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Training Onboarding Staff on Trello

June 30, 2023
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Training Onboarding Staff on Trello

Trello is a project management tool that is used by many businesses to organize and track projects and tasks. It is a great tool that can help companies streamline their internal processes and improve productivity. However, in order to get the most out of Trello, it is important to train your onboarding staff to use it effectively. Here are some tips for training your new staff on Trello:

1. Start with the basics

When introducing Trello to new staff members, it is important to start with the basics. This means showing them how to create a board, add lists, and create cards. Make sure that they understand the different components of Trello and how they work together to help manage projects.

2. Provide examples and use cases

One effective way to teach new staff members how to use Trello is to provide examples and use cases. Show them how Trello can be used to manage projects in different departments of the company, such as marketing, sales, and operations. This will help them see the value of Trello and how it can be used to improve productivity.

3. Encourage collaboration

Trello is a collaborative tool that allows teams to work together on projects. Encourage your new staff members to collaborate with their colleagues by using Trello. Show them how to add team members to a board, assign tasks, and leave comments. This will help them feel more comfortable using Trello and working with their team.

4. Use Trello to manage the onboarding process

One way to teach new staff members how to use Trello is to use it to manage the onboarding process. Create a board that outlines the onboarding process and assign tasks to the new staff member. This will give them hands-on experience using Trello and help them understand how it can be used to manage projects.

5. Provide ongoing training and support

Finally, it is important to provide ongoing training and support to your staff members as they continue to use Trello. This can include regular check-ins to see how they are using Trello, providing additional resources and tutorials, and answering any questions they may have. This will help them continue to improve their skills and get the most out of Trello.


Training new staff members on Trello is an important part of onboarding. By starting with the basics, providing examples and use cases, encouraging collaboration, using Trello to manage the onboarding process, and providing ongoing training and support, you can help your new staff members learn how to use Trello effectively and improve productivity within your organization.

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