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Free Trello tutorials for small business

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Trello. These 2 free modules teach it by building real projects, not by reading about features: Trello: Track Client Onboarding on One Team Board and Trello: Mark Work Complete Automatically with a Free Rule.

The Trello modules cover Project management. Every module runs in a practice copy of Trello, so you can learn it without an account, then set it up for real.

2 modules

Trello Boards page with the Create button in the top barTrello: Track Client Onboarding on One Team Board

A beginner Trello walkthrough on real screens: put every new-client task on one board with lists for each stage, cards for each task, an Urgent label and a due date, so…

Free · Live ~10 min Beginner

Trello Client onboarding board with the Automation lightning bolt in the headerTrello: Mark Work Complete Automatically with a Free Rule

A beginner Trello automation on real screens: one free rule that marks every card complete the moment it reaches Done, so the board stays true without anyone tidying…

Free · Live ~7 min Beginner

What you do in each module

Common questions

How long will this take?

The 2 modules take about 17 minutes in total, and you can do them in separate sittings.

Do I need experience first?

No. These modules are beginner level, and each step tells you exactly where to click.

Do I need a Trello account to start?

No. The practice runs in a copy of Trello inside your browser, and nothing touches your real accounts. When you are ready, you repeat the steps in your own account.

Is it free?

Yes. All 2 modules are free.

Where should I start?

Start with Trello: Track Client Onboarding on One Team Board, then continue with Trello: Mark Work Complete Automatically with a Free Rule.

Frequently asked questions

Are these Trello tutorials free?
Yes. All 2 live Trello lessons here are free, and you can start without signing up. Each one is a real project you build step by step in a practice copy of Trello that checks your work.
Where should a beginner start with Trello?
Start with Trello: Track Client Onboarding on One Team Board, about 10 minutes. Every step shows you where to click, and "Do it for me" finishes any step you get stuck on.
Do I need my own Trello account to practice?
No. The lessons run in a practice copy of Trello in your browser, so nothing touches your real accounts. To build the same workflow for real afterwards you need your own Trello account; check Trello's current pricing first.

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How every module works

Each step is shown on the left, with a cursor pointing to exactly where to click. You do the same thing on the right, in a practice copy of the real tool. Get it right and it moves on. Nothing touches your real accounts until you're ready to build it for real.

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