Learn to use Trello: Complete guide with tips and tricks

Trello is one of the most popular project management tools thanks to its ease of use and versatility. It is based on the Kanban method, which allows tasks to be organized visually using boards, lists, and cards, facilitating team collaboration and personal organization.

In this comprehensive guide, you'll learn everything about Trello, from its essential features to advanced tips to get the most out of the platform.

What is Trello and how does it work?

Trello is a task management application based on virtual boards. It works by organizing information at different levels:

• Boards: They represent specific projects or objectives. They can be personal or shared with teams.
• Subscriber lists: Columns within boards that organize tasks by stages, such as “To Do,” “In Progress,” and “Completed.”
• Cards: These are items within lists that represent specific tasks. They can be customized with descriptions, due dates, labels, attachments, and comments.

Who is Trello designed for?

Trello is useful for any type of user, from freelancers to large companies. Some use cases include:

• Project management: Organize tasks, assign responsibilities and track progress.
• Teamwork: Facilitates collaboration and task tracking in work environments.
• Personal organization: Useful for managing daily tasks, travel plans, studies or events.
• Marketing and sales: Helps plan campaigns, create content calendars, and monitor strategies.
• Education: Ideal for students and teachers who need to organize materials and projects.

Main features of Trello

Trello offers multiple features to optimize task and project management:

• Tags and filters: They allow you to categorize cards and make it easier to search for information.
• Due dates and reminders: To ensure that tasks are completed on time.
• Attachments and comments: They facilitate collaboration with teammates by sharing files and discussing details.
• Power ups: Integrations with other applications such as Slack, Google Drive and Jira to extend functionality.
• Automation with Butler: Allows you to create automated rules and workflows to reduce repetitive tasks.
• Display Modes : Calendar, timeline and dashboard view for better project tracking.

How to start using Trello step by step

1. Sign up for Trello: Accede to Your Website and create a free account.
2. Create a board: Define a project and customize it with a name and background.
3. Add lists: Set columns as “To Do”, “In Progress” and “Completed”.
4. Create cards: Add tasks within lists with descriptions, labels and due dates.
5. Invite your team: Share the board with collaborators and assign people responsible for each task.
6. Use Power-Ups: Add extra features such as calendars and integrations with other platforms.
7. Follow the progress: Use notifications, labels, and automations to improve productivity.

Tips and tricks to optimize the use of Trello

To improve your Trello experience, keep these tips in mind:

• Sort tasks by priority: Use color labels to identify the urgency of each card.
• Automate processes: Set up rules with Butler to automatically move cards when certain conditions are met.
• Use checklists: Break down large tasks into subtasks within each card.
• Customize boards: Change the background and organize lists according to your workflow.
• Archive completed tasks: Keep your board clean by deleting what is no longer relevant.

Whether you use Trello for work, school, or personal projects, you'll find it's a flexible and visually intuitive tool that makes it easy to organize your tasks and manage your projects.

Isaac

Passionate writer about the world of bytes and technology in general. I love sharing my knowledge through writing, and that's what I'll do on this blog, show you all the most interesting things about gadgets, software, hardware, tech trends, and more. My goal is to help you navigate the digital world in a simple and entertaining way.