I recently had the chance to invite a guest to join my Trello board, and I have to admit, it was a smooth and effortless procedure. Trello, a well-known project management platform, offers the capability for users to work together with team members and outside guests, making it an invaluable resource for project organization and management. In this article, I will guide you through the simple process of adding a guest to your Trello board, sharing my own personal tips and perspectives throughout.
Step 1: Open Trello and Choose Your Board
To get started, open Trello and log in to your account. Once you’re in, select the board to which you’d like to add a guest. In my case, I was working on a marketing project, so I chose the “Marketing Campaign” board. It’s essential to choose the correct board, as you don’t want to add a guest to the wrong project!
Step 2: Access the Board Menu
Next, locate the board menu on the right-hand side of your screen. You’ll find it represented by three dots in a vertical line. Click on the dots to open the board menu.
Step 3: Invite a Guest
Once the board menu is open, scroll down to the “Members” section. Under the “Members” section, you’ll see an option to “Invite” someone. Click on the “Invite” button to proceed.
Step 4: Enter the Guest’s Email
A pop-up window will appear, asking you to enter the email address of the guest you’d like to invite. Make sure you have the correct email address, as this is how the guest will receive the invitation. Double-check for any typos, as you don’t want to send the invitation to the wrong person.
Step 5: Customize the Invitation
Once you’ve entered the guest’s email address, you can customize the invitation message. I found it helpful to add a brief message to introduce myself and explain why I wanted the guest to join the board. It adds a personal touch and helps the guest understand their role in the project.
Step 6: Send the Invitation
After you’ve customized the invitation message, click on the “Send” button to send the invitation to the guest. Trello will automatically generate an email and send it to the guest with instructions on how to join the board.
Step 7: Guest Accepts the Invitation
Once the guest receives the invitation email, they’ll need to click on the provided link to accept the invitation. This link will take them to Trello, where they can create an account (if they don’t already have one) or log in to an existing account.
Step 8: Guest Joins the Board
After the guest has accepted the invitation and completed the login process, they’ll be added to the board as a guest. As a guest, they’ll have limited access to the board’s features and will only be able to interact with the assigned cards and comments.
Conclusion
Adding a guest to your Trello board is a simple process that enhances collaboration and helps streamline project management. By following the steps outlined above, you can easily invite guests and involve them in your projects. Trello’s user-friendly interface and intuitive design make it an excellent choice for team collaboration and project organization.
