How To Assign A Task To Someone On Trello

How To Articles

Assigning tasks to a team member on Trello is an effortless and effective method of delegating work and working together with your team. Being a dedicated user of Trello, I have experienced the immense usefulness of this feature in keeping everyone on track and ensuring timely completion of tasks. In this article, I will walk you through the steps of assigning a task to someone on Trello while also sharing valuable tips and tricks.

Step 1: Create a Board

The first step is to create a board on Trello. A board represents a project or a team, and it acts as a container for your tasks and their associated details. To create a board, simply click on the “Create new board” button on the Trello dashboard. Give your board a descriptive name and choose whether you want it to be public or private.

Pro tip: If you are working on multiple projects or with different teams, I recommend creating separate boards for each. This helps to keep everything organized and easily accessible.

Step 2: Add Lists and Cards

Once you have created your board, it’s time to add lists and cards. Lists are columns that represent different stages or categories of your project, while cards represent individual tasks. To add a list, click on the “Add a list” button on the right side of your board. Give your list a name, such as “To Do”, “In Progress”, and “Done”. To add a card, simply click on the “+ Add a card” button below the corresponding list.

Pro tip: Use labels and due dates to add more context to your tasks. You can easily identify the priority or type of task by assigning different labels. Adding due dates helps everyone to stay accountable and ensures timely completion of tasks.

Step 3: Assign a Task

Now comes the exciting part – assigning a task to someone on Trello! To assign a task, open the card you want to assign and click on the “Members” button on the right side of the card. This will display a list of all the members on your board. Simply click on the name of the person you want to assign the task to.

Pro tip: To add a personal touch, you can leave a comment on the card to provide further instructions or clarify any doubts. This helps to maintain open communication and ensures everyone is on the same page.

Step 4: Track Progress and Collaborate

Once a task is assigned, Trello provides various features to track progress and collaborate with your team. You can move cards across different lists as the task progresses, update task details, and attach relevant files or documents. Trello also allows you to have discussions within cards and even mention specific team members using the “@” symbol.

Pro tip: Regularly communicate with the person assigned to a task to get updates and address any roadblocks. This fosters a collaborative environment and ensures smooth workflow.

Conclusion

Assigning tasks to someone on Trello is a straightforward and effective way to delegate work and collaborate with your team. By creating boards, adding lists and cards, and assigning tasks to specific team members, you can keep everyone organized and informed. Trello provides a user-friendly platform that allows for seamless collaboration and ensures tasks are completed on time. So, go ahead and start assigning tasks on Trello to streamline your project management and boost productivity!