Getting Started With Trello A Comprehensive 2019 Guide

Trello cards provide project information in easy-to-digest ways to simplify task management. Trello offers what it calls “Power-Ups.” These are essentially add-ons and integrations. Need to structure information on Trello cards specific to the task at hand? Custom Fields lets you do all that and more— providing process and formality to your workflow to meet your team’s unique needs. Keep everyone accountable and never have to ask “who’s doing that” by adding members to cards for their projects and tasks.

trello introduction

Stay on top of due dates from the day to day and beyond with Calendar view. Plus, Calendar syncs with third party calendars for the perfect work-life balance. Manage workloads and prevent bottlenecks before they begin with Dashboard view. Join over 2,000,000 teams worldwide who are using Trello to get more done.

How to Customize Your Board’s Look

Did you know that Trello is used by more than 2 million teams globally? Trello is loved for its straightforward approach to task management and its trello instrument advanced features that help make project management a breeze. Stick around and check out our Trello tutorial to see just how fuss-free it is.

The Trello is defined as project management tools that are used to plan the project activities or can be used to track the project activities’ progress. The Trello tool is compatible with all types of platforms. The tool can be accessed through a computer system, mobile phones, or laptops. The tool is provided as open-source and the user can use the services free of cost. However, the tool offers the business edition version that can be used if the user wants the advanced features of a tool. The boards and lists are created in a tool for managing project tasks.

UX vs. UI Design: What’s the Difference?

Trello’s intuitive features give any team the ability to quickly set up and customize workflows for just about anything. Onboarding to a new company or project is a snap with Trello’s visual layout of to-do’s, resources, and progress tracking. Start as simple as To Do, Doing or Done—or build a workflow custom fit to your team’s needs. The full Boards API reference is loaded with all of the possible requests you could make and there sure are A LOT! But, to get started, let’s get the name of a board that our member belongs to and then update the board’s name. As it allows you to access Cards from a calendar view, organized by their due date.

trello introduction

The Boards API allows you to list, view, create, and edit Boards. Each Board has a set of fields that you can update (like name and description), as well as sets of sub resources that can be updated (like members and lists). Trello’s boards, lists, and cards enable teams to go from ideas to action in seconds. Visual and easy-to-use, Trello helps teams bring projects to life and keep them moving forward. Use Trello to track, manage, complete, and bring tasks together like the pieces of a puzzle, and make your team’s projects a cohesive success every time. All it takes are boards, lists, and cards to get a clear view of who’s doing what and what needs to get done.

Explore the features that help your team succeed

Table view does even more, allowing you to organize work across projects and initiatives in a clear, visual table. Break big tasks into small ones, check things off the list, and watch that status bar go to 100% complete. Keep your remote team connected and motivated, no matter where they’re located around the world. From hitting revenue goals to managing workflows, small businesses thrive with Trello. If you have any questions or need help getting started, feel free to reach out to our community for support. We’re here to help you get the most out of Trello and make your projects a success.

  • Discover the magic of the easy-to-use project management tool.
  • View your team’s projects from every angle and bring a fresh perspective to the task at hand.
  • Whether scheduling an editorial calendar or staying on top of to-dos, Calendar view is like a crystal ball giving you a clear vision of what work lies ahead.
  • By passing in a single string, we will look at all of the relevant fields and return a list of all those matching models.
  • No matter the project, workflow, or type of team, Trello can help keep things organized.
  • Dashboard view will show you where all of your deals stand with a click and a glance.
  • The permissions, duration of access, and application name displayed are all configured via the URL parameters.

In recent months, other competitors in the space have been acquired, including Workfront (bought by Adobe for $1.5 billion) and Wrike (bought by Citrix for $2.25 billion). Users navigate Trello from a “home view” that acts as a hub and central newsfeed. This allows them to easily jump to boards or surface all of the cards a user might have missed since last logging in. Once your lists are ready, you can start adding tasks to them. Trello offers many different features that allow you to create and manage tasks in different ways. We’ll introduce each main feature, and break each one of them down individually.

Trello Background and stickers

This comes in very useful when filtering cards by who is added to them. You’ll be able to assign cards to certain members of your team. We’ll get to more detail on assigning roles later in this guide.

trello introduction

At the start of this beginner’s guide, we used the 14-day trial of the Premium plan. Custom fields aren’t available in Trello’s free version, but are an important feature in the Standard plan and up. Custom fields allow you to add data to your cards, which can enhance your workflow. Before you can start playing with all of the wonderful tools that Trello has to offer, you need to create an account. In fact, Trello sits proudly in our roundups of the best project management software and the best free project management software.


Designed for new Trello users, these self-paced lessons cover the basics of how to use Trello. You’ll learn the important terms and product features like boards, lists, and cards. Next, discover how to navigate Trello and manage your work. Finally, learn expert tips and best practices to optimize your Trello experience. That said, the app now faces stronger competition than it’s seen in the past, particularly as some elements of work management apps become embedded in existing productivity tools.

Which helpfully lists all the changes that have been made to the Card. Within individual Comments, you can add attachments and emojis, point Comments at specific Members and add links to other Cards. This can be extremely useful – for example, for labeling Cards as belonging to marketing, describing a software issue, or perhaps relating to a specific client. Next, to populate your Board, you’ll want to create Lists. If you’re not a fan of the iconic blue background that Trello uses, Trello will let you customize your board.

How to delete or Archive a Trello Card

In Trello, your tasks will be created on “Cards.” Think of cards as sticky notes. It’s where you’ll write down everything you need to know about a specific task. Easily manage users in real-time and control content management permissions with just a few clicks. With 99.99% uptime YoY and industry-leading compliance certifications, you can rest assured we’ll never leave you hanging.

This makes it easy to schedule tasks in a visual way as well as get a visual representation of what tasks lay ahead. I’ll quickly run you through a couple of notably useful power-ups in this intro. However, I will not be able to discuss all of them in this guide, since there are too many to mention. You can find the complete list of power-ups on the Trello Blog. Subscribing to a Card simply means that you will be kept updated about changes to the Card.

Take a page out of these pre-built Trello playbooks designed for all teams

This blog will show you how you can use Trello to set up a successful sales funnel management system for your business to help you convert leads and drive revenue. The Zoho Desk Power-Up brings context and clarity to your everyday tasks, projects, and support activities. Several of the core methods allow you to directly access member content. When querying for long lists, such as a list of Cards, or a list of Actions, the Trello API limits you to at most 1000 results.