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Trello Boards for Onboarding: A Comprehensive Guide

June 30, 2023
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Trello Boards for Onboarding

Onboarding new employees can be a daunting task for any organization, no matter the size or industry. It requires a lot of time, resources, and effort to ensure that new hires are properly integrated into the company culture and are equipped with the knowledge and tools they need to succeed in their new roles. One tool that can make the onboarding process much smoother and efficient is Trello boards.

What is Trello?

Trello is a web-based project management tool that allows teams to collaborate and manage tasks in a visual and organized way. It uses a system of boards, lists, and cards to help users keep track of their work and progress. Trello is known for its simplicity and ease of use, making it a popular choice for businesses of all sizes and industries.

Why Use Trello for Onboarding?

Onboarding can be a complex and time-consuming process, but using Trello can help simplify it in several ways:

  • Organization: Trello boards allow you to organize all the different aspects of onboarding in one place, from paperwork and training materials to introductions and team building activities.
  • Collaboration: Trello allows you to invite team members and new hires to the board, making it easy to collaborate and communicate throughout the onboarding process.
  • Visual Learning: Trello’s visual interface makes it easy to understand and follow the onboarding process, especially for new hires who may be overwhelmed by a lot of information.
  • Flexibility: Trello’s customizable boards and cards allow you to tailor the onboarding process to your organization’s specific needs and requirements.

How to Create a Trello Board for Onboarding

Creating a Trello board for onboarding is a straightforward process. Here are the steps to follow:

  1. Create a Board: Log in to your Trello account and click “Create Board.” Give your board a name, such as “New Hire Onboarding.”
  2. Create Lists: Create lists for each stage of the onboarding process, such as “Pre-boarding,” “Orientation,” “Training,” and “Team Building.” You can add or delete lists as needed.
  3. Create Cards: Create cards for each task or activity within each list. For example, in the “Pre-boarding” list, you could have cards for “Send Welcome Email,” “Send New Hire Paperwork,” and “Assign Buddy.”
  4. Add Details: Add due dates, descriptions, attachments, and checklists to each card as needed. You can also assign team members to each card to ensure accountability and collaboration.
  5. Invite Team Members: Invite team members and new hires to the board by clicking the “Invite” button and entering their email addresses. You can also set permissions and restrictions for each member.

Best Practices for Using Trello for Onboarding

While Trello is a flexible and customizable tool, there are some best practices to keep in mind when using it for onboarding:

  • Keep it Simple: Don’t overwhelm new hires with too much information or too many tasks at once. Keep the board organized and easy to understand.
  • Communicate Clearly: Make sure all team members and new hires understand their roles and responsibilities. Use Trello’s commenting and messaging features to communicate effectively.
  • Set Deadlines: Use due dates and reminders to ensure that tasks are completed on time. This will help keep the onboarding process on track.
  • Be Flexible: Don’t be afraid to make changes to the board as needed. The onboarding process is not set in stone, and it may need to be adjusted over time.
  • Solicit Feedback: Ask new hires for feedback on the onboarding process, and use their input to improve and refine it in the future.


Trello boards are a powerful tool for streamlining and simplifying the onboarding process. By using Trello, organizations can ensure that new hires are properly integrated into the company culture and equipped with the knowledge and tools they need to succeed in their new roles. By following the best practices outlined in this article, you can create a Trello board that will help make the onboarding process smoother, more efficient, and more effective.

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