How do you add "Guest" boards to your workspace

[Vicki Rowe]

We are just starting to use Trello as a team and have had a bunch of boards transferred to us from a facilitator of a recent workshop.

The admin user can see the boards under "Guest Workspaces", however our members are unable to see the boards at all.  They have all been invited by email to view the link and then they can access but how do we add them to our workspace so all can view anytime?

[Hamza Chundrigar]

Hi @Vicki Rowe 

Welcome to the Atlassian community.

It’s possible that this may have to do with visibility settings of the workspace/boards. Workspace admins can change a Workspace's visibility with the Workspace Settings page.

Moreover, when a board is set to private, only those users added as members to the board can view or edit it. Private boards which are a part of Workspaces are visible only to added members unless they are part of a Standard or Premium Workspace or Trello Enterprise—then, they are also visible to Workspace admins and Enterprise admins.

Please check out these articles:

• Setting the visibility of a Workspace
• Changing the Visibility of a Board

Depending on what you mean - there aren’t guest boards per say, rather you have the ability to add/invite guests to one or more boards in your trello workspace.

There are two types of guests:

• Single Board Guests
• Multi-Board Guests

Free guest: A person who is invited to a single board in a Workspace is a single-board guest. This user is not billable.

Billable guest: A board member who is on two or more Standard or Premium Workspace boards is a multi-board guest of that Workspace. Multi-board guests are billed at the same rate as a normal Workspace member and consume a seat license.

More details can be found here.

If they have been invited as a workspace guest, they have the ability to request membership in order to become a Workspace member. They can do that by clicking the "Request to join" button in the bottom of the left hand navigation menu.

Note: Adding members to a Workspace does not automatically add Workspace members to your boards. Workspace members must still be added to the boards you would like them to collaborate on. (See more details here)

Best regards,

Hamza

[Vicki Rowe]

Thanks so much Hamza, unfortunately we are still a little lost.

So the person who created these boards wants to transfer them to us but perhaps they have done their bit incorrectly.  

We have our own workspace and then this is showing up as a separate "workspace".  Our name is Swazi NZ, they have called the new workspace Swazi so not sure if that is an issue.  We were just hoping we could transfer the boards from the Swazi workspace to the Swazi NZ workspace and be able to actually see them in our normal area.

Does Trello not have phone or chat support?  I thought that would be a part of the plan we are paying for.

Cheers

VIcki

[Hamza Chundrigar]

Thanks for further explaining your situation, @Vicki Rowe.

We were just hoping we could transfer the boards from the Swazi workspace to the Swazi NZ workspace and be able to actually see them in our normal area.

Yes, you can move your desired boards from the Swazi Workspace over to the Swazi NZ Workspace.

Please note as per this article — whoever does this, they need to be an admin of each of those desired boards (within the Swazi Workspace) as well as a member of the workspace the board is being moved to (which would be the Swazi NZ Workspace in your case). 

Once that is satisfied, they would:

• Open the Board menu 
• Select More > Settings > Change Workspace.
• Select the Workspace (i.e. Swazi NZ Workspace) that you would like your board to belong to from the drop-down menu.

You can also change the Workspace that a board is associated with by clicking the Workspace name in your board's header to the right of your board's name, selecting "Change Workspace" and then choosing the Workspace you would like to associate your board with.

Side note: Members of the board will be added as Guests in the Workspace the board is moved to if they are not already members of the Workspace. In paid Workspaces, this would result in a charge if any of those members become Multi-board Guests.

You can also raise a support ticket with the Trello team by contacting them here: https://trello.com/contact#/

Hope that helps,

Hamza

[Vicki Rowe]

Amazing!

Thanks so much for your help today.

Cheers

Vicki