Trello

Training process

Training needs analysis

If you have specific requirements regarding the training programme, we will carry out a training needs analysis for you. This will guide us on which aspects of the programme should receive greater emphasis, so that the training programme meets your specific needs.

What will you gain?

Confident interface navigation - You will learn how Trello is structured and how to move through boards, lists, cards, and menus, so you can find the right features faster and start working without unnecessary delays.

Clear board structure - You will learn how to create boards, choose the right settings, and organize lists and cards so your projects stay clear, well structured, and easy to expand as your team grows.

Better task planning - You will discover how to assign work, set due dates, use labels, and define priorities, helping you plan daily tasks faster and reduce confusion in your project workflow.

Stronger team collaboration - You will practice inviting team members, commenting on cards, adding attachments, and tracking notifications, so you can improve communication and coordinate shared work more effectively.

Using multiple project views - You will learn to work with list, calendar, and timeline views, allowing you to match the display to the project type and assess deadlines and task relationships much more quickly.

Automating repeatable work - You will get hands-on with Butler and build rules that automate routine actions, helping you save time, reduce manual steps, and keep your workflow consistent from task to task.

Connecting Trello with other tools - You will learn how to connect Trello with Slack, Microsoft Teams, Google Drive, Dropbox, and other apps, making it easier to share information and work within one connected environment.

Tracking progress and reporting - You will learn how to review progress, prepare reports, and use dashboards and analytics add-ons, so you can assess project status more clearly and spot delays before they grow.

Training programme

1. Introduction to Trello

presentation of the Trello program:
- history,
- purpose,
- basic functions,
creating an account and configuring basic settings,
overview of the user interface:
- navigation,
- panels,
- menu.

2. Basic Trello functions

creating boards:
- different types of boards,
- settings,
- options,
adding and managing lists and cards:
- creating,
- editing,
- prioritization,
assigning tasks:
- roles,
- deadlines,
- labels.

3. Work organization in Trello

creating lists and subtasks:
- task structuring.
using labels and tags:
- categorization and filtering,
project views:
- list,
- calendar,
- timeline.

4. Team collaboration

inviting team members to boards,
communication and collaboration:
- comments,
- attachments,
- notifications,
delegating tasks and monitoring progress.

5. Practical exercises

practical exercises in creating boards, lists and cards.
exercises in assigning tasks and communication in the team.

6. Advanced Trello functions

board templates:
- creating and using,
Butler automation:
- creating rules automating work,
resource and workload management:
- planning and monitoring.

7. Integrations with other tools

integrations with communication tools (Slack, Microsoft Teams),
integrations with document management tools (Google Drive, Dropbox),
integrations with other project management applications (Asana, Jira).

8. Reporting and analyses

creating reports:
- basic and advanced reports,
progress analysis:
- charts, diagrams, dashboards,
using tools for data analysis:
- external applications and add-ons.

What are the prerequisites for participating in the training?

Basic computer skills - You should be comfortable using a computer, a web browser, and online forms so you can create an account, move around Trello smoothly, and complete the training exercises.

Experience with web apps - You should have basic experience using web applications so you can move efficiently between views, menus, settings, and the main features available in Trello.

Understanding task-based work - You should understand tasks, deadlines, priorities, and responsibility for completing work so you can map these ideas easily onto boards, lists, and cards in Trello.

Readiness for teamwork - You should be ready to collaborate and communicate around tasks, because during the training you will practice comments, assignments, attachments, and progress tracking.