Archiving a Trello board is an excellent method for keeping your workspace tidy and managing your projects effectively. Being a frequent user of Trello, I have discovered that archiving boards is a beneficial function that aids in my productivity and ensures a streamlined workflow. In this article, I will lead you through the steps of archiving a Trello board, and also provide some of my own tips and insights.
Why Archive a Trello Board?
Before we dive into the steps, let’s briefly discuss why archiving a Trello board can be beneficial. As your projects grow and evolve, you may find yourself with a surplus of old or completed boards. Keeping these boards visible can clutter your Trello dashboard and make it harder to find the boards you actively work on. Archiving allows you to hide these old boards while still retaining access to the information whenever you need it in the future.
Step 1: Open the Trello Board
To begin the archiving process, open the Trello board you wish to archive. It’s important to note that only board members with admin privileges can archive a board. If you are not an admin, reach out to the board owner or another admin and request their assistance.
Step 2: Access the Board Menu
Once the board is open, locate the board menu, which is located on the right-hand side of the screen. The board menu is represented by three dots in a vertical line. Click on these dots to access the menu.
Step 3: Select “More” in the Board Menu
In the board menu, you will see several options. Select the “More” option, which is represented by three dots connected by two lines. This will expand the menu and reveal additional actions you can take on the board.
Step 4: Choose “Close Board”
Within the expanded menu, locate and click on the “Close Board” option. A dialog box will appear, asking for confirmation to close the board. Closing a board is the first step towards archiving it.
Step 5: Confirm and Archive the Board
After clicking “Close Board,” you will be prompted to confirm your decision. Take a moment to consider if you want to proceed with archiving the board. Once you are ready, click “Archive Board” to complete the process.
Personal Touch: Organizing Archived Boards
Now that you know how to archive a Trello board, I want to share a personal tip on how to effectively organize your archived boards. Trello provides a feature called “Labels,” which you can use to categorize your boards. Consider creating a label specifically for your archived boards, such as “Archived Projects.” This way, you can easily filter and find all your archived boards in one place.
Conclusion
Archiving a Trello board is a simple yet powerful way to keep your workspace clean and organized. By following the steps outlined in this article, you can easily archive boards that are no longer in active use. Remember to take advantage of Trello’s labeling feature to further optimize your workflow. Happy organizing!