TRELLO COMPANY ACCOUNT SOFTWARE

This will open a dropdown menu of available workspaces. Third, select the ‘Sync with workspace’ option.

This will open the ‘Synchronization Settings’ window. The first step should be to select ‘Settings’ on the right side of the board. Step 5: Sync your board with the new workspace Select the workspace you created in Step 2.Īfter selecting the new workspace, you will be given one last chance to confirm the move. Once you have selected “Move” from the options list, a new window will appear with a list of all of your workspaces. Select the option “More” from the list.Īfter you have selected “More” from the drop-down menu, a list of options will appear. Once you have clicked on the “Show Menu” link, a drop-down menu will appear. Look on the right side of the board, and you will see a link titled “Show Menu”. Go to the board you want to move to another workspace. Step 4: Move the board to the new workspace By following these steps, you will be able to add members to your workspace and move your Trello board to the new workspace.

Once you have done this, you should select the ‘Send Invitation’ button which will send invitations to the specified members. You can then enter the names or email addresses of the people you want to add to the workspace. Next, you should select the ‘Members’ tab, which will display a list of current members. This will open the Admin panel, which provides options for managing the workspace. In the ‘Board Name’ field, enter a name for the board, then click ‘Create Board.’ Your board will now be created in the new workspace.įirst, you should select ‘Admin’ in the left navigation bar. Once the workspace has been created, select ‘Create Board’ to create the board for the workspace. Start by accessing the new team page and click ‘Create Workspace.’ Enter a name for the workspace, then click ‘Create Workspace.’ In order to move a Trello board to another workspace, you need to first create the workspace and then create the board in the new workspace. Then you must select the board and teams you want to move. Step 1: Find the board and teams you want to moveįirst, you must log into your Trello account through the Trello website. We’ll cover everything from creating a copy of the board to deleting the original board and setting up the new workspace. In this guide, we’ll walk you through the steps of transferring a Trello board from one workspace to another. But don’t worry, it’s actually quite simple. Moving a Trello board to another workspace can be a daunting task, especially if you’re not familiar with the process.

TRELLO COMPANY ACCOUNT SOFTWARE

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