Enterprise Trello is managed by DES/ETS. If you want to manage a workspace, please submit a ticket to DES IT Support with your cost code included. ETS will set up your paid account.
Understanding users and admins
Workspace Admin/Member (Paid Account): A Workspace Admin manages settings for an entire Workspace. (such as all boards belonging to the FPS team, or all boards belonging to the HR team)
Board Admin (Free Account): A Board Admin is whoever is in charge of managing the settings of a specific board.
Board Members (Free Account): Unlicensed Trello users. They are part of the enterprise and can use Trello for their personal projects but cannot fully access Enterprise Workspaces or boards by default. They must be invited as guests.
Observers (Free Account): Observers are board members that are able to view and comment on a board, but are not able to move or edit cards, upload attachments, or change board settings.
Trello Basics
A Trello board only has four key components, but comes with unlimited possibility:
What is a board?
A board (A) represents a place to keep track of information — often for large projects, teams, or workflows. Whether you are launching a new website, tracking sales, or planning your next office party, a Trello board is the place to organize tasks, all the little details, and most importantly—collaborate with your colleagues.
What is a list?
Lists (B) keep cards, or specific tasks or pieces of information, organized in their various stages of progress. Lists can be used to create a workflow where cards are moved across each step in the process from start to finish or simply act as a place to keep track of ideas and information. There’s no limit to the number of lists you can add to a board, and they can be arranged and titled however you’d like.
What is a card?
The smallest, but most detailed unit of a board is a card (C). Cards are used to represent tasks and ideas. A card can be something that needs to get done, like a blog post to be written, or something that needs to be remembered, like company vacation policies. Just click “Add a card…” at the bottom of any list to create a new card and give it a name like “Hire a new marketing manager” or “Write a blog post.”
Cards can be customized to hold a wide variety of useful information by clicking on them. Drag and drop cards across lists to show progress. There’s no limit to the number of cards you can add to a board.
What is the board menu?
On the right side of your Trello board is the menu (D)—the mission control center for your board. The menu is where you manage members' board permissions, control settings, search cards, enable Power-Ups, and create automations. You can also see all of the activity that has taken place on a board in the menu’s activity feed. Take some time to check out everything the menu has to offer.
Trello Tips & Tricks
- How to Create Trello Projects and Invite Members | Trello
- How to Use Powerful Collaboration Features to Get More Done | Trello
- Trello Tips & Tricks to Boost Your Productivity | Trello