So you’ve been using Trello to manage your projects and you want to collaborate with someone by adding them to your board? Great! Adding someone to your Trello board is a simple process that allows you to share your tasks, deadlines, and progress with others. In this article, I’ll guide you through the step-by-step process of adding someone to your Trello board.
Step 1: Open Your Trello Board
To begin, log in to your Trello account and open the board that you want to add someone to. You can either create a new board or select an existing one from your dashboard. Once you have the board open, you’ll see the lists and cards that make up your project.
Step 2: Navigate to the Board Menu
In the top-right corner of your board, you’ll find the board menu. It is represented by three horizontal lines. Click on the board menu to open a dropdown list of options.
Step 3: Select “Invite”
From the board menu, select the “Invite” option. This will open a dialog box where you can input the email address of the person you want to add to your board. Enter the email address and click the “Invite” button.
Step 4: Add a Personal Message (Optional)
After entering the email address, you have the option to include a personal message to the person you are inviting. This message is a great way to provide context or instructions about the board. Take a moment to write a thoughtful message if you think it’s necessary.
Step 5: Choose Permissions
Next, you’ll have the option to choose the permissions you want to grant to the person you are inviting. Trello offers three levels of access: “Observer,” “Member,” and “Admin.” Here’s a breakdown of each:
- Observer: Can view the board but cannot make changes or add comments.
- Member: Can view and edit the board, add comments, and create and assign tasks.
- Admin: Has full control over the board, including the ability to manage members, change settings, and delete the board.
Choose the permission level that aligns with the person’s role and responsibilities within the project.
Step 6: Send the Invitation
Once you’ve selected the permissions, click the “Send Invitation” button. Trello will send an email invitation to the person you added. They will receive an email with a link to accept the invitation and create a Trello account if they don’t have one already.
Step 7: Collaboration Begins!
Once the person accepts the invitation and joins the board, you can start collaborating together. They will have access to all the tasks, comments, and attachments on the board, depending on the permission level you granted them. You can easily communicate with each other, assign tasks, and update the board as needed.
Conclusion
Adding someone to your Trello board is a seamless process that allows you to effectively collaborate on projects. By following the steps outlined in this article, you can easily share your tasks and progress with others, making teamwork a breeze. So, why wait? Start inviting your team members, clients, or collaborators to your Trello board, and watch your projects come to life!