Getting Started With Trello
A quick guide to getting teams and boards all set up and ready to go.
Welcome to Trello! Trello gives you perspective on all of the things you are working on in one place.
Whether you’re at work, at home, or anywhere in between, Trello’s simple and flexible design lets your team collaborate and organize everything (literally, everything—from the day-to-day operations of your business to your next family vacation).
Getting Started With Trello
Getting a team set up and running with a new app is no small task, so we’ll guide you through Trello team onboarding with speed and simplicity in mind. You’ll have your team collaborating in Trello in no time!
Build Your Dream Team
Teams make it easy to organize all of your Trello boards and team members in one accessible location, saving everyone time and miscommunication (goodbye endless email chains!).
There’s no limit to the number of boards or members you can have in a team, and no limit to the number of teams you can create. (Looking for additional security features, administrative controls, and unlimited integrations? Then a Business Class team is right for you.)
Starting a team is pretty simple:
- If you haven’t already created a team, click the plus button (+) in the Trello header directly to the left of your name.
- Select “Personal Team” or “Business Class Team.”
- Name your team after your company, start-up, family, PTA, or book club and click “Create.” Nice!
- If you’ve created a Business Class team, make sure to head over to our Business Class Onboarding guide.
Invite The Whole Gang
The Members tab of your team page is where you’ll add (or remove) team members. When adding members, think big! Don’t just add the department that you work with. Instead, add your entire company so that everyone can organize and collaborate in one centralized location. This also makes it easier for colleagues to join boards and get to work without any friction.
There are a few easy ways to invite your entire company, club, or family, to your Trello team:
- Click “Bulk Add Members” and type or paste in their emails.
- Click “Add by Name or Email” and send the special link to everyone you want to join the team. Or individually add members anytime by their email address or username.
- 💼 Business Class teams can link their Google Apps domain to their Trello team to invite their entire company in just a few clicks.
#TrelloTips: Link your Slack and Trello teams for the ultimate productivity powerhouse. Collaborate on Trello cards and boards without leaving Slack, and let Slack team members easily join your Trello team.
Create Your First Board
Boards are where projects get organized, information is shared, and great work happens. They give everyone a shared perspective on the work getting done and what still needs to get done. Boards are made up of lists and cards. Lists often represent a workflow or process. Cards, which often represent tasks, move across these lists to completion.
Creating a great board is easy! Let's break it down.
- From the team’s Boards tab, click “Create new board” or click the plus button (+) in the Trello header directly to the left of your name, and select “Create Board.”
- Name the board for whatever you are working on. (Remember: It can be anything from organizing an event or managing a blog, to tracking sales leads or building an app.)
#TrelloTips: Check out our Inspiration page for board workflow ideas and examples.
- Click "Add a list" to add your first list to your board, such as "To Do." List names can be as simple as steps like “To Do,” “Doing,” and “Done” or as detailed as needed for the work you are doing.
- Add as many lists to your board you need to build out a workflow.
#TrelloTips: Of course, Trello is infinitely flexible so you can customize lists to the workflow that fits your team best. Don’t be afraid to experiment with additional lists on your board, or for using lists as repositories to hold information. We do it all the time!
- Add cards for each task that needs to be completed by clicking “Add A Card” in the first list. Keep card titles short to make it easier to scan and see the status of each card on the board.
- Click cards to add more information such as due dates, descriptions, checklists, attachments, or comments so that everyone has a clear understanding of what needs to get done.
#TrelloTips: Easily add cards to a board in bulk from a list or spreadsheet by copying the list and pasting it into a new Trello card. Trello will automatically turn each line-separated item into a new card.
- Add members to your board so that they can be assigned to tasks and collaborate on your board. Click “Add Members” in the board’s menu and select members of your team to add to your board, or invite members by their email address or name.
- Add members to cards by dragging their avatar from the Members section of the menu onto Trello cards so that everyone knows what to do when they open the board.
#TrelloTips: Looking for feedback or a status update? @ mention someone on a card in a comment and they will get a notification. Use “@card” or “@board” to notify everyone on the card or board, but remember, with great power comes great responsibility!
A Note On Board Privacy & Visibility:
- Boards in teams make it easier for everyone on your team to find and collaborate. For boards that shouldn’t be in a team at all, click the team name, then "Change Team," and set the board’s team to None.
- New team boards are created team visible by default so that team members can see and join boards freely. However, boards can also be made Private (for reasons like HR boards with sensitive information) or Public (for things like product roadmaps you want to share with the world).
Onboard Your Team
Way to go! You’ve set up your team, built your first Trello board, and invited everyone. 🙌
Here are some more resources to help your team get going:
- Set up an info session to go over Trello basics with your team. Explain the key concepts, benefits of using Trello (like getting group perspective on your work), and go over the workflows of the Trello boards you’ve created so that everyone is on the same page.
#TrelloTips: Use this handy slide deck we’ve created to go over key Trello concepts and features with your team.
- Share the Getting Started Guide and take a deep dive into all of the features that Trello has to offer.
- Take some time out for you and your team to attend or watch a few webinars and share what you’ve learned.
- Share our Team Playbooks page so your team can get some ideas on how Trello can be used to get more done and give your entire company perspective.
Supercharge Your Board
Ready to take your new Trello board to the next level? Here are three ways:
- Harness the power of Power-Ups and integrate the apps you rely on most like GitHub, Salesforce, Google Drive, and more directly in your Trello workflow.
- Customize your Trello experience with browser extensions, add-ons, and other integrations.
- Develop on the Trello platform to build your own Power-Ups and integrations and truly customize your Trello experience.
Trello is wherever you are, on whatever device you are using. Trello’s Android and iOS apps are designed to be easy to use and super helpful on the go.
Real time notifications on mobile mean you can respond to coworkers even when you’re not in front of your computer. Some key features include the ability to add new cards and create boards no matter where you are, get perspective on the fly, and attach photos or docs straight to a card even when you’re on a coffee break.
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