All right guys.
One of the first things I want to talk about today is about Trello.
It's one of my favorite project management applications and I show you in a second why I like it so
much.
So let's just go to Trello dot com
if you've never seen Trello before it pretty much looks a little bit like this. It's just a board where you
can put tasks, project phases, what people are working on.
You can set due dates, create checklists, assign tasks to people and you can do a lot of things with Trello and
it's very very easy to use very intuitive.
You don't need really much training to actually start using it.
You just have to give it a go.
And you'll see that it's very much pretty self-explanatory.
But aside from that one of the other great things about Trello is that it's free and there's no limit in the
number of users that you can have working on a project.
There is no limit of the number of projects you can put there in your Trello.
So that's one of the things I really like about it, that it's free. easy to use, unlimited users, unlimited
projects.
There is a paid version which has more advanced functionality, but I found that the free version works
pretty well.
So give the free version of go and if you feel you do need something else or more advanced functionality
pay for the paid version but like I said I've never really had to use the paid version you know with
the free version
it's always been more than enough and I'll show you about it in just a second and I'll walk you through
the whole process so you can see how you login, how you register, how you set up your project, how you
set up your tasks, everything, how you do it.
All right.
Before I do that I just want to look at a video of Trello to give you just a quick introduction about
it.
So let's go to YouTube.
And let's search here for Trello.
And you can see a lot of videos here about Trello like I said before, so just give it a go and explore
some of them.
I have looked at a couple already so I'm going to go over this one which I like because it's very short
very simple and explained pretty much what you do with Trello.
So let's go here with this one, Trello
a quick overview.
-Music Playing-
I like the music eh? Good music, I enjoy this music. Hope you do too. Gets me a bit into party mode
You can see there, right there, how awesome Trello is
It's just really awesome.
It even has a mobile application by the way, which is also free to use.
All right so now that I got you really excited about Trello Let me show you how it actually works in the
real world.
So let's go here.
And I'm going to do it from scratch just to show you how it works.
So I'm going to sign up for free
and I'm going to put in my name here.
Mauricio Rubio and
onlinedemod@gmail.com then set up my password
and yes I'm going to accept the terms of service and privacy and I'm going to create my free Trello account
so create now.
Bam.
That's it, really fast.
I'm in already.
Right.
They've sent me an e-mail to my inbox of course just to double check that this is actually a genuine e-mail
on.
And so that they verify my account.
We can do that just in a second as well.
Let's go to Gmail Online Demo D.
That's right.
So let's go in to our account
right there Trello account confirmation and click on that and say yes verify my e-mail address.
So that's it I'm now verified
I'm going to close this one which is the one we were seeing before I was verified.
And I'm going to close YouTube as well.
I'm going to leave the Gmail open right there.
And let's go here to.
Welcome Board.
All right.
So like I said before Trello is very very easy to use and you can do a lot of things with it.
So let's just go here to create a board.
And I'm going to call this project example one.
All right.
So it's a first project example.
Right.
So I'm in, this is a project right.
So what can I do now, now that I'm here? Well, you can use Trello in a lot of different ways
and I'm going to walk you through some different examples to give you a sense for it.
Let's say you want to keep it really simple and go with an Agile approach to the project so you can
just create probably three main lists: To Do
Doing.
Done, that's it.
Let's actually add two more, let's say QA, quality assurance and I'm going to put that before we actually
mark it Done.
And another one I'm going to create here is something I like to call a parking lot.
So out of scope or ideas
and this one is really used for stakeholder management because a lot of times when you're working with
stakeholders or different people on a project they might start throwing at you a lot of ideas and you
don't have the money for it.
You don't have the time for it and you don't have the resources for it.
But if you don't listen to them well people will feel that you're not really paying attention.
They'll disengage very quickly and it's just not good practice.
So you actually have to listen to them.
But it doesn't mean you have to do everything they tell you to do or everything they want you to do.
Because even though you might want to help them.
Like I said before there might not be enough money in the budget or it's just something that it's
completely out of scope.
So if something you know someone comes up with this crazy idea you know I want to go to the moon and
we can really accomplish that in project.
I'll just put it here as a task that we'll review later.
I want to go to the moon.
All right.
So you can say to whoever came up with that idea we'll look at how we can get to the moon later.
It's not right now in the project's scope but I'm going to take note of that and you will have visibility
right here in your Trello.
And this is just an example like I was saying of how you can manage a project in Trello and I'll walk
you through some other ones.
Let's let's just continue with this one, so like I said To Do,
Doing, QA, Done and this is what we call in Agile a Kanban board.
So you can put here your use their stories.
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.
Right.
So for example as a project manager I need to create the project schedule so that we can confirm all
the tasks that need to be done in the project.
That's a mouthful right it's really long.
So in general you're going to notice that people that work in Agile don't really follow the full template
of user story and they just write it down as a task and what I normally recommend people working
on projects is that they keep it really short because you know people don't want to read these long things
and that they just put it in verb tense so you should start because
it's actually an action right.
We want to control what people are doing or what we are doing ourselves.
So it should start with a verb because a verb denotes action.
Right, so let's say here we were talking about a schedule so create project schedule.
Right.
I also need to create the project budget
right.
I don't know let's say this is an application and we're working on some mock ups.
Right, so you can put here develop initial design for the app. Right? And I don't know create alpha image let's edit
that because I forgot the e.
All right.
It's really easy as you can see, really, really quick.
And if you go to each of these for example create project schedule, I'm going to assign that to myself.
So I'm going to say Mauricio is going to be working on that task.
I'll put him on that.
And I'm also going to say he needs to finish this by next week on Tuesday and save.
So here's the due date already there.
And I can create a label and I can say you know this is part of the planning phase of the project so
I'm going to say this planning and done and I'm going to mark that planning phase with blue.
This, actually let's put it with yellow , I'm going to put it with yellow, create, Done.
So now I know this part of the planning phase of the project.
I know Mauricio is working on it.
I know when he needs to complete it and I can add some notes for myself or I can, other people can add
notes here.
Right? It's kind of like a social media feed you know where you, different people can join the conversation
so I can put here for example.
A note for myself: include two weeks for detailed
planning in project schedule right and done and I can leave the comment there.
I can even edit it I can delete it.
It's really awesome I love this tool.
Like I said it's really easy to use it's really intuitive.
I don't have any other people in the project yet but if I had other people invited to the project I
could just select them from here.
And how do you invite other people well if you recall there was this Menu that I hid but if I unhide it I
can set here add members and then I can just add their email address and send them an invite and because
Trello is free,
They don't need to pay anything.
The can start using it, and there's a lot of other things here.
You can see you know the latest activity of everyone that's working on the project.
And so like I said yeah Trello is really awesome I really recommend it.
I've used it on multiple projects I'm not going to say you need to use this for every every project
but it's a really good tool.
It's a free tool and for being a free tool it's just really powerful.
And let's say this is doing it's something I'm working right now you know and so I just put it here.
If it's under QA I sent it to my manager for him to review so I can put it then in
QA you know a few days later I'll just go here and this is now under
I can add a note for myself or for anyone in the team to look at: under review with management.
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
approve it I can just say done.
You know we finished the project schedule and let's the budget you know this is also part of planning.
But you can create more labels as well like I was saying.
Let's say I want to create another label, create new label and we're going to say this is part of implementation
and we're going to mark that with this red color here. Right
Done, done. Actually create a project,
this one is not part of implementation so I'm going to take it out take it out.
This is not part of implementation create a project budget that's the planning phase.
But let's say these create Alpha image is part of implementation so I can add the label here.
And that's pretty much it.
But check out this really cool feature about this as well.
You can go here and you can filter what people are working on and I want to filter by the planning phase
so I can see which tasks are part of planning.
Or I could filter by you know let's remove this one and let's filter by Mauricio.
What's he doing?
He's just working on one task.
That's a very very basic example like I said you can.
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
of other tasks but you get the idea you get the picture.
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
project you can separate also your different projects by teams by using this functionality.
And let's say I'm going to create another project, Project example two right.
So here's a thought about another way you can use Trello.
Let's say you want to put here your project phases and let's talk about, so we talked about discovery
planning
implementation and closure, and you can start adding here all the tasks that are part of each of the phases
and this is another way you can use Trello.
Like I said it's just open for your creativity and innovation in the way how you want to use it.
And let's go to another example again.
And create another one here: Project Example Three and in this Project Example Three
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
he's working on, Michelle, Robbie and Charlie
and so everyone, this is another way you can use Trello to manage your projects so you can put a
board for each one, you know, a group of lists or tasks for each one so they can add their tasks here
or you can add it for them.
And then when they're finished you can just move them to done you know and you can just tell
your teammates hey Michele you know when you finish those designs
just move them to Done and they can do that themselves or you can do it for them.
And this is the beauty of it.
This is Trello. Like I said it's really easy to use.
It's amazing.
And I definitely recommend it as one of the key project management tools which you can use.
All right guys, I'm going to leave you with that one but I'll talk about some other project management
tools which you can use in a moment.