Adding a new member to Trello is an uncomplicated and direct procedure that enables you to cooperate and engage with others on your boards and projects. In this guide, I will walk you through the necessary steps of adding a member to Trello, based on my personal experience and providing comprehensive instructions throughout.
Step 1: Open the Board
To add a member to your Trello board, start by opening the board where you want to add them. You can do this by clicking on the board’s name from your Trello dashboard. Once the board opens, you will see the main board view.
Step 2: Access the Members Menu
In the top-right corner of the board view, you will find the “Show Menu” button. Click on it to open the board menu. In the menu, you will see various options like “Search Cards,” “Stickers,” and more. One of the options is “Members.” Click on it to access the Members menu.
Step 3: Invite Member
Once you are in the Members menu, you will see a search bar where you can enter the email address or username of the person you want to add as a member. As you start typing, Trello will suggest matching emails or usernames from your contacts. Select the correct one from the dropdown list.
If the person you want to add is not a Trello user, you can still invite them by entering their email address. Trello will send them an invitation to join your board and create a Trello account if they don’t have one.
Step 4: Set Permissions (Optional)
By default, when you add a member to your Trello board, they will have full access and permissions to view, edit, and move cards. However, you can choose to limit their permissions by clicking on the “Set Permissions” button next to their name in the Members menu.
In the Permissions settings, you can choose to make the member an observer, which allows them to only view the board and cards without making any changes. Alternatively, you can make them a normal member, which grants them full access to collaborate on the board.
Step 5: Confirm and Notify
After selecting the member and setting their permissions (if desired), click on the “Add” or “Invite” button to confirm and add them to your Trello board. Trello will immediately send them an email notification about their new membership and provide them with a link to access the board.
My Personal Experience
Adding members to Trello has been a game-changer for me in terms of collaboration and productivity. As a project manager, being able to invite team members to join my Trello boards has made it much easier to delegate tasks, track progress, and ensure everyone is on the same page.
I have found that by adding personal touches and commentary to the boards, I can provide context and guidance to my team members. This helps us stay organized, avoid miscommunication, and ultimately achieve our goals more efficiently.
Conclusion
Adding a member to your Trello board is a simple process that allows you to collaborate and work with others seamlessly. By following the steps outlined in this article, you can easily invite team members or collaborators to join your boards and start working together effectively. Embrace the power of collaboration with Trello!