Speaker 1: How to use Trello for project management. Hey guys, welcome back. In this video, I'll show you guys how you can get started with managing your projects on Trello. So let's get into it. Now I've already signed up on Trello and we're gonna build our first workspace. So simply log onto your account and click on create on the top. Now you have two options. You can choose to create a workspace with a bunch of other people. So if you are organizing your company, you can do that. But we are going to be creating a workspace first. So first off, I'm gonna name my workspace in which I can build multiple different boards or you can build one individual board within your Trello workspace. So your own personal workspace, you can build a board in that. Now I'm gonna build a new workspace. So for our business, let's call it Durden. And then you're gonna choose the workspace type. I'm just gonna choose other. And then we're gonna add Durden store. And then we're gonna click on continue over here. Now you can invite your team members, but I'll do this later. Now that I've built a separate workspace in Durden, I can get started with building boards. Now keep in mind, whenever you're building shared workspaces, always make a separate workspace instead of putting them in your own personal workspace. That's because if you put them in your own personal workspace, everyone will need to have access to that space. And then organizing things for your personal mundane tasks can be a bit difficult. Now, once you have built your workspace, you can click on edit over here to edit the short name. You can add a website. You can also change your icon. And then on the bottom, you will see some recommended themes. Now you also have your workspace settings on the left panel, but we're gonna edit those later. First, we're gonna create our new board. So we can click on create new board over here and get started with a simple board or start with a template. You guys can see there are a few different templates available. So if you explore the template section over here, you can see there are multiple different categorizations of templates. So new hire, tier list, nonprofit, freelance brand, branding project, and more. However, I'm gonna build a simple board for maybe hiring people. Let's say I'm gonna click on create first board and I'm gonna use a simple solid colored background. I'm gonna add a new hire process board. And then you can choose whether or not this workspace, anyone in the workspace should be able to see this board or not. So you can make it a private board. So even if people are present within the workspace and they have access to your other boards, they don't have access to this particular board. And only people that are invited can have access, but I want everyone to have access. Then I'll click on create over here. Now, once you do this, Trello will give you a basic structure. So in this basic structure, you have a few segmentations and then you can add more lists. On the top, you have your basic board view and on the free version of Trello, you are limited to a board view. Now I'm going to customize this because for new hires, we don't have to-dos. Let's say we have CVs that we received. Then we might have call for interview. Then we might have interviewed people over here. Then we might have rejected like this. Then we might have accepted candidates like this. And then we might have our final section, which might be provide offers like this. Now, even within this, you don't have to make your categories like I have over here. You can make them separately. So you can start adding your cards and you can create your cards with a template. So you can click on create a new template and you can build some basic templates for your cards. So let's say I got a CV from John like this. And if I click on this particular card, I can add descriptions to it. I can add activity. I can add the members, labels, a checklist, dates, attachments, covers, as well as custom fields. So what I can do from here, from the interviewed section, is that I can, instead of putting these sections over here, I can remove these because it looks a bit too scattered that way. So what I'm gonna do is I'm gonna click on over here and build a custom field. And we can create our, you know, start a free trial over here to get started with a premium version of Trello. And, you know, you can just go on ahead and just add that over here like this. And you can build your own custom fields. So you can add your custom fields as priority, status, or new field. And we might want to add rejected. After the interview, we can create a new section called rejected. And this could be a checkbox section. Either they are rejected or they are accepted. Or if you don't wanna go for the premium version of Trello, you can simply add a label section. And in your label, you can add rejected. Then you can create a new label. And for the first one, I want to give it a red color. Now, once I've created one label, I'm not gonna give it this label, but I'm gonna add some more labels. For green, I might give offer sent like this. And then I'm gonna click on save. And then for orange, I might be fallback candidate like this. So if I add a bunch of people's names over here, Lisa, Harry, like this. So after we've added a bunch of people, you can add their particular curriculum, their resumes over here. You can add covers over here as well, but you can also enter due dates. But let's say I have called everyone for an interview. And after that, I interviewed everyone. So I can move them to the next section like this. And then let's say I want to hire Lisa. So I can click on this over here, click on the labels and give them the offer sent label. So now just like that, it has a green label over here. And after that, let's say I have Perry as my rejected candidate. So I can just put them in the rejected section and then over here. And then at the bottom, at the end of my list, I can add a simple list called accepted or finalized candidates like this. So in this way, you can organize your project on Trello. It could be related to marketing, new hires. It could be related to anything. Now, this is just one example. To show you guys another example, let's go back into our board section and I'll show you guys a different type of project management template provided by Trello. So you guys can see they have a simple project management template over here. And this is like a very basic template. So you guys can see on the left and all of the templates. And this is the one that we're currently viewing. And you guys can see this has project resources, questions for next meeting, to-do lists pending. And then we have freelance contracts, blocked, done. And in this way, they've completed everything. And in their status section and the label sections, you can see they have created different types of labels. So this is just one template. If you want to look for something else, you guys can see they have marketing strategy templates as well, like this one. So they have the helpful launch info, to-do, in progress, ready for launch, launched, all of that over here. Now, obviously the more detail you add, the better it's going to be for you. The easier it's going to be for you to navigate. Now, not only can you do this, but keep in mind, you can create multiple workspaces. So this is our workspace called Dirden. However, if I go into Trello, I have two workspaces, which is first off going to be my personal workspace. Then you have your Dirden workspace, and then you can build another workspace for a separate client or for your separate business or a separate project. And that can be helpful in segregating your work, but keep in mind that data from one workspace is not linkable to the other one. However, boards can be linked together. Plus to add numbers, you can add members to a workspace and different members to the new workspace as well. I hope you guys found this video helpful and you are now able to get started with Trello as well. If you did find this helpful, make sure to leave a like and subscribe to our YouTube channel. And if you have any questions or queries, leave those in the comment box down below. I would love to know what you guys have to say.