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How Can I Create a Template Board to Share With Multiple Single Users?

Hi folks, 

 

I am trying to create an informative template board that can be shared with many people without any of those selected people seeing or collaborating with each other.  Essentially I am looking to give about 50+ individuals a template of work flow process as a DIY for their own teams that I will be connected to, but none of the individuals using it would be connected to each other.  IE. they would all just receive a copy of the template and it would work in their own Trello account with me as an admin.

Is there a way to do that with Trello?

1 answer

0 votes
Garrett Atlassian Team Nov 01, 2019

Hey Derek,

You can definitely use a template board for that, but the trick is sharing that with each member.

What I would recommend is creating the template board, copying it for a user, then inviting them as a member to the copied board. That way there's no connection they have to other members and you maintain admin control of each board.

I hope that helps!

That sounds about right, but I have two questions based off that answer. 1 )Can I do this with just a personal Gold account, and 2) how do I copy and share it with a user who likely does not have Trello?

Garrett Atlassian Team Nov 19, 2019

Sorry for missing this, Derek.

If you want to set a board as a literal template, that requires a Business Class subscription, however you can still set up a board to essentially act as one and copy that when needed.

If you want to add a member to that copied board, you'll want to invite them by email. They'll get an invite email and can create their account to get access to the board.

https://help.trello.com/article/717-adding-people-to-a-board

Like Derek Rogers likes this

Thanks for the reply Garrett.  I pictured having a separate Trello instance for each one and not  40 boards within my Trello account, but if that works, it may be the way to go initially. 

All the Best,

Derek

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