Collaboration with clients

jj tyler
I'm New Here
I'm New Here
Those new to the Atlassian Community have posted less than three times. Give them a warm welcome!
May 11, 2018

I am considering using Trello to collaborate with clients about action items/ lists.  I would like to have multiple clients on the same board but only have each client see their own stuff.  Some clients might not joint trello b/c they use something else.  I want to avoid making a board for each client (too many).  Tom (5 action items), Sally (7 action items), Tim (12 actions).

1) can I easily have a client join a list or a specific card?  Or can I simply email a list or a card to a client?  Screen shot or copy?  Export to email?

2) Is there a power-up that might help.

Some clients just want to use email?  Thoughts or suggestions?  Thanks.

 

1 answer

0 votes
marc -Collabello--Phase Locked-
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
May 13, 2018

Hi @jj tyler,

In short:  Trello access is regulated by board.  So if you have multiple clients, you'd need a separate board for each client.  Otherwise clients see and access each others lists.

Suggest an answer

Log in or Sign up to answer
TAGS
AUG Leaders

Atlassian Community Events