As someone who uses Trello often, I recognize the significance of maintaining organized and easily accessible projects. Most recently, I encountered a need to transfer my Trello boards from my personal account to my new enterprise account. This article will walk you through the specific steps of how to move your Trello boards to your enterprise account.
Before we begin, it’s essential to note that this process is only applicable if you are the admin of the enterprise account and have the necessary permissions to manage boards. If you don’t have these privileges, you’ll need to contact your organization’s Trello administrator for assistance.
Step 1: Create your Enterprise Account
The first step is to create your enterprise account if you haven’t already done so. To create an enterprise account, go to the Trello website and click on the “Create an Account” button. Fill in the required information, including your organization’s name and your email address. Once you’ve completed the registration process, you’ll have access to your new enterprise account.
Step 2: Log in to Your Personal Account
Next, log in to your personal Trello account. This is the account where your existing boards are located. Once you’re logged in, navigate to the board you wish to move to your enterprise account.
Step 3: Invite Your Enterprise Account
On the board you want to move, click on the “Invite” button on the right-hand side of the board. In the invitation field, enter the email address associated with your enterprise account. This will send an invitation to your enterprise account to join the board.
Switch to your enterprise account and check your email inbox for the invitation. Open the email and accept the invitation. This will grant your enterprise account access to the board.
Step 4: Transfer Ownership to Your Enterprise Account
Now that your enterprise account has access to the board, it’s time to transfer ownership. On the board’s main page, click on the “Show Menu” button in the top-right corner. From the dropdown menu, select “More” and then “Settings”.
In the board settings, scroll down to the “Members” section. Locate your enterprise account in the list of members and click on the three dots next to its name. From the options that appear, select “Change Permissions”.
In the permissions dialog box, select “Admin” to grant your enterprise account full access and ownership of the board. Confirm the changes, and the ownership will be transferred to your enterprise account.
Step 5: Repeat for Other Boards
If you have multiple boards that you want to move to your enterprise account, repeat steps 2 to 4 for each board. Inviting your enterprise account, accepting the invitation, and transferring ownership is necessary for each individual board.
Conclusion
Moving your Trello boards to your enterprise account can be a seamless process if you follow these steps. By creating your enterprise account, inviting it to the board, and transferring ownership, you can ensure that all your projects are seamlessly integrated into your enterprise environment. Enjoy the benefits of centralized management and collaboration within your organization!
