About this lesson
Learn how to create a team and why this can be beneficial.
Quick reference
Using Teams
Learn how to create a team and why this can be beneficial.
When to use
To learn the benefits of using teams within Trello. To understand how to associate a team with a specific board.
Instructions
Creating a Team
1. From the Trello dashboard, select the Create a new team... link near the bottom of the page.
2. Give your team a name and a description if desired. Select Create to continue.
3. On the Team page, select the Members tab.
4. Select the green Add by Name or Email button to add users to this team.
5. Once users have been added, decide who should have Admin or Normal permissions (see below).
Team Permissions
Admin - Can view, create and edit team boards, and change settings for the team.
Normal - Can view, create, and edit team boards, but not change settings.
Associating a Board with a Team
1. Within the desired board, select the Show Menu link.
2. Select ...More.
3. Select Settings.
4. Select Change Team.
5. From the drop-down menu provided, select the team you would like to associate with this board.
- 00:05 I've now shown you some of the benefits of collaborating with others and
- 00:09 team members on an individual Trello board.
- 00:12 But what if you want to manage a number of projects with the exact same team.
- 00:18 It can be very time consuming if you need to go and
- 00:21 invite each and every member to each individual board.
- 00:26 Well Trello gives us a much better solution and that is Trello Teams.
- 00:32 If we select Trello at the top of the screen it returns us back to the Trello
- 00:37 dashboard, and near the bottom, you see we have the option to create a new team.
- 00:44 This means that we can assign boards to the same group of people, so
- 00:48 that they can access multiple boards with the similar or same settings.
- 00:54 So to create our new team, we first need to give it a name.
- 00:57 I'm going to call this one HR Department,
- 01:00 and you can add a description if you desire.
- 01:04 By selecting the Create button, we come to the Team Settings screen.
- 01:10 And the very first tab shows all the boards that are assigned or
- 01:15 related to this team.
- 01:16 Now, because this team is brand new, we do not have a single board assigned yet.
- 01:23 But before we create a new board, let's look at the members tab.
- 01:28 Now, I'm the first and only member of this team since I'm the one who created it.
- 01:34 So let's go ahead and add a few more members to this team.
- 01:39 To do so, we select the Add by name or email button.
- 01:44 And the ability or the way to add new team members is very similar to
- 01:49 adding members to an individual board. I'm gonna add two members,
- 01:55 and now you can see them listed here under the Members tab.
- 02:00 Now you will also notice on the right-hand side that I,
- 02:04 as the creator of this team, have Admin permissions,
- 02:08 while the two people that I've just added have only normal permissions.
- 02:12 What are the differences between the two?
- 02:15 Well as an administrator you can not only view, create, and edit team Boards but
- 02:20 you also have the ability to change the settings for
- 02:23 the team such as these permissions.
- 02:26 But for those who only have normal permissions they can only view,
- 02:31 create and edit team boards.
- 02:33 They cannot change these settings.
- 02:37 So, you can determine which members of your teams deserve or
- 02:41 should have administrative rights, and which members should have normal rights.
- 02:47 And of course, in this last column,
- 02:49 you can choose who you would like to remove from this particular team.
- 02:54 Under the settings tab,
- 02:55 you have a few additional options such as team visibility.
- 03:00 You can change this from private to public if desired.
- 03:04 I am going to keep it at private for now.
- 03:07 If you subscribe to Trello business class,
- 03:10 you will have even additional options available to you.
- 03:14 Now, lets go back to the Boards tab.
- 03:17 If I want to create a new board and have all of the members who are listed within
- 03:22 this team, give them access to this board, I can do so here.
- 03:27 And we can create a new board just like we did at the the very beginning.
- 03:32 But what about an existing board?
- 03:34 What if you'd like to assign this team to a board you have already created?
- 03:39 Let's go back to our Trello dashboard and
- 03:43 select the board which we would like that team to have associated with.
- 03:48 If we select the Show Menu option, if we select More,
- 03:55 and then select Settings at the very top we have the option to
- 03:59 change the team, and by selecting this option,
- 04:03 you can see currently there is no team assigned to this board.
- 04:07 But by selecting this drop down, it will give us a list of all the teams.
- 04:11 In this case, just the one we created.
- 04:14 I can select it and I can select Change.
- 04:19 Now my HR Department team, all members and
- 04:24 all future members that I decide to add to that team, can access this board.
- 04:29 So teams can be a helpful way for managing your members,
- 04:33 managing who has access to what instead of managing it on each individual board.
Lesson notes are only available for subscribers.