How To Use Trello

Who: This process is for the VA to undertake

What: It shows you how to use Trello

When: Undertake this process when you use Trello for a client

Why: This process is completed to ensure you know how to use Trello

This tool is used by some of our clients to manage tasks and projects. We have a few boards set up within Trello for internal use as well.

If this is your first time using Trello, go to http://help.trello.com/ to search the knowledge base for any information that you need.

How To Set Up A Shared Trello Board For A Client

We use Trello boards as a way for everyone to be able to know who is doing what tasks, add tasks / checklist and for clients to be able to monitor what tasks have been started/done. The video below shows how to set up a shared Trello board, how to add members to have access to the board and how to create accounts for people who don't have Trello - such as our clients.