Trello for Project Management - The Ultimate Course from Udemy

Master Trello and Boost Your Project Management Skills.

Are you looking for a powerful yet user-friendly tool to streamline your project management workflow? Do you want to improve team collaboration, organization and productivity to execute projects successfully? If so, this comprehensive Trello course is perfect for you.

In this ultimate guide to Trello for project management, you'll learn how to use this popular visual collaboration tool to its full potential. Whether you're a complete Trello novice or have some experience with the app, you'll gain in-depth knowledge and practical skills to manage projects of any size or complexity.

We'll start with Trello fundamentals, covering key concepts like boards, lists, and cards. You'll learn how to set up your account, navigate the intuitive interface, and start organizing your work in Trello. Hands-on exercises will help you master essential features like adding members, due dates, attachments, checklists and more to your cards.

Next, you'll discover best practices for structuring Trello boards to manage your projects effectively. You'll learn how to create lists to represent workflow stages, use labels and filters to categorize tasks, and set up card templates for recurring work. You'll also explore proven strategies for breaking down complex projects into manageable tasks and tracking progress towards your goals.

Collaboration is a key benefit of using Trello, so we'll dive into features that enable seamless teamwork. You'll learn how to invite team members to your boards, assign tasks, mention teammates in comments, and keep everyone aligned with board descriptions and calendar view. Plus, you'll see how Trello's mobile apps and email notifications keep your team connected no matter where they are.

To take your Trello boards to the next level, we'll explore the wide range of Power-Ups and integrations available 3. You'll learn how to extend Trello's functionality by connecting your favorite tools like Slack, Google Drive, Salesforce and more. We'll also look at add-ons for Gantt charts, time tracking, reporting and other use cases to customize Trello for your team's unique needs.

Throughout the course, you'll be working on a real-world project to reinforce your learning. You'll get to plan, execute and track a project from start to finish in Trello, applying the strategies and techniques covered in each section.

By the end of this course, you'll be able to:

Understand Trello's key features and how to apply them for project management
Set up and customize Trello boards to manage tasks and workflows efficiently
Use Trello to facilitate collaboration and communication within your team
Integrate Trello with other tools to automate processes and extend capabilities
Implement best practices to ensure projects are delivered on time and on budget
Utilize Trello for various project management methodologies like Agile and Scrum
Apply your new Trello skills to streamline projects in any industry or function

Whether you're a project manager, team leader, or individual contributor, this course will provide you with the Trello training you need to work smarter, not harder. You'll gain a versatile tool in your project management toolkit and develop a repeatable workflow to achieve successful outcomes. Enroll now to join the millions of professionals using Trello to collaborate and get more done.

What's inside

Learning objectives

Understand what trello is, how it works, and why it's a powerful tool for project management
Navigate the trello interface and utilize key features like boards, lists, and cards
Set up a new project board and customize it to fit their team's needs
Break down project tasks into well-organized trello cards with detailed descriptions, assignees, due dates, attachments and more
Use trello's collaboration features to communicate with teammates, provide feedback, and stay up-to-date on progress

Harness the power of trello power-ups, integrations, and butler automation to streamline their workflow
Gain visibility into overall project status using calendar, dashboard, timeline and other board views
Apply best practices and pro tips for structuring project boards and working efficiently in trello
Adopt trello into their project management workflow and use it to successfully plan, execute, and deliver projects

Understand what trello is, how it works, and why it's a powerful tool for project management
Navigate the trello interface and utilize key features like boards, lists, and cards
Set up a new project board and customize it to fit their team's needs
Break down project tasks into well-organized trello cards with detailed descriptions, assignees, due dates, attachments and more
Use trello's collaboration features to communicate with teammates, provide feedback, and stay up-to-date on progress
Harness the power of trello power-ups, integrations, and butler automation to streamline their workflow
Gain visibility into overall project status using calendar, dashboard, timeline and other board views
Apply best practices and pro tips for structuring project boards and working efficiently in trello
Adopt trello into their project management workflow and use it to successfully plan, execute, and deliver projects

Syllabus

Introduction

Setting up your account

The Basics of Trello for Project Management

Navigating the Trello interface and board menu

Create your first Trello Workspace

Create your first Project Board

Breaking down a project into Lists and Cards

Invite team members to the project board

Managing project tasks with Trello

Describing tasks using card descriptions and checklists

Assigning cards to team members

Setting due dates and reminders

Attaching files and relevant links to cards

Using card labels

Location and Cover

Creating custom fields

Project Card Action options

Collaboration Features for Project Management

Commenting on cards to discuss with team & the mention functionality

Subscribing to card, list, board notifications & activity explore options

Project Tracking and Reporting with Trello Views

Viewing overall project progress with board views

Exporting data to Excel using the Table view

Tracking task deadlines with the Calendar view

Using the Dashboard view for high-level status

Generating visual project timelines

The Map View

Trello Automations for Project Management

Create your first Trello Automation

Deep dive into automation options

Create automation buttons in Trello

Email reports, AI automations, activity log

Trello Power-Ups to increase functionality

What are Trello Power-Ups

Allow users to vote on project features using the Voting Power-Up

Change the cards cover to a custom color

Monitor aging tasks with the Cards Aging powerup

Get team members active with the countdown powerup

Declutter your board with the card snooze functionality

Create task dependencies

Show a checklist of tasks at a glance

Project metrics and summing up

Task estimation and time tracking

Add Read Me for your project board new users

Adding list limits

Make it easy to delete without the need to archive

Additional Power-Ups and things to keep in mind

Other Useful Trello features and AI functionality

Filtering the board

Keyboard shortcuts to work faster

Trello Stickers

Make your board a template

Board permissions

Edit your profile and review activity

Changing the Theme of Trello

Dealing with archived items

Other board functionality - watch, collapse lists, email-to-board, etc

Trello AI (Artificial Intelligence) functionality

Trello Use Cases for Project Management

Intro to Trello Project Management Templates

Simple Board template for simple projects

Managing Video Production Operations using Trello

Program Management Template

Automating the tasks intake process for projects and operations

Agile Project Management Board with Trello

Eisenhower Matrix for tasks prioritization

Workspace Options and Administration

Workspace Table and Calendar Views

Workspace Collection

Workspace Highlights

Workspace Settings

Course Closure

Next Steps

Thank You

Bonus Lecture

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 for Project Management - The Ultimate Course with these activities:

Review Agile and Scrum Methodologies

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Solidify your understanding of Agile and Scrum methodologies to better utilize Trello's features for iterative project management.

Browse courses on Agile Project Management

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Read articles and blog posts about Agile and Scrum principles.
Watch introductory videos explaining the Scrum framework.
Take a short online quiz to test your knowledge.

Review 'Scrum: The Art of Doing Twice the Work in Half the Time'

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Gain a deeper understanding of Scrum principles to effectively apply them within Trello for Agile project management.

View Scrum: The Art of Doing Twice the Work in Half... on Amazon

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Read the book 'Scrum: The Art of Doing Twice the Work in Half the Time'.
Take notes on key concepts and implementation strategies.
Reflect on how these concepts can be applied within Trello.

Set up a personal project board

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Practice setting up a Trello board for a personal project to familiarize yourself with the interface and core features.

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Choose a personal project to manage in Trello.
Create a new board and customize lists to represent workflow stages.
Add cards for individual tasks and assign due dates.
Experiment with different features like checklists and attachments.

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Document your Trello workflow

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Create a guide that documents your Trello workflow for a specific project type to solidify your understanding and share best practices.

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Choose a specific project type (e.g., content creation, event planning).
Document the steps you take to manage the project in Trello.
Include screenshots and explanations of key features and settings.
Share your guide with others and solicit feedback.

Explore advanced Trello Power-Ups

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Deepen your knowledge of Trello by exploring advanced Power-Ups and integrations to extend its functionality.

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Identify Power-Ups relevant to your project management needs.
Follow tutorials to learn how to configure and use these Power-Ups.
Experiment with different settings and integrations.
Document your findings and share them with others.

Build a Trello template for a common project type

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Create a reusable Trello template for a common project type to streamline future project setups and share with others.

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Identify a common project type within your organization or industry.
Design a Trello board structure that can be reused for similar projects.
Create card templates with pre-filled descriptions and checklists.
Document the template and share it with your team.

Review 'Personal Kanban'

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Understand the principles of Kanban to optimize your personal workflow within Trello.

View Personal Kanban: Visualisierung und Planung von... on Amazon

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Read the book 'Personal Kanban'.
Identify key principles and techniques.
Apply these principles to your Trello workflow.

Career center

Learners who complete Trello for Project Management - The Ultimate Course will develop knowledge and skills that may be useful to these careers:

Trello for Project Management - The Ultimate Course

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