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Client boards with seperate client task boards?



I'm new to the Trello Universe and trying to find a way to streamline workflow and management for the marketing team I am on.

What I would like to do is have boards for each of our clients that have everything we are doing for them. This includes running ads on Facebook, LinkedIn, email campaigns, etc.

From there, I would also like to have boards that include all of our Facebook, LinkedIn, etc. tasks on that board. So, if client A and client C are both doing FB ads, I would like the cards on each of their boards to be also located on the FB board. 

What I've seen so far is Unito and Placker? Not sure where to go from here or if what I want is even possible. Any help is great! Thanks!

3 answers

0 votes
Iain Dooley Community Leader Jun 17, 2021

@CJ Oravec we've set up master board workflows quite a bit. I think the key thing that I've seen most clients want that they can't achieve using 3rd party tools is the need to control what is synched up, when and how. For example, the process that an ad goes through might involve lots of different list movements, internal comments, attachments and so on, and you want a way for staff to be able to communicate directly with the client from, say, the ads board but only when they prefix a comment with a particular tag (for example post "@client this is a comment for the client" and that comment will be copied to the client's card in their board, but internal discussions won't be synched, whereas all comments from the client card should be copied back to the card in your board.

You might not want the client to see all the various lists that your card goes through but you might want to add a label to the client card when you move lists so they can see some sort of status update. 

Additionally, you typically want to take something like ad creative and proof it for the client, so you want to synch attachments in some cases but not all cases, so you might want to have it so that, when the "Proof Creative" label is added to a card, attachments are copied to the linked client card but not before that. You might also want to do something like archive the ad creative in Dropbox or Google Drive at the end of the process.

These ideas are based on the types of setup we've built for clients in the past to manage multi-board workflows, we develop these using our BenkoBot platform:

The other problem I've seen with Unito (and Zapier and other automation platforms) is that they can run into the $X00s of dollars per month pretty quickly if you have lots of clients, where as we charge a one off per automation cost + a relatively low monthly fee for BenkoBot hosting (starting at USD$10/month).

Feel free to get in touch via the website if you're keen to chat about your specific requirements.

0 votes
Hannah Morgan Community Leader Jun 17, 2021

Hi CJ! Unito will enable this for you. It's a 3rd party tool, so you can use it on any Trello plan. It is a paid power up by the way. Here's a super basic video showing off how it works

0 votes

Hey @CJ Oravec 

I've not used Unito much so there may be others who can advise in more detail but essentially I think you need this....

but rather than have the master board for "Senior stakeholders", it would be for "Facebook Ads". So when a "Facebook" label is added to a card on a client's board, it would be auto copied and synced across to the master Facebook Ads board too (by Unito). 

Hope that made some sense! This post might help for more details/how to set it up.



PS if you want/need something more bespoke, or more help setting this up, we might be able to help :)

Thank you very much! Do you know if I can create a Master board on the Business Class subscription instead of the enterprise level?

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