1 00:00:00,720 --> 00:00:01,230 All right guys. 2 00:00:01,230 --> 00:00:05,240 One of the first things I want to talk about today is about Trello. 3 00:00:05,250 --> 00:00:10,050 It's one of my favorite project management applications and I show you in a second why I like it so 4 00:00:10,050 --> 00:00:10,890 much. 5 00:00:10,890 --> 00:00:13,550 So let's just go to Trello dot com 6 00:00:17,350 --> 00:00:25,580 if you've never seen Trello before it pretty much looks a little bit like this. It's just a board where you 7 00:00:25,580 --> 00:00:30,150 can put tasks, project phases, what people are working on. 8 00:00:30,290 --> 00:00:35,690 You can set due dates, create checklists, assign tasks to people and you can do a lot of things with Trello and 9 00:00:35,690 --> 00:00:37,860 it's very very easy to use very intuitive. 10 00:00:38,000 --> 00:00:40,900 You don't need really much training to actually start using it. 11 00:00:40,940 --> 00:00:42,110 You just have to give it a go. 12 00:00:42,140 --> 00:00:45,000 And you'll see that it's very much pretty self-explanatory. 13 00:00:46,100 --> 00:00:52,340 But aside from that one of the other great things about Trello is that it's free and there's no limit in the 14 00:00:52,340 --> 00:00:54,910 number of users that you can have working on a project. 15 00:00:54,920 --> 00:00:58,910 There is no limit of the number of projects you can put there in your Trello. 16 00:00:58,910 --> 00:01:04,180 So that's one of the things I really like about it, that it's free. easy to use, unlimited users, unlimited 17 00:01:04,310 --> 00:01:05,120 projects. 18 00:01:05,120 --> 00:01:09,620 There is a paid version which has more advanced functionality, but I found that the free version works 19 00:01:09,620 --> 00:01:10,780 pretty well. 20 00:01:10,850 --> 00:01:15,470 So give the free version of go and if you feel you do need something else or more advanced functionality 21 00:01:15,740 --> 00:01:21,220 pay for the paid version but like I said I've never really had to use the paid version you know with 22 00:01:21,230 --> 00:01:22,200 the free version 23 00:01:22,220 --> 00:01:26,780 it's always been more than enough and I'll show you about it in just a second and I'll walk you through 24 00:01:26,780 --> 00:01:32,300 the whole process so you can see how you login, how you register, how you set up your project, how you 25 00:01:32,300 --> 00:01:34,250 set up your tasks, everything, how you do it. 26 00:01:34,250 --> 00:01:34,800 All right. 27 00:01:34,820 --> 00:01:40,970 Before I do that I just want to look at a video of Trello to give you just a quick introduction about 28 00:01:40,970 --> 00:01:41,290 it. 29 00:01:41,420 --> 00:01:44,140 So let's go to YouTube. 30 00:01:49,040 --> 00:01:55,870 And let's search here for Trello. 31 00:01:55,990 --> 00:02:00,290 And you can see a lot of videos here about Trello like I said before, so just give it a go and explore 32 00:02:00,290 --> 00:02:01,450 some of them. 33 00:02:01,480 --> 00:02:05,960 I have looked at a couple already so I'm going to go over this one which I like because it's very short 34 00:02:05,960 --> 00:02:09,460 very simple and explained pretty much what you do with Trello. 35 00:02:09,470 --> 00:02:11,170 So let's go here with this one, Trello 36 00:02:11,180 --> 00:02:11,920 a quick overview. 37 00:02:31,730 --> 00:02:40,400 -Music Playing- 38 00:02:58,440 --> 00:03:16,400 I like the music eh? Good music, I enjoy this music. Hope you do too. Gets me a bit into party mode 39 00:03:20,600 --> 00:03:25,080 You can see there, right there, how awesome Trello is 40 00:03:25,310 --> 00:03:27,890 It's just really awesome. 41 00:03:36,060 --> 00:04:24,060 It even has a mobile application by the way, which is also free to use. 42 00:04:25,510 --> 00:04:30,320 All right so now that I got you really excited about Trello Let me show you how it actually works in the 43 00:04:30,320 --> 00:04:31,510 real world. 44 00:04:31,770 --> 00:04:33,100 So let's go here. 45 00:04:33,140 --> 00:04:35,960 And I'm going to do it from scratch just to show you how it works. 46 00:04:35,960 --> 00:04:37,360 So I'm going to sign up for free 47 00:04:40,030 --> 00:04:43,450 and I'm going to put in my name here. 48 00:04:43,480 --> 00:04:46,570 Mauricio Rubio and 49 00:04:49,210 --> 00:04:56,040 onlinedemod@gmail.com then set up my password 50 00:05:01,080 --> 00:05:05,210 and yes I'm going to accept the terms of service and privacy and I'm going to create my free Trello account 51 00:05:05,370 --> 00:05:06,670 so create now. 52 00:05:08,390 --> 00:05:08,770 Bam. 53 00:05:08,780 --> 00:05:10,530 That's it, really fast. 54 00:05:10,550 --> 00:05:11,560 I'm in already. 55 00:05:11,690 --> 00:05:11,960 Right. 56 00:05:11,960 --> 00:05:16,400 They've sent me an e-mail to my inbox of course just to double check that this is actually a genuine e-mail 57 00:05:16,400 --> 00:05:16,970 on. 58 00:05:17,210 --> 00:05:19,120 And so that they verify my account. 59 00:05:19,160 --> 00:05:21,010 We can do that just in a second as well. 60 00:05:21,140 --> 00:05:24,400 Let's go to Gmail Online Demo D. 61 00:05:24,410 --> 00:05:25,370 That's right. 62 00:05:25,370 --> 00:05:29,600 So let's go in to our account 63 00:05:32,580 --> 00:05:41,500 right there Trello account confirmation and click on that and say yes verify my e-mail address. 64 00:05:41,780 --> 00:05:43,100 So that's it I'm now verified 65 00:05:43,100 --> 00:05:47,250 I'm going to close this one which is the one we were seeing before I was verified. 66 00:05:47,390 --> 00:05:49,620 And I'm going to close YouTube as well. 67 00:05:49,670 --> 00:05:51,500 I'm going to leave the Gmail open right there. 68 00:05:51,710 --> 00:05:52,770 And let's go here to. 69 00:05:52,910 --> 00:05:53,660 Welcome Board. 70 00:05:53,780 --> 00:05:54,370 All right. 71 00:05:54,470 --> 00:06:01,920 So like I said before Trello is very very easy to use and you can do a lot of things with it. 72 00:06:01,920 --> 00:06:04,070 So let's just go here to create a board. 73 00:06:04,210 --> 00:06:12,430 And I'm going to call this project example one. 74 00:06:12,440 --> 00:06:12,950 All right. 75 00:06:12,990 --> 00:06:16,160 So it's a first project example. 76 00:06:16,290 --> 00:06:16,860 Right. 77 00:06:16,860 --> 00:06:19,200 So I'm in, this is a project right. 78 00:06:19,200 --> 00:06:24,500 So what can I do now, now that I'm here? Well, you can use Trello in a lot of different ways 79 00:06:24,510 --> 00:06:27,780 and I'm going to walk you through some different examples to give you a sense for it. 80 00:06:28,080 --> 00:06:34,140 Let's say you want to keep it really simple and go with an Agile approach to the project so you can 81 00:06:34,140 --> 00:06:38,560 just create probably three main lists: To Do 82 00:06:41,380 --> 00:06:43,830 Doing. 83 00:06:44,970 --> 00:06:47,020 Done, that's it. 84 00:06:47,250 --> 00:06:52,820 Let's actually add two more, let's say QA, quality assurance and I'm going to put that before we actually 85 00:06:52,820 --> 00:06:54,400 mark it Done. 86 00:06:54,480 --> 00:07:03,790 And another one I'm going to create here is something I like to call a parking lot. 87 00:07:04,200 --> 00:07:07,910 So out of scope or ideas 88 00:07:11,160 --> 00:07:15,910 and this one is really used for stakeholder management because a lot of times when you're working with 89 00:07:15,910 --> 00:07:21,940 stakeholders or different people on a project they might start throwing at you a lot of ideas and you 90 00:07:21,940 --> 00:07:23,150 don't have the money for it. 91 00:07:23,170 --> 00:07:26,700 You don't have the time for it and you don't have the resources for it. 92 00:07:26,710 --> 00:07:31,720 But if you don't listen to them well people will feel that you're not really paying attention. 93 00:07:31,720 --> 00:07:35,210 They'll disengage very quickly and it's just not good practice. 94 00:07:35,200 --> 00:07:36,750 So you actually have to listen to them. 95 00:07:36,850 --> 00:07:40,740 But it doesn't mean you have to do everything they tell you to do or everything they want you to do. 96 00:07:40,930 --> 00:07:42,850 Because even though you might want to help them. 97 00:07:42,900 --> 00:07:46,810 Like I said before there might not be enough money in the budget or it's just something that it's 98 00:07:46,810 --> 00:07:48,010 completely out of scope. 99 00:07:48,190 --> 00:07:53,770 So if something you know someone comes up with this crazy idea you know I want to go to the moon and 100 00:07:53,770 --> 00:07:55,950 we can really accomplish that in project. 101 00:07:56,110 --> 00:07:58,950 I'll just put it here as a task that we'll review later. 102 00:07:58,960 --> 00:08:01,930 I want to go to the moon. 103 00:08:02,050 --> 00:08:03,070 All right. 104 00:08:03,070 --> 00:08:06,990 So you can say to whoever came up with that idea we'll look at how we can get to the moon later. 105 00:08:07,090 --> 00:08:11,500 It's not right now in the project's scope but I'm going to take note of that and you will have visibility 106 00:08:11,530 --> 00:08:13,150 right here in your Trello. 107 00:08:13,150 --> 00:08:18,610 And this is just an example like I was saying of how you can manage a project in Trello and I'll walk 108 00:08:18,610 --> 00:08:19,460 you through some other ones. 109 00:08:19,510 --> 00:08:22,150 Let's let's just continue with this one, so like I said To Do, 110 00:08:22,150 --> 00:08:26,320 Doing, QA, Done and this is what we call in Agile a Kanban board. 111 00:08:26,530 --> 00:08:28,610 So you can put here your use their stories. 112 00:08:28,750 --> 00:08:37,840 In Agile we would say a user story is kind of like a task, but you say as a role I need to do blah so that blah. 113 00:08:37,930 --> 00:08:38,430 Right. 114 00:08:38,590 --> 00:08:45,130 So for example as a project manager I need to create the project schedule so that we can confirm all 115 00:08:45,130 --> 00:08:47,370 the tasks that need to be done in the project. 116 00:08:47,410 --> 00:08:49,480 That's a mouthful right it's really long. 117 00:08:49,480 --> 00:08:54,340 So in general you're going to notice that people that work in Agile don't really follow the full template 118 00:08:54,340 --> 00:08:58,840 of user story and they just write it down as a task and what I normally recommend people working 119 00:08:58,840 --> 00:09:02,710 on projects is that they keep it really short because you know people don't want to read these long things 120 00:09:03,100 --> 00:09:06,970 and that they just put it in verb tense so you should start because 121 00:09:06,970 --> 00:09:08,360 it's actually an action right. 122 00:09:08,380 --> 00:09:11,980 We want to control what people are doing or what we are doing ourselves. 123 00:09:12,010 --> 00:09:15,430 So it should start with a verb because a verb denotes action. 124 00:09:15,430 --> 00:09:23,770 Right, so let's say here we were talking about a schedule so create project schedule. 125 00:09:23,770 --> 00:09:24,560 Right. 126 00:09:24,610 --> 00:09:29,080 I also need to create the project budget 127 00:09:32,660 --> 00:09:33,700 right. 128 00:09:33,730 --> 00:09:37,140 I don't know let's say this is an application and we're working on some mock ups. 129 00:09:37,140 --> 00:09:55,220 Right, so you can put here develop initial design for the app. Right? And I don't know create alpha image let's edit 130 00:09:55,220 --> 00:09:57,020 that because I forgot the e. 131 00:09:57,290 --> 00:09:57,830 All right. 132 00:09:57,890 --> 00:10:00,620 It's really easy as you can see, really, really quick. 133 00:10:00,800 --> 00:10:06,080 And if you go to each of these for example create project schedule, I'm going to assign that to myself. 134 00:10:06,090 --> 00:10:09,660 So I'm going to say Mauricio is going to be working on that task. 135 00:10:09,680 --> 00:10:11,110 I'll put him on that. 136 00:10:11,480 --> 00:10:21,520 And I'm also going to say he needs to finish this by next week on Tuesday and save. 137 00:10:21,650 --> 00:10:23,360 So here's the due date already there. 138 00:10:23,460 --> 00:10:27,580 And I can create a label and I can say you know this is part of the planning phase of the project so 139 00:10:27,580 --> 00:10:34,460 I'm going to say this planning and done and I'm going to mark that planning phase with blue. 140 00:10:34,600 --> 00:10:38,870 This, actually let's put it with yellow , I'm going to put it with yellow, create, Done. 141 00:10:38,900 --> 00:10:41,020 So now I know this part of the planning phase of the project. 142 00:10:41,030 --> 00:10:42,070 I know Mauricio is working on it. 143 00:10:42,080 --> 00:10:47,300 I know when he needs to complete it and I can add some notes for myself or I can, other people can add 144 00:10:47,300 --> 00:10:47,790 notes here. 145 00:10:47,780 --> 00:10:52,490 Right? It's kind of like a social media feed you know where you, different people can join the conversation 146 00:10:52,490 --> 00:10:55,590 so I can put here for example. 147 00:10:56,150 --> 00:11:02,090 A note for myself: include two weeks for detailed 148 00:11:04,550 --> 00:11:12,470 planning in project schedule right and done and I can leave the comment there. 149 00:11:12,470 --> 00:11:14,030 I can even edit it I can delete it. 150 00:11:14,030 --> 00:11:15,920 It's really awesome I love this tool. 151 00:11:15,920 --> 00:11:18,610 Like I said it's really easy to use it's really intuitive. 152 00:11:18,830 --> 00:11:22,910 I don't have any other people in the project yet but if I had other people invited to the project I 153 00:11:22,910 --> 00:11:24,680 could just select them from here. 154 00:11:24,920 --> 00:11:30,200 And how do you invite other people well if you recall there was this Menu that I hid but if I unhide it I 155 00:11:30,200 --> 00:11:35,010 can set here add members and then I can just add their email address and send them an invite and because 156 00:11:35,070 --> 00:11:36,390 Trello is free, 157 00:11:36,410 --> 00:11:37,280 They don't need to pay anything. 158 00:11:37,290 --> 00:11:39,920 The can start using it, and there's a lot of other things here. 159 00:11:39,920 --> 00:11:44,000 You can see you know the latest activity of everyone that's working on the project. 160 00:11:44,000 --> 00:11:47,600 And so like I said yeah Trello is really awesome I really recommend it. 161 00:11:47,600 --> 00:11:51,650 I've used it on multiple projects I'm not going to say you need to use this for every every project 162 00:11:51,650 --> 00:11:52,950 but it's a really good tool. 163 00:11:52,970 --> 00:11:57,300 It's a free tool and for being a free tool it's just really powerful. 164 00:11:57,440 --> 00:12:02,020 And let's say this is doing it's something I'm working right now you know and so I just put it here. 165 00:12:02,120 --> 00:12:06,740 If it's under QA I sent it to my manager for him to review so I can put it then in 166 00:12:06,740 --> 00:12:11,510 QA you know a few days later I'll just go here and this is now under 167 00:12:11,690 --> 00:12:15,280 I can add a note for myself or for anyone in the team to look at: under review with management. 168 00:12:15,290 --> 00:12:20,180 You know they're looking at the project schedule and they're going to tell us in a few days if it's approved and when they 169 00:12:20,180 --> 00:12:21,390 approve it I can just say done. 170 00:12:21,440 --> 00:12:27,680 You know we finished the project schedule and let's the budget you know this is also part of planning. 171 00:12:28,180 --> 00:12:30,400 But you can create more labels as well like I was saying. 172 00:12:30,440 --> 00:12:36,140 Let's say I want to create another label, create new label and we're going to say this is part of implementation 173 00:12:37,970 --> 00:12:41,460 and we're going to mark that with this red color here. Right 174 00:12:42,650 --> 00:12:45,900 Done, done. Actually create a project, 175 00:12:45,950 --> 00:12:50,230 this one is not part of implementation so I'm going to take it out take it out. 176 00:12:50,230 --> 00:12:53,650 This is not part of implementation create a project budget that's the planning phase. 177 00:12:53,690 --> 00:12:58,580 But let's say these create Alpha image is part of implementation so I can add the label here. 178 00:13:00,320 --> 00:13:01,570 And that's pretty much it. 179 00:13:01,730 --> 00:13:04,420 But check out this really cool feature about this as well. 180 00:13:04,420 --> 00:13:12,250 You can go here and you can filter what people are working on and I want to filter by the planning phase 181 00:13:13,610 --> 00:13:16,350 so I can see which tasks are part of planning. 182 00:13:16,500 --> 00:13:21,250 Or I could filter by you know let's remove this one and let's filter by Mauricio. 183 00:13:21,450 --> 00:13:22,470 What's he doing? 184 00:13:22,530 --> 00:13:24,640 He's just working on one task. 185 00:13:24,720 --> 00:13:27,090 That's a very very basic example like I said you can. 186 00:13:27,100 --> 00:13:31,020 You can add a lot of other things, I'm going to remove the filter, show tasks and I'm not going to put here a lot 187 00:13:31,020 --> 00:13:33,830 of other tasks but you get the idea you get the picture. 188 00:13:34,010 --> 00:13:39,270 So I'm going to go here to my main board Trello and I'm going to create another project, not a team but another 189 00:13:39,270 --> 00:13:45,380 project you can separate also your different projects by teams by using this functionality. 190 00:13:45,380 --> 00:13:54,240 And let's say I'm going to create another project, Project example two right. 191 00:13:56,150 --> 00:13:58,340 So here's a thought about another way you can use Trello. 192 00:13:58,340 --> 00:14:03,470 Let's say you want to put here your project phases and let's talk about, so we talked about discovery 193 00:14:05,480 --> 00:14:06,050 planning 194 00:14:08,480 --> 00:14:16,340 implementation and closure, and you can start adding here all the tasks that are part of each of the phases 195 00:14:16,740 --> 00:14:18,810 and this is another way you can use Trello. 196 00:14:19,000 --> 00:14:23,500 Like I said it's just open for your creativity and innovation in the way how you want to use it. 197 00:14:23,500 --> 00:14:26,740 And let's go to another example again. 198 00:14:27,730 --> 00:14:35,500 And create another one here: Project Example Three and in this Project Example Three 199 00:14:35,560 --> 00:14:42,540 I'm going to put here for the task for each person so I'm going to say here Mauricio, we have here Michael what 200 00:14:42,540 --> 00:14:48,260 he's working on, Michelle, Robbie and Charlie 201 00:14:51,690 --> 00:14:57,210 and so everyone, this is another way you can use Trello to manage your projects so you can put a 202 00:14:57,210 --> 00:15:02,170 board for each one, you know, a group of lists or tasks for each one so they can add their tasks here 203 00:15:02,200 --> 00:15:03,590 or you can add it for them. 204 00:15:03,720 --> 00:15:08,280 And then when they're finished you can just move them to done you know and you can just tell 205 00:15:08,280 --> 00:15:12,000 your teammates hey Michele you know when you finish those designs 206 00:15:14,620 --> 00:15:18,340 just move them to Done and they can do that themselves or you can do it for them. 207 00:15:18,420 --> 00:15:19,640 And this is the beauty of it. 208 00:15:19,650 --> 00:15:22,050 This is Trello. Like I said it's really easy to use. 209 00:15:22,050 --> 00:15:23,040 It's amazing. 210 00:15:23,090 --> 00:15:28,560 And I definitely recommend it as one of the key project management tools which you can use. 211 00:15:28,560 --> 00:15:33,000 All right guys, I'm going to leave you with that one but I'll talk about some other project management 212 00:15:33,000 --> 00:15:34,440 tools which you can use in a moment.