As someone who uses Trello frequently, I recognize the significance of being able to include different kinds of files on my boards. One particular file format that is frequently required is PDFs. In this piece, I will take you through the steps of adding a PDF to Trello, one by one. Let’s begin!
Step 1: Open your Trello board
First, log in to your Trello account and navigate to the board where you want to add the PDF. If you don’t have a board set up yet, create a new one. Once you have your board open, you can proceed to the next step.
Step 2: Create a new card or open an existing one
Next, decide whether you want to add the PDF to a new card or an existing one. If you’re adding it to an existing card, simply open the card by clicking on it. If you’re creating a new card, click on the “Add a card” button and give it a name.
Step 3: Open the attachments section
Once you have the card open, you’ll see various sections like “Description,” “Checklists,” and “Attachments.” To add the PDF, click on the “Attachments” section. This will open a new window where you can choose the file you want to upload.
Step 4: Upload the PDF file
In the attachments window, click on the “Attach a file” button. This will open your computer’s file explorer. Navigate to the location where your PDF file is saved, select it, and click “Open” to start the upload. Trello will then begin uploading the file to your card.
Step 5: Add a title and description (optional)
If you want to provide more information about the PDF, you can add a title and a description. To do this, simply click on the name of the uploaded PDF file. A text field will appear where you can enter a title and description. This can be helpful for quickly identifying the content of the PDF without having to open it.
Step 6: View and download the PDF
Once the PDF is uploaded and titled, you can easily view and download it. Simply click on the PDF file in the attachments section, and it will open in a new browser tab. From there, you can read or download the PDF as needed.
Adding PDFs to your Trello boards can be a great way to keep all your important documents organized and easily accessible. Whether you’re sharing reports, presentations, or reference materials, Trello’s attachment feature makes it simple and efficient.
Conclusion
Now that you know how to add a PDF to Trello, you can start incorporating this useful feature into your workflow. Remember to keep your files organized by attaching them to the relevant cards on your boards. Happy organizing!
