You are using an unsupported browser. Please update your browser to the latest version on or before July 31, 2020.
close
You are viewing the article in preview mode. It is not live at the moment.
Home > Online Acne Program > SOP-V-2007 How to Use Trello
SOP-V-2007 How to Use Trello
print icon

HOW TO USE TRELLO 

 

Intro to Trello:

 

Procedure / Policy Overview

How to utilize Trello for daily checklists, reminders, future to-do tasks, and assigned tasks from others.

 
 

Policy - How To Use Trello 

  1. Using Trello for Daily Online CoachChecklists

    • Clear skin coaches will receive a trello card called Daily Online Coach Checklist, every working day under the Backlog column in Trello. 

    • Use the checkboxes within the Trello card to check-off the tasks as they get completed

    • When you start the daily checklist be sure to move the Trello Card over to the Doing column. 

    • Once the daily checklist has been completed and all tasks marked as done then be sure to move this Trello card over to the Done column. 

  2. Creating a new trello card for yourself

    • Various reasons to create a new Trello card:

      • Personal reminders

      • To-do’s 

      • Tasks for someone else

      • Frequently asked client questions

    1. Determine what column you would like to create your trello card under.

    2. At the bottom of the column you will see and click on: ‘Add another card’

    3. Enter title of the card

  3. Assign the card to yourself or to anyone else you want on the card

  4. Add a due date

  5. Add more information in the description section of the card

  6. Chat with other users on the card under the Activity section of the card. 

 

 

Video - How To Use Trello

 

Feedback
0 out of 0 found this helpful

scroll to top icon