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How to facilitate awesome collaboration using Trello

Rob Clarke

Rob is the co-founder and CEO of Learning Architects. He supports leaders and organisations to thrive in the future through coaching, development, technology and learning design. He is a Ministry of Education accredited PLD facilitator. He is also a Dad and volunteers as Special Officer - Education for the United Nations Association of NZ.

For more information please visit: or get in touch via +64 21 590 572

Awesome Collaboration Using Trello

I think of Trello as a virtual post it note tool with some really handy extras – a bit like post-its on steroids! Not only is the visual design of this tool really easy to use, but it has a range of great features which make it super useful for teams. Some of my top features include:

  • integration with G Suite, Dropbox and many other tools
  • web, desktop and mobile apps
  • the ability to create checklists to show processes (I’ll share examples of this in the example board for those that sign up)
  • inbuilt commenting features enabling you to discuss tasks and ideas with colleagues

This quick 2 minute video gives you a basic overview of how Trello is organised:

If you are wanting to use Trello for your team (whether it is a teaching team, an office or entire staff) we suggest first setting up your team following these steps:

  1. Once signed in, if you haven’t already created a team, click the plus button (+) in the Trello header directly to the left of your name.
  2. It is likely if you don’t want to pay for Trello yet that you will select ‘Personal Team‘ (the ‘Business Class Team’ has additional features).
  3. Name your team after your organisation or company.
  4. Once created, invite members and specify the settings of the team.
Trello Team Settings

The following video gives a 4min 55sec overview of many of the great features of this powerful collaboration tool. This includes a range of features that will support your team’s ability to more effectively collaborate, such as:

  • Adding cards
  • Setting up notifications
  • Using the calendar for deadlines and due dates
  • Adding labels and filtering by labels
  • Card commenting
  • Moving cards between lists
  • Managing members
  • Subscribing to cards, lists or boards
  • Managing the admin features of boards
  • Stickers, backgrounds and uploading images
  • Creating cards by email
  • Using the power up features: voting, card aging, Google Drive, Hangouts, integration with other tools such as Slack, etc.

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