As an avid Trello user, I have found the feature of adding people to view a board to be incredibly helpful in collaborating with others. Being able to share my boards with my team or clients allows us to work together seamlessly and stay organized. In this article, I will guide you through the process of adding people to view a board on Trello, and share some personal tips and insights along the way.
Step 1: Open the Board
To start, open the board that you want to share with others. This can be done by either selecting the board from your Trello dashboard or by clicking on the board’s name from the sidebar on the left-hand side of the screen.
Step 2: Click on the “Share” Button
Once you have the board open, locate the “Share” button. It is usually located in the top-right corner of the screen, next to the board’s name. Click on this button to open the sharing options.
Step 3: Enter Email Addresses
In the sharing options menu, you will see a field where you can enter the email addresses of the people you want to add to view the board. You can enter multiple email addresses separated by commas. Trello will automatically send an invitation email to each person you add.
Step 4: Choose Permission Level
Next, you can choose the permission level for each person you are adding to view the board. Trello offers three levels of access:
- Observer: This is the most limited access level. Observers can only view the board and its contents, but cannot make any changes or add comments. This is useful when you want to share the board for informational purposes only.
- Normal: This access level allows users to view the board, make comments, and add attachments. However, they cannot make any changes to the board’s structure, such as adding or editing cards.
- Admin: Admins have full access to the board and can make any changes. They can add, edit, and delete cards, move cards between lists, and modify the board’s settings. Be careful when granting admin access, as it gives the person complete control over the board.
Choose the appropriate permission level for each person you are adding. It’s important to consider the level of trust and responsibility each person has when determining their access level.
Step 5: Send Invitations
Once you have entered the email addresses and selected the permission levels, click on the “Send Invitations” button to send the invitations. Trello will automatically send an email to each person with a link to the board and instructions on how to access it.
Step 6: Manage Board Members
After adding people to view the board, you can manage the board members by clicking on the “Members” button in the board’s menu. From here, you can remove members, change their permission levels, and view their activity on the board.
With these simple steps, you can add people to view your Trello board and collaborate effectively. Remember to choose the appropriate permission levels for each person and regularly review the board’s members to ensure that everyone has the right level of access. Happy collaborating!
Adding people to view a Trello board is a powerful feature that enhances collaboration and teamwork. By following the steps outlined in this article, you can easily share your boards with others and work together seamlessly. Whether you’re managing a project with your team or sharing ideas with your clients, Trello’s sharing options make it easy to collaborate effectively. So go ahead, start inviting people to view your Trello board, and witness the power of teamwork in action!