Trello Tutorials

Initial setup of a team trello board and adding team members

Purpose

The purpose of this instruction is to walk a new user through creating a Trello team, adding members to the team, and creating a board to store your product and sprint backlog.

Note: Only one team member needs to create the Trello team and team board

What is Trello.com

Trello.com is a process management site using visual elements to help organize your projects.

Step-By-Step Instructions

Create a new team

  1. Go to https://trello.com and login
    2. Note: If you do not have a trello.com account, click Sign up. Provide a user name, email address, and password.
  2. Click the plus icon next to your username
  3. Click “Create Personal Team”
    4. Image showing team creation options
  4. Enter the name of your team
  5. Click Create
    6. Image of Entering a team name
  6. You should now see something similar
    7. IMage of Team screen in Trello

Adding team members to your new team

  1. Click Members
    2. Image showing where to find member button
  2. On the left of the page, click Add Members
    3. Image showing where to find Add Members button
  3. In the input field type the email address of your team member and select your team member found
    4. Image showing how to search with email addres and selecting the found team member
    Note: You can look up a user by name but may be easier to find using email address
    Note: You may also send team members a link to join the team by clicking “Invite people by giving them a special link...” , then copy and paste the link for team member access.
  4. Here is what you will see once a team member is added
    5. Image of complete list of members
  5. Repeat steps 1-3 until all your team members are added to your Trello team

Create a board for your backlogs

    Note: Your trello board holds your product backlog, sprint backlog, and the lifecycle(beginning and end) of each sprint. Additional detail is discussed in additional tutorials.
  1. Click Create new board
  2. Enter title for new board
  3. Click Create
    4. Image of first Trello board being created
  4. This is where your product and sprint backlog will go
    5. Image of first Trello board

Organize Trello Board

  1. Click Add a list
    2. Image of where to click Add a list
  2. Enter the name of the list as “Product Backlog”
  3. Click Save
    4. Image of creating a list called Product Backlog
    Note:The Product Backlog list is where your user stories start
    Create 5 more lists:
    • Current Sprint Backlog
    • In Progress
    • Review
    • Done
    • Additional Resources