Trello is a widely-used tool for managing projects that enables users to set up and arrange activities on digital boards. A key feature of Trello is the option to send a card via email, which is handy for distributing information to team members or stakeholders who might not have the ability to view the Trello board.
Step 1: Open the Trello Board
To begin, open the Trello board that contains the card you want to email. You can do this by logging in to your Trello account and navigating to the appropriate board.
Step 2: Find the Card
Once you are on the correct board, locate the card you want to email. You can do this by scrolling through the cards or using the search bar to find the card by name or keyword.
Step 3: Click on the Email Icon
When you have found the card you want to email, click on the envelope icon located in the top right corner of the card. This will open a window with the email options.
Step 4: Enter the Recipient’s Email Address
In the “To” field, enter the email address of the person or people you want to send the card to. You can also add additional recipients by clicking on the “Add CC” button.
Step 5: Add a Subject Line
In the “Subject” field, enter a brief description of the card and why you are emailing it. This will help the recipient understand what the email is about and prioritize their inbox accordingly.
Step 6: Add a Message
In the “Message” field, add any additional information or context that may be helpful for the recipient. You can also include attachments if necessary by clicking on the “Attach Files” button.
Step 7: Review and Send
Before sending the email, review the details to ensure everything is correct. Once you are satisfied, click on the “Send” button to send the email with the Trello card attached.
Conclusion
Emailing a Trello card can be a useful way to share information with team members or stakeholders who may not have access to the Trello board. By following these steps, you can easily email a card and ensure that all necessary information is included.