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How To Secure Your Trello Workflow Using Privacy Settings

By Lauren Moon | Published on March 20, 2020 | 6 min read
<span id="hs_cos_wrapper_name" class="hs_cos_wrapper hs_cos_wrapper_meta_field hs_cos_wrapper_type_text" style="" data-hs-cos-general-type="meta_field" data-hs-cos-type="text" >How To Secure Your Trello Workflow Using Privacy Settings</span>

How to secure your privacy settings in Trello

In the spirit of infinite flexibility, even Trello’s privacy settings can be tweaked to instantly transform and secure your board depending on your unique workflow.

Each Trello board has three privacy settings:

Depending on how you are using your board, each of these settings can come in handy for different reasons. Let's take a look at how you can adjust your settings and take control of your privacy. 

How To Select and Adjust Privacy Settings In Trello

When you are creating a new board in Trello, there are two possible default privacy settings within the app. If you are creating a personal board that isn’t housed within a team then the board default is Private, and only you and anyone you add to the board can see it.

If you are creating a board that is housed within a Team, then the default setting is Team Visible. A team in Trello, by the way, is a grouping of Trello boards and people often associated with a company, department, or even your family. 

These are the privacy options by board setting:

  • If a board is Team Visible it means any members of that team can view, join, and edit cards.
  • If a board is Private, only members of that specific board can see it.
  • If a board is Public, anyone with the link to the board can see it.

When you are creating the board it shows what the default setting will be, and you have the ability to switch it by clicking the 'Change' link:

Change Trello board privacy settings

In the above example, because there is a team associated with this board (Taco’s Team), the board defaults to Team Visible. You can change the visibility right there, or after the board is created:

There is always an icon and text in the top left of your board that indicates the board’s privacy setting. You can click on it and change the settings at any time. 

Tutorial on Trello privacy settings

When To Use Which Privacy Setting

Each of the three Trello board privacy settings allows you to do very different things with your Trello board. Here are some popular ways to use each option.

Board Setting: Private

Setting your board to Private means it is the most secure and only the people added to the board can access it. 

Typically, you want to default to Private in order to protect your information and workflows in Trello. These are a couple of popular workflows for Private boards:

  • Manager 1:1s: It’s common for managers to have standing meetings with their direct reports once a week, or maybe only once a month. Having a private board with agenda items to discuss with one another is a great way to keep items confidential, but also easy to reference later.

    Taking notes or pasting links related to each agenda item on the card can be a useful place to house this information for later. If employees want to discuss an issue or explore career advancement, these discussions are kept private.

    Private 1:1 Trello boards are convenient because the members can add cards whenever they think of them, not necessarily right when the meeting is happening. Another best practice is adding a “Needs Follow Up” list for more updates at the next meeting. Renowned font designer Jonathan Hoefler uses this workflow with his direct reports.

Trello private board setting

  • Personal To Dos: If you’re just using a board to keep track of your personal tasks, making it private might be nice so you can feel free to link all your ugly first drafts, private write-ups, or attach an Evernote to the card to capture those streams-of-consciousness. 

Board Setting: Team Visible

To reiterate, a Trello team is a bunch of members that have access to a grouping of Trello boards that are housed in that Team.

Trello team visible board setting

When you are signed into Trello.com, you can see boards you belong to grouped by their team. Next to the team name, you are also able to toggle to all Team Visible boards in your team, view all team members, and see the team settings.

Here are some common use cases for Team Visible settings:

  • Employee Directory for Onboarding: A Who’s Who board is essentially a digital employee directory that is visual and accessible. When new employees join the team they can easily match names to faces, and learn a bit more about their new teammates by clicking on their card. Plus it’s exciting for new employees when it’s time to make their own!

    These boards are set to Team Visible so that anyone at the company can access this information. It’s a great way to avoid that embarrassing situation where you have talked to someone dozens of times in the break room so you feel awkward asking for their name again. Just pull up the board and you’re good to go!

    Check out this easy-to-follow guide on how to set up a Who’s Who Trello board.

  • OKRs and Goal Planning: Despite the inability to see into the future, OKRs and other goal setting frameworks are important for at least attempting to outline your plans for the future.

    Teams typically set goals for the quarter or the year. These goals need to be accessible to others on the team because they aren’t individual plans; they’re often team-wide tasks that require collaboration from various members.

    These goals need to be easy to reference not just by members of the team, but also for managers and other higher level stakeholders to be able to see what teams are prioritizing. Making these boards Team Visible means no one needs to pester someone in chat to get status updates; all they need to do is check the Trello board.

    Here’s a template for setting up an OKR Trello board.

okr_trelloboard_screenshot-1.jpg

Board Setting: Public

Public boards are extremely useful for very specific use cases.

Remember: these are boards that ANYONE with the link can see, even if they’re not at your company. Since they are public links, they may even show up in search results.

Only members of the Public board can move or edit cards, but non-members and even people not signed into Trello can view all cards and card backs. So you may be wondering, why would someone ever want a public board if they can just share it with their team?

Here’s why: 

  • Public Roadmaps: Large companies like Slack and Twitter (and Trello!) often need a public way to communicate to their users what they can expect to see from the company moving forward.

    Public roadmaps can include new feature updates or changes to the way the product will function. These are helpful for both users and external developers to know what to expect. Some companies even enable the Voting Power-Up to allow users to upvote features they would like to see. You also have the ability to allow comments on cards, as is common on Buffer’s public Trello board.

    Twitter released their API Platform on a public Trello board as a signal to API developers about which features are being prioritized, and which are being deprecated.

Trello public board setting

  • Resources and Templates: People who want to house a host of resources and share them widely can do so with a public Trello board. This is often handy for online educators or even people who demo their specific Trello use case with a sample board.

    Many bloggers and productivity experts use Public boards as a way to house links and resources they would like to share with their audiences. Agile coach Philip Rogers uses a Trello board set to Public to share his retrospective steps and exercises.

    To see more Public boards, check out the Trello Template Gallery. These boards allow us to share thousands of great sample boards that you can copy and customize to make your own.

Know The Options—Secure Your Trello Boards And Workflows

So there you have it. Each of Trello’s three privacy settings—Private, Team Visible, and Public— allow for some drastically different workflows and use cases.

Trello boards are infinitely flexible, so it’s easy to design one that works for your and your team’s needs. Just remember to take the time to secure private and personal information before you get to work. 

Editor's Note: This post was originally published in June 2017 but we've added a whole heap of new information to it.


Next: 6 Tactical Ways To Use Trello Board And Card Templates


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