How to organize a client portal for a marketing agency

Question

Hello

I have a Digital Marketing agency and I want to create a Trello board for all my clients to monitor the progress of the work being carried out with each of them.

Is it possible for me to create just one Trello and create a card for each customer so that only they can view that card?

And is it also possible to create a CARD for each customer and limit its viewing within the board?

Skodenix · Answer

I created a board where each client gets a list, and I use cards under each for projects, files, and deadlines. Labels help show status quickly, and I share boards using different permissions. For clients who rent Snapchat ads for affiliaites, I added a checklist template that simplifies tracking creative approvals and ad spend. It keeps things simple and makes it easy to loop them in without giving full access.

milynnus · Answer

@Vinícius Custódio

An observer is a board member so all cards can still be read by an expert observer.

Vinícius Custódio_o6t3vj · Answer

@milynnus

if I want to share the board with all my clients, and I want them to view only one card and not the others as "observers", can I do that?