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How can I share a board with customers and have them make a copy to use it?

Leanne Chesser March 31, 2024

I've created a board as a product that I need to be able to share with buyers and have them make their own copy for their own use. I've seen this done before (I've received links to make a copy of a board from others) but I can't seem to figure out how to do it (I've searched previous questions in here and they haven't helped). 

I don't want the board or my workspace to be publicly available to anyone on the Internet and the board needs to be available to anyone who buys, so I don't want to be copying it individually or adding potentially hundreds of people to my workspace or to the board with individual links.

As far as I can tell, this can't be done with the External Share Power Up because people can only view the board, not copy it.

How can I do this so that I'm able to share the board and have people make their own copy?

Thanks for any suggestions!

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Stephen Wright _Elabor8_
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
March 31, 2024

Hi @Leanne Chesser 

Is there an option where the Board is duplicated in your Workspace, and then moved to another Workspace?

See this help page:

Boards

You can even copy entire boards! Open the board's menu, then click More and choose Copy board. When a board is copied, we'll copy cards and their descriptions. We don't copy comments, card activity or archived cards, however. If you want a "full copy" of the board, the best bet is to copy each list individually and move it to your new board. You might also check to see if you want to change the board admins, or move the board to a new Workspace, instead.

Ste

Leanne Chesser March 31, 2024

Thanks for your answer! The workspace would have to be public though, yes? I'll check into this further and I appreciate your reply, @Stephen Wright _Elabor8_ 

Stephen Wright _Elabor8_
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
April 1, 2024

Hi @Leanne Chesser 

The person copying/moving the Board would need access temporarily to do it. To move a Board to another Workspace you need to be an admin of the board you're moving, and a member of the Workspace you are moving the board to.

That doesn't mean it needs to be public though.

More information can be found on this help page: https://support.atlassian.com/trello/docs/moving-a-board-to-a-different-workspace/

Ste

Like Leanne Chesser likes this
Leanne Chesser April 1, 2024

Right. I was thinking it would need to be public for customers to access the board. I'll check out the info and I do believe that your solution will work ... just have to dig into it all today. Thanks again for your help! @Stephen Wright _Elabor8_ 

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