Project Management with Trello: A-Z Guide

Name: Project Management with Trello: A-Z Guide
Rating: 4.4 (74 reviews)

Streamline communication, manage resources, and stay on top of every deadline in Trello

Role Play

Created byRobert Hean, Brittany Joiner

Last updated 8/2026

English

English [Auto],Korean [Auto],

What you'll learn

Master the fundamental concepts of Trello for efficient project organization.
Implement core project management principles using Trello's features.
Effectively set up and manage projects, tasks, and team collaboration within Trello.
Utilize advanced Trello features, automations, and integrations to optimize project workflows.
Track and report on project progress with confidence using Trello's reporting capabilities.

Course content

9 sections • 51 lectures • 2h 31m total length

Introduction2:25
Welcome to the course! Here you'll meet Rob and Brittany and learn about their backgrounds.
How to use Udemy2:01
Learn how to use the Udemy platform
Hands On : Get Your Free Trello Account2:57
Learn how to get a free Trello account so you can follow along with us! All you need is an email.

Trello Basics Introduction0:53
Get an overview of the basic skills, concepts and ideas that power Trello.
Trello Basics - Cards, Lists and Boards4:29
The core unit in Trello is called a Card. These can be grouped into lists, which, in turn, can be collected into boards. Here we'll get a firm understanding of these basics before we get hands-on.
Hands On : Creating a Board2:52
Join Brittany as she shows you how to create a board.
Hands On : Creating a List3:20
Join Brittany as she shows you how to create a list.
Hands On : Creating a Card5:14
Join Brittany as she shows you how to create cards.
Trello Basics Quiz
Explain Trello to a Team Member
Trello Basics Wrap Up1:24
A conclusion to our section on Trello basics. Remember to practice what you're learning!

Introduction to Managing Workloads0:54
Trello offers Project Managers a number of different ways to manage your team's workload. Here we'll get an overview of how Trello helps you do that.
Filters2:43
Filters help you sort through your cards based on specific criteria. Here we'll understand what this feature does and why it's so useful to Project Managers.
Hands On : Filtering in Trello3:58
Join Brittany as she shows you how to filter content in Trello.
Comments and Mentions4:03
Collaboration and communication are at the core of Project Management, and Trello offers two main ways to meet these needs - Comments and @ Mentions.
Hands on : Comments and Mentions2:15
Join Brittany as she shows you how Trello handles Comments and @ Mentions.
Managing Board Members (Privacy and Visibility)3:59
While transparency is important in projects there can be times when some information needs to be private or otherwise controlled. Trello has a strong set of access controls that help you keep control of your information.
Hands On : Managing Board Members (Privacy and Visibility)5:07
Join Brittany as she shows you how to manage board members - including privacy and visibility to boards.
Notifications and Alerts3:34
Learn how Trello notifications and alerts keep project teams informed by assigned cards, mentions, watches, and email updates, and customize settings to reduce noise.
Hands on : Notifications and Alerts3:50
A lot goes on during projects and staying on top of everything can be challenging. Fortunately Trello has a robust Notification and Alert system that helps you stay on top of everything.
Managing Workloads Quiz
Helping your team manage their work
Managing Workloads Wrap Up1:17
A conclusion to our section on managing workloads. Remember to practice what we're learning!

Introduction to tracking and reporting1:14
Keep up to date on what's going on in your project can be challenging. Here we'll get an overview of what features Trello has that help you track progress and report on what's going on.
Trello Board Views for PMs3:38
Boards can quickly get filled up with cards, making it hard to find specific information. Trello lets you setup, and save, specific views of cards making it easy to keep track of specific cards (or groups, like "blocked").
Portfolio Management - Multiple-Board Views2:32
You may find yourself managing multiple projects or boards at a time. Here we dig into how you can easily do this in Trello to keep on top of all the work that is going on.
Hands on : Multiple-Board Views4:44
Join Brittany as she shows you how to navigate managing multiple boards in Trello.
Tracking & Reporting Quiz
Tracking & Reporting Section Wrap Up1:19

Introduction to Advanced Features1:07
There are a number of more advanced features available in Trello to help you manage projects. Here we'll get an overview of what they are before digging into each one.
Checklists3:31
Checklists can be added to cards to help you keep track of more granular details. This makes it easy to keep tabs on what needs to be done to close out a task - or to pass work off to other team members.
Due Dates3:20
Due dates are an important feature as they drive multiple functions within Trello (the Calendar view, for example). They are also incredibly important to keep projects on track.
Custom Fields4:34
Trello comes with a lot of fields out of the box, but you'll find yourself needing to track information beyond those. Custom fields let you add any information you need to a card so you can keep tabs on things.
Hands on : Custom Fields1:31
Join Brittany as she shows you how to add custom fields to cards in Trello.
Card Covers and Attachments3:26
Learn how Trello card covers and attachments add visual information and centralize project documents, with best practices for naming files and managing access.
Card and Board Templates4:46
The basic card and board can be useful, but you may find yourself making the same adjustments every time you add a new one. Fast track your workflow by creating teams for cards and boards that can be easily reused.
Hands on : Card and Board Templates4:02
Join Brittany as she shows you how to setup card and board templates in Trello.
Maintaining a Clean Workspace : Archiving and Deleting3:33
Over time your Trello board will get cluttered. Archiving older content helps keep things fresh, and you can always permanently remove (delete) things if you need to.
Hands on : Archiving and Deleting1:53
Join Brittany as she shows you how to archive and delete cards and boards in Trello.
Hands on : Integrations for Trello3:18
Advanced Features Wrap Up1:29
Advanced Features Quiz

Automations Introduction1:03
Trello Butler (Automations) Introduction4:27
An overview of what we're going to learn about Trello automations
Planning Automations4:16
Here we walk through some steps to plan out successful automations.
Hands on : Automation Triggers3:06
Explore Trello automation by understanding the four main trigger types—card events, schedule triggers, due date triggers, and button triggers—and practice in the automation terminal by creating triggers and applying filters.
Hands On : Automation Actions2:18
Learn how to add and configure actions in Trello automations after a trigger, including assigning cards, due dates, labels, attachments, and actions with JIRA, Bitbucket, or Slack.
Hands on : Building an Automation4:16
Get hands on a build an entire Automation - including assessing the various triggers and determining what events are needed.
Trello Butler (Automation) Wrap Up1:08
Review what we've learned about Trello Automations
Trello Automation Role Play

Introduction to Power-Ups0:47
This section will introduce you to Power-Ups - essentially apps that super charge Trello.
What are Trello Power-Ups?3:27
Get a high-level overview of what Power-Ups are, and how they benefit you as a project manager.
Recommended Project Management Powerups7:01
Placker, a Trello Developer, shares how their project management power ups work.
Recommended Reporting Powerups6:01
Join Brittany in Trello and get a hands-on look at how to get Power-Ups and find ones for reporting.
Trello Power-Ups Wrap Up1:16
Conclude our section on Power-Ups.

Requirements

No prior Trello experience is necessary
A basic understand of Project Management will be helpful

Description

Are you ready to transform the way you manage projects and lead your team to unparalleled success? Welcome to "Trello for Project Managers," the definitive course designed to equip you with the skills and strategies to leverage Trello's full potential for project excellence!

This isn't just another software tutorial; it's a deep dive into practical, real-world project management using Trello as your ultimate visual command center. We'll start from the very basics, ensuring you understand the fundamental Trello hierarchy of boards, lists, and cards, and quickly progress to advanced techniques that will make you a Trello automation and integration wizard.

Throughout this comprehensive course, you'll discover how to set up your project boards for maximum clarity and transparency, ensuring every team member knows what needs to be done, when, and by whom. Learn to effectively assign tasks with members and labels, keeping your projects organized and easily trackable. We'll explore Trello's robust communication features, including comments and mentions, to foster seamless collaboration and keep discussions centralized and actionable, eliminating messy email chains.

But we won't stop there! You'll master powerful filtering techniques to quickly identify bottlenecks, analyze workloads, and zero in on critical tasks. Dive into Trello's diverse board views – Calendar, Timeline, and Table – to gain deeper insights into your project schedules, dependencies, and data-driven overviews, crucial for effective reporting and stakeholder communication. Ever wondered how to manage multiple projects at once? We'll show you how to leverage Workspace views for consolidated portfolio management, giving you a bird's-eye view across all your initiatives.

Perhaps one of the most exciting modules covers Trello Butler automation. Imagine tasks automatically moving, due dates being set, and reminders being sent – all without lifting a finger! You'll learn to create custom rules, card buttons, and recurring calendar commands that will save you countless hours and ensure workflow consistency. Finally, unlock Trello's true extensibility by exploring Power-Ups and external integrations. Whether it's time tracking, advanced reporting, or connecting with tools like Slack and Google Drive, you'll discover how to tailor Trello to your exact project needs.

By the end of this course, you won't just be using Trello; you'll be strategically deploying it as a powerful project management toolkit that drives efficiency, improves collaboration, and delivers successful outcomes. Get ready to streamline your workflows, empower your team, and achieve project success like never before!

Are you excited to start building your Trello project management mastery?

Who this course is for:

Individuals new to Trello
Project managers looking to use Trello
Existing Trello users looking to expand their skills
Anyone managing a project and looking for a tool to support them

Project Management with Trello: A-Z Guide

What you'll learn

Explore related topics

Course content

Introduction3 lectures • 7min

Trello Basics7 lectures • 18min

Managing Workloads11 lectures • 32min

Tracking & Reporting in Trello5 lectures • 13min

Advanced Trello Features for Project Managers12 lectures • 37min

Trello Butler (Automations)8 lectures • 21min

Trello Powerups5 lectures • 19min

Trello for Project Managers Course Conclusion2 lectures • 3min

Bonus Section1 lecture • 2min

Requirements

Description

Who this course is for: