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Trello Essentials: Organize Tasks and Collaborate Effectively

Class Code Date Delivery Method Cost
ITS-2087
  • Mon Mar 24, 9:00 am to 12:00 pm
Live Online - 1 session $300

Use Trello to track tasks, manage projects, and collaborate effectively. Through hands-on practice and group activities, gain confidence in its essentials, from personal task management to team projects.

Program Description

Trello is a visual project management tool used for organizing tasks and collaborating with teams. This course introduces students to Trello¿s boards, lists, and cards to set up and manage projects seamlessly. Participants will learn the fundamentals of Trello, from creating task cards and organizing workflows to inviting team members and utilizing advanced features like Butler automation and Power-Ups for increased productivity.

Learning Objectives


Learning Objectives
1. Understand Trello's core elements: boards, lists, and cards
2. Create and customize task cards with descriptions, labels, and due dates
3. Collaborate effectively by adding team members and using comments and attachments
4. Utilize Trello's Butler automation to streamline repetitive tasks
5. Track progress with Trello's activity feed and reporting tools

Topic Outline

Topic Outline
1. Introduction to Trello
- Overview of Trello's interface and navigation
- Creating an account and exploring the dashboard
- Exploring Trello use cases: applying Trello to personal, team, and organizational projects

2. Boards, Lists, and Cards
- Setting up boards and lists for various workflows
- Customizing task cards with due dates, labels, and checklists
- Advanced card features: adding attachments, members, and checklists
- Organizing cards and lists for productivity: best practices for creating a productive Trello workflow

3. Managing and Collaborating
- Inviting team members and assigning tasks
- Using comments and attachments for communication
- Permissions and access control: understanding Trello's sharing options, privacy settings, and permissions

4. Enhancing Project Organization in Trello
- Categorizing tasks with labels and filters
- Setting up due dates and notifications for deadlines
- Using Trello Power-Ups: popular Power-Ups like Calendar view and Google Drive integration

5. Automating Workflows with Butler
- Introduction to Trello's Butler automation features
- Creating rules for automated task assignments
- Exploring Butler's advanced automation options: automating card movement, due dates, and assignments based on triggers

6. Tracking Progress and Reporting
- Using Trello's activity feed to track updates
- Exporting data for reporting and analysis
- Exploring Trello's views for progress tracking: overview of Calendar, Timeline, and Dashboard views for visualizing project stages

7. Advanced Tips and Q&A
- Power user tips for streamlining projects: shortcuts, productivity hacks, and keyboard commands
- Troubleshooting and FAQs: common challenges and solutions in Trello
- Open Q&A

Prerequisites

Prerequisites
Participants should create a Trello account before the class. Familiarity with basic project management concepts is helpful but not required.

Custom training workshops are available for this program

Technology training sessions structured around individual or group learning objectives. Learn more about custom training


University IT Technology Training sessions are available to a wide range of participants, including Stanford University staff, faculty, students, and employees of Stanford Hospitals & Clinics, such as Stanford Health Care, Stanford Health Care Tri-Valley, Stanford Medicine Partners, and Stanford Medicine Children's Health.

Additionally, some of these programs are open to interested individuals not affiliated with Stanford, allowing for broader community engagement and learning opportunities.