How To Add People To Board In Trello

How To Articles

Adding people to a board in Trello is a simple process that allows you to collaborate with others on your projects. In this article, I will guide you through the steps of adding people to a board and share some personal tips and insights along the way.

Step 1: Open the Trello Board

First, log in to your Trello account and open the board where you want to add people. If you don’t have a board set up yet, you can easily create one by clicking on the “Create new board” button on your Trello dashboard.

Step 2: Click on the “Invite” Button

Once you are on the board, you will see a button labeled “Invite” on the right side of the screen. Click on this button to open the invitation window.

Step 3: Enter the Email Address

In the invitation window, you will be prompted to enter the email address of the person you want to add to the board. Make sure you enter the correct email address to ensure the person receives the invitation.

Step 4: Set the Permission Level

After entering the email address, you can set the permission level for the person you are adding. Trello offers three permission levels: “Observer,” “Member,” and “Admin.” Choose the appropriate level based on the person’s role in the project.

Step 5: Add a Personal Message (Optional)

If you want to add a personal touch to the invitation, you can enter a custom message in the invitation window. This allows you to provide additional context or instructions to the person you are inviting.

Step 6: Click on the “Send Invite” Button

Once you have entered the email address and set the permission level, click on the “Send Invite” button to send the invitation. The person will receive an email with a link to accept the invitation and join the board.

Adding people to a board in Trello is a great way to collaborate and work together on your projects. By inviting the right individuals and assigning them the appropriate permission levels, you can ensure smooth and efficient teamwork.

Conclusion

Now that you know how to add people to a board in Trello, you can easily bring others on board and start collaborating on your projects. Remember to choose the right permission level for each person and provide clear instructions if needed. Happy collaborating!