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How to Use Trello as a Virtual Assistant- Video Training

Gift ImasuenLearning Experience Specialist & VA MentorL3 · 50 views

Trello is one of the project management tools you may come across when working with clients. It can help you organise tasks, track deadlines, monitor progress and keep communication around a project in one place.

In this practical training, you will learn how to:

  • Create a Trello board
  • Understand boards, lists and cards
  • Organise tasks using To Do, In Progress and Done
  • Add due dates and task instructions
  • Create checklists
  • Use labels to organise priorities
  • Assign tasks to team members
  • Leave comments and updates
  • Track notifications
  • Use filters to manage tasks more easily

By the end of the training, you should be able to create your own Trello board and use it to organise and track work for yourself or a client.

Do not just watch the video. Open Trello and practise along with the training so you can confidently say you know how to use a project management tool when a client asks.

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