Copying a Trello board to another account is a useful feature that allows you to transfer your boards and their contents to a different user or account. Whether you’re collaborating with a new team or simply want to consolidate your boards under one account, this process can save you time and effort. In this article, I will guide you through the steps of copying a Trello board to another account, and share some personal insights along the way.
Step 1: Export the Board
The first step is to export the board from your current account. To do this, open the board you want to copy and click on the “Show Menu” button located on the right-hand side of the board. From the menu that appears, select “More” and then click on “Print and Export”. This will open a new tab with various export options.
In the new tab, click on the “Export JSON” button to download the board data in JSON format. JSON is a widely used data format that can be easily imported into other systems and applications. Save the exported JSON file to your computer.
Step 2: Import the Board
Now that you have exported the board, it’s time to import it into the destination account. Open the Trello account where you want to copy the board, and create a new board if necessary. Once you have the new board open, click on the “Show Menu” button, and select “More”. From the options that appear, choose “Import Data”.
In the import data menu, click on the “Import Board” button. This will open a file explorer window, allowing you to browse and select the exported JSON file from your computer. Once you have selected the file, click on “Import” to start the import process.
Step 3: Review and Adjust
After the import process is complete, you will see the copied board in your destination account. Take some time to review the board and make any necessary adjustments. This is a good opportunity to update the board’s name, add or remove members, and modify any settings or labels.
It’s worth noting that while the board itself is copied, any attached files or custom board backgrounds may not be included in the copy. You may need to manually re-attach any files or set a new background image after the import is complete.
Copying a Trello board to another account can be a straightforward process that allows you to seamlessly transfer your boards and their contents. Whether you’re changing teams or consolidating your boards, this feature can help you save time and stay organized. By exporting the board from your current account, importing it into the destination account, and reviewing and adjusting the copied board, you can successfully copy a Trello board with ease.