Trello for Genealogy Societies

Trello is a FREE, easy-to-use, web-based project management platform that keeps your projects organized and allows any board member or volunteer to easily visualize the status of a project.

Summary Details

Length: 60 minutes

Summary: How often has your genealogy society held a productive meeting only to drop the ball when it comes to tracking projects and tasks? Trello is a FREE, easy-to-use, web-based project management platform that keeps your projects organized and allows any board member or volunteer to easily visualize the status of a project.

Description: Learn how to install Trello and customize it for your genealogy society’s needs. With its Pinterest-like format making it easy to create and use “project boards” we’ll work in REAL TIME during the lecture to manage typical genealogy society projects.

Audience Level: Beginner.

Requirements: Projection for computer on large screen; internet connection.

Content: 4 pages.

Outline

  • What is Trello? A Quick Start Review
  • Creating and Managing Projects and Tasks in Trello
  • Sharing Trello Information Internally and Externally
  • Incorporating Power-Ups (Slack, Evernote and More)
  • Tips and Tricks for Getting the Most Out of Trello
  • Resource List

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