Master Project Management Tools: Trello, Jira & Confluence

Explore the confluence structure from the home screen to spaces for marketing, finance, and project management, then to space pages with to-do lists, notes, and team communication.

Sign in or sign up for Confluence with an Atlassian account, review pricing and space options, and begin your team workspace with pages and apps.

Explore the navigation bar across Atlassian tools, switch between Confluence, Trello, and Jira, access recent spaces, search for spaces, invite teammates, and manage apps and settings.

Explore the inside of a space, navigate the left menu, and use templates to structure pages, blogs, and plans for marketing and team collaboration.

Create a new space from the spaces menu or home, name it, and choose an icon. Use editing shortcuts to add content like bullets, images, and tables, then publish.

Learn how to create spaces and pages, organize them as normal or child pages, publish with restrictions, and reorder using drag-and-drop or space settings to structure your content.

Create and format a page by adding a title, emoji, header image, status, and rich text, then structure with headings, lists, links, tables, media, and macros.

Learn advanced page editing with macros in Confluence, including panels, tables, quotes, and code snippets, and connect Jira and Trello for integrated project workflows.

Create and publish blog posts to inform space members with weekly or daily reports, using titles and formatted content, with comments, emoji reactions, and labels.

Explore page and blog post options in Confluence, including move, copy, export to PDF or Word, and restore previous versions; manage attachments, comments, watchers, and page history.

Trello is a web-based list making tool for kanban, using boards, lists, and cards to visualize workflows and track tasks, integrating with Jira and Confluence.

Explore Trello’s kanban boards, cards, and lists to organize tasks, teams, and due dates with calendars and timelines, plus pricing details for free, standard, premium, and enterprise.

Create a Trello account for free, set up a workspace with boards, invite teammates by email, confirm your email within 14 days, and upgrade to premium later.

Explore the home dashboard, including managing a private workspace, inviting members, and configuring settings, while learning to create boards from templates or start a blank board.

Explore the Trello structure by mapping workspaces, boards, lists, and cards to organize projects and clients using kanban workflows; assign, label, attach, and move tasks from to do to done.

Create your first board by choosing a workspace, setting a background and title, choosing visibility, inviting members, and starting with the lists to do, doing, and done.

Create and manage initial lists on a project board, using the default to do, doing, and done, then rename, copy, move, archive, and drag lists to organize tasks.

Learn how to create and organize Trello cards within a list, add details like descriptions, labels, members, and attachments, and manage progress with moves, archiving, and comments.

Add members, labels, and checklists to cards; set due dates and reminders; and attach descriptions, comments, and attachments to finish tasks and mark them done.

Create and customize labels, assign colors, and apply text labels to categorize tasks. Then use filters to view affiliate marketing tasks by label, members, or due date.

Learn how to use checklists in Trello to outline tasks, track subtasks with progress percentages, and convert subtasks into separate cards to create evenly sized tasks and smoother team collaboration.

Learn how to add attachments from computer or cloud services, edit attachment details, delete items, and set or adjust a card cover with size and color options.

Master moving and copying Trello cards between lists, and creating or saving cards from templates with labels, members, and attachments. Archive, delete, and edit cards quickly via the pen menu.

Learn how to add members to a card, assign tasks, set due dates and reminders, and attach descriptions, comments, links, and attachments to complete work.

Manage your Trello personal account settings, including profile visibility, activity history, notification preferences, two-step verification, and data download across Trello, Jira, and Confluence.

Navigate the top bar to switch between Trello, Jira, and Confluence, manage workspaces and favorite or started boards, search, view notifications, and customize themes for efficient project management.

Learn to create and customize Trello templates, including board templates, lists, and cards, add cover images, and reuse card templates for efficient project management.

Explore Trello automations by creating rules driven by triggers and actions, such as auto-adding members, sorting lists by due date, and linking tools like Jira or Slack.

Explore button automations to trigger actions with a click: move cards to doing, sort lists by due date, update descriptions, add members, and send email notifications while creating new cards.

Automate board notifications with email reports to receive snapshots, weekly summaries, and due soon or overdue card lists, scheduled every Saturday at 6 p.m., for next week's prioritization.

Discover Trello power ups and integrations like Slack, personas, pulse, Gmail, and calendar, then learn to create polls and attach files to boost board performance.

Use the bulk actions power-up to apply changes to multiple cards—reassign members, rename, move, or delete across selected cards, with a seven-day trial and easy enablement.

discover trello's calendar power up to visualize due dates in a calendar view, even on the free plan, and streamline boards with due dates, sorting, and automations.

Explore how the card repeater power-up in Trello automatically copies cards for weekly to-dos like newsletter creation, enabling automatic reminders and flexible weekly, monthly, or yearly repeats.

Explore Trello premium views: calendar, timeline, table, and dashboard analytics, and learn to assign due dates and start dates, drag to adjust durations, and preview the big picture.

Use the map view to add precise locations to tasks, pin a destination like Vienna or Vienna Airport, and view the task details tied to that location.

Explore dashboard analytics for your Trello board, with cards per list, due-date status, and cards per member, using bar, pie, and line charts to track overdue and completed work.

Learn how custom fields, a premium function, let you add priority, status, risk, and amount to a card. Use dropdowns, checkboxes, or dates to highlight high‑value tasks.

Explore Jira software, the Atlassian tool for agile project management, with Scrum and Kanban boards, Confluence integration, and a free plan for small teams.

Explore key agile terms in Jira, including sprints for Scrum, Kanban boards, user stories and epics, and how projects and issues organize tasks from a customer perspective.

Assess Jira pricing models, from a free plan for up to 10 users to standard, premium, and enterprise options, while noting core boards, backlogs, and kanban or scrum features.

Get started with Jira by creating an Atlassian site, choosing the free plan, and selecting a project management template to create a marketing project; explore Confluence and Trello integration.

Take a tour of the home screen and Atlassian toolbar to switch between Jira, Trello, Confluence, and connected apps, view recent projects, and explore kanban boards, calendars, and scrum templates.

Create a Jira scrum project from a template, choosing team managed or company managed, naming the project and key, then connect Confluence and review backlog, planning, and boards.

Create a Scrum project in Jira using a Scrum template, with backlog, then choose team or company managed, name and key the project, and connect Confluence.

Explains how to create and manage epics in a backlog, link user stories, assign owners, set start and due dates, and organize a sprint for an online shop order process.

Navigate Jira backlog management by creating epics and sprints, moving user stories and tasks between backlog and sprint, assigning owners, and tracking progress with story points and epic auto-closure.

Create and start a sprint from the backlog, set a two-week duration and goal, then manage work by dragging cards on the board and updating their status.

Explore how to manage a Jira board: configure sprints, automations, filters, and columns; group tasks by assignee or epic; and handle sprint completion with backlog moves and retrospectives in Confluence.

Learn to manage sprints, epics, and user stories on the timeline, adjust time scales, reassign tasks, and monitor progress to gain a better overview.

Explore how automations in project management tools work by using templates or custom rules to trigger actions, such as sending emails when issues are created or assigned.

Explore customizing project templates across software, scrum, Kanban, service management, and content management; create boards with cards and columns, and tailor Jira templates to fit your workflow.