As someone who uses Trello regularly, I have discovered that adding descriptions to my Trello boards is an excellent method of providing extra context and details to both myself and my team. In this article, I will guide you through the process of adding a description to a Trello board and also offer some personal advice and insights.
Step 1: Open the Board
To begin, log in to your Trello account and navigate to the board where you want to add a description. Once you’ve opened the board, you’ll see the main board view with all the lists and cards.
Step 2: Open the Board Menu
In the top right corner of the board, you’ll find a button with three dots. Click on this button to open the board menu.
Step 3: Edit Board
In the board menu, select the “More” option, and then click on the “Settings” option. This will open the board settings panel.
Step 4: Add Description
In the board settings panel, scroll down until you reach the “Description” section. Here, you’ll see a text box where you can enter your board description. Take your time to write a detailed and informative description that clearly conveys the purpose and goals of your board.
It’s crucial to include relevant information such as project objectives, important deadlines, and any other details that can provide guidance to yourself and your team members.
Additionally, you can use formatting options such as bullet points, numbered lists, and headers to organize and structure your description for better readability.
Step 5: Save Changes
Once you’ve added your description, click on the “Save” button at the bottom of the board settings panel to save your changes.
Tips and Tricks
Now that you know how to add a description to your Trello board, let me share some personal tips and tricks that might enhance your experience:
- Keep the description up to date and revise it as your project progresses. A stale description can lead to confusion and misinformation.
- Use hyperlinks to provide quick access to relevant external resources or related boards within your Trello account.
- Consider adding a summary section at the beginning of your description to provide a quick overview of the board’s purpose.
- If you’re working on a collaborative project, encourage your team members to read and refer to the board description regularly.
Conclusion
Adding a description to your Trello board can greatly improve the clarity and effectiveness of your project management. By including relevant information and personal touches, you can provide context and guidance to yourself and your team members. Remember to keep the description up to date and leverage the various formatting options available to make it more organized and visually appealing. Happy Trello-ing!