HOW TO USE TRELLO | Project Management Software for Beginners (Trello Tutorial)

[@bellatobe]

Thank you so much, this is one of the most brilliant tutorials on Trello for a complete beginner like me. I'm so excited to use this. The video was really informative and thorough. Basically everything you needed to get started. Do you have a tutorial on how to copy a trello board that has been shared with you?

[@StewartGauld]

Hi Bellatobe, thank you for your comment! I'm glad you found this useful. Sorry I do not, we are in the process of making another which will cover this. Thanks again.

[@nadiayvonnerazanajao7082]

Excellent Video clip! Excuse me for butting in, I would love your initial thoughts. Have you heard the talk about - Teannah Psychic Sucker (do a google search)? It is an awesome one of a kind guide for finding the best project management and business templates without the normal expense. Ive heard some amazing things about it and my friend after a lifetime of fighting got cool results with it.

[@StewartGauld]

Hey everyone! 👋 I'm reaching out to see how everyone is coping with this global pandemic. Our thoughts go out to everyone. Let me know below where you are in the world! 👇

[@odhiamboakinyi1854]

Thank you so much for the tutorial. This is one of the best tutorials I've watched so far...

[@StewartGauld]

You are very welcome!

[@docrbt]

Great job Stewart. You explained Trello and the Trello boards really well.

[@StewartGauld]

Glad it was helpful! Thanks mate!

[@paulonunesdemoura6653]

Hi Stewart - thank you so much for having produced such a helpful video. I enjoyed using Trello in the past, and will start using it again now - thanks to your explanations. I had no idea about all the new features, and how user friendly and sleek Trello can be. You are a fantastic teacher! All the best.

[@StewartGauld]

Hi Paulo, it is such a powerful productivity tool. I'm glad you found this helpful. Thank you for your lovely comment!

[@patriciawheeler877]

Thanks. Best beginner's tutorial out there. Been watching them all this morning. Wish I had started with this one. Keep up the great work!

[@StewartGauld]

Glad it helped! Thanks Patricia!

[@maras.7577]

Very helpful. After watching this vid, I feel like I'm already a pro in using Trello. 😁😂Thank you.

[@StewartGauld]

Hi Mara, You are welcome! I'm glad! All the best.

[@НадеждаГришанова-ц7и]

Thank for your work and style of making video so full of short information. Great job!

[@StewartGauld]

Glad you enjoyed it!

[@AndreaMagdalenaKosha]

I'm watching this in November 2020. The steps are the same, but the interface has changed. Before I even got to name my project, I was offered the template/background setup option. You can have a colour or images to choose from. Then I was taken inside Trello, where I had the three boxes on the top left corner for tasks, ongoing, completed. Each of them has a + sign to add a card, or you can click on the top right corner of each box (three points) that opens a drop-down menu with more options. There's a small icon in the bottom right corner that allows you to 'create from the template.' Also, you have no options for attachments, checklists, and comments. You have Edit Labels, Change Members, Move, Copy, Change Due Date, Archive. It is very different a few months later. Thank you for your video. Despite the changes, the steps are still helpful.

[@StewartGauld]

Hi AM, Thanks for pointing that out. I will need to create an updated version. Thanks!

[@vanessaaberin4784]

after I watched your Asana tutorial, I instantly click this vid! Helpful! Thanks

[@StewartGauld]

Glad it helped! Thanks Vanessa!

[@poltrice]

THank you for the practical tutorial, very helpful!

[@StewartGauld]

Glad it was helpful!

[@Life_nanaeunice]

All I can is you are a fantastic teacher.

[@StewartGauld]

I appreciate that!

[@deedunn9811]

Really helpful tutorial, even in 2024! Thank you!

[@StewartGauld]

Glad it helped!

[@fkmagician]

I was deciding between Trello or Asana. Trello seems easier to work with especially after watching watching your excellent tutorial. I decided to go with Trello. Thanks

[@StewartGauld]

Glad it was helpful! Trello is great! We have an Asana tutorial too if you want to compare and see what is best for you.

[@samosa5925]

Oh là là...not even finished watching but I have to write this: THANK YOU! I have been searching for something like this and you are so good at explaining!

[@StewartGauld]

Glad it was helpful! I appreciate you comment! Enjoy the rest of the tutorial!

[@felixbertodolotiii616]

Thank you so much, brief but very concise. So easy to follow.

[@StewartGauld]

Glad it was helpful!

[@yoonidhi]

Thank you

[@StewartGauld]

Glad it was helpful!

[@FearlessBliss]

I like the way how you explained step by step. Thank you!

[@StewartGauld]

Hi Analiza! You are very welcome! Cheers!

[@karenjoybaradas3936]

Hi Stewart! I like the instructional video very much! This is very helpful for someone shifting from office work to virtual job. Looking forward to more of your videos. Stay safe!

[@StewartGauld]

Hi Karen, Glad it was helpful! I appreciate it. Take care!

[@RichardBellnz]

the man Stewart! I knew you were a star when I saw you play pool a bop poly :D this is a very helpful video for our team who want to start using terllo asap!

[@StewartGauld]

Glad it was helpful! Thanks for that Richard! Trying to put a face to the name! I'm glad this helped mate!

[@judynjagi6139]

Thank You! Valuable information. Easy to follow.

[@StewartGauld]

Glad it was helpful! Thanks Judy!

[@avinashprabhu8541]

Thanks Stewart. Very informative.

[@StewartGauld]

You are welcome!

[@EastLancashireJohn]

Thank you Stewart. I am new to Trello and I was struggling to understand how it works. Your video made that very clear. I shall go ahead with it now.

[@StewartGauld]

Hi John, Glad it was helpful! All the best!

[@agathaanikpeh8181]

This was really helpful . Thank you

[@StewartGauld]

I'm glad!

[@johnrose50]

Excellent video Stewart - well presented, clear message. Thanks

[@StewartGauld]

Glad you enjoyed it! Thanks John.

[@saihtetzaw9345]

You explained very clearly man. Thanks a lots.

[@StewartGauld]

Glad it helped! Thank you!

[@Feliiiii__]

Thank you so much,this is such a brilliant tutorial.

[@StewartGauld]

Welcome 🤗

[@officialomahstudios]

This was very insightful

[@StewartGauld]

Thanks!

[@petenelson7291]

Thanks for putting this together, well done!

[@StewartGauld]

Glad you enjoyed it! Cheers Pete

[@reinae1682]

Thank you! Very clear explanation!

[@StewartGauld]

Glad it was helpful! Thanks Rein

[@tanvirhasanmonir1627]

Thank you, for this comprehensive tutorial. It really helps.

[@StewartGauld]

You're very welcome!

[@JamesC_]

Wow... very easy to understand. Thank you so much for your tutorial!!

[@StewartGauld]

Hi 제임스씨, you are very welcome! Thank you.

[@seonamcdermott6943]

Another very useful video, thank you!

[@StewartGauld]

Glad it was helpful! Thanks!

[@rimpag_axis]

You did a great job explaining everything. Thank you!

[@StewartGauld]

Glad it was helpful!

[@donnabigcas3935]

Very detailed tutorial! Thank you.

[@StewartGauld]

You're very welcome! Thanks Donna

[@rizwans7076]

Fantastic tutorial. Thanks a bunch

[@StewartGauld]

You are very welcome!

[@andreaa.8420]

Great video!!! So helpful, thank you 👍🏼

[@StewartGauld]

Hi Spotscene, Glad it was helpful! You are welcome!

[@janicedeterala4803]

A trello User here :) love it

[@StewartGauld]

Hi Janice, How good is Trello!

[@bookaholicsa6916]

Thank you for this amazing and helpful tutorial

[@StewartGauld]

You are more than welcome!

[@tasnuvaf.maniza395]

Very helpful for beginners!

[@StewartGauld]

Glad it was helpful! Thanks Tasnuva

[@aaosathchale5543]

Man you soo cool Why you are here you should be in millions BTW THANKS FOR TRELLO INFO

[@StewartGauld]

Hi Aao, Thank you for the nice comment! I appreciate it! Glad you found this helpful.

[@lorrainekluesner7257]

Thank you for this introduction

[@StewartGauld]

Welcome!

[@forhadrh]

Nice! :) Your tutorial is so smooth to understand. 😋

[@StewartGauld]

Glad you think so! Thanks.

[@LaneyK]

Great tutorial thank you Stewart.

[@StewartGauld]

Glad it was helpful!

[@reginaferreira8717]

You are a rockstar! Thanks for this!

[@StewartGauld]

You're welcome Regina! Thanks!

[@sandrauloaku]

Thank you .. well explained

[@StewartGauld]

You are very welcome Sandra!

[@vishaalshah7649]

Thank you for a good tutorial !!!!

[@StewartGauld]

You are welcome!

[@karengrant1779]

Love this video! I much prefer Restya to Trello as it’s just so simple and ease of use with no distractions😊

[@StewartGauld]

Hey! I will look into this. thanks!

[@allhouse6872]

Very educational tutorial , love it

[@StewartGauld]

Thank you! Cheers!

[@sns_rulz]

Thank you! This was very useful.. great explanation 🙂

[@StewartGauld]

Glad it was helpful! Thanks Sanura!

[@bennettd2501]

Excellent video!

[@StewartGauld]

Hi Bennett! Glad you enjoyed this!

[@kaveengoonawardane9651]

Great Tutorial. Thanks!

[@StewartGauld]

Glad you enjoyed it! Thanks Kaveen

[@patricialincourt]

thanks that was great. I feel confident abut starting a project with teammates on trello now.

[@StewartGauld]

Hi Patricia, I'm glad you found this helpful. Thank you.

[@yalidfuentes7911]

Thank you so much, your video is really enjoyable.

[@StewartGauld]

Hi Yalid, Glad you enjoyed it! Thanks!

[@rodessagarcesa3034]

thank you! very informative👍👍

[@StewartGauld]

Glad it was helpful Rodessa!

[@khenoraamurillo]

Very informative

[@StewartGauld]

Glad you think so! Thanks Khen

[@khenoraamurillo]

@@StewartGauld well explained and this is the first time i watch about trello and i understand it very well

[@pinqtv259]

great vid on showing what a trello is.

[@StewartGauld]

Hi mate. Thanks!

[@hlukzinful]

Perfect explanation, I love it.

[@StewartGauld]

Glad you thought so Hlulani

[@ruchiv66]

Hi I have a few quick questions, it would be great if you could answer. 1. When I add members of the organization, would they be able to find and be visible to each other ? 2. If I create a board for one particular member, that would also be visible to other members even if I choose private? 3. It is showing 10 board in free version. Can we get more?

[@StewartGauld]

Hey! Yes you can choose permissions based on your preference. No it will be private just to the users added. Yes you can upgrade to get more boards :)

[@Party50361]

Thanks a lot for sharing

[@StewartGauld]

My pleasure Christoph

[@kathrinpetty7988]

Thanks for the video. Very helpful The one thing I have trouble with is cleaning up old checklists. i am new to my company and am want to clean up some of the tools we are using. When I go to copy an existing checklist the dropdown menu offers me a ton of old lists I don't need any longer. How can I get rid of these old checklists?

[@StewartGauld]

Hi Kathrin, On your lists you can Archive lists by clicking more options on each lists. All the best!

[@kathrinpetty7988]

@@StewartGauld I am referring to the checklists, not the individual lists posted on the board. The existing checklists can be selected within a card. But I can't figure out how to access the old checklists outside the card in order to modify.

[@AK-sj6vt]

thanks so much! it helped a lot

[@StewartGauld]

You are welcome!

[@scguy681]

Good work! One thing - highlight your pointer so we can see where all you are clicking!

[@StewartGauld]

Thanks for the tip!

[@scguy681]

@@StewartGauld thks stewart-- i dont see all that well and need the extra help

[@adityakinlekar]

Amazing video

[@StewartGauld]

Thanks mate

[@ashraffouad]

Hello Stewart, thanks for the video. I wonder how you add time estimates in cards and auto-calculation for other tasks to build a real project plan? The due date should not be set more than calculated based on estimates from my point of view.

[@StewartGauld]

Hi Ashraf, Glad you found this helpful. I will have to look into this for you.

[@andreanajosantos3151]

Thanks for this!

[@StewartGauld]

My pleasure Andreanajo!

[@ijandipemorayo8390]

Wow thank you

[@StewartGauld]

You’re welcome 😊

[@Vinodmhetre007]

Awesome.

[@StewartGauld]

Thanks! Glad you got value.

[@bosch5053]

thank you

[@StewartGauld]

You're welcome

[@pokerace4121]

Really good and clear explanation Stewart. Question; If you have several people in your team working on one card, when one person finishes their task and ticks the completed box for their task, are the other members of the team notified by email that part of the task is completed? Or would you create one card per team member with their tasks on?

[@StewartGauld]

Hi mate, That is correct, if everyone is involved in that task. You can set it up how you like. Everyone can see recent activity in their own accounts too.

[@mariaparente2618]

Thank you!

[@StewartGauld]

You're welcome!

[@quell4651]

How do you get the words to show on labels when I add it only shows color

[@StewartGauld]

Hi mate, you need to write into the labels if you want to add text as well as colours.

[@quell4651]

@@StewartGauld hey thanks man do other people see this too because when I click it gives the option to turn on and off, I prefer it will the words.

[@zerefslayer179]

thanks for the tutorials I was struggling to use it. May I ask how to delete cart and list I mess it went I doing it

[@StewartGauld]

Hi Zeref, Thanks for your comment. You can simply delete cards and boards if you like, first you need to archive the card and then delete.

[@zerefslayer179]

@@StewartGauld thanks for he reply

[@StewartGauld]

@@zerefslayer179 your welcome mate!

[@helenabolo-luca9377]

Very clear tutorial thank you. I do have a question using the free version once a project is finished can it be migrated to a pdf or a published document?

[@StewartGauld]

Hi Elyne, Yes you can, head to the 'Board Menu' to the right of your screen in Trello, and click on More. Click on 'Print and Export'.

[@superthread_devlog]

Great video! I think trello is cool but each time I used it with a team which is bigger than 2, I found that it can't scale.

[@StewartGauld]

Hi mate, in what way can you not scale?

[@zahraahmadi2234]

I want to schedule the shifts of the operating room personnel by applying restrictions with the software automatically? What software do you recommend? Can trello create this feature?

[@StewartGauld]

Hey! You can do this internally with Trello.

[@zahraahmadi2234]

@@StewartGauld thank you for your answer

[@AmChan18]

Thank you for the wonderful tutorial. i wanted to know if there is a calendar option in Trello. For example to set the birthdays on the Trello and get notification a day before etc.

[@StewartGauld]

Hi Amru, You are more than welcome! You sure can. On your board's sidebar, click the “Power-Ups” button and find the Calendar Power-Up and click “Enable. This will allow you to set notification etc.

[@AmChan18]

Stewart Gauld thank you for the quick reply! I am using Trello just because of your tutorial 😊 thanks once again.

[@desi360incanada2]

Hey Stewart! is Trello compatible with Microsoft Teams and other Microsoft products?

[@StewartGauld]

Hey mate it sure!

[@murphreport]

Stewart. Thank you for putting your time into this. It was really helpful. My question is. Can trello work with quickbooks? I am looking for a good CRM and I think this is perfect, but I have to comuicate with quick book for innovatory. Any feed back would be most appreciated.

[@StewartGauld]

Hi Murph, Yes, you sure can! If you look online there are some great articles to help you with the integration. All the best!

[@hitesh5567]

Is there a way to keep the lists order fixed? I normally prefer keeping lists in sequence and not draggable.

[@StewartGauld]

Hi Kash, No I believe you need to manually move these to your desired sequence.

[@hitesh5567]

@@StewartGauld Hi Stewart, thanks for the excellent tutorial & reply.

[@kellyhawes3556]

Hi Stewart, great tutorial. I have been using Trello for a few months now and getting on well. I have a template which I copy and I keep all boards as Personal as it's just me! Recently I have copied my template and the board goes to Trello Workspace and I cannot work out how to get it or keep it in my personal boards. Can you help please? Thank you

[@StewartGauld]

Hey Kelly, Thanks for your comment. Make sure your board is set to private, although you are just working by yourself. Trello has moved into workspaces for both personal and team.

[@israelterkeltaub1156]

Does the free version allow recurring lists or cards? Weekly, monthly or quarterly???

[@StewartGauld]

Hi Israel, Sure does!

[@QuietObserver8520]

So, all the trello features shown in the video is available for use just with the free version?!?

[@StewartGauld]

Sure are. Although some features may have changed since this video was released.

[@classic7577]

do the team members all have to have this software? can pdf or word document attach to this software to share with team members?

[@StewartGauld]

Hi Hiini, Yes, you will need to invite your team. Yes you can also attach files.

[@karanraj661]

Thanks for this video. I have a question that what if a year passed and i want to find last year's task. Then how to find it?

[@StewartGauld]

Hi Karan, Good question, on the board menu, click "More" then "Archived Items. You should be able to find all previous cards and tasks. Thanks!

[@karanraj661]

@@StewartGauld brilliant!!! Thank u so much for reply.

[@infpbubble7549]

Please may someone let me know whether it matters which place you decide to get your Prince 2 training completed? I'm based in the UK but I can do the training in lots of different places. Is one place to get certification regarded better than another?

[@StewartGauld]

Hi mate, I'm not quite sure what you mean in relevance to this tutorial.

[@shashikumar-vl7ib]

thank you so much

[@StewartGauld]

Welcome!

[@ترياق-ك1ث]

thank you it"s really helpful

[@StewartGauld]

Glad to hear that! Thank you

[@wntsuniverse1343]

I have a certain question if you can answer it! How do you add images/Gifs appear in a trello card description?

[@StewartGauld]

Hi mate you can simple add these now by simply dragging and dropping media files onto the cards.

[@ellieblankevoort5497]

very helpful

[@StewartGauld]

Glad it helped. Thanks Ellie.

[@ProofBig]

Thank you! What about "WEEEK" ? Very interesting project manager !

[@StewartGauld]

You are welcome! I will look into this cheers!

[@aboobackersidheeq7280]

Hello, How to control the movement back or forwads to some users within the trello.

[@aboobackersidheeq7280]

I mean if any one move forwads the task and accidently another one move back. So how to control this movements by restricting the users.

[@StewartGauld]

Yes you can put limitations on users. You can also simply move tasks back to the another card. Go into your user settings.

[@elisafreelanceyoutubechannel]

thank you so much for sharing on this very informative video...ive learned now and I can use for my online tasks..keep up!

[@StewartGauld]

You are very welcome! All the best with Trello!

[@murphreport]

The other question I had. I am getting Trello for one company, using my google email for that company. But lets say that that business folds up and goes way, can I just change the google email account?

[@StewartGauld]

Hi Murph, Yes you can just simply change the email.

[@murphreport]

@@StewartGauld Thank you Stewart.

[@aishachoudhry8471]

Hi, I'm starting university as a mature student in Sept and was looking for an organisational tool. Did you have any recommendations? Is there a better tool for individuals? Thanks

[@StewartGauld]

Hi Aisha, Yes for individuals I would use Asana, great for organising your day in a list or board structure. We have a tutorial on Asana if you want to check it out! All the best!

[@santiago2950]

Use notion, it is free for students. Todoist has a 70% discount for students. There are better apps than trello and Asana. These are better for teams. Notion and Todoist are more for individuals. I hope you like it!

[@aishachoudhry8471]

@@santiago2950 oooh thank you I will definitely check them out!

[@rawlandlondon276]

good video but hard to read because fonts are too small. wish you zoomed the camera more so it’s easy to read & focus

[@StewartGauld]

Hi mate, thanks for the feedback. I will take that on board. Thanks!

[@manjunathl.k8961]

I'm unable to find option Project Management under Team type while creating teams?

[@StewartGauld]

Hi mate, Do you already have a board created?

[@manjunathl.k8961]

@@StewartGauld I just created a new one, under that I created a teams but I could not find "Project Management" option in Team type, I just followed same steps as instructed in ur video.

[@lisaherman7674]

How do we assign a specific member or members to a card? Thanks

[@StewartGauld]

Hi Lisa, Just click on the card you want to assign a users too and then on the right side of the card, click 'Members button'. Then just add the user to each card. Hope that helps Lisa. Thanks!

[@yasminabdella8364]

If I upload a document to my dropbox, how can I make it automatically upload to Trello?

[@StewartGauld]

Hi Yasmin, I'm not too sure, I will have to look into this. Thanks!

[@nycolewithawhy]

Try Zapier

[@pling2924]

Uploading files and downloading possible?

[@StewartGauld]

Sure is mate. You can do both with the free version.