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I need to create a Private coaching board per client plus get their information stored for my use.

Im a coach and would like to create a private coaching platform for each client with all the steps that i need to take them through.  

Im struggling to find the best online platform, and i am currently loving the way Trello breaks the steps down into cards - i was thinking of linking all the steps to Typeform which im struggling to do. I need to store information from each client and i need the flow of coaching to be easy enough for the client to follow, even if the client is a little tech challenged.

The other thing im struggling to do is figure out how to make each full board private and dedicated to each individual client.  I cant create coaching teams as the information is very personal.

I'm feeling rather tech challenged myself and hoping that someone could assist me and show me the way?


Thanks Shelley

1 answer

0 votes
Garrett Atlassian Team Jan 31, 2020

Hey Shelley,

I just wrote back to the email you sent to us about this as well. Would you mind replying to me there and we can keep the conversation going?


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