If you are looking to maximize your productivity, but you have no idea where to start with a project management tool, Trello is about to be your best friend.
Do you want to use Trello to manage your teamwork, projects, and everything related to them on boards? Don’t you know how to manage tasks in Trello as a fresh user?
This article will walk you through each step of assigning tasks and cards in Trello. I will be the perfect guide for you because I have been dealing with Trello for a long time.
Read the article entirely to know how you can perform different stuff, such as assigning tasks and cards in Trello.
Now get a cup of coffee and start reading.
Why Should you Use Trello?
You should use Trello to accomplish tasks faster and more effectively. It fuels up the collaboration-related work through innovation and creativity with an easy-to-use working environment, better workflow automation, expanded functionality options, and top-notch team management features.
Trello is a cloud-based project management tool, released in 2011 and developed by Trello Enterprise, a subsidiary of Atlassian. Joel Spolsky and Michael Pryor hold the authorship. It is a multiplatform-based app available for windows, android, and IOS.
Trello offers excellent usability and automation. For its superb interface, Trello definitely deserves a thumbs up. To visualize the workflows and give project managers and team members a plain overview of a project from start to finish, Trello follows the standards of Kanban project boards.
Let me simplify the terms for you that Trello uses in its working environment. As a beginner, you should know all the stuff before starting.
Boards
In Trello, projects are organized into separate groups called boards. Each board consists of multiple lists, and each of them has a set of tasks. You can view one board at a time, but you can see numerous lists within a board. You can create new boards for separate projects.
List
On the board, you can create multiple or even unlimited lists. You can fill those lists with cards for a particular task. You can organize tasks by the person to whom they are assigned.
Cards
In a list, cards are individual items. Cards need to be more specific and actionable. In the cards, you can discuss the task, comment on them, and add a checklist of sub-task or attach files to the card if it’s a complex task.
Teams
You can create groups of people in Trello which is called teams. You can assign teams to boards. It is essential to maintain smaller groups for the individual tasks in a large organization. You can create a team of a few people and add them to the boards.
Power-Ups
Like Add-ons or extensions, Trello’s add-ons are known as Power-Ups. Using the power-ups in Trello, you can add great features like seeing when your cards are due, like a calendar view.
How to Assign Tasks in a Cards in Trello
I think now you have understood all the terms in Trello. Now it’s time to show you how to assign tasks and cards in Trello.
Here are the steps to assigning tasks in cards in Trello:
- Login to your Trello account.
- Select the specific board on which you want to assign tasks in a card.
- Click on the desired card, and the card will open in a new window. You can also click on + Add a card to add a new card.
- Click on Members and search for the person you want to assign the task to.
- Select members by clicking on them.
- Type in some short descriptions into the Description section.
- Select Checklist from the right side and type your checklist name in the Title section if you want. Then, hit the Add button.
- Add tasks by typing in the Add an item button.
- Click on Add button to add more tasks. You can add unlimited tasks in the checklist section.
- Write any comments or notes in the Activity You can mention any team member here.
By following the above steps, you can assign tasks on the card to the members. You can add due dates and bind timings for the assigned tasks to the members in the cards.
How to Create a Board in Trello
Creating a board is the most crucial step when you want to assign tasks to the members. Without the board, you can’t make cards or add lists to the cards.
Here are the steps to create a board in Trello:
- Click on the Create option on the upper side menu.
- Select Create board from the menu. You will also see Start with a template & Create Workspace option.
- Type the board title that you want to give in the Board title section.
- Select background color from the Background You can choose colors or even give photos.
- Hit the Create button to create the board. You can even select the Start with a template button to choose a template that matches your project work.
There are various types of templates that you can choose from. After creating a board, you can add cards and assign lists to the cards.
You can make the workspace private or public for better working management according to your needs. After creating all the cards and assigning tasks, you can add members to the card according to their role in the project.
How to add a due date to the card in Trello
Sometimes it is essential to add due dates to the card to keep everyone on track. The due date helps everyone to finish the work within a time limit.
Here are the steps to add the due date to the card:
- Click on the card on which you want to add the due date.
- Click on Due Date on the right side of the card.
- Select your date from the calendar tool and add a time.
- Click on the Save button.
Add a time binding in the cards to keep all the members on track and helps to finish the work in time.
FAQs
Can I use Trello for free?
Yes, you can use Trello for free. A free plan is a good-to-go option for individual users and small teams. You should use Trello Standard for $5 per month or Premium for $9.99 per month for big groups and business management.
Can I use Trello in Gmail?
To use Trello in Gmail, you need to install add-ons. From Gmail, you can get connected with Trello boards and cards for maximum productivity. Just open the message in Gmail and click on the Trello icon.
Can I use Trello when offline?
Trello offers great portability in work. Whether you are connected to the internet or not, you can work in Trello and sync all your work when you are back online. Don’t worry if you get disconnected in the middle of your work.
Is Trello safe to use?
Yes, Trello offers a secure environment because it runs a full encrypted backup every 24 hours. Trello traffics run over TLS. Therefore, Trello fulfilled the recommended cryptographic profiles for TLS. The SSL lab gives Trello an A+ rating.
Finally
Congratulations! Now you know how to use Trello and manage all your work in this all-in-one suite. Get ready to call yourself a Trello pro now.
If you have read the entire article, it’s your time to build a project, manage team works, and skyrocket your productivity by using Trello.
This is only just scratching the surface of what Trello can do to manage your project more efficiently. In the comment section below, let me know how this article helps you.
Wish you all the best in your future progress. See you at the next one.
