managing multiple client boards

KOHESION

Hi, graphic designer here. Can anyone help? Is there a way (other than Unito) to have all my clients boards cards (they can't see each others boards) visible on my main job management board? Reason being, I don't want to have to bounce between all my client boards. 

Iain Dooley

@KOHESION yep you can just automate it on a case-by-case basis with the API. There are a few different ways to do it. I use my own product BenkoBoard which centralises cards I'm added to in conjunction with a script that periodically loops through all the "todo" lists and creates a single card in my board with linked checklist items that I can use to pick what I will work on next for each client. As I do, a linked copy arrives in my board, and when I'm done with it, a label triggers the card to move to the relevant list in the client board.

That way I can easily know what to chat about with the client when I catch up with them, and don't need to let all that client work clutter up my personal board all the time. I can then also see the personal boards of others on my team to see their individual workload across all boards.