It's not the same without you

Join the community to find out what other Atlassian users are discussing, debating and creating.

Atlassian Community Hero Image Collage

One Board, Multiple Users?

Hello! I'm new to Trello and I imagine this is an easy one. I am creating an Onboarding Board for new team members. I need each team member to individually complete the same tasks. Currently the first person who I sent it to checked off items, but the main document is showiing the items checked. I need each user to have their own version of the Onboarding board so I can track their progress through the same steps. What am I doing wrong?

 

Thanks in advance for your advice!

2 answers

0 votes
Jodi LeBlanc Community Leader Aug 30, 2019

Hi @Heath H have you considered creating a separate onboarding Trello board for each individual? I know a few companies that do that and it works really well and it is more personal for the new hire. You could do a copy board and name it Onboarding - firstname lastname for each individual and then invite them to the board. 

Let me know if this helps.

Jodi

Hi @Heath H. 🙂

I agree with what @Jodi LeBlanc said. This is what we’re doing internally, and it works great. To do things neatly, you can do the following:

  1. Create an Onboarding board template
  2. Create a separate Documentation board (or wherever your doc is for internal processes), explaining how to copy the board, and possibly how to clean it for newcomers.

Hope that helps!

Suggest an answer

Log in or Sign up to answer
TAGS
Community showcase
Published in Trello

Develop a new Habit during Lockdown

If you had to thrive a new habit during a lockdown, what would it be? Trello

1,492 views 12 4
Read article

Community Events

Connect with like-minded Atlassian users at free events near you!

Find an event

Connect with like-minded Atlassian users at free events near you!

Unfortunately there are no Community Events near you at the moment.

Host an event

You're one step closer to meeting fellow Atlassian users at your local event. Learn more about Community Events

Events near you