In my recent experience, I was given the chance to work with a new team on a project. One of the initial challenges I encountered was transferring a Trello board from my personal workspace to the team’s workspace. Initially, I was uncertain about how to accomplish this, but with some investigation and experimentation, I found a simple and direct method. In this article, I will detail the step-by-step process I used to successfully copy a Trello board to a new team, as learned from my own experience.
Step 1: Access the Trello Board
The first step is to access the Trello board that you want to copy. Open your web browser and log in to your Trello account. Once you are logged in, navigate to the board you wish to copy.
Step 2: Open the Board Menu
Next, locate the board menu in the top-right corner of the screen. Click on the three dots icon to open the menu.
Step 3: Select “More” Option
In the board menu, click on the “More” option. This will open a dropdown menu with additional actions you can take.
Step 4: Choose “Copy Board” Option
From the dropdown menu, select the “Copy Board” option. This will open a new window with the copying options.
Step 5: Choose the Destination
In the copying options window, choose the destination for your copied board. You can either copy the board to an existing team or create a new team for it. Select the appropriate option based on your needs.
Step 6: Customize Copying Options
In this step, you have the option to customize the copying options according to your preferences. You can choose whether to include the board’s cards, lists, members, labels, and even the checklists. Make your selections based on what you want to include in the copied board.
Step 7: Start the Copying Process
Once you have customized the copying options, click on the “Create” button to start the copying process. Trello will then create a copy of the board and move it to the chosen destination.
Step 8: Review the Copied Board
After the copying process is complete, you can review the copied board in the destination workspace. Make sure to double-check that all the necessary cards, lists, labels, and members have been successfully copied.
Conclusion
Copying a Trello board to a new team can be a seamless process if you follow these step-by-step instructions. By utilizing the “Copy Board” feature in Trello, you can easily transfer your boards from one workspace to another, saving you time and effort. So, next time you find yourself collaborating with a new team, don’t fret about starting from scratch, simply copy your existing Trello board and get to work!