Trello: The Online Filing Cabinet

Trello: The Online Filing Cabinet

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Screenshot from a Trello board.

 

Trello is a free platform that can function as a digital filing cabinet. It is easily organized and can be accessed by a team of users so it may help your collaborators easily find documents online.

💥 THE BASICS 💥

Boards: are like shelves in your filing cabinet. At SWS we organize our boards by activities like “foldA”, “grants”, and “admin”. On a free account, you can have up to 10 active boards.

Lists: are like file folders in your filing cabinet. At SWS we organize our lists chronologically and name them like we would a file in a filing cabinet, like “CCA Grant: March 2020” and “foldA marketing materials”. There is no limit to the lists you can have in a board.

Cards: are like individual documents in your filing cabinet.

💥 SET-UP 💥

Step one: Go to Trello and input your email address.

Step two: Trello will then run you through a tutorial that invites you to get started with naming some boards, lists, and cards.

💥 USING TRELLO💥

Step one: On the far right side of your board you’ll see the capacity to + ADD ANOTHER LIST. If you want to add a card in the list, you’ll see + ADD A CARD.

Step two: There are many different functions within the cards. To modify what your card is for, first select the card. Along the right side you’ll see a few options, including:

  • Members: this allows you to directly tag members of your workspace in this document
  • Labels: this allows you to colour code cards for projects.
  • Checklist: this allows you to input a checklist into a card. This is especially helpful when writing grants, ensuring that you have collected all of the necessary material.
  • Due date: this allows you to select a due date for the card.
  • Attachment: this allows you to attach documents to cards.
  • Cover: this allows you to add a cover photo to a card.

Step three: You can rearrange cards by dragging them within a list or into another list.

Step four: You can see your other boards (or add new ones) by clicking BOARDS in the top left corner.

Return to main resource page to read more!

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