Ketan Yadav

TRELLO TASK MANAGEMENT TOOL Tony Robbins Project. Team Colossal. Made by: Ketan Yadav INTRODUCTION 5 PURPOSE 5 TRELLO FUNCTIONALITIES 5 Board 5 List 6 Card 7 Card Functionalities 8 QUESTIONNAIRE 12 How to create a Label? 12 How to Add Multiple Checklists to a Card? 12 How to convert a Checklist item to a card? 13 Conclusion 2 15 1. INTRODUCTION A. Trello is a Free Web/App based Task Management Tool that allows teams to collaborate and document the work to enable maximum productivity. B. This document includes how Team Colossal can use this App to maximize sales for the Tony Robbins Project by using Trello’s functionalities. 2. PURPOSE A. Since the Team is growing, the clarity as to what work should be done, is done and should already be done is always a hit and miss in most scenarios so a Task Management Tool is introduced. B. Trello is introduced in the Team for the following purposes. i. To maintain a record of all tasks done and forward any pending tasks to the next day. ii. To complete any important ‘To Be Done’ tasks on the same day. iii. Highlight any work which needs Tim’s assistance and notify him. 3. TRELLO FUNCTIONALITIES Trello has multiple functionalities which will help us save a lot of time and effort in trying to understand what has to be done today. Here’s a list of Functionalities Trello offers: A. Board 3 i. We can create a Board for each project which includes all the tasks performed on that project. ii. How to create a Board: >Log in to Trello using your User Name and Password. >Click on Create a New Board >Add Board Title and click on “Create Board” Button. B. List 4 i. All Boards contain Lists. A list can be anything. In our case, a list could contain the names of the events, names of the Team Members, or classification of tasks. For reference please check the board “Tony Robbins. ii. Here’s how we create a list >Click Add a list. >Enter List Title and click Add List. C. Card i. Card is created in a List. We add different cards to a list which includes the tasks we perform. ii. Here’s how to add a card to a list: >Click on “Add a Card”. 5 >Enter the title for this card and click on Add Card button. D. Card Functionalities i. Most of the functionalities Trello provides are included in Cards. Here are all the functionalities of a Card: 1. Description: Describes what action to be performed and any form of notes for the Team Members to understand about the card. 2. Add Comment: Add any notes while performing actions to finish the tasks this card holds. 3. Members: Add Team Members to this card to collaborate of a task together. 4. Labels: Add labels to this card based on the tasks performed to make it easier to search going forward. 6 5. Checklist: Add one or more number of Checklists to this card to add everything that is supposed to preform. 6. Due Date: Add a due date to this card to let yourself or the team on this card know the deadline to finish the tasks on this card. 7. Attachment: Add an attachment like pdf or word to this card if any references are needed. 8. Move: This functionality lets you move the selected card from one List to Another list. 7 9. Copy: This functionality lets you copy the content of the card and make duplicates. 8 10. Watch: This functionality lets you get notifications if any actions are performed on this card by any team member. 11. Archive: Moves this card to Archive folder where it’s no longer visible on the team’s board until it is retrieved. 9 12. Share: Lets you share this card in an email. 4. QUESTIONNAIRE A. How to create a Label? i. Click on any card> Click on Labels> Click on “Create a new Label”> Add Name and Color to the label> Click Create. B. How to Add Multiple Checklists to a Card? i. 10 Click on a Card> Click on Checklist to create the first checklist> Add a title to the Checklist> Click on the Checklist again to create second Checklist> Add a title to the second checklist> Add items under each checklist. C. How to convert a Checklist item to a card? i. Click on the horizontal three dots at the end of a check list item. ii. Click on “Convert to Card”. The checklist item will be converted to the card on the current list. Select the converted card to move to its relative List or Board. 11 12 5. CONCLUSION These are a few of the functionalities of Trello which will help us manage our productivity better going forward. Please share if any of the functionality is missed or please reach out to the team for any discussion on this App. “One Step Closer to Success” 13