Quick Start Guide
The guide provides straightforward instructions for new Trello users to start managing their projects. It includes steps on how to access a Trello board via an invitation link, create and detail new tasks, edit existing tasks, and delete tasks when necessary. The guide also covers inviting team members, using labels for task categorization, setting due dates, and creating new lists for organization. The goal is to give users the basics to quickly begin using Trello for task management.
QuickStart Guide for Trello
Welcome to quuix! Get ready to organize and prioritize your projects in a fun, flexible, and rewarding way. Here’s how to get started:
Navigating to Your Trello Board
- Check your email for a Trello invite and click on the provided link.
- Sign up for a new account or log in if you already have one.
- You’ll be directed to your Trello board.
Creating a New Task
- Locate the list you want to add a task to and click ‘Add a card’ at the bottom.
- Type the name of your task and press ‘Enter’.
- Click on the new task to add more details like descriptions, checklists, and due dates.
Editing a Task
- Click on the task you want to modify.
- Directly edit the title, description, or update details such as labels and due dates.
- To move the task to another list, simply drag and drop it to the desired location.
Deleting a Task
- Open the task and select ‘Archive’ from the bottom right options.
- To permanently delete an archived task, go to the board menu, select ‘More’, then ‘Archived Items’, find the task, and choose ‘Delete’.
Additional Basics
- Inviting Team Members: Click ‘Invite to board’ at the top of the board, enter their email, and send the invitation.
- Using Labels for Categorization: Open a task, choose ‘Labels’, and select or create a label.
- Setting Due Dates: Open a task, select ‘Due Date’, and choose the appropriate date and time.
- Creating Lists for Organization: Click ‘Add a list’ on the board, name it, and click ‘Save’.
That's it! You're now ready to start managing your tasks with Trello. For more detailed guidance, check out the Trello Help Center.
Happy organizing!
