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Trello Onboarding Process: A Comprehensive Guide

June 30, 2023
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Trello Onboarding Process

If you’re new to Trello or just starting out with a new team, it’s important to have a solid onboarding process in place. This can help ensure that everyone is on the same page and knows how to use the platform effectively. In this article, we’ll walk you through the Trello onboarding process, step-by-step.

Step 1: Create a Trello Account

The first step in the Trello onboarding process is to create a Trello account. This is a quick and easy process that only takes a few minutes. Simply navigate to the Trello website and click “Sign Up”. From there, you’ll be prompted to enter your name and email address. You’ll also need to create a password.

Once you’ve created your account, you’ll be taken to the Trello dashboard. This is where you’ll be able to create boards, add cards, and collaborate with others.

Step 2: Familiarize Yourself with Trello’s Interface

Before you start using Trello, it’s important to take some time to familiarize yourself with the platform’s interface. Trello uses a system of boards, lists, and cards to help you organize your tasks and collaborate with others.

The main Trello interface is divided into three main sections: boards, lists, and cards. Boards are the top-level container for your tasks. Lists are used to organize your tasks into categories, while cards represent individual tasks.

Take some time to explore the Trello interface and get a feel for how everything works. You can create sample boards, lists, and cards to practice with.

Step 3: Create Your First Board

The next step in the Trello onboarding process is to create your first board. To do this, click the “Create Board” button on the Trello dashboard. Give your board a name and choose whether it should be public or private.

Once you’ve created your board, you can start adding lists and cards to it. To add a list, click the “Add a list” button on the right-hand side of the board. To add a card, click the “Add a card” button within a list.

Step 4: Invite Team Members

If you’re using Trello for team collaboration, the next step in the onboarding process is to invite your team members to join your board. To do this, click the “Invite” button on the right-hand side of the board and enter the email addresses of your team members.

Your team members will receive an email inviting them to join your board. Once they’ve accepted the invitation, they’ll be able to access the board and collaborate with you.

Step 5: Set Up Your Workflow

Now that you’ve created your first board and invited your team members, it’s time to set up your workflow. This involves creating lists and cards that represent your tasks and organizing them in a logical order.

Start by creating a “To Do” list, a “Doing” list, and a “Done” list. You can then add cards to each list to represent your tasks. As you work on a task, move it from the “To Do” list to the “Doing” list, and then to the “Done” list once it’s complete.

You can also create additional lists to represent different stages of your workflow. For example, you might create a “Backlog” list to represent tasks that haven’t been prioritized yet, or a “Review” list to represent tasks that are waiting for review.

Step 6: Customize Your Board

One of the great things about Trello is that it’s highly customizable. You can change the background color of your board, add stickers and labels to your cards, and even create custom fields to track additional information.

Take some time to explore the various customization options in Trello and see what works best for your team. You can also check out the Trello Power-Ups directory to see if there are any third-party apps or integrations that might be useful for you.

Step 7: Set Up Notifications

Finally, it’s important to set up notifications in Trello so that you don’t miss any important updates or deadlines. You can choose to receive notifications via email, desktop, or mobile app.

To set up notifications, click the “Show Menu” button on the right-hand side of the board and select “Settings”. From there, you can customize your notification settings to suit your preferences.


By following these seven steps, you can create a solid onboarding process for Trello that will help you and your team get up to speed quickly. With Trello, you’ll be able to organize your tasks, collaborate with others, and stay on top of your workload in an efficient and effective way.

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