Trello

This course aims to provide participants with the skills needed to effectively use Trello for project management.
From basic setup to advanced features, participants will learn how to manage projects, collaborate with teams, and customize Trello to fit their specific needs.
Participants will develop practical skills in using Trello for project management, enabling them to organize tasks, manage teams, and track progress efficiently.
The course offers hands-on experience, real-world applications, and insights into best practices, making it valuable for project managers, team leads, and anyone involved in managing projects.

Overview of Trello
o What is Trello, and how is it used in project management?
o Key features and benefits of using Trello for managing tasks and projects.
Setting Up Trello
o Creating a Trello account and setting up a workspace.
o Overview of Trello’s interface, boards, lists, and cards.
o Understanding Trello terminology: boards, lists, cards, labels, and checklists.

Creating Boards and Lists
o Setting up boards for different projects.
o Organizing tasks using lists (To Do, In Progress, Done).
o Best practices for naming and structuring boards and lists.
Managing Cards
o Creating and customizing cards for tasks.
o Using labels, due dates, and checklists to organize tasks.
o Assigning tasks to team members and tracking progress.
Using Trello Templates
o Creating and using board templates for recurring projects.
o Customizing templates to suit different project needs.

Team Collaboration
o Adding team members to boards and assigning roles.
o Using comments, mentions, and attachments for communication.
o Setting up notifications and reminders for team members
Integrating Trello with Communication Tools
o Integrating Trello with Slack, Microsoft Teams, and other communication tools.
o Using Power-Ups to enhance collaboration (e.g., Calendar, Google Drive).

Power-Ups and Automation
o Introduction to Trello Power-Ups and how they enhance functionality.
o Setting up automation rules with Butler (automating tasks, triggers, and actions).
o Using advanced Power-Ups like Calendar, Gantt Chart, and Card Aging.
Customizing Trello
o Creating custom fields for cards.
o Setting up board backgrounds, stickers, and card covers.
o Customizing notifications and workspace settings.

Organizing Workflows
o Implementing workflows like Kanban in Trello.
o Using labels, filters, and sorting to manage complex projects.
o Best practices for managing deadlines and priorities.
Tracking and Reporting
o Using Trello’s built-in analytics and reporting features.
o Tracking project progress with dashboards and charts.
o Exporting data and reports for stakeholder meetings.

Real-World Examples
o Analyzing case studies of successful project management using Trello.
o Practical exercises with sample projects and workflows.
Group Activity
o Collaborative project simulation using Trello.
o Presenting and discussing the project outcomes with the group.

Ensuring Security and Compliance
o Understanding Trello’s security features.
o Managing user access, roles, and permissions.
o Ensuring data security and compliance with industry standards.
Best Practices
o Best practices for setting up and managing Trello boards.
o Common pitfalls and how to avoid them.
o Tips for improving team collaboration and productivity with Trello

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