Inviting individuals to join your Trello board is an excellent means of fostering teamwork and maintaining efficiency. It grants all members involved the ability to access the board and participate in its tasks and projects. This guide will systematically lead you through the procedure of adding people to your Trello board, while offering valuable advice and suggestions.
Create a Trello Account
Before you can add people to your Trello board, you’ll need to create a Trello account if you haven’t done so already. Simply visit the Trello website at https://trello.com, click on the “Sign Up” button, and follow the instructions to create your account. Once you have your account set up, you’re ready to start adding people to your Trello board.
Invite People to your Board
First, navigate to the board you want to add people to. If you’re already on the board, you can find the “Invite” button on the right side of the screen. Click on it to open the invitation modal.
In the invitation modal, enter the email addresses of the people you want to invite to the board. You can separate multiple email addresses with commas. Optionally, you can customize the invitation message to add a personal touch. Trello also provides the option to choose whether the invited members can only join with a link or if they need your approval.
Once you’re done with the invitations, click on the “Send Invitations” button to send out the invites. The invited members will receive an email notification with a link to join the board.
Manage Board Members
After sending out the invitations, you can manage the board members and their permissions. To do this, go to the board and click on the “Show Menu” button located at the top right corner of the screen. From the menu, select “Members” to view the list of board members.
In the Members section, you can see all the current board members and their respective permissions. To change a member’s permission level, click on the member’s name and select the desired permission level from the dropdown menu.
Note that there are three permission levels in Trello: “Observer,” “Normal,” and “Admin.” Observers have view-only access, while Normal members can create and edit cards. Admins have full control over the board, including adding and removing members.
Additional Tips and Best Practices
Now that you know how to add people to your Trello board, here are some additional tips to enhance your collaboration:
- Communicate with your team: Trello offers built-in communication features such as comments and attachments. Utilize these tools to keep everyone on the same page and maintain clear communication.
- Organize your board: Take advantage of Trello’s board organization features such as labels, due dates, and checklists. This will help you and your team stay organized and focused on the tasks at hand.
- Regularly update your board: Make it a habit to update your Trello board regularly by adding new cards, moving completed tasks to different lists, and archiving old cards. This will ensure that your board remains up-to-date and reflects the current status of your projects.
Conclusion
Adding people to your Trello board is a simple yet effective way to collaborate with your team. By following the steps outlined in this article, you can easily invite members to your board and manage their permissions. Remember to utilize Trello’s communication and organization features to enhance your collaboration and keep your projects on track. Happy Trello-ing!