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Quick reference
Adding Members to a Card
Learn the benefits of adding members to a card.
When to use
To learn how to assign members to individual cards. To understand how member assignment can affect user notifications.
Instructions
Adding Members to a Card
To add a member to a card, select the card to open it, then choose Members from the right side of the card. You can search for the member's name or click their avatar. You can also add members to a card by selecting the Edit icon on the front of the card and selecting Change Members from the drop down menu.
Assigned Members and Notifications
Assigning a member to a card will automatically subscribe them to the card. Therefore, they will receive notifications for the following changes:
- All comments made in the card
- Adding and changing due dates in the card
- Upcoming due dates in the card
- Moving and archiving of the card
- 00:05 Now that we've added a few members to our Trello board let's take a look at
- 00:09 some of the benefits of having people join our board, and
- 00:13 how we can assign them to individual cards.
- 00:17 Now the very first benefit should probably be obvious.
- 00:20 Anyone that now has access to this board can view everything that is going on.
- 00:26 They can see the contents of each and every card, and
- 00:30 they also have the ability to edit cards and move them into different lists.
- 00:36 This makes Trello such an ideal tool for collaborating with others.
- 00:41 But of course, we may wanna go one step further, and instead of just giving them
- 00:45 access to view and edit, but to actually assign them to individual cards.
- 00:52 Now assignment to individual cards can mean
- 00:55 different things depending on what you are managing within Trello.
- 00:59 In this example I have assigned myself to these two cards.
- 01:04 And I'm indicating that I'm the owner of these two particular tasks,
- 01:09 I'm the one who needs to get them done.
- 01:12 But let's say I'd like to assign this task to someone else,
- 01:16 how do I go about doing so?
- 01:19 Selecting the edit icon, I can select the Chance Members option.
- 01:24 And this will give me a list of each and every member who has access to this board.
- 01:29 And if it's a very lengthy list, I can also search for
- 01:32 that member by name or username.
- 01:36 Perhaps I'd like Jane to take on this task.
- 01:39 So I'm gonna select her name and
- 01:41 here you can see that her picture now appears on the front of that card.
- 01:46 Now what else changes when I've made this assignment?
- 01:50 Well perhaps the most important one is that going forward,
- 01:54 Jane will receive notifications of all changes made to this card.
- 02:00 So if I go and change the due date or if perhaps I add another attachment,
- 02:06 Jane will receive an email notification and
- 02:09 she will also receive a notification here within the Trello board.
- 02:14 Here the Trello notification icon will turn red
- 02:18 letting her know that there are new notifications for her.
- 02:22 So regardless of who makes changes to this card,
- 02:25 whoever is assigned will receive an update as to what changes have been made.
- 02:32 Now of course, you can assign more than one individual to an
- 02:36 individual Trello card.
- 02:38 If I select the Change Members option again, I can also add Jenny to this card.
- 02:45 And I can add as many members to a card as I wish.
- 02:49 If you would like to remove someone from a card, you can simply hover
- 02:53 over their name, select it, and then select remove from card.
- 02:59 And these options are also available from within the card,
- 03:02 here you see near the top we have a members section
- 03:06 showing us all of the people who are assigned to this card.
- 03:10 And I can select the plus button to add additional members here.
- 03:15 You will also see the Members button in the top right-hand corner which
- 03:19 gives us the same functionality of adding members to this card.
- 03:25 So in summary, adding members can be a powerful way
- 03:29 of collaborating with other people on your team.
- 03:33 And by assigning people to individual cards, they will receive updates and
- 03:38 notifications of any changes made to that card.
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