In this lesson I’ll go over the key elements and uses for Cards. As you may remember, Lists are made up of a series of Cards, which are basically assignments, tasks, or calls to action. On the front of each card there may be small icons below the title of the Card indicating certain information contained on the back side of the card. I’m going to go over each one, and show you how useful a single card can be. Cards can contain a single item, or have a score of items attached to them.
So let’s get started. To start we will look at a single card called Draw as-built and add items to the back side of the card.
To begin adding information to a card…
…click the white space of the card and it will expose the back side of the card.
Don’t click the Edit Pencil
That opens up a different set of options. See Part 1 of the Trello Series.
The back side of the Card.
The Add Members menu here is for adding/assigning a Member who has already been added to the Board. If you haven’t added Members to the Board, open up the main menu on the right side of the window.
Open the main menu and add Members to the Board
Click on Add Members…
Add by name or email address
If the Member is not already in your Trello Organization (this board belongs to the A Better Remodeling Company© Organization), then enter their email address, and an invitation will be sent to them. The program assigns a name by using the first part of the email address. You can modify the name under Full Name. Note that if you enter the name as John A Smith, the program will use the initials to identify you on cards, i.e., JAS. In this case I left the name as Supervisor and was assigned the initial “S”.
Add another Member
I’ll add the Designer now.
Here’s a list of the Members of the Board so far.
Now click on Labels
Name your Labels to help you visualize the activities on the Board. You can use labels however you like (see Trello Part 2 for more). In this case I’ll label them as phases of a project. You could use label colors for your staff, but I think it is quite sufficient to use your Member icons as identifiers on the cards.
Now you can see the Label color on the card
This further identifies the phase of the project.
Next click on Checklist
Make a checklist of things that have to occur to complete this card/task.
Name your Checklist
Click Add to save the title of the Checklist.
Enter the Checklist items
Tip: You don’t have to click the Add button each time – just press Return on your keyboard and you automatically go to the next item.
Note the Checklist information
Tip: You can have multiple checklists on a card but they will show up as one item on the front of the card. If each checklist has, for instance 4 items, it will show up as 8 items to complete. When all items are complete, the checklist information will turn green.
Now add a Due Date for the completion of this card
Click on the date you want the items on the card to be completed
Then click Save.
Now the Due Date appears on the front of the Card
Tip: The Due Date will turn Yellow on the date it is due, and Red if the date has past.
You can add multiple attachments to the Card
Click on Attachments to add files.
You can choose a file from various sources
Including your computer or computers on your network, Google Drive, Dropbox, Box, and Microsoft’s OneDrive.
I’ve added 3 files
2 jpegs and one document – the Design Agreement.
Note the Attachment information on the front of the Card
Make a Comment
This can be a question, statement, etc. You can add attachments to Comments (1), Mention a Member (a list of Members will appear when you click this or you can write @membername and they will get a notification of this comment (2), add an Emoji (3), or even add an existing card (4).
The Comment information shows up now
Tip: Comments are a great way to keep your team informed, even if they aren’t doing the task. In this case, informing your boss that you’ve made an appointment would keep her up to date.
Add Member(s) to the Card
At the beginning of this lesson we added new Members to the Board. Now let’s assign a Member to this Card, namely the Designer. You can do this in one of two ways. The first is simply to choose the name Designer from the Members area on the back of the Card.
The second method of adding a Member to a Card
Open the Menu on the right of the page and drag and drop the Member on the Card. You can add more than one Member to a Card.
Note the Member information on the front of the Card
Check off all items completed on the Checklist
All done now. The line turns from blue to green.
All items are complete on this Card
Note all the information on the front of the card now: you have a cover photo, a Design Label, a Comment, 3 Attachments, a Due Date, and a Member who’s responsible for the Card.
Time to move the Card to the Done List
Drag and drop the card onto the Done List. This is a key advantage of Trello – moving Cards to new Lists visually shows how a project is progressing (or not).
Next item to work on is the conceptual design
Remember that you can move cards up and down on a list, putting those with higher priority on the top.
A final Comment
Great job. Let the team know that you’ve got the As-Built finished and are moving on.