How To Use TRELLO for Beginners + Workflow Examples [TRELLO TUTORIAL]

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  • Опубліковано 19 гру 2024

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  • @Nicole-zr1me
    @Nicole-zr1me 3 роки тому +112

    Intro 0:00
    Create a board 0:30
    Create a list (to-do, doing, done) 1:40
    What cards are 3:00
    - Members 3:37
    - labels 3:47
    - checklists 5:05
    (you can repeat these per task)
    - due dates 6:26
    - attachments 6:54
    (PDF, images, website links-- gives you easy access to project resources)
    - power-ups 8:30
    Add-ons 10:00
    (weekly goals, daily to-dos, in progress, done, on-going projects)
    Conclusion 12:50 ish

  • @GregDBasham
    @GregDBasham 3 роки тому +30

    One of the clearest, comprehensive and concise "how to" video presenters on you tube!

  • @emancipy
    @emancipy 4 роки тому +216

    Great, so now I need a Trello to manage my Trello.

  • @wge621
    @wge621 3 роки тому +24

    just wanted to say that you are a VERY clear communicator, I really appreciate that. Thank you for cutting out the fluff and getting to the point so eloquently!

  • @johnturley
    @johnturley 3 роки тому +9

    Best Trello tutorial I've seen. The only one that left me with the feeling that I finally understand how to use it.

  • @marcdelquadro8235
    @marcdelquadro8235 2 роки тому +1

    Great video, @5:16 you we're talking about every week you have a newsletter and you didn't want to have to remember the checklist every week but you never showed how you would repeat that process once the checklist was complete? Would you just unclick the checklist and move it to the to-do list to be repeated?

    • @KimJimenez
      @KimJimenez  2 роки тому +1

      Great question, Marc! All you have to do is copy the existing checklist to a new card by opening a new card and clicking 'checklist' 'copy items from' and selecting the checklist you want to copy over. Hope this helps and I'll show this process in a future video. :)

  • @ncknelson
    @ncknelson 2 роки тому +11

    What a clear voice. It feels like I'm watching a commercial or movie.

  • @sundards9613
    @sundards9613 3 роки тому

    Boom I started 2021 with trello kimberly Ann Jimenez is my first trello teacher thanks a lot mam love from India ... 🇮🇳

  • @SuperExadidas
    @SuperExadidas 3 роки тому +2

    Thank you....very helpful...I am really looking for a project mgt.

  • @AustinWestbro
    @AustinWestbro 11 місяців тому

    This video is perfect. I wanted to create a workflow for editing a wedding film. I feel like I have all the knowledge I need to get started now

  • @Rompelsteelskin
    @Rompelsteelskin 3 роки тому

    Finally some light at the end of the dark tunnel! thanks for this beginner guide

  • @yvonnemetoyer8671
    @yvonnemetoyer8671 3 роки тому

    I am a Beginner using Trello long time personal lines and commercial agent insurance. new job employer uses Trello so I'm learning from the beginning & I have to train others as the new Administrator. Thanks for this video I cant wait for the next one!👍😀

  • @jerseyfinest7152
    @jerseyfinest7152 2 роки тому

    This is by far THE BEST Trello tutorial I have come across. Thank You!

  • @cosmosraven
    @cosmosraven 2 роки тому

    The best Trello tutorial. Where was it all my life? Subbed for sure. My heartfelt gratitude.

  • @simonafritsch1602
    @simonafritsch1602 2 місяці тому

    Thanks

    • @KimJimenez
      @KimJimenez  2 місяці тому

      Sure thing. Thank you for the super thanks! 🙏🏻

  • @avaava1341
    @avaava1341 4 роки тому +43

    I just finished viewing your Trello video in 2019 and now this...it's a good day. Well executed Kimberly!

  • @dragonfly0244
    @dragonfly0244 Рік тому +1

    Thank you, from another Kimberly Ann! I am new to all this and only just HEARD about Trello this week. I like how simple and easy your tutorial was to follow and I look forward to learning more.

  • @rainsfordphotography41
    @rainsfordphotography41 3 роки тому +2

    Our first introduction to Trello - thanks for the clear & useful video!!

  • @canislupus909
    @canislupus909 3 роки тому +2

    Trello is amazing, it has increased value of having a laptop to a project managers.

  • @Noranene_
    @Noranene_ 2 роки тому

    very helpful for beginners thanks Kimberly

  • @hackpiyeducation8272
    @hackpiyeducation8272 3 роки тому

    Thanks Kimberly You are doing a great job , more blessings come your way

  • @luistirado88
    @luistirado88 2 роки тому

    Eres un orgullo hispano. Thanks for the helpful video.

  • @alipetuniashow
    @alipetuniashow 3 роки тому +2

    I love this and right now I am starting indie game development and Trello is awesome

  • @MyFloridaCoastalTeam
    @MyFloridaCoastalTeam Рік тому +6

    Very helpful! Organized, informative, and fun to watch!

  • @dagwould
    @dagwould 2 роки тому

    Thanks, some good tips: my set of lists: Do, Doing, Done, Deferred, Delayed. I add to that some GTD lists: Reference, Sometime, and Now.

    • @KimJimenez
      @KimJimenez  2 роки тому

      Love that. Thanks for sharing! It’s super helpful for others to see how to customize their lists in a practical way. 🙌🏻

  • @johnderperez
    @johnderperez Рік тому +1

    You are so organized! Thanks for sharing this. 👍

  • @mattdelgado1786
    @mattdelgado1786 3 роки тому

    Kim you are the best! Thanks for the help! I had no idea you were such a baller on youtube!

  • @thekristydavis
    @thekristydavis 2 роки тому

    It took me ages to find a decent video that helped me understand this! Thanks so much!

  • @millirock5463
    @millirock5463 2 роки тому

    Thank you for this wonderful tutorial. I have never used Trello before and I am trying to start a business. this was great,

  • @coachkrumpak3625
    @coachkrumpak3625 3 роки тому +31

    Great well organized and designed tutorial. Thanks for your warm friendly and conversational training. Much appreciated!!!!

  • @gregallenphoto
    @gregallenphoto 5 місяців тому

    Thanks for the overview. Very clear I am looking forward to learing about the workflow boards..

  • @MindfulMoment_dee
    @MindfulMoment_dee 2 роки тому

    Thank you so much. I love this tutorial. It was so helpful in setting up my account. I'm excited about Trello.

  • @TheSafiera95
    @TheSafiera95 3 роки тому

    This helped me a lot to understand this tool. Thank you very much.

  • @makingachange1000
    @makingachange1000 2 роки тому +1

    Thank you so much for sharing Kimberly! I have used Trello before, but I didn't use all of its features before, now I can be even more organized;)

  • @byRosanna
    @byRosanna 4 роки тому +7

    Love this! I much prefer Trello to Asana/Notion/ClickUp etc as it’s just so simple with no distractions😊

    • @KimJimenez
      @KimJimenez  4 роки тому +4

      You're my kind of gal, Anna. All those tools are fantastic, but for whatever reason, Trello just clicks with me + my team SO much more. 🤣

    • @f4iryt4le66
      @f4iryt4le66 3 роки тому

      @@KimJimenez hey I’m on trello and I’m on a board and it shows my name and last name but idk how to change it bc I don’t want it to show that

    • @73cidalia
      @73cidalia 3 роки тому

      @@f4iryt4le66 Trello now automatically adds your board to a Workspace. If you don't have any, it automatically sets up a default one under your user name. You can remove the board from the workspace: You can delete a Workspace by going to your Workspace's page in Trello, clicking on the "Settings" tab, and then clicking the "Delete this Workspace" link. You must be an admin to delete the Workspace.
      Deleting a Workspace is permanent and there is no undo. Boards within the Workspace won’t be deleted. Unfortunately, I'm finding that Trello recreates the workspace the next time you create a board, but this is a workaround.

    • @f4iryt4le66
      @f4iryt4le66 3 роки тому

      @@73cidalia ty

  • @mariella8989
    @mariella8989 3 роки тому

    Thanks for the tutorial Kim! 😍

  • @vincentyag1564
    @vincentyag1564 3 роки тому +5

    Congrats & thank you so much ! You made it clear, inviting, and very motivating. Can't wait to start using it tomorrow !

    • @KimJimenez
      @KimJimenez  3 роки тому

      You are so welcome!

    • @rohitkadam104
      @rohitkadam104 3 роки тому

      @@KimJimenez I need to combine various boards in Trello, but couldn't navigate to do so. For now I am working with placker to combine boards

  • @lancer7418
    @lancer7418 Рік тому

    Thanks this was perfect to help me get up and running for my projects!

    • @KimJimenez
      @KimJimenez  Рік тому

      So glad it was helpful, Lance. 🙌🏻

  • @AngieNewton
    @AngieNewton 4 роки тому +6

    Great tips! I love Trello. I have so much in there right now that I like your idea to have a workflow for goals for the week/daily to do's . I just made a new board that will keep me on task. Now I just need to come up with some good labels. Your $$$$ labels are brilliant. Would love to learn more about Power Ups.

    • @KimJimenez
      @KimJimenez  4 роки тому +3

      Yay! I totally get what you mean. I brain dump on my board too and this system helps me stay focused. Powerups are coming in PT 3 of this series, so stay tuned! ♥️

    • @AngieNewton
      @AngieNewton 4 роки тому +1

      Looking forward to it @@KimJimenez thanks!

  • @robertlevermore607
    @robertlevermore607 Рік тому

    This is so helpful Kim. Thank you so much!

    • @KimJimenez
      @KimJimenez  Рік тому

      You're welcome! Glad it was helpful! 💗

  • @shirishmahajan419
    @shirishmahajan419 3 роки тому

    Very nice explained ..i have also started using this in my projects...

  • @vineetabhambi2067
    @vineetabhambi2067 4 місяці тому

    You explained it perfectly

  • @virtualiadministrativesolu2978
    @virtualiadministrativesolu2978 3 роки тому

    power up features video would be super useful . Thanks for this video

    • @KimJimenez
      @KimJimenez  3 роки тому

      Sure thing! Thanks for letting me know. Here's the power up episode in case you're interested: ua-cam.com/video/4O2KtpMmNcQ/v-deo.html

  • @rimelzargouni
    @rimelzargouni 2 роки тому

    Thank you for the very helpful explanation! Any idea how to make a card automatically be in my Daily To Do each week?

  • @chuckthompson49
    @chuckthompson49 4 роки тому +1

    Wow!!!!!!! I love your demo. You are great ....I just started trying to learn how trellis and I am so lost. But you cover everything I need to know to get started. Thank you very much!!!!!!!!!!!!!

  • @adityasinghchauhan5201
    @adityasinghchauhan5201 2 роки тому

    Really helpful video. Thank you so much

  • @sandyewing888
    @sandyewing888 3 роки тому +2

    Love your work Kimberley. I would love a tutorial on Trello powerups. Thanks.

  • @QuiltingMayhem
    @QuiltingMayhem 2 роки тому

    Thank you so much! This video was just what I needed.

  • @juliastoner886
    @juliastoner886 3 роки тому +4

    Great presentation - clear, organized, easy to follow and understand.

  • @vladam97
    @vladam97 5 місяців тому

    Great video, really insightful!

    • @KimJimenez
      @KimJimenez  5 місяців тому

      Glad you enjoyed it!

  • @olgaglenn9727
    @olgaglenn9727 3 роки тому +1

    This is such a cool tool which will help eliminate headaches, be organized and increase efficiency and productivity. Well done Kimberly. Thank you! Olga

  • @ToniCannon
    @ToniCannon 3 роки тому

    By far the best and easiest tutorial I’ve seen on Trello. Thank you!!!

  • @chacha_365-54
    @chacha_365-54 3 роки тому

    I love this tool. Great video. Thank you!

  • @05130mb
    @05130mb 7 місяців тому

    Very nicely explained, thumbs up 👍

  • @Elektra8168
    @Elektra8168 2 роки тому

    Great video Kim. I have been hearing about this Trello tool and now I get to see how it works. Will definitely use it. Thanks!

  • @joycenwachukwu3660
    @joycenwachukwu3660 3 роки тому

    This is helpful.. Thanks. I just watched it today 11th Nov 2021, my tutor Ekwy shared your link.

  • @bernadettaastri621
    @bernadettaastri621 11 місяців тому

    Thank you Kim. very informative. I like it.

    • @KimJimenez
      @KimJimenez  10 місяців тому

      Sweet! Glad it was helpful! 💞

  • @rlopez551
    @rlopez551 2 роки тому +4

    Great explanations and good pace. Also appreciated your examples and what your flow is. Good stuff!

  • @whitesorcerer777
    @whitesorcerer777 3 роки тому

    Thank you it helps me so much!!

  • @Pmai6018
    @Pmai6018 2 роки тому

    thank you so much for making this video it's really helpful!!

  • @NINAMAVEN
    @NINAMAVEN 3 роки тому

    This was soo helpful. Thanks

  • @nanisaacvuetibau7519
    @nanisaacvuetibau7519 Рік тому

    I find your tutorial amazing it easy to follow. Thank you

  • @carolswartz286
    @carolswartz286 5 місяців тому

    Thank you. This covers a lot, far more than the basics. I'm still missing some of the basics like how you created the bullet list. Another thing is how to access Trello Help -- the ? does not take me to a help menu. I opened a template to see what it looked like and I cannot figure out how to close it.

  • @y4eHuk-3
    @y4eHuk-3 3 роки тому

    Hello Kimberly,
    It is very useful!
    Thanks a lot!

  • @pablogomez8681
    @pablogomez8681 4 роки тому

    Hi Kimberly! great video thanks for your help to learn how to use this powerful tool!

  • @beautymixtress
    @beautymixtress 3 роки тому +11

    Great video Kim. This will help me keep my projects/to do lists organized. I’ll finally be able to stay on track.🙌🏾

  • @lusiamalik2827
    @lusiamalik2827 3 роки тому

    I use Restyaboard, another good free project and task management software that comes with a range of comparable features to Trello, such as the Kanban board view (much like Trello) and advanced workflow automation.

  • @cattandneil1504
    @cattandneil1504 11 місяців тому

    Loved this video! Very informative and helpful! New subscriber now too btw!

  • @polinakamarados3441
    @polinakamarados3441 2 роки тому

    So helpful! Thanks a million for sharing!

  • @joelkehinde3535
    @joelkehinde3535 2 роки тому

    Great video Kim

  • @NicoleBranch-qr1bv
    @NicoleBranch-qr1bv 8 місяців тому

    This was an excellent tool. thank you for sharing the tidbits. how did you add the dollar value lables? is that another power up or you just typed a lable in a gary color block?

    • @KimJimenez
      @KimJimenez  8 місяців тому

      Hey Nicole, glad you enjoyed it. Yes, the value lables are just the gray color ones that I typed specific titles for.

  • @albertojuntado8066
    @albertojuntado8066 3 роки тому

    Thank you very much! It was a very informative video.

  • @dawenbarrios9001
    @dawenbarrios9001 2 роки тому

    organized teaching! Thank you!

  • @drspoerl
    @drspoerl 3 роки тому

    Great intro for a new user. I got my first project started

  • @seedsofenlightenment
    @seedsofenlightenment 4 роки тому +1

    I really enjoyed this video!

  • @Hasar08
    @Hasar08 3 роки тому

    it is very helpful, thank you

  • @aaronlietz
    @aaronlietz 3 роки тому

    So helpful. Thank you a ton! Trello is my favorite thing right now!

  • @nyutakulik4855
    @nyutakulik4855 Рік тому

    Your video is so helpful!

  • @palmbeachrealtygroup
    @palmbeachrealtygroup 3 роки тому

    Thank you for making this content. Most helpful Trello guide that I have used! Very helpful!

  • @rhedjumpmusic
    @rhedjumpmusic Рік тому

    This tutorial is very detailed and your english is very understandable

  • @EL-zu2pt
    @EL-zu2pt 2 роки тому

    i loved your video, it was really to the point, thank you :D

  • @empty_dayofthetech
    @empty_dayofthetech Рік тому

    Thank you for the video, I was looking for a way to create flowcharts but I see that the next option is to link the chart to a card.

  • @razannoureddine8765
    @razannoureddine8765 3 роки тому

    Very helpful. Thank you.
    Can you please have a video on how to download trello on pc (windows)
    Thanks in advance!

  • @sultiwillsblog
    @sultiwillsblog 2 місяці тому

    This video was helpful ❤

    • @KimJimenez
      @KimJimenez  2 місяці тому

      Glad it was helpful! 😍

  • @backitup1801
    @backitup1801 3 роки тому +1

    Such a great video. Thank you!! I signed up, copied your board. But I love the banners. How do I make those? In Canva, but where do I start?

  • @maryquinones8466
    @maryquinones8466 3 роки тому

    Awesome information video. Thank you.

  • @romario_matias
    @romario_matias Рік тому +1

    Your voice is amazing!

  • @gracefontillas92
    @gracefontillas92 2 роки тому +1

    Thank you for sharing this well-organized tutorial. Perfect for every beginner like me.

  • @nicolechai6860
    @nicolechai6860 3 роки тому

    This was super helpful and easy to understand! thanks!

  • @PedroNakanoRodrigues
    @PedroNakanoRodrigues Рік тому

    Great tutorial!

  • @panoytv6387
    @panoytv6387 3 роки тому

    Thank you for this tutorial ❤️

  • @ariellechrichlow5089
    @ariellechrichlow5089 2 роки тому

    This was super helpful. Thank you so much!

  • @nataliecoriell9491
    @nataliecoriell9491 Рік тому

    Thanks for the tutorial! Have you heard of any ways that specifically therapists use Trello? I'm wondering how I could use it best in my business. thanks!

    • @KimJimenez
      @KimJimenez  Рік тому

      Hey Natalie, yes! I know several therapists in our programs who use it to manage their marketing as well as admin, and general business to-dos.
      I'd love to refer you to Dr. Amber Lyda over at @onlinetherapistgroup. She specializes in helping therapists grow their businesses and she’s incredible!
      She can give you a lot of ideas for using Trello or other project management tools in your practice.

    • @KimJimenez
      @KimJimenez  Рік тому

      Here's the link to her channel since YT won't let me tag her: www.youtube.com/@OnlineTherapistGroup

    • @nataliecoriell9491
      @nataliecoriell9491 Рік тому

      @@KimJimenezthank you so much!!

    • @KimJimenez
      @KimJimenez  Рік тому

      @@nataliecoriell9491 Any time! Blessings 🙏🏻 🙂

  • @FreshTherapies
    @FreshTherapies 3 роки тому +11

    Excellent video. Clear and to the point. Thanks for not wasting my time and just showing me exactly what I needed to know to learn and move forward.

  • @nikicallista108
    @nikicallista108 3 роки тому

    This video is amazing! Thanks for making it

  • @ExJWCriticalThinker
    @ExJWCriticalThinker 2 роки тому

    Thanks so much. Excellent video. Loved how you used the $$$ signs to emphasize the importance of your tasks. Very creative concept.

  • @DH-sj6kg
    @DH-sj6kg 3 роки тому

    Clear, to the point, and certainly organized. Thanks.....

  • @anthonyflorence1746
    @anthonyflorence1746 3 роки тому

    very informative. Thanks Kimberly!

  • @beautyartistny
    @beautyartistny 4 роки тому +1

    Thank you for sharing! I was struggle for organizing my plans and helped so much!!

  • @mountainmedicinecoaching
    @mountainmedicinecoaching 3 роки тому

    Very Helpful! Thank you!!