Getting started with Trello video demo

Brian from the Trello team walks you through a basic introduction of a Trello board. A full transcript is provided below the video. If you'd prefer a non-video guide, check out our  Getting Started Guide.


Transcript

Intro

Hello and welcome to Trello. Here’s a quick video to show you the ropes.

Whether you are planning a vacation with your family, or collaborating with your colleagues at work, a Trello board is the easiest way to organize any of life’s projects by breaking down big tasks into bite sized pieces with lists and cards. Plus, Trello brings a visual perspective to projects, allowing you to see the status of who’s working on what, and what needs to get done in a single glance.

Creating a board

Creating a Trello board for any project is a snap. Let me show you! To create a new Trello board, click the “+” sign in the top right corner of Trello and select “Create Board.”  Name your board after the project you want to work on.  It’s my coworkers birthday, so I am going to create a board to plan an office birthday party for her.

A Trello board is made up of lists, which often represent steps. Let’s create three lists: To Do, Doing, and Done, to represent the status of tasks that need to get done for this party.

Create as many lists as you want on a board for any process, no matter how complex, and arrange them however you like.

Adding cards

Now I am going to add cards for each task to my To Do list. Create as many cards as you want on your boards, they’re free.  

Click on a card to add more information to it. Since this party is going to happen soon we need to plan the catering. Let’s add a due date, and create a checklist of the food we want to order. It’s easy to keep everything organized on a Trello card, with attachments , comments, and more, removing the need for endless email chains and misplaced files.

Collaborating with others

Some of my colleagues offered to help plan the party, so I am going to add them to the board, but before I do that, Let’s make this board a little more festive, so I am going to change the board background. This is a party after all!

Invite people to a board by their email address, or username if they already have an account.

To delegate tasks, I am going assign everyone to cards by dragging and dropping their avatars onto cards, including myself. Now everyone knows exactly what they have to do to make this party a success.

Now it’s time to get to work. I am going to drag my card over to the Doing list so that everyone knows what I’m working on.

And I can see the work that everyone else is doing unfold right before my eyes as cards make their way to the Done list and it’s time to party!

Of course, there is so much more you can do with Trello. Check out our Getting Started Guide at trello.com/guide.

Try Trello for free!

Of course, since Trello is free, the best way to get to know Trello is to try out for yourself. Sign up at www.trello.com and if you have any questions check out our help site at help.trello.com or our Trello Community. It is made up of Trello experts and users, a great way to get an answer quickly - perfect for how-to’s, use case questions, or advice!