Create
cancel
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for 
Search instead for 
Did you mean: 
Sign up Log in
Products
See all
Community resources
Interests
See all
Community resources
Top groups
Explore all groups
Community resources
Celebration

Earn badges and make progress

You're on your way to the next level! Join the Kudos program to earn points and save your progress.

Deleted user Avatar
Deleted user

Level 1: Seed

25 / 150 points

Next: Root

Avatar

1 badge earned

Collect

Participate in fun challenges

Challenges come and go, but your rewards stay with you. Do more to earn more!

Challenges
Coins

Gift kudos to your peers

What goes around comes around! Share the love by gifting kudos to your peers.

Recognition
Ribbon

Rise up in the ranks

Keep earning points to reach the top of the leaderboard. It resets every quarter so you always have a chance!

Leaderboard

Join now to unlock these features and more

Come for the products,
stay for the community

The Atlassian Community can help you and your team get more value out of Atlassian products and practices.

Get started Tell me more
Atlassian Community about banner
4,556,178
Community Members
 
Community Events
184
Community Groups

Can my client keep a copy of their board including attachments when we finish working together?

Fiona Sinnott
Fiona Sinnott Sep 11, 2022

Trello newbie and I’ve been unable to find an answer to this question within the community.

 

I am coming to the end of a contract with a client, and they would like to retain the information within their board-

 

1. Can they create a copy of the board that will allow them to keep all the info including attachments? (They would need to add to it moving forward.)

 

2. Is it better to make a copy or save client boards as templates? 


Thanks in advance for any help.

Answer
Watch
Like Be the first to like this
69 views

1 answer

0 votes
Alisson Sartor
Alisson Sartor
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
Sep 12, 2022

Hello, Fiona!

Welcome to the community!

I think it's better to create a template because templates are meant to be more educational and less about collaboration, all comments, and activity feed will be hidden. Self-join is also disabled on templates.

Kind Regards
Alisson
Trello Team

Reply

Suggest an answer

Log in or Sign up to answer
Trello
Trello
TAGS
AUG Leaders

Atlassian Community Events

See all events