Collaboration thrives when everyone has clear roles and the right level of access. Inviting teammates to your board can be a straightforward process, ensuring everyone – from project managers to designers and external stakeholders, can contribute effectively.

Here’s how you can add teammates and manage their roles with ease:

Adding Teammates to Your Board

Click here to see how it works

Step 1: Invite Teammates

1. Open your board and click the Team Icon in the toolbar.
2. Enter the email address of the person you want to invite.
3. Select a role for them: Board Admin, Team Member, or Visitor.

Step 2: Assign Roles

• Board Admin: If you have created the board, then by default you’re a Board Admin. But you can give full control of the board to someone, which includes managing team members and settings.
• Team Member:  Can collaborate on tasks, upload files, and contribute to the board. Ideal for designers, developers, and other contributors.
• Visitor: View-only access. Great for external stakeholders or clients who just need to monitor progress.

Step 3: Add Them to the Team

Click Add, and your teammate is instantly part of the board with the role you’ve assigned.

Benefits of Role-Based Access:

Board Admin: Full Control for Team Leads

By default, the board creator becomes the admin, but you can assign admin rights to others as needed.

Key Benefits:

• Manage team members, update board settings, and maintain control over the board’s structure.
• Ideal for projects with multiple leads or project managers who need equal control.
• Prevents bottlenecks if a single admin is unavailable, such as during vacations or other absences.

Admins play a crucial role in keeping the board organized, functional, and collaborative, ensuring leadership tasks are handled smoothly.

Team Member: Empower Your Contributors

Team Members have all the tools they need to get the job done. They can collaborate on tasks, upload files, and contribute to the board’s progress.

Key Benefits:

• Ideal for designers, developers, and other active contributors.
• Keeps the board dynamic by enabling hands-on collaboration while maintaining admin oversight.

Team Members drive the project forward, making them the backbone of productive teamwork.

Visitor: Keep Stakeholders in the Loop

Visitors have view-only access, which means they can monitor the board’s progress without making changes.

Key Benefits:

• Perfect for external stakeholders or clients who only need to see updates.
• Ensures transparency without compromising the board’s structure or workflow.

Visitors are ideal for keeping everyone informed without adding complexity.

Conclusion

Adding teammates should be straightforward and adaptable to your team’s needs. A well-designed role-based system ensures smooth collaboration, whether you’re working with a close-knit team or coordinating with external stakeholders. By assigning the right roles, you can create a more efficient and seamless workflow for everyone involved.

Sharing files across a team, whether it’s design mockups, campaign assets, or technical documents, can quickly become a complicated process. Ensuring everyone has the right files at the right time often feels like a juggling act.

The good news is that file sharing doesn’t have to be a hassle. By organizing and sharing files in the right way, you can make collaboration seamless, whether it’s sending a design file to your creative team or providing a project roadmap to stakeholders.

Here’s how you can streamline file sharing to keep your team connected and productive:

Task Card Attachments

Check out how this task card works

Task Cards are perfect for sharing files that are tied to a specific task. Here’s how file sharing works in Task Cards:

1. Attach Files Directly to the Task: Upload files or link resources directly to the task card. Your teammates can access these files without searching through emails or separate folders.
2. Instant Access for Everyone Involved: Anyone inside the board has immediate access to the attached files, keeping collaboration smooth and efficient.
3. File Sharing Benefits: No confusion over which files are relevant to the task. All task-related materials stay together, so your team always knows where to look.

Task Cards make file sharing focused, relevant, and effortlessly organized.

Board Attachments

Check out how this board attachment works

For files that affect the entire project, Board Attachments are the way to go. Here’s how file sharing works at the board level:

1. Upload or Link Files for the Whole Team: Add files or external links to the board that everyone can access, like project charters, shared templates, or reports.
2. Centralized File Sharing: All board members can access these files instantly, ensuring that key project resources are always within reach.
3. File Sharing Benefits: Perfect for team-wide updates or resources. Keeps your project running smoothly by ensuring everyone has access to the same information.

Board Attachments make it easy to share files that matter across your entire team.

Conclusion:

Effective file sharing is essential for smooth collaboration. By attaching files to specific tasks or centralizing project-wide resources, your team can stay organized and connected without the usual confusion or delays. Whether you’re focusing on task-specific details or sharing key resources across a project, having the right system in place ensures everyone has what they need when they need it.

Streamline your workflow by keeping your files accessible and organized, and make teamwork as efficient as it should be.