Including a new member to your Trello team is imperative for facilitating effective teamwork. Being a frequent Trello user, I have personally found this procedure to be uncomplicated and easy to follow. In this post, I will provide a detailed walkthrough on how to add a new team member to Trello, while also sharing some useful insights from my own experience.
Step 1: Accessing the Team Settings
To begin, open Trello and navigate to the team board where you want to add a new member. Once you are on the team board, look for the “Settings” button located on the right-hand side of the screen. Click on it to access the team settings.
Step 2: Inviting a New Member
Now that you are in the team settings, you will see a section labeled “Team Members.” Here, you can see a list of all the current team members. To invite a new member, scroll down to the bottom of the list and click on the “Invite New Members” button. A pop-up window will appear where you can enter the email address of the person you want to invite.
Here’s a tip: Instead of having to type the email address manually, you can also copy and paste the email address from your preferred email client to save time.
Once you have entered the email address, you can add a personal message in the text box provided. This message can be as simple as a friendly greeting or a brief explanation of why you are inviting them to join the team. Adding a personal touch to the invitation can make the new member feel more welcome and appreciated.
Step 3: Setting Member Permissions
After sending the invitation, the new member will receive an email notification with a link to join the team. Once they click on the link, they will be directed to a page where they can create an account or log in if they already have one.
Upon joining the team, the new member will have default permissions, which may vary depending on the team settings. As the team owner or administrator, you have the ability to customize these permissions according to the member’s role and responsibilities within the team.
For example, if the new member is a project manager, you may want to grant them additional permissions to create and edit cards, labels, or checklists. On the other hand, if the new member is a client or a stakeholder, you may want to limit their permissions to viewing cards and leaving comments. You can modify these permissions by going to the “Team Members” section in the team settings and clicking on the member’s name.
Step 4: Onboarding the New Member
Once the new member has successfully joined the team and their permissions have been set, it’s time to onboard them to Trello. Personally, I find it helpful to schedule a brief video call or a screen-sharing session to introduce the new member to the Trello interface and walk them through the team’s existing boards and workflows.
During the onboarding process, I like to highlight important features and shortcuts that will make their Trello experience more efficient. I often mention the ability to use labels and due dates to prioritize tasks, the power of commenting and notifications to facilitate communication, and the usefulness of integrations with other tools such as Slack or Google Drive.
Conclusion
Adding a new team member to Trello is a seamless process that can greatly enhance collaboration and productivity within your team. By following the steps outlined in this article, you can easily invite and onboard new members while providing a personal touch to make them feel welcome.
Remember, effective collaboration is not just about the tools we use, but also about the human connections we build. So, take the time to add that personal touch and create a positive and welcoming environment for your team members in Trello.