![]() ![]() To save time, you can attach files to cards by dragging and dropping them from your computer or mobile device on top of the Trello card you have open. You can even name the files you are uploading to the card, which can have a different name than the names of the actual files. Or, you can attach a file saved locally on your computer directly to the card. You can paste links for any website, Trello card, or document saved on cloud storage websites Google Drive, Dropbox, or Box. To add attachments to your cards, click the Attachment button on the right-hand side of any card. This feature is often used to create lists of tasks, then “check” each item on the list when each task is completed. You’ll be asked to give your checklist a name, then click the “Add an item” link under your checklist title to add items to your list. But Trello becomes more powerful when you create checklists (or bulleted lists) of tasks - which you can do easily by clicking the Checklists button on the right-hand side of any card. You can easily add text to the Description field of the card. For more sophisticated ways to add new cards, check the next tip. In Progress - cards are moved here when developers are working on themīlocked - if a card contains a task that requires more information before proceeding, we’ll move it to this list until the issue is resolvedĪcceptance Testing - once development of a card’s tasks is complete, we move it to this list so that our Product Owner and client can review the finished outcomeĭone - finally, once a card is finished and approved, it’s moved to this list, where it can always be referenced in the futureĬreating a card is even more obvious: within any list, just click on the option for “Add a card…”, enter the card’s title, and type. Next Up - cards that are ready for developers to start coding Project Information - details about the project, client, and systems Our typical project boards for software development projects consist of 7 lists: Your board can have 1 list, or as many as you need. Users can comment on cards, and you can move those cards between lists. Trello organizes your notes, checklists, links, and file attachments in what they call cards. To begin using a project board, simply create a list by scrolling to the rightmost position on the board, clicking on “Add a list…”, and typing the name of the list. Sometimes, we’ll set-up 2 project boards for each project: one for the client to track the high-level progress of a project, and one for our internal team to manage all of the details. We usually have 1 project board for each client project. To get started using Trello, you set up a project board. Making cards pretty by adding cover images to them Inviting team members and clients to join project boards In order to use Trello like a pro, one first needs to master the basics. Apply the Basics of Creating Lists & Cards Here are 10 Trello tips we use regularly with our everyday project management tool. But we’ll reserve more information about our favorite Power-Ups for another post! Trello also has additional features under-the-hood, called Power-Ups, which we rely on as a software development company to provide our product owners, developers, and designers with even more features. ![]() Trello, however, is super-easy to learn, and as a result provides us and our clients with a UI perfect for sharing project information with a diverse range of different stakeholders - from client executive team members to developers and designers alike. There are popular project management tools with more modern user interfaces, like Asana, or those that have custom-built features for software development teams, like Jira. And we like Trello’s husky mascot, Taco, too! It has all the features we need and increases our team productivity. We use it to track development tasks as they are planned, coded, tested, and ready for our clients to approve. We use it to take notes during client meetings, then organize those notes into feature requirements for developers, designers, and marketers. We use it to share files and collaborate on documents together. Trello is our superhero sidekick tool for planning new projects, writing down feature requirements, and managing tasks. Batman has Robin, Archie has Jugghead, Deadpool has Bob. Every superhero has its faithful sidekick.
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