How to create and set up a Trello Account

Please see instructions for setting up Trello below.

Once you have created an account, please provide us with your username and password so we can set up the boards and lists for you. Alternatively, there are instructions below on how to do this yourself.

Creating an Account

  1. Go to Trello and click ‘Sign up for free’ in the top right-hand corner.
  2. Enter your email to create the account – you may need to do the Google verification quiz.
  3. Name your workspace e.g. ‘Company Name’.
  4. Add the emails of people who will also need to access it – they do not need to set up Trello accounts but they can if they wish to. This can be done at a later stage if you wish to skip this for now.
  5. Skip the premium offer – the free version will do everything you need, but if needed you can always upgrade to the pro version at a later date.
  6. You will also need to confirm your email address in the email sent from Atlassian (the company that owns Trello).
  7. This will then take you to your profile, and you can add a board. A board is where you can add lists and tasks to complete. You can have multiple boards for different workflows – e.g. one for Client management, then another for internal project management. If you wish to do this yourself, please see further instructions below, otherwise, we can set this up for you.
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