Including a colleague on Trello is an excellent method for collaborating and maintaining organization on projects. As a Trello user for professional purposes, I am able to provide you with a clear and detailed guide on how to add a work person to your Trello board.
Step 1: Sign in to Trello
If you haven’t already, sign in to your Trello account. You can do this by visiting the Trello website or using the Trello mobile app. Once signed in, you’ll have access to all your boards and be ready to add a work person.
Step 2: Open the Board
Next, open the Trello board to which you want to add a work person. This can be an existing board or a new one that you create specifically for your work project. For example, if you’re working on a marketing campaign, you might have a board called “Marketing Campaign 2022.”
Step 3: Navigate to “Members”
Within the board, navigate to the right-hand side of the screen. You’ll see a panel with various options, including “Members.” Click on “Members” to open the members list.
Step 4: Add a Work Person
Now it’s time to add the work person to your Trello board. In the members list, you’ll see an option to “Add Members.” Click on “Add Members” to open the member selection menu.
Here, you have a few options:
- Add Existing Trello User: If the work person already has a Trello account, you can search for their username or email address in the member selection menu. Once you find their account, click on it to add them to the board as a member.
- Invite by Email: If the work person doesn’t have a Trello account, you can invite them to join Trello via email. Simply enter their email address in the member selection menu, and they will receive an invitation to create a Trello account and join the board.
- Create a New Trello Account: If the work person doesn’t have a Trello account and you want them to create one, you can use the “Create a new Trello account” option in the member selection menu. This will redirect them to the Trello sign-up page, where they can create their account and join the board.
Step 5: Customize Permissions
After adding the work person to your Trello board, you have the option to customize their permissions. This allows you to control what actions they can perform on the board. For example, you can choose whether they can create cards, edit cards, or only view the board.
To customize permissions, hover over the work person’s name in the members list and click on the three dots that appear. From the dropdown menu, select “Change Permissions.” Here, you can choose the appropriate permission level based on the work person’s role and responsibilities.
Conclusion
Adding a work person to Trello is a straightforward process that can greatly enhance collaboration and organization in your work projects. By following the steps outlined above, you’ll be able to invite and manage work persons on your Trello boards with confidence and ease.