How To Add People To A Team On Trello

How To Articles

In order to maintain organization and collaboration within your team, adding individuals to your Trello team is a straightforward and effective method. From my own experience of using Trello for multiple years, I can confirm its ability to improve team productivity and streamline workflows. This guide will walk you through the process of adding team members to Trello, as well as provide some personal tips and tricks.

Getting Started

To add people to a team on Trello, you must first have a Trello account and be the admin or a team member of that team. Once you have logged into your account, follow these steps:

  1. Open the Trello website or app and navigate to the team page where you want to add people.
  2. On the team page, click on the “Members” tab.
  3. Click on the “Add Members” button.

By following these steps, you will now be able to add new members to your team.

Adding Members to the Team

When adding members to your team, you have a couple of options:

  • Invite by Email: Enter the email address of the person you want to add to your team. They will receive an email invitation to join the team.
  • Invite by Username: If the person you want to add is already on Trello, you can enter their Trello username instead of their email address. This is a convenient option if you know the person’s username and want to add them directly.

After entering the email address or username, click on the “Send Invitation” button. The person will then receive an invitation to join the team. Once they accept the invitation, they will become a member of the team on Trello.

Personal Tips and Tricks

Here are some personal tips and tricks that I have found helpful when adding people to a team on Trello:

  • Clear Communication: When sending invitations, it’s always a good idea to provide some context or a brief introduction about the team and its goals. This helps the new member understand their role and responsibilities within the team.
  • Assigning Roles: As an admin, you have the ability to assign different roles to team members, such as admins, normal members, or observers. Take advantage of this feature to ensure that each team member has the appropriate level of access and permissions.
  • Regular Check-ins: Once the new member has joined the team, it’s important to have regular check-ins to address any questions or concerns they may have. This helps them feel supported and integrated into the team.

Conclusion

Adding people to a team on Trello is a straightforward process that can greatly enhance collaboration and productivity within your team. By following the steps outlined in this article and implementing the personal tips and tricks provided, you can create a cohesive and efficient team environment on Trello. So go ahead and invite your team members to join your Trello team, and watch as your productivity soars!