course

Configure a Workspace in Trello


duration

40 minutes

role

Trello Workspace Admin

level

Advanced

product

Trello

Enhance team productivity

Design and administer a Trello Workspace to keep your team’s related boards in one place, making navigation and collaboration a breeze. You’ll learn how to manage Workspace members and other admins and how to configure Workspace permissions. You’ll also learn how to organize boards by team, department, project, or type and how to view information from multiple boards in your Workspace at once.
 After this course, you’ll be able to:
  • Create a new Workspace.
  • Add members to a Workspace.
  • Configure Workspace-wide permissions.
  • Manage a Workspace.
  • Group boards using board collections.
  • Visualize your Workspace with Workspace views.
 The availability of features and functionality shown in this course depends on your product subscription. To learn more about Atlassian product subscriptions, visit our FAQs.

5 Lessons in this course

10 minutes
Create a Trello Workspace

By the end of this lesson, you’ll be able to: - Describe how Trello Workspaces improves organization, sharing, and collaboration - Decide how to set up your Workspace - Create a new Workspace


Sections
  • Workspaces are the foundation for collaboration in Trello
  • Plan your Workspaces ahead
  • Create a Workspace
5 minutes
Invite members to a Workspace

By the end of this lesson, you’ll be able to: - Add members to a Workspace - Accept Workspace membership requests - Find Workspace members or guests - Convert guests into Workspace members - View member activity - Add another admin to a Workspace


Sections
  • Start collaborating with others by inviting them to your Workspace
10 minutes
Manage your Trello Workspace

By the end of this lesson, you’ll be able to: - Manage a Workspace using the sidebar menu - Add or move boards to a Workspace - Change Workspace settings and visibility - Delete a Workspace


Sections
  • How can I manage my Workspace in Trello?
  • Modify your Workspace settings
5 minutes
Configure Trello Workspace permissions

By the end of this lesson, you’ll be able to: - Allow Workspace members to join boards - Manage multi-board guests - Configure Workspace-wide permissions


Sections
  • Allow Workspace members to join boards
  • Manage multi-board guests
  • Configure permissions across your Workspace
10 minutes
Organize and view a Trello Workspace

By the end of this lesson, you’ll be able to: - Group boards using board collections - Visualize your Workspace with Workspace views


Sections
  • Group boards in board collections
  • Visualize your Workspace boards in one place