Zack demonstrates the process for adding members to your Trello boards and individual Trello cards for your overal post-production workflow. Knowing how to add members within your Trello workflow is important because it ensures that the correct team members receive the right messages and can communicate properly with other Trello team members.
- [Instructor] An especially useful feature in Trello is the ability to assign members to specific boards, cards, or entire teams. In the introductory chapter, I showed you the basics of how to add a member. But now I want to go deeper because the way to do so can be a little confusing at first glance so I'm gonna walk you through how you can add your members to your projects and communicate properly with them. So on the topmost level, what you would do is you would add members to an entire team. So I'm gonna go back to the team that we created by clicking on Boards, going to Group A Editorial.
This is the home base for your team page. Going to Members, and remember, we added Rose to the entire team so you can see that I'm the Admin because I created this. Rose is now a normal level member, but if I wanted her to have all the administrative access, I could go in and change her permissions to admin as well. And remember, any member that you add to the topmost level of your team is going to have access to every single board that you create. And if you create additional boards after you've added them as a member of your team, they're going to have the option to always join those boards.
So think of them as having full access. They have the keys to the castle. So on the next level, if you don't want somebody to have access to your entire team. So you'd go to your main board and add them here, as I've done in the past and anybody that's listed on your team level is now going to be listed here and can be added without you having to search for them in the Trello interface. So now I'm gonna add Rose on the board level, which means that she has access to everything happening on this board and can be added to all of the cards.
And then once again, the third level would be adding them to individual cards. So I'm just gonna create a new test list, a new card, and just show one more time, in case you didn't see it in the earlier videos that if you wanted to add a member to a specific card, you'd add the member here and again, everybody listed here is going to be on the board. If you have a team member that has not been added to a board, they are not going to be listed here unless you go down to this option and now you can show all the other team members.
And if we had multiple team members that were added to the team but I had not added them to the board yet, I can still add them to individual cards if they were not members of the board. So this is where it can honestly get a little bit confusing with the way that members work, which is why I wanted to walk you through this process one more time. So one further level that you can go to is actually changing the level of commenting permissions that your members have. And to do so, you're gonna go to Show Menu, you're gonna to go to More, and you're going to choose Settings and Commenting Permissions.
So what this means is that you can actually change the ability that different members have to be able to comment and discuss. You're gonna see that some of these are grayed out because some of them are only available to business class members or available to specific team members. But you can see I had the different options to disable the whole board which basically makes this a view-only board, so people cannot comment. I can allow admins and normal members to comment. I can allow members and observers. I can allow team members or public members. So you can see that based on the type of account that you have, you have all kinds of different permissions to allow the type of commenting that you want to allow on your specific boards.
But in the free version, these are the options that are available, and I just wanted to make you aware of the fact that you can change the types of permissions that your members have. So now that you understand how to better assign your members to your projects and help them communicate effectively within your specific cards and tasks, the next lesson demonstrates how to take your communication to the next level using the slack integration.
Trello for Video Post-Production is a hands-on learning experience in using Trello, Google Drive, and Slack to build your post-production project management system from the ground up—all the way from planning to the delivery of your final masters. This system can apply to scripted projects, unscripted, documentary, reality, and almost any other kind of project imaginable. Filmmaker and professional editor Zack Arnold shows how to create boards and add new cards, attach documents, share media, assign due dates, and link to several different cloud-based storage solutions like Google Drive and Dropbox. Each step of the process is broken down in detail so you understand how to use Trello to its fullest potential. With these tips, you can finally achieve the dream of a post-production workflow that minimizes busywork, paperwork, and email and maximizes your time to be creative.
- Using the Trello interface and boards, lists, and cards
- Creating teams in Trello
- Attaching files to cards
- Linking and filtering cards
- Integrating with Google Drive and Slack
- Organizing your boards, lists, and cards
- Building your main board
- Breaking scripts and stories into lists and cards
- Managing revisions, specs, and deliverables
- Organizing projects with multiple videos
- Mapping your workflow
Skill Level Intermediate
Q: This course was updated on 01/23/2018. What changed?
A: We added one video describing four new powerful plugins for Trello: Trellists, Scrum for Trello, CardCounter for Trello, and Pro for Trello.