Onboarding: Trello Readiness

QuickNexus is run on Trello! We use Trello to manage everything including Accounting, Asset Management, Business Development, Customer Relationship Management, Internal Communications, Project Management and Vendor Management.

Trello is a powerful platform. Though the features of Trello are intuitive, as you peel its layers, there are many nuances to how the features work and can be leveraged.
This page captures a list of questions that highlight a sub-set of the Trello features, as they are used at QuickNexus. This page does not include questions on how Trello is contextually used at QuickNexus.
It however, exhaustively captures what you need to know about Trello, to be effective at QuickNexus.

The questions below have been compiled based on empirical usage of Trello at QuickNexus.
Answers to the questions below are available online (Trello Help, YouTube Videos, Forums) and can be further derived by trying out Trello, yourself. Please create a free Trello account to get started
Make sure you know the answers to ALL the questions below. You will be tested on these questions as a part of being onboarded at QuickNexus.


1. Trello Profile

1.1 Email Address
1.1.1 What is your Trello Email Address?
1.1.2 How many Email Addresses can you have associated with a single Trello account?
1.1.3 Can you change the Email Address associated with your Trello account?
1.1.4 List 3 ways your Email Address is used in Trello?
1.1.5 What is the impact if you change the Email Address associated with your Trello account?

1.2 User Name
1.2.1 What is your Trello Username?
1.2.2 How many Usernames can you have associated with a single Trello account?
1.2.3 Can you change the Username associated with your Trello account?
1.2.4 List 3 ways your Username is used in Trello?
1.2.5 What is the impact if you change the Username associated with your Trello account?

1.3 Initials
1.3.1 What is are your Trello Initials?
1.3.2 How many Initials can you have associated with a single Trello Account?
1.3.3 Can you change the Initials associated with your Trello account?
1.3.4 List 3 ways your Initials are used in Trello?
1.3.5 What is the impact if you change the Initials associated with your Trello account?


2. Trello Usability

2.1 Functionality
2.1.1 Can you have multiple Trello browser windows open at the same time?
2.1.2 How many computers can you use at the same time to log in to the same Trello account?
2.1.3 What do you need to have installed on your computer to use Trello?
2.1.4 Which mobile operating systems support Trello?
2.1.5 How can I search in Trello?

2.2 Shortcuts
2.2.1 On which URL can you find keyboard Shortcuts for Cards?
2.2.2 List 5 Keyboard Shortcuts you plan to use?


3. Trello Notifications

3.1 Notifications
3.1.1 What are Trello Notifications?
3.1.2 What are the 3 types of Notifications you will received from Trello?
3.1.3 List 5 scenarios that would trigger Trello Notifications?
3.1.4 How do you know you have received a Trello Notification?
3.1.5 How do you change the frequency of Trello Email Notifications?


4. Trello Teams

4.1 Teams
4.1.1 What are Trello Teams?
4.1.2 How many Teams can you have associated with a single Trello Account?
4.1.3 How do you know if you are assigned to a Trello Team?
4.1.4 Can you find out how many Members are a part of your Team?
4.1.5 How do you find a Board that you are a Member of? Can you edit this Board?
4.1.6 How do you find a Board that is assigned to your Team, but you are not directly a Member of?


5. Trello Boards

5.1 Definition
5.1.1 What is a Trello Board?
5.1.2 How many Boards can you have associated with a single Trello Account?
5.1.3 How do you directly link to a Board?

5.2 Starred Boards
5.2.1 What are "Starred Boards"?
5.2.2 How do you Star a Trello Board?
5.2.3 How do you un-Star a Trello Board?
5.2.4 What happens when you Star a Trello Board?
5.2.5 Why would you Star a Trello Board?

5.3 My Boards
5.3.1 What are "My Boards"?
5.3.2 How do you add Boards to "My Boards"?
5.3.3 How do you remove Boards from "My Boards"?

5.4 Board Visibility
5.4.1 What are the thee visibility settings for a Board?
5.4.2 How do you know which Visibility setting is configured for the Board?


6. Trello Lists

6.1 Definition
6.1.1 What is a Trello List?
6.1.2 How many Lists can you have on a Board?
6.1.3 How do you directly link to a List?


7. Trello Cards

7.1 Definition
7.1.1 What is a Trello Card?
7.1.2 How many Cards can you have in a List?
7.1.3 How do you directly link to a Card?

7.2 Functionality
7.2.1 How do you create a new Card?
7.2.2 How do you rename an existing Card?
7.2.3 How do you move an existing Card from one List to another List?


8. Trello Cards: Description

8.1 Definition
8.1.1 What is a Card:Description?
8.1.2 How do you update the Description on a Card?
8.1.3 What is the maximum number of characters that can be stored in Description?
8.1.4 How can you tell if a Card has a Description?


9. Trello Cards: Members

9.1 Definition
9.1.1 What are Card:Members?
9.1.2 What happens when Members are added to a Card?
9.1.3 How can you tell if a Card has a Member?

9.2 Functionality
9.2.1 How do you add Members to a Card?
9.2.2 How do you remove Members from a Card?
9.2.3 What is the maximum number of Members you can add to a Card?
9.2.4 Which Members are available for you to add to a Card?
9.2.5 Which Members are NOT available for you to add to a Card?
9.2.6 How do you know which Members are added to a Card?


10. Trello Cards: Labels

10.1 Definition
10.1.1 What are Card:Labels?
10.1.2 What happens when Labels are added to a Card?
10.1.3 How can you tell if a Card has a Label?

10.2 Functionality
10.2.1 How do you add Labels to a Card?
10.2.2 How do you remove Labels from a Card?
10.2.3 What is the maximum number of Labels can be assigned to a Card?
10.2.4 What is the default number of Labels available to a Card?
10.2.5 How can you add text to an existing Label?
10.2.6 How do you know which Labels are added to a Card?
10.2.7 How can you tel if a Card has transparent Labels?
10.2.8 When would you use Labels?
10.2.9 When would you NOT use Labels?


11. Trello Cards: Checklist

11.1 Definition
11.1.1 What is a Card:Checklist?
11.1.2 What happens when Checklists are added to a Card?
11.1.3 How can you tell if a Card has a Checklist?

11.2 Functionality
11.2.1 How do you add a Checklist to a Card?
11.2.2 How do you remove a Checklist from a Card?
11.2.3 What is the maximum number of Checklists you can add to a Card?
11.2.4 What is the default name for the Checklist, when it is created?
11.2.5 How can you change the default name of a Checklist when creating a Checklist?
11.2.6 How can you change the name of a Checklist once its already created?

11.3 Checklist Items
11.3.1 How do you add Checklist Items to a Checklist?
11.3.2 How do you mark Checklist Items as complete?
11.3.3 How do you mark Checklist Items as incomplete?
11.3.4 How do you delete Checklist Items?


12. Trello Cards: Due Dates

12.1 Definition
12.1.1 What is Card:Due Date?
12.1.2 What happens when Due Date is added to a Card?
12.1.3 How can you tell if a Card has a Due Date?

12.2 Functionality
12.2.1 How do you add a Due Date to a Card?
12.2.2 How do you remove a Due Date from a Card?
12.2.3 What is the maximum number of Due Dates you can add to a Card?
12.2.3 There are 4 color-codes that highlight a Due Date specified on a Card. What are they and when do they change color?


13. Trello Cards: Attachment

13.1 Definition
13.1.1 What is Card:Attachment?
13.1.2 What happens when something is Attached to a Card?
13.1.3 How can you tell if a Card has an Attachment?

13.2 Functionality
13.2.1 How do you add Attachments to a Card?
13.2.2 How do you remove Attachments to a Card?
13.2.3 Which are the 6 different sources available to attached files to a Card?
13.2.4 What is the file size Attachment limit when the file is sourced from your Computer?
13.2.5 What is the maximum number of files that can be Attached to a single Card?
13.2.6 What is the total maximum size limit of files that can be Attached to a single Card?


14. Trello Cards: Subscribe

14.1 Definition
14.1.1 What is Card:Subscribe?
14.1.2 What happens when you subscribe to a Card?
14.1.3 How can you tell if you have Subscribed to a Card?

14.2 Functionality
14.2.1 How do you Subscribe to a Card?
14.2.2 How do you un-Subscribe to a Card?
14.2.3 One Subscribed to a Card, what actions and activities trigger Notifications?
14.2.4 Why would you Subscribe to a Card?
14.2.5 What other action on the Card automatically Subscribes you to the Card?


15. Trello Cards: Archive

15.1 Definition
15.1.1 What is Card:Archive?
15.1.2 What happens when you Archive a Card?

15.2 Functionality
15.2.1 How do you Archive a Card?
15.2.2 How do you Unarchive a Card?
15.2.3 Where can you find previously Archived Cards on a Board?
15.2.4 When an Archived Card is Unarchived, where on the Board / List does it get restored to?
15.2.5 Why would you Archive a Card?


16. Trello Cards: Delete

16.1 Definition
16.1.1 What is Card:Delete?
16.1.2 What happens when you Delete a Card?

16.2 Functionality
16.2.1 What are the 2 ways to Delete a Card?
16.2.2 How can you un-Delete a Card?
16.2.3 Where can you find previously Deleted Cards on a Board?
16.2.4 When a Deleted Card is un-Deleted, where on the Board / List does it get restored to?
16.2.5 Why would you Delete a Card?


17. Trello Cards: Comments

17.1 Definition
17.1.1 What is a Card:Comment?
17.1.2 What happens when you comment on a Card?
17.1.3 How can you tell if a Card has a Comment?
17.1.4 How do you directly link to a specific Comment, within a given Card?

17.2 Functionality
17.2.1 How do you add Comments to a Card?
17.2.2 How do you remove Comments from a Card?
17.2.3 How do you edit your own Comment on a Card?
17.2.4 How do you edit someone else's Comment on a Card?


18. Trello Cards: Activity

18.1 Functionality
18.1.1 Are changes to the Card:Description captured in the Activity?
18.1.2 Are changes to the Card:Members captured in the Activity?
18.1.3 Are changes to the Card:Label captured in the Activity?
18.1.4 Are changes to the Card:Checklist captured in the Activity?
18.1.5 Are changes to the Card:Due Date captured in the Activity?
18.1.6 Are changes to the Card:Attachment captured in the Activity?
18.1.7 Are changes to the Card:Subscription captured in the Activity?
18.1.8 Are changes to the Card:Archive captured in the Activity?
18.1.9 Are new Card:Comments captured in the Activity?


19. Trello Cards: Text Formatting

19.1 Functionality
19.1.1 On which URL can you find Formatting Syntax and Formatting Help?
19.1.2 How do I make something bold?
19.1.3 How do I make something a header?
19.1.4 How do I draw a horizontal line in the Description?
19.1.5 How do I create a numbered list?
19.1.6 How do I create an un-numbered list?
19.1.7 List 5 other Formatting Syntaxes you plan to use?
19.1.8 I complete my sentence line with a ':' (colon), press 'Enter' for a new line and start typing text. When I save the Description / Comment, my text doesn't show up on the new line. How can I fix this


20. Trello Cards: @[Username]

20.1 Defintion
20.1.1 What is Card:@[Username]
20.1.2 What happens when you use @[Username]

20.1 Functionality
20.2.1 How do you @[Username] a Trello Member?
20.2.2 Which @[Username] are available in the Comments?
20.2.3 What happens if you reference @[Username] and that Username is not available as a Member of the Trello Board?


21. Trello Cards: Notifications

21.1 Functionality
21.1.1 Do changes to the Card:Description trigger a Notification?
21.1.2 Do changes to the Card:Members trigger a Notification?
21.1.3 Do changes to the Card:Label trigger a Notification?
21.1.4 Do changes to the Card:Checklist trigger a Notification?
21.1.5 Do changes to the Card:Due trigger a Notification?
21.1.6 Do changes to the Card:Attachment trigger a Notification?
21.1.7 Do changes to the Card:Subscription trigger a Notification?
21.1.8 Do changes to the Card:Archive trigger a Notification?
21.1.9 Do changes to the Card:Comments trigger a Notification?


22. Trello Cards: Icons

22.1 Knowing the Icons on the Card
22.1.1 How do you know if a Card has a Card:Description?
22.1.2 How do you know if a Card has a Card:Members?
22.1.3 How do you know if a Card has a Card:Labels?
22.1.4 How do you know if a Card has a Card:Checklist?
22.1.5 How do you know if a Card has a Card:Due Date?
22.1.6 How do you know if a Card has a Card:Attachement?
22.1.7 How do you know if you can Subscribed to a Card?
22.1.8 How do you know if a Card has Card:Comments?