reminder rot here. Like, you can add
in a reminder at the time of the due
date or maybe one day, 1 hour, two hour, or even two days before here. So you get the
notification accordingly. So you can see the dates here, and as you see the card now, you can see that
I need to work on this particular task
from Jan 25 to 28. So now around over here,
I want to do the same. Let's add in the date rot here, so I don't want to start date for this, let's
say, for example. So I just want it, let's say, for example, on
fourth of February, and then I want it to be a weekly recurrence right
here for the Instagram post. Let's just go ahead and save. And once you do
that, you can see that this is a recurring
event rot here, and this card is due
layer due later. So let's just go
around onto blog here. And over here, I'm
going to go to date, and let's say I'm
going to select out a particular date for it
as well and save out. Once you do that, you can see the due dates for all
of the cards now. So let's say the due date is today or tomorrow,
then what happens? So let's say, for example, if I were to set
it to let's say, for example, let's
go back and set it to 22nd January right here. Then you can see that it
says due soon, right here. But if I were to set it to 21, you can actually see it
says overdue right here. So you can go ahead and change this out according
to what you want, as well, just like this. Let me just go ahead and change
the due date right here. So these are the different ways by which you can prioritize task and know when you have
to submit Wi task here. So as you move along
the card here, you can track the progress, of course, and of course, you can see the details
right here just like this. You can click on
the labels to see the details right here, expand, and then minimize the details as well. So that
is what you have. And then with the labels and the due dates and
the description, what you can also do now
is filter out your cards. Let's say, for
example, for that, you can go to filter
cards and then only see the cards
that are overdue. Only see the cards that are due the next day
or due next week. So only this is due next week. So you can see that
I can go ahead and prioritize by high
priority and so forth. So you can go ahead
right here and see, like, which one is
important right here. And let's say, for example, some card that is
active last week, you can go ahead and then
enable this out as well. You can go ahead and say cards that are active
two weeks and so forth. You can go for blog and high priority right
here and due next week. So depending on
that, you can see the filter right here of
the cards accordingly. You can even go
ahead right here. Let's just go ahead and
uncheck it all right here. So let's say, for example, I'm searching for
Instagram. Related card. Then I can simply
type in Insta here, and then you can see that it sets for that particular
name in the card, and we'll filter it out here
just like this as well. So this is what you
have as you can see, and that is how you can
go ahead and filter out the contents and then adding
in details right there. That is why is very beneficial as you
track along your work. So as we move forward now, we're also going to see how
we can add in files and even links that are actually related with the cards as well, because that is important
while doing work as
9. Attaching Reference Materials to Cards: Over here, we have the three
cards, and related to it, you can see that I
have the documents and project opened up
here, just like this. So what I can actually
also do is I can link these documents and project as well into the cards as well. For example, I can go around over here, let's
say, for example, onto the YouTube video card, and over here, I can go ahead
and click on attachment. Once I go ahead and do that, you can see that I can
search or paste for a link. I can actually go ahead and
then, let's say, for example, add in an attachment of an existing Trello card
as well, just like this. And you would be
able to go ahead and see the attachment over
here on the bottom. Let me just go ahead
and remove this up here because I want
to go ahead and add in the relevant project link and the document link
where necessary. So I'm going to go ahead
right here onto attachment, and then I'm going to go
around over here onto the video script or the
outline document right here. Let me just copy
this Google Doc rat here by pressing Control C, and then I can go
around over here on this card and paste this out. And then I can add in a
display text as well. So I'm just going to go ahead and copy out, let's
say, for example, the title of this document and paste this out here
and press inset. And once you do that,
what happens is that you can see that the link has
been inserted right here. So now, apart from that, what I also want to do right here is, let's
say, for example, add in the link to the
project file here, which is in Cap cart,
as you can see, so I can go ahead and
copy this and then go around over here
onto attachment. So let's just go to attachment, paste this out here and I'm
going to go ahead and say project project file right
here, just like this. I can type that in and
click on Insert and that will be inserted here
as an attachment as well. So you can see with
this card now, the relevant
attachments are there, which makes it easy
for tracking as well. So now I want to do the same
for the other cards as well. So here I have Instagram post, and for this, I have a
Canva link right here. You can see I already
have a template right here that I can go
ahead and edit. So I just want to
keep record of this. So I'm going to press
Control C on the URL here, and then I'm going to go ahead
right here onto attachment and then paste this out
right here, just like this. And then I'm going
to go ahead and say productivity tip right here. So I'm just going to go
ahead and type this in, and you can see that
there's a spelling error here as well, productivity tips. So let's just go
ahead right here. So I forgot to save
the attachment, so let's just go ahead and
paste it out again and say productivity tip project
right here, just like this. Click on inset, and that will be inserted out right here as a
link to the Canva project. Similarly, I'm going to go ahead here onto
Blog article now, and then I'm going to
go around over here onto the document related
to the blog article. So let's just go ahead and click on attachment paste
this out right here and then copy and paste the title as well for
the display text. Then I'm going to
go around over here onto the blog post link as well. And then I'm going to
go ahead and let's say, for example, go to
attachment again, paste out that
link and then name it as blog post link right
here, just like this. Blog post editor link right
here and click on Inset. And that is how you
can actually go ahead and see the
attachment, as well. So as you go ahead and close it, you can see the number
of attachments that there are in the odds, as well. So let's just go ahead and
close this out right here. So, let's say, I'm
going to go around over here onto the
Instagram post right here. You can see that now, whoever is designing
this particular project, they can simply go
ahead and click, and that exact Canva
project will open up here. Same goes for the other
projects here as well, so they can go ahead and
access out the document, let's say, for example,
right from the card. So that is how you can
go ahead and attach the reference materials as
needed inside of Trello card. And as we move along now, we're going to go ahead and see how we can actually move out the cards and then keep
track of them as needed.
10. Adding Members, Assigning and Moving Cards Through the Workflow: Now I have this particular board here with the required
cards and details. Let's say now I want to start working and
to start working, I want to go ahead and
add in team members and assign each team member
with a particular card. So for that, you can go
ahead and click on Share. And then what you can simply do is type in email address of the person that you want to go ahead and then add to the board. For example, I'm going to go
ahead and see, let's say, for example, this email here, let's just go ahead
and then add in here and you can
see that you can go ahead and add
out that member, you can go ahead
and share that out. I'm going to go ahead and add
in another member as well. Let's say, for example,
I'm going to go ahead and add this one in, and I'm going to
go ahead and add in this one in as
well, just like this. So now I can go ahead
and then click on Share. And what happens after
that is the ones which are active rat here
will be added on here. So you can see that I got uh, four board members
now just like this. So now what I can actually do is I can go to individual
cards, let's say, for example, and then
go to members and assign a particular
member, a particular card. For example, I can go
ahead and add this member, and whenever I move
the card, let's say, for example, then what happens is that the other member
will get notification. You can even go ahead and add in multiple members just
like this as well, and even go ahead and assign yourself as well and other
members as you like. Let's say, for example, for each of the card, let's
say, for example, I'm going to go ahead
and add in two members, and you'll be able
to see the initials of those members as well. So now over here, you can see that everything is
in ideas right now, but I basically have all
the required contents. So I'm just going to
go around and then put this all into the
reset section right here. For the video here, I actually already have this
particular document here, outline of what I want to keep. So for this one, let's say, I want to go ahead
and drag it into the draft section itself. So now I can actually see, like, which card is in which section
right here just like this. So over here, I can see that
I'm in the research phase, so I can go ahead and
finalize the Let's say, for example,
productivity tip here. You can see there is an error, so let's just go ahead
and then correct this error out by clicking
and by editing this. So you can see that
finalized productivity tip is an option here. And I'm going to do the
same for this one as well. Finalized Opticle topic here. So I'm going to go
around over here, and then I'm going to finalize
the video topic here. And let's say I'm going
to go for research as well and write video
script or outline. This is done, as well. So let's say this is in the design phase now
where it is running, and as the design
is actually done, then you go for the record and edit and design cumNw right
here, just like this. And this is how you can
go ahead and track out your cards and then see the
actual progresses like this. And as you go ahead
and move up the card, the respective members will be notified and you'll
be able to go ahead and see visually on which
stays each of the tasks are. So now as we move forward, we're going to see how
we can actually go ahead and further keep track of it and then even communicate
with different members by commenting on the
cards to keep track of our work more
efficiently as we move
11. Review and Quality Control: Over here, you can see that
I got three cards right now, and two are in research phase, and one in design. Let's say, from design, the design is ready and
it's ready for review. So what you can simply do is drag this card to
the review now. And then what will
happen is that the people who are
here will be notified. You can actually do is you
can add in more people. Let's say, for example, I can go ahead and then click on plus button right here in
members and assign a third member right here,
just like this as well. So let's say the
third member that I have is responsible
for reviewing. So I'm going to go
around over here, and let's say for example, everything is done right
here, just like this. Aproof Ws and make fixes is only remaining,
let's say, for example. So now what I can actually
do is mention that person. And then, let's say, for
example, tell them to review. So I can go around over here and type in let's say at R here, and you can tag in
people and say, Let's review this pi tomorrow. Let's say, for example, and then you can go
ahead and save and then you can go ahead and edit or delete out that
comment as well. And let's say, if I
have reviewed this, I can simply say, I have
reviewed this from my side. You can go ahead
and type that in. You can even go ahead
and then bold or make some changes here or attach out contents here
as well as you can see. Right here and then attach out the common rut here in
the card just like this. So now, if you were
to go ahead and see, you can see that I have
the common rut here. So if I have other cards, you can go ahead and move
them out right here. Just like this as well to go ahead and track
it right here. And then, let's
say, for example, go ahead and comment on each
of the contents as well. So let's say, for example,
you can say something like I have completed the design
right here, just like this. Make final touches,
let's say for example, and then you can go
ahead and save this out. And this is basically
how you can go ahead and then drag and then, attract your progress of
the works that you have. And now we're just
going to go ahead and see how we can
go ahead and wrap up our project and then we'll
focus on wrapping up our course so that
we can go ahead and make your own Trello
as an example.
12. Marking as Complete: As we progress
through our workflow, you can see that
we move our card, and then we can go ahead and
comment on it and so forth. If you, let's say, for
example, finish something, then you can actually go
ahead and then drag it to the end section right
here in published. And over here, let's
say, for example, I can go ahead and
check off everything. And once you do that, you know that this work
has been complete, and you can see that
the checklist item is ten out of ten. You can go ahead right here. You can go ahead
and say, let's say, for example, video
has been published. Let's say, for example, if
that is done, right here. So this is due soon, as
you can see, right here. It's in progress,
as you can see, so you can simply go ahead and then remove this here
just like this and remove everything
out right here and simply mentioned
that it is over. So you can see that
this is what you have. You can see that it's
due in two days here, but I can simply go
ahead and remove this out because this has been done. So you can mark here as
complete here, just like this. And then you can see the
check mark rat here, mark complete, right
here, just like this. It has been completed. Similarly, let's
say, for example, I have other tasks rot
you can simply go ahead and click and drag it out
here to schedule, let's say, for example, and then make
sure that all of your tasks here are tracked out and
completed right there. And this is how you can
go ahead and track out your tasks and make sure that each of the card has the
information that you need, and then make sure that you have the respective
people assigned to it. And let's say, for example, we can go ahead and comment respective contents here,
just like this as well. So now we have come to
the end of the course, and this is how you can track your project
successfully in Trello. And now it's your turn to create your own board just like this as a part of
your class project, which is exactly what
we're going to go ahead and learn in the next v.
13. Project Description: Now that you have come to
the end of the course, it is now your time to
do your class project. That means for the project, you are going to build a complete functional
workflow board in Trello, just like we did for a
project, but for your choice. In our case, we did it for
content creation workflow, but you can do it for the
project of your choice. And this is your
opportunity to apply everything you have learned in a way that fits your own goal. It can be for content, for school, maybe
for a business, for freelancing, event planning, product development,
or any other type of project that matters to you. Just choose a topic and
then make cards here, make topics, and then go
ahead and assign cards to it. So you'll start by creating a trailer board just like we did with clearly
defined workflow. So make sure you keep the
workflow first as we did. In different stages and
add real project cards, real example project cards. And each card R
here should include a structured description
as we have R here, as we include R here, make sure you have checklists, as well as we did. And then labels, of course, right here, just like this
and due dates as well. They don't need to
be real due dates. You can just go
ahead and plan out a project and then keep
an imaginary due date and make sure you
have attachments as well and make sure to
assign different members. So invite out multiple
people right here. It can be a dummy email as well. It does not need
to be real people. Go ahead and assign members to it and make sure to add
a few comments as well. And as you work, try to go ahead and then depending
on the timeline, move the cards as you want, just like you would
in a real project. So once that is done, what you need to do is
you need to go ahead and make sure everything
is in review, schedule, published in
all of the sections here. And by the end of the project, your trailer board will function as a complete project
management system. So then you can reuse it and customize it for
any future projects you may take on, as well. So if you make it for,
let's say, for example, project that you're
already doing, it is even better because
you can simply reuse it. So then what this project
will do is it will help you practice building
a visual workflow as we did right here. You'll get a visual,
let's say, for example, overview of the workflow, and you'll learn how to manage
task from start to finish. You can go ahead
and track progress and deadlines
effectively, as well. So use the Trello
collaboration tools in a realistic way and create a reusable template for any
type of project, as Isa said. So for your final deliverable, you'll need to upload the
Trello board screenshots showing all of the
things that I mentioned. Try to upload at least
four screenshots. And if you need more screenshots to show up whatever
I have mentioned, then feel free to submit more screenshots of your
finish Trello board, as well. So these screenshots
should clearly show all of the flow list. The three project cards
we talked about with full description,
checklist, clearly visible, and then project checked off, labels applied to each of
the card here as we have. And we also need to have
the visible due dates and at least one
attachment on each card. It can be a dummy
attachment. No problem. And members assigned to
each of the cards as well. And they should have been moved right here to different
stages here, just like this. And these screenshots should demonstrate that you
have successfully built and used a
complete workflow system in Trello for a project
of your choice. So take your time with this
and be creative and make it personal to how you plan
and manage your work. So I can't wait to see what you come up with.
So all the best
Pratik Pradhan, Digital Artist
