Hello there! Including members in a list on Trello is an excellent method of working together and maintaining organization for your team. Having used Trello for an extended time, I can guarantee that it is effortless to add members and have everyone on the same page. Let me demonstrate how!
Step 1: Open your Trello board
To add members to a list, you need to be on the correct Trello board. Open the board by clicking on its name in the sidebar.
Step 2: Navigate to the list
Next, navigate to the specific list where you want to add members. You can find the list on the left side of the board. Click on the list name to access its details.
Step 3: Click on the “Members” icon
Once you’re on the list, you’ll notice a few icons at the top-right corner of the list’s header. Look for the “Members” icon, which typically looks like a small person silhouette. Click on this icon to open the “Add Members” panel.
Step 4: Add members to the list
Now it’s time to add members to the list! In the “Add Members” panel, you’ll see a search bar where you can enter the name or email address of the person you want to add. Trello will suggest matching names/emails as you type, making it easy to find the right person.
If the person you want to add is already a member of the board, their name will appear in the list of suggestions. Simply click on their name to add them to the list.
If the person you want to add is not a member of the board, you can type in their email address and hit Enter. Trello will send them an invitation to join the board and automatically add them to the list.
Step 5: Check member status and permissions
After adding a member to the list, it’s essential to verify their status and permissions. You can do this by clicking on the member’s avatar or initials, which will display a dropdown menu with additional options.
In the dropdown menu, you’ll find options to change the member’s permissions, remove them from the list, or even remove them from the board entirely if needed.
Conclusion
Adding members to a list in Trello is a straightforward and efficient process. By following the simple steps outlined above, you can easily collaborate with your team and ensure everyone has access to the right information. Remember to double-check member statuses and permissions to maintain control over who can view and edit your list. Happy collaborating!