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YESI EDUCATION and Mauricio Rubio - Agile Guru & Founder of YESI EDUCATION, AgileKB & Grabdl

Trello from Atlassian is one of the most popular and widely used productivity, digital collaboration and agile project management tools in the world. That is no coincidence and in this course you'll find out why, but most importantly, I can assure you that once you start using Trello it will likely become a part of your daily life.

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Trello from Atlassian is one of the most popular and widely used productivity, digital collaboration and agile project management tools in the world. That is no coincidence and in this course you'll find out why, but most importantly, I can assure you that once you start using Trello it will likely become a part of your daily life.

Trello is incredibly flexible, well designed and user friendly. It it will help you increase your productivity and effectiveness when working on projects or tasks. Hence, why it's no surprise it has an engaged community of people who use it every single day across a wide range of industries and in a diverse set of roles for very different purposes, from personal to business to pretty much anything you can think of.

This course is a comprehensive beginner to advanced course that will walk you through Trello essentials and basics such as how to setup Trello Boards and how to use cards into more advanced functionality such as using addons, templates and automation. But we will go way beyond this into practical applications and real world examples that will blow your mind. For instance, I will even show you how I use Trello to make money by creating innovative products such as Flashcards that allow me to teach people English and Spanish using visuals, text and even audio. Yes, audio.

Trello will not disappoint you. It doesn't really matter what you want to use it for, once you learn how it works you will be able to mold it to suit your particular needs. It's a bit like Excel, simple, yet super powerful.

This course has been designed from the ground up with a focus on simplicity, practicality and utilising a wide range of educational techniques.

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What's inside

Learning objectives

  • How to use trello
  • Trello fundamentals
  • Trello essentials
  • Trello basics
  • Advanced functionality in trello
  • How to manage projects with trello
  • How to use trello in product management
  • How to use trello for personal tasks such as shopping
  • The advantages of trello
  • Remote working and collaboration with trello
  • Task coordination with trello
  • Flexibility and usability of trello
  • Real world application of trello
  • Case studies and practical examples of trello
  • How to setup trello boards
  • How to use templates in trello
  • How to setup cards in trello
  • How to move cards between lists and boards in trello
  • How to search in trello
  • Show more
  • Show less

Syllabus

Getting Started

This lecture walks you through Trello features, Trello functionality and Trello use cases

Introduction

This lecture provides an introduction to Trello and the key aspects of this productivity tool

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This lecture will show you how to setup Boards in Trello and what you can do with Boards in Trello

This lecture walks you through how to use cards on Trello

This lecture covers typical Trello FAQs

This lecture walks you through the case study of an Australian Neobank who was using Trello for their Roadmap

This lecture provides a real world example of an Agile Kanban Board in Trello and how this Agile team was using Trello to coordinate and manage their Agile project.

Bonus Lecture (Final Lecture)

Traffic lights

Read about what's good
what should give you pause
and possible dealbreakers
Explores real-world applications of Trello, such as its use by an Australian Neobank for roadmap management and agile teams for project coordination, which are valuable for professionals
Begins with Trello essentials and basics, such as setting up boards and using cards, which builds a strong foundation for those new to the platform
Demonstrates how to use Trello for personal tasks, such as shopping, and for creating innovative products, which highlights its flexibility for various applications
Highlights the advantages of Trello for remote working and task coordination, which are essential skills for distributed teams and individuals working remotely
Trello is from Atlassian, a company known for digital collaboration and agile project management tools, which may appeal to those already familiar with their ecosystem
Covers advanced functionality, such as using add-ons, templates, and automation, which develops expertise beyond basic Trello usage

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Reviews summary

Trello fundamentals and practical use

According to learners, this course offers a solid foundation in Trello, making it excellent for beginners and those looking to improve their productivity. Students praise the instructor's clear and engaging style. A major highlight for many is the inclusion of practical examples and real-world case studies, which provide valuable insights into applying Trello for both personal and professional use. While the course covers various Trello features, including automation and power-ups, several reviewers note that the depth of the advanced sections may be limited for those with complex project management needs, positioning the course more effectively as beginner to intermediate. Overall, it's seen as a highly useful resource for mastering Trello's core capabilities.
Applicable to various contexts.
"using Trello for both work and personal projects now."
"appreciated the section on using Trello for personal tasks..."
"Highly recommend for both personal and professional use."
"whether for personal organization or team projects."
Excellent for beginners and core concepts.
"Good introduction to Trello. Covers the fundamentals well."
"Fantastic course for anyone new to Trello..."
"Provides a solid foundation and covers most key aspects of Trello."
"I gained a solid foundation from completing this course."
Instructor is clear, engaging, and knowledgeable.
"The instructor is fantastic, breaking down Trello's features..."
"The instructor's explanations were clear."
"The instructor is very engaging."
"The instructor is easy to listen to and follow."
"Instructor knows the subject well."
Real-world examples are highly helpful.
"The real-world examples and case studies were incredibly helpful..."
"The examples provided gave me great ideas on how to implement Trello..."
"The case studies were a highlight."
"The real-world applications shown are inspiring."
"The practical examples were brilliant."
Advanced sections could be more in-depth.
"Some of the advanced topics felt a bit rushed..."
"The 'advanced' sections felt quite superficial..."
"while it says 'advanced', I'd categorize it more as 'intermediate'..."
"the 'advanced' content wasn't as deep as I expected..."
"the 'advanced' part could be more in-depth..."

Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Trello Productivity-Trello Fundamentals Beginner to Advanced with these activities:
Review Agile and Kanban Principles
Reinforce your understanding of Agile and Kanban principles to better utilize Trello for project management.
Browse courses on Agile Project Management
Show steps
  • Read articles or watch videos explaining Agile and Kanban.
  • Identify the core values and principles of each methodology.
  • Consider how these principles can be applied within Trello.
Review 'Personal Kanban'
Understand the underlying principles of Kanban to enhance your Trello usage.
Show steps
  • Obtain a copy of 'Personal Kanban'.
  • Read the book and take notes on key concepts.
  • Reflect on how you can apply these concepts to your Trello boards.
Review 'Trello For Dummies'
Gain a solid foundation in Trello by reading a comprehensive guide.
View Alter Ego: A Novel on Amazon
Show steps
  • Obtain a copy of 'Trello For Dummies'.
  • Read the book cover to cover, paying attention to the examples.
  • Try out the features described in the book within your own Trello board.
Four other activities
Expand to see all activities and additional details
Show all seven activities
Personal Task Management Board
Solidify your understanding of Trello by creating a board to manage your personal tasks and projects.
Show steps
  • Create a Trello board for personal task management.
  • Define lists for different stages of your workflow (e.g., To Do, Doing, Done).
  • Add cards for your tasks and move them through the lists as you progress.
  • Experiment with features like due dates, checklists, and labels.
Create a Trello Template for a Specific Use Case
Deepen your understanding of Trello by designing a template for a specific use case, such as event planning or content creation.
Show steps
  • Choose a specific use case for your Trello template.
  • Design the board structure, lists, and card templates.
  • Add example cards and instructions to guide users.
  • Share your template with others and gather feedback.
Explore Trello Power-Ups
Enhance your Trello skills by exploring and implementing various Power-Ups to extend Trello's functionality.
Show steps
  • Browse the Trello Power-Up directory.
  • Select a few Power-Ups that seem interesting or relevant to your needs.
  • Follow tutorials or documentation to learn how to use them.
  • Integrate the Power-Ups into your Trello boards and experiment with their features.
Document Your Trello Workflow
Improve your Trello proficiency by documenting your personal or team's workflow using Trello.
Show steps
  • Choose a Trello workflow you want to document.
  • Create a document (e.g., a Google Doc or a Markdown file).
  • Describe the purpose of the board, the lists, and the cards.
  • Explain how the workflow helps you achieve your goals.
  • Include screenshots to illustrate your explanations.

Career center

Learners who complete Trello Productivity-Trello Fundamentals Beginner to Advanced will develop knowledge and skills that may be useful to these careers:
Project Manager
Project Managers oversee the planning, execution, and closing of projects. This role demands strong organizational skills, attention to detail, and the ability to collaborate effectively with team members. This course helps foster skills in project management by demonstrating how to utilize Trello for task coordination, project planning, and workflow management. Learning how to setup Trello boards, use cards, and move them between lists and boards provides a strong foundation for managing project tasks. The course's focus on real-world applications of Trello, including case studies, directly translates to practical project management skills. Anyone seeking to excel as a Project Manager should take this course to master the tools that professionals use in the field.
Product Manager
Product Managers are responsible for the strategy, roadmap, and feature definition of a product. Strong organization, prioritization, and communication skills are critical. This course demonstrates how to use Trello in product management. Learning how to setup Trello boards, utilize templates, and manage cards provides a solid base for organizing product backlogs, prioritizing features, and tracking progress. The course's emphasis on real-world applications directly translates to practical product management skills. Anyone wanting to take on the role of Product Manager should take this course to master tools utilized frequently in the field.
Workflow Manager
Workflow Managers design, implement, and optimize business processes to improve efficiency and productivity. This requires strong analytical and problem-solving skills. This course helps cultivate skills that are directly relevant to workflow management. By teaching how to use Trello for task coordination, project planning, and workflow management, the course helps build a foundation for streamlining processes, tracking progress, and identifying bottlenecks. Learning how to setup Trello boards, use cards, and move them between lists and boards provides a basis for visualizing and managing workflows effectively. This course can help you to become a Workflow Manager.
Scrum Master
A Scrum Master facilitates agile project development, ensuring the team adheres to Scrum principles and practices. This role requires effective communication, coaching, and the ability to remove impediments. This course provides key skills that are directly relevant to the Scrum Master role. For example, the course provides real world examples of an Agile Kanban Board. By teaching how to use Trello, the course helps build a foundation in managing agile workflows, task coordination, and team collaboration, all essential for a successful Scrum Master. Because the course focuses on practical application with real-world case studies, it may be useful for honing and refining skills in agile project management.
Project Coordinator
Project Coordinators assist project managers with administrative tasks, ensuring projects run smoothly. Attention to detail, organization, and communication are key. This course helps build skills in project management by demonstrating how to utilize Trello for task coordination, project planning, and workflow management. Learning how to setup Trello boards, use cards, and move them between lists and boards provides a foundation for managing project tasks. The course's focus on real-world applications of Trello, including case studies, directly translates to practical project coordination skills. Anyone seeking to excel as a Project Coordinator should take this course to master the tools needed in the field.
Program Manager
Program Managers oversee a group of related projects, ensuring they align with organizational goals. This role demands strong strategic thinking, leadership, and communication skills. This course helps foster skills in project management by demonstrating how to utilize Trello for task coordination, project planning, and workflow management within the context of a larger program. Learning how to setup Trello boards, use cards, and move them between lists and boards provides a base for managing program tasks, dependencies, and timelines. The course's focus on real-world applications of Trello, including case studies, directly translates to practical program management skills.
Team Lead
Team Leads guide and support a team of individuals, ensuring they work effectively towards common goals. Strong leadership, communication, and organizational skills are essential. This course helps build a foundation in how to utilize Trello for task coordination, project planning, and workflow management. Learning how to setup Trello boards, use cards, and move them between lists and boards provides a base for managing team tasks, assigning responsibilities, and tracking progress. The course's focus on real-world applications of Trello, including case studies, directly translates to practical team management skills. Team Leads will find this course very useful in their day to day tasks.
Agile Coach
Agile Coaches mentor teams and organizations in adopting agile methodologies, fostering a culture of continuous improvement and collaboration. The course provides skills that are relevant to this role. By teaching how to use Trello, the course may be useful for building a foundation in managing agile workflows, task coordination, and team collaboration, all essential for an effective Agile Coach. Because the course focuses on practical application with real-world case studies, it may be useful for honing and refining skills in agile project management. The course also focuses on how to use Trello for roadmaps, which is very relevant for this role.
Operations Manager
Operations Managers oversee the day-to-day activities of an organization, ensuring efficiency and productivity. Strong leadership, problem-solving, and organizational skills are essential. This course helps build a foundation in how to utilize Trello for task coordination, project planning, and workflow management. Learning how to setup Trello boards, use cards, and move them between lists and boards provides a base for managing operational tasks, assigning responsibilities, and tracking progress. The course's focus on real-world applications of Trello, including case studies, directly translates to practical operations management skills.
Account Manager
Account Managers are responsible for building and maintaining relationships with clients. This role requires strong communication, customer service, and organizational skills. This course can help build skills in project management by demonstrating how to utilize Trello for task coordination, project planning, and workflow management. Learning how to setup Trello boards, use cards, and move them between lists and boards provides a base for managing client accounts, tracking project progress, and collaborating with internal teams. The course's focus on real-world applications of Trello translates to practical account management skills.
Marketing Manager
Marketing Managers develop and implement marketing strategies to promote products or services. This role requires a blend of creativity, analytical skills, and project management abilities. This course can help foster skills in project management by demonstrating how to utilize Trello for task coordination, campaign planning, and workflow management. Learning how to setup Trello boards, use cards, and move them between lists and boards provides a base for managing marketing tasks, tracking campaign progress, and collaborating with team members. The course's focus on real-world applications of Trello helps build practical marketing management skills.
Event Planner
Event Planners organize and manage events, from small meetings to large conferences. This role requires strong organizational, communication, and problem-solving skills. This course can help foster skills in project management by demonstrating how to utilize Trello for task coordination, event planning, and workflow management. Learning how to setup Trello boards, use cards, and move them between lists and boards provides a base for managing event tasks, tracking vendor progress, and collaborating with team members. The course's focus on real-world applications of Trello may be relevant to practical event management skills.
Business Analyst
Business Analysts identify business needs and determine solutions to business problems. They often work on project teams and need strong analytical and communication skills. This course helps cultivate skills that may be useful in the role of a business analyst. The course helps foster skills in project management by demonstrating how to utilize Trello for task coordination, project planning, and workflow management. Learning how to setup Trello boards, use cards, and move them between lists and boards can help in understanding and managing project tasks.
Online Educator
Online Educators create and deliver educational content through online platforms. This requires strong communication and organizational skills. This course can help current and future online educators plan their content. The course provides real world examples of how Trello can be used to make money by creating innovative products. Learning how to setup Trello boards, use cards, and move them between lists and boards can help in understanding and managing all the aspects of content creation. For this reason, the course may be useful for online educators.
Human Resources Manager
Human Resources Managers oversee the recruitment, training, and employee relations within an organization. This role requires strong communication, interpersonal, and organizational skills. Learning how to setup Trello boards, use cards, and move them between lists and boards may be useful for managing HR tasks. The course's focus on real-world applications of Trello may translate to practical human resources management skills. The course may be useful for those who are starting out.

Reading list

We've selected two books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Trello Productivity-Trello Fundamentals Beginner to Advanced.
While not specifically about Trello, this book provides the foundational concepts of Kanban, which Trello effectively implements. Understanding the principles of visualizing workflow, limiting work in progress, and focusing on flow will enhance the user's ability to leverage Trello effectively. is more valuable as additional reading to understand the underlying methodology.
Provides a comprehensive overview of Trello, from basic setup to advanced features. It's a great resource for beginners who want a structured guide to learning the platform. It also serves as a useful reference for more experienced users looking to explore specific functionalities. This book adds breadth to the course by covering a wide range of Trello use cases and providing step-by-step instructions.

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