In case you are a frequent user of Trello, you may have gathered several boards for various projects. What if you need to transfer one of these boards to a different account? Whether you are restructuring your personal Trello boards or shifting a project to a new team member, there is an easy method for moving a Trello board to a different account. Here is a guide on how to do it.
Step 1: Open Your Board
The first step in this process is to open the Trello board that you want to move. Simply log in to your Trello account and click on the board in question.
Step 2: Add the New Account as a Member
Next, you’ll need to add the account you’re moving the board to as a member of the board. This can be done by clicking on the “Invite” button located at the top-right of the screen. You will then need to enter the email associated with the other Trello account and click “Send Invitation”.
Step 3: Make the New Account an Admin
Once the new account has been added as a member to the board, you will need to make it an admin. This can be done by clicking on the new member’s avatar and then clicking on “Change permissions”. From the dropdown menu, select “Admin”.
Step 4: Log in to the New Account and Take Ownership of the Board
Now, log in to the new account that you’ve just added to the board. Go to the board and click on the “Show Menu” button at the top-right. Click on “More”, and then “Settings”. Here, you should see an option to take ownership of the board. Click on “Take Ownership” and confirm your decision.
Step 5: Remove the Old Account (Optional)
This final step is optional. If you no longer want the old account to have access to the board, you can remove it. Go to the member’s section, click on the avatar of the old account, and then click “Remove from Board”.
So there you have it! Those are the steps to move a Trello board to another account. Remember, you’ll need admin access to both accounts to complete this process. Hope this guide helps you manage your Trello boards more effectively!
