Manage a Workspace

The best place to manage your current Workspace is from the sidebar. Expand the sidebar and select Boards, Members, or Settings to manage aspects of your Workspace.

To switch to a different Workspace, select it from the Workspace menu in the global header. You will not see the switcher if you are part of just one Workspace.

The boards page

This page shows all the boards associated with your Workspace that are visible to you. 

If you're the admin of a Premium Workspace, you'll be able to see all boards, even if they're private and you're not a member. You'll see all boards that are public, Workspace-visible, or of which you're a member. If you're a member of a Workspace on the latest version of Premium, you'll also see collections on this page.

The members page

This page shows all Trello members that are in your Workspace, along with their permission level ("Admin" or "Normal").

If you are an admin, you will be able to change members' permission levels, or remove members from the Workspace. On a free Workspace, all members of the Workspace are Workspace admins and can invite members, change the Workspace profile, and upgrade to Standard or Premium. Upgrade to Premium to allow greater permission granularity, where members can be downgraded to non-admin status.


This tab also shows a list of the Workspace guests, where you can see which board(s) each guest is a member of and convert them to Workspace members; as well as a list of Pending Workspace membership requests, where you can accept or dismiss those.

The export page

If you are an admin of a Premium Workspace, you can export your Workspace from this page.

Click Create new export and Trello will compile all of your boards in CSV and JSON format for you to download. Depending on the size of your Workspace's boards, it may take a while for the export to happen. Be sure to click "Include raw attachments..." if you'd like each boards' attachments (including card covers) to be downloaded as well.

The billing page

If you're an admin of an organization with payment information on file, you can manage your billing details on this page. You can only view the Workspace billing page via web browser.

Review your previous payments and receipts, change the person who receives renewal and invoice emails, submit your tax exemption forms, and add custom details that you need on your invoice. This page is also where you would cancel your subscription.

The settings page

As a Workspace admin, you can change your Workspace’s visibility on this page on all plans.

On premium, you can set additional board creation and deletion restrictions. Find more detail on Advanced permissions in the Setting up your Premium Workspace article.

If you have a free Workspace, or have downgraded your Workspace from Premium, you can also delete your Workspace using the link at the bottom of the page. See Deleting a Workspace for more details on that process.

Editing your Workspace's name, shortname, and description

Workspace admins can edit a Workspace's details:

  1. Expand the sidebar and select Settings > Workspace settings

  2. Select the icon next to the Workspace name at the top of the page

Here, you can change the name of your Workspace, its website or description, and its "Short Name".

Workspace name

This is the name people will see in Trello. Choose a name that describes the purpose of the Workspace, and is easy to tell apart.

Workspace type

You’ll see different template suggestions based on the Workspace type.

Short name

Short name is used in the URL of the Workspace and must be unique. It can’t be the same as another Workspace’s short name, or the username of a user.

Website

Enter a URL for a website that you want shown next to the Workspace name on the Workspace pages. This is entirely optional.

Description

Similar to website, description will show at the top of Workspace pages. It’s optional.

You need to be a Workspace admin to edit its details

Additional Help