Enterprise Getting Started Guide

Targeted help to get up and running with Trello Enterprise.

Get Started with Trello Enterprise in 5 Easy Steps

Hooray! You’re one of the lucky teams that is joining Trello Enterprise to fully unlock all that Trello has to offer. As an end user, this guide will help you get familiarized with the specific features you’ll need to set you and your colleagues up for success.

If you’re ever lost along the way, please don’t hesitate to reach out to support@trello.com and we will get back to you within a business day, guaranteed.

Existing Trello Users

Follow these steps if you’re already registered to Trello with your work email address.

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  1. Log in through your SSO provider at your login URL.
  2. Follow the prompt to join your existing Trello account to your SSO account, if you haven’t done so before.
  3. Click the link in the banner at the top of your account.
  4. If you have any completely personal boards (wedding planning, vacation, etc.), open those boards and add your personal Trello account to those boards as an admin user.
  5. Scroll to the bottom of the screen, and click “Convert My Account.”

New Trello Users

Follow these steps if you haven't used Trello before.

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  1. Log in through your SSO provider at your login URL.
  2. Click on the button to Create a New Trello Account
  3. Trello will send you an email to the email address associated with your SSO account. Click the link in the email to confirm your account.
  4. Once you verify your account by visiting that link, click the link in the banner at the top of your account. Click the “Convert My Account” button.
  5. Once you do that, your signup process is complete. If you run into any issues during setup, e-mail support@trello.com and we’ll get back to you within one business day, guaranteed.

Entirely new to Trello? We recommend heading to the Getting Started Guide to give you a brief overview of how to use Trello. However, we can start with just the basics.

Teams

Trello offers the option to create teams which can serve as a place to house related boards. You can set your boards to belong to whichever team you specify. Just like boards, teams can have members (including team admins and normal team members).

Boards

Boards are the main way that people use Trello. A board will have a collection of lists, and those lists will have cards. Boards can be inside of a team or not in any team at all—in which case we recommend moving them to an Enterprise team to use the Enterprise features.

For Trello Enterprise, there are 4 levels of board visibility. While Enterprise Admins can always control the default visibility of a board, we recommend all users double-check the level of a board before distributing widely.

Level Who can see it? Great for…
Private People you invite HR boards with a hiring pipeline
Team Members of your team Frequent collaboration with colleagues
Organization Members of your Enterprise Company overview and large initiatives
Public Anyone Product roadmaps or volunteer groups

Now that you have a better understanding of how Trello works, it’s time to look at four ways you can use Trello to get a lot more bang for your productivity buck.

Due to Trello’s flexible nature, you’re able to do a lot - here are four easy ways to start.

Action Definition Example Board
Track Track tasks left to right in either projects or processes Planning an event or building a new feature Project Management Board
Store Visually store resources and build living documents. Store employee manuals and team resources Team Organization Central Board
Share Capture the big picture of what’s getting done across your entire team Create a company overview or product roadmap to share updates Team Goal Setting Central Board
Discuss Using Trello to organize meetings lets you bring your agenda to life 1 to 1, team meeting, retrospective or town hall Team Meetings Board

Power-Up Right Hand Menu Give more depth to your workflows with unlimited integrations that we call Power-Ups. From extra features to integrations with first-class tools, Power-Ups are a great way for you to add a little something that will make your project cross the finish line in a flash! If approved by your Enterprise Admin, you can add Power-Ups to any of your Trello boards.

Our Power-Ups can support all types of teams including Marketing, Sales, Hr, Operations, IT, and Product. We have more than 100 Power-Ups to handle any of your project needs, whether it’s automation, reporting, and more!

In fact, it’s very likely you’re already familiar with some of our top Power-Ups - our most popular Power-Ups include Slack, Microsoft Tools, Google Drive, InVision, Zendesk, Dropbox and many more!

Power-Ups will help you:

  • Reduce context switching
  • Improve cross-team communication
  • Create a reliable source of truth

Power-Up Directory In Board Adding complexity to projects shouldn't mean adding clutter, with Power-Ups you can control when and what type of complexity your Trello board needs. Check them out for yourself within any of your boards in the right hand menu.

Looking for very specific features? You can easily create tailored Power-up for your internal needs by following our Developers guidelines at developers.trello.com.