Multiple Boards; Multiple Remote Workers; Restricted Visibility

Question

This may have been asked and answered, however, I didn't connect any one particular answer to my question.

Currently, admins and project managers control the boards. We have in-house workers who have mostly full board visibility and remote workers who have restricted visibility (they only know their activity on a board but don't know the full scope of the project)

The admins and project managers need visibility of remote worker activity on a single project board, however, for security reasons, remote workers can only have visibility to the cards assigned to them on a board.

This has been one obstacle to using Trello in a fully collaborative way. Is there a non-convoluted solution to this?

Hannah Humbert - Simpla Workflows · Answer

There's no native solution in Trello to created restricted views for certain members. However, there are workarounds like Milynnus mentioned. Another idea is to create a separate board for the remote workers and sync the relevant cards from the main board to the secondary board using Unito. Unito offers a complete 2-way sync, so any changes made on the secondary board will be synced back to the main board.

If you're not keen to use a 3rd party, you might want to look into alternatives to Trello. For example, Asana allows you to share specific tasks with users without sharing the whole project.

milynnus · Answer

@Lee Clements

If it is static information the "External Share" power up might work for you.

I would recommend is to share a card via email. Contalist Power Up does this well enough. I am working with them to enable a trigger via a comment to trigger a specific action aka email based on a template. This will allow you to use standard Trello automation to update the remote worker.