For example you might have separate boards to track progress of client proposals, client on-boarding, your social media plan and your new product launch plan. Boards - these are individual workspaces dedicated to specific projects or workflows.So to get started with Trello you first need to understand some basic concepts: Trello has translated this board concept into a digital workspace. Tasks are moved around based on their status and urgency. Scrums are supported by a physical board where the team can see all the project tasks and their status. A scrum is a daily meeting of a project team to discuss progress and blockages. The way Trello works comes from the concept of a 'scrum' in agile project management. So in this article I am going to walk through the steps to create a basic to-do list tracker in Trello. It allows you to create dedicated spaces where you can track tasks and store information relevant to specific workflows and processes in your business.īut it can be a little overwhelming for first time users. Trello is one of my top three productivity apps. To edit task details such as status, priority, and percent complete, select. Task details - View details of the task selected in the tasks list. Use the command bar above the tasks list to delete, categorize, or mark complete a selected task. Use the Filter menu to sort tasks based on different criteria. Tasks list - Filter and display tasks based on the status you've assigned to them. To rename or delete folders, right-click the folder and select Rename or Delete. To add a folder, right-click My tasks and select Create new folder. You can create new task folders and rename or move existing ones. Choose whether you want to view items you have flagged as important. My tasks - Displays folders you can use to view and manage your tasks. Mark tasks as complete as you finish them. View the following image and the numbered items corresponding to each area to get an overview of the Tasks pane.Ĭreate, delete, move, or categorize tasks. Instructions for classic Tasks in Ĭlassic tasks includes tasks that you previously created and saved in any Tasks folder, plus messages that you've flagged. If you've switched to classic Tasks, you can switch back by selecting the Try the beta toggle at the top of the Tasks page. You can switch back to the classic Tasks by selecting The new Tasks toggle at the top of the To Do page. From the To Do page, select Settings at the top of the page to see all options for To Do. Settings for To Do are on their own page. You can turn the Flagged Email list on or off by going to Tasks, then selecting Settings at the top of the page, going to Connections and using the slider to turn the Flagged Email list on or off. When on, messages that you've flagged in Mail are copied to the Flagged Email list as tasks. Tasks is the list where new tasks are stored by default.įlagged Email is an optional list. The only way to add tasks to this list is to assign a reminder or due date to an existing task. Tasks that you create with a reminder or due date will automatically appear in this list. Planned is a Smart List that includes tasks that have a reminder or due date and have not been marked as complete. Important is a Smart List that includes tasks that you've marked as important. You can mark a task as important by right-clicking it and selecting Mark as important, or by selecting the star icon next to it. Suggestions includes tasks that are due today or in the future, are overdue, were previously moved to My Day but not completed, or that might be relevant to start working on. Select Done to close Suggestions and return to My Day. Select the plus sign (+) next to a task to add it to My Day. To see suggested tasks, go to My Day, then select Suggestions at the top of the page. Suggestions are tasks that aren't completed that you might want to add to My Day. Tasks that appear in My Day are stored in other tasks lists, so they aren't deleted when My Day is cleared. Note: My Day is cleared at midnight every night.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |