CXO

How to set up projects in Trello

Trello allows groups to create visual, easy-to-navigate projects using boards to get an at-a-glance view into company initiatives and performance. Here's how to get started with it.

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Image: iStock/Astarot

Trello offers teams a couple of ways to set up projects using a drag-and-drop interface. Trello uses boards for each project or task. Here's a quick how-to on setting up projects.

1. Create a board. There are two options for doing this:

Option 1 for creating a board:

  1. On the left top corner of the screen (figure 1), click on Boards (1). This will open a dialogue box.
  2. Click Create a new board.
  3. Another dialogue box will open, giving you the option to add a Title (3) for your project.
  4. Next, you'll also have the option to create a team (4) and add members. This step can be done later through the "create a new team option" if you choose not to do this yet.
  5. Now you will need to designate your board view (5) as either "private" (the default) or change it to public.
  6. Click Create.
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Figure 1

Option 2 for creating a board:

  1. On the right top corner of the screen (figure 2), click the + symbol (1). This will open a dialogue box.
  2. Click create a new board.
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Figure 2

2. A new dialogue box will appear (figure 3), giving you the option to add a Title (1) to your board.

3. Next, you'll also have the option to create a team (2) and add members. This step can be done later through the create a new team option if you choose not to do this yet.

4. Now you will need to designate your board view (3) as either private (the default) or change it to public.

5. Click Create (4).

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Figure 3

6. After using either option 1 or 2 to create your board, you can click on boards at the top left corner of your screen and see all boards you've created. All recent, private and public boards will be displayed (figure 4).

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Figure 4

7. To view or change who can access or view the board, click on the privacy status (1) beside the board (figure 5). To make changes, simply click on either Private, Public, or Team to update the preferred option. If you select Team, a new dialogue box opens that allows you to select which team you would like to have access to the board. Note: teams can be created and modified using the Team drop down box.

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Figure 5

8. To create a new team (figure 6) to collaborate with on projects (boards), click the + symbol on the top right of the screen (1).

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Figure 6

9. This will open a dialogue box (figure 7) where you can complete the fields for the board name, description (optional), and click create.

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Figure 7

SEE: How to build a successful project manager career (free PDF) (TechRepublic)

Other features and settings:

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To see information on your profile, boards, activity, and settings, click on the logo to the farthest top right of your screen that displays your avatar or initials, MA, in my case. Under profile, you can change your avatar, password, bio, email, notifications, authentication, etc.

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Under the bell icon, you can see any notifications from other team members, or any other types of email notifications set up under your profile. These can be set to instantly, periodically, or never.

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Under the information icon, you can get tips from Trello, get a tour, see pricing for various packages, see all integrated apps, access the company blog, and more.

Now you have everything you need to get up and running quickly with Trello's flexible, and visual project and collaboration tool. To find out more, visit trello.com.

Also see:

About Moira Alexander

Moira Alexander is the author of "LEAD or LAG: Linking Strategic Project Management & Thought Leadership" and Founder & President of Lead-Her-Ship Group. She's also a project management and IT freelance columnist for various publications, and a contr...

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