Adding a new team member in Trello is an uncomplicated and effective method for working together with your team and simplifying your tasks. As someone who is passionate about Trello, I have gained experience in welcoming numerous team members onto our Trello boards and I am eager to impart my personal advice and suggestions with you.
Step 1: Accessing the Team Settings
The first step is to access the team settings in Trello. To do this, log in to your Trello account and click on the team name from the sidebar on the left-hand side of the screen. Once you’re on the team’s main page, click on the “Settings” tab.
Step 2: Adding a New Team Member
Now that you’re in the team settings, you can easily add a new team member. In the “Members” section, you’ll see a list of all the current team members. To add a new member, simply click on the “Add Members” button.
A modal will appear where you can enter the email address of the person you want to invite. You can also choose the team’s visibility settings for the new member – whether they should have read-only access or full editing permissions. Once you’ve entered the email address and set the permissions, click on the “Send Invitation” button.
The new team member will receive an email invitation to join the team. Once they accept the invitation, they will be added to the team.
Step 3: Customizing the New Team Member’s Board
After the new team member has joined the team, you can customize their board to ensure that it reflects their role and responsibilities. To do this, go to the team’s main page and click on the “Boards” tab. Find the board associated with the new team member and click on the three-dot menu icon.
In the dropdown menu, select “Copy Board.” This will create a duplicate of the board that you can customize for the new team member. Rename the board to reflect their name or role and make any necessary modifications to the board’s lists, labels, and cards to align with their specific tasks and projects.
Conclusion
Creating a new team member in Trello is a seamless process that allows you to easily collaborate and manage projects with your team. By following these steps and customizing the new team member’s board, you can ensure that everyone is on the same page and working towards a common goal.