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I want to give my Trello board to others

Lisa Bedford

I have a membership website and have created a useful Trello board that I want to give to my members. It's a type of planner, so they would be able to add, delete, change it in any way to suit their purposes. I want them each to have this board in their own Trello account. It coincides with the content of my membership and will help them make progress.

I thought I could do this by having them set up their own Trello accounts and then sharing the board with them, but that doesn't seem to be the case.

Can someone help me figure out a way to do this. I had planned on this being one of the benefits of their membership, so it's important!

Thanks!

Accepted answers

Jodi LeBlanc

Hi @Lisa Bedford when you say you were trying to share the board with them did you have them go to the board and then select copy board? That way they would have a template board on their own Trello account and make changes to suit their needs. You may have to make this board public in order for this to be possible, as you can't copy private boards to protect the contents of the board. Once you change the board setting to public you can share the link with your members and the directions on how to copy board.

https://help.trello.com/article/802-copying-cards-lists-or-boards

Let me know if this helps.
Thanks,

Jodi

All comments

Jodi LeBlanc

https://help.trello.com/article/802-copying-cards-lists-or-boards

Let me know if this helps.
Thanks,

Jodi

Lisa Bedford

Jodi, I think this is what I was looking for. Thanks so much!!!

Jodi LeBlanc

You are welcome, I am glad it helped!

Jodi

Lisa Bedford

Jodi, my members are running into this issue. They have set up their accounts, clicked on my board link, but do not get the same menu that I do.

2019-06-11 (7).png

Jodi LeBlanc

Hi @Lisa Bedford it looks like from the screenshot that the user is opening Trello via mobile (phone or ipad). In that case they would click on the small arrow on the right of "about this board" (it is an arrow without the stick, looks like this "<"), they would then see a menu. They would click on "...More" (3rd option in list) and it would open the full menu where they would see the option to "copy board". They would then rename the copy of your board and it would be saved in their Trello boards for them to adapt and update to suit their needs.

Let me know if that helps.
Thanks,

Jodi

Lisa Bedford

My group member gets to this menu and there is no Copy Board. I'm beginning to think they need to go through this process on a desktop, not mobile. mobile trello.png

Jodi LeBlanc

Thanks @Lisa Bedford it turns out you can copy "private" setting boards, so with the method I subscribed above (with the more function), they should be able to see "copy board" even when you set the view back to private.

Thanks,

Jodi

Jodi LeBlanc

Hi @Lisa Bedford is his now working forward your users?

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