Beginner Tips for Using Trello

Watch this video to learn about the basics of a Trello board. Then check out some examples below.

You did it (finally)! After hearing about Trello from your friend, your uncle, and everyone else in your social circle, you’ve finally signed up. Now what?

Trello is the app that lets you organize anything, from a business, to a party, to a big move. Anything in your life that you need to stay on top of can be solved with a Trello board.

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This is a Trello board. A Trello board is a series of lists, with a bunch of cards attached.

Click cards to drag and drop them from one list to another. It’s a simple, visual way to see what needs to get done.

Trello is unique because its layout is the most flexible, open ended way for you to organize any task. Trello provides endless possibilities for ways to help make you a better you. Below are a few examples of basic Trello boards, designed for beginners. While reading these, start thinking about a few things in your life that could use a Trello board.

Plan A Trip

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For this example, you’re headed to Hawaii! WAHOO. First you’ll need to make some lists, which are the column headers of each board. The sample lists here are: “To Do Before Trip,” “Done,” “Trip Itinerary,” and “Good Places to Eat.” Drag and drop cards you need to accomplish from “To Do” to “Done.” This process makes it harder to forget all the little things that need to get done, like booking a rental car, and making arrangements for someone to watch your dog. Use your other lists like “Trip Itinerary” and “Good Places to Eat” to keep information you want to reference later. So when Sharon in the cubicle next to you gives you a great Oahu restaurant recommendation, you can simply put it in the “Good Places to Eat” list, to remember to look up later.

Quick tip: Add A Checklist

daniels suitcase

Adding a checklist to a card allows you an easy way to see what you forgot to pack. Never again will you forget that cell phone charger!

Take a closer look at a sample vacation Trello board: also feel free to copy this board and add your own info.

Stay On Top Of A Job Search

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When you’re exploring a career change, there’s a lot to keep together. Trello is a great way to organize positions for which you have applied, job posts you’re still working on, companies with whom you’ve been communicating. Let Trello make you the most polished candidate in the applicant pool.

Quick tip: Using Labels

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Job listings tend to vary in location, hours, and even in the nature of the position. Add labels to help categorize different aspects of the process, then utilize them to do a more refined search! Labels can be color coded, or they can just be tagged keywords on a card.

Here is the sample board for organizing a job search. Feel free to copy it and customize, or just make your own!

Organize A Project

Home renovations have a lot of moving parts (pun intended). It’s easy to lose track of certain pieces, only for the whole project to become bottlenecked. There’s only so much free time a week to dedicate to personal projects – don’t waste it sifting through logistics! Trello gives you a great overview of what needs to be done:

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Create lists for “Ideas,” “To Do,” “In Process,” “Waiting For,” and “Done!” This gives you an easily manageable view of the progress for each piece of the project. This way, if the granite countertops you picked out are on backorder, dragging that card to the “ Waiting For” list means you can spend your next spare moment picking out a faucet instead.

Quick tip: Add a due date

Once you have received shipping information on a certain item, add a due date to its card for the expected arrival day. You can even attach the package tracking info right in the card description.

Check out the sample board for a Kitchen Redesign to take a closer look. Copy this one or make one from your own project!

Keep Your Whole Family On Track

Holiday Cleaning

Everyone in your house is on a different schedule, so sometimes it’s difficult to coordinate everything that needs to get done. Whether you’re having a party, the kids are having guests over, or you simply can’t look at the clutter any longer, using Trello to divvy up the workload is surprisingly effective! Plus, now no one can use the excuse that they “didn’t know” they were assigned a chore. Wink.

Quick tip: Add people to cards

Easily add users to a card so they receive alerts when there is activity. They can even get notifications to their phone or tablet that alert them when there is a due date on that card.

Here is a sample board for getting that cleaning started. Copy this board, or make your own.

Got it? Good. Trello is a blank slate ready for you to fill up with whatever tasks you need to stay on top of. There are an infinite number of ways to use Trello, all you need is a burning desire to get stuff done. Be sure to check out our exhaustive help articles if you ever have a question about how something works.

Now it’s time for you to make some boards. Don’t be shy, get out there and get organized!

Go to my Trello account

Tell us what you’re using Trello for in the comments. Also, to all the Trello veterans: inspire the newbies with some of your most effective uses of Trello.

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