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adding documents

Amanda CADDEN January 16, 2020

Does anyone know whether/how I can add a document to the board?  I want add a document which is relevant to the purpose of the board, not just to one specific card (I know how to add them to cards).

Thanks

 

2 answers

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Jodi LeBlanc
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January 16, 2020

Hi @Amanda CADDEN in addition to what Ludo shared, you can add a description to the board, where you can add the purpose, here is a link to instructions:

https://help.trello.com/article/775-changing-a-boards-title-and-description

Hope this helps,

Jodi

Amanda CADDEN January 17, 2020

thanks, the guidance is helpful. I want to add a process to the home page of the board for users to follow and that doesn't quite do it (doesn't seem to allow pictures/images - text only) however is a useful function. 

Ludo
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January 17, 2020

One board = one url.

put a shortcut that leads to the board where the process is presented.

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Ludo
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January 16, 2020

Hi

You cant add a document to the board without using a card.

An alternativ is to create a list named board informations in which you add a card containing board documents.

Amanda CADDEN January 17, 2020

hi Ludo I can see how to create checklists on a card but not how to add a list directly onto the board - is this what you mean?

 

Thanks 

Ludo
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January 17, 2020

Yes

For example, if you have existing lists in the board :

  • Todo
  • In Progress
  • Done

Just add a new list named "Informations".

In this list, add a card named "About this board - PLEASE READ"

Then in this card, add all elements that you want to explain the process.

@Amanda CADDEN 

Adding a list

https://help.trello.com/article/744-adding-lists-to-a-board

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