Share Trello Boards with clients

[V_Thomas]

Hi there

I want to offer an organized trello board to share with my clients. How do I go about that?

I want to set up a series of 5 boards to help they stay organized. 

I know it can be done but can't find how. 

Thank you!

[Soumyadeep Mandal · Accepted solution]

@V_Thomas ,

Welcome to the community!

Please visit the below links and read carefully:

https://help.trello.com/article/824-sharing-links-to-cards-and-boards

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

https://help.trello.com/article/1024-invite-people-by-using-a-shareable-link

https://help.trello.com/article/732-adding-observers-to-boards

https://help.trello.com/customer/portal/articles/920223-adding-people-to-a-board

https://help.trello.com/customer/portal/articles/935644-changing-permissions-on-a-board

https://help.trello.com/customer/portal/articles/1349993-business-class-user-guide

I hope after following the above steps your problem will be solved!

[LeAnn Lyon]

There are some broken links above. Thanks for the help I did find!

[Iain Dooley]

@V_Thomas hi there, is your intention for them to copy the board as sort of a template and then use it themselves?

[Eloise Wendt]

@Iain Dooley Hi Iain, we are look at doing something similar to what you mention above with our clients. We would like to create a board specifically for our clients so they can use it within their organisation. Do you have any recommendations on the best way to do this? Do we need to invite each individual to the board and then ask them to create a copy or is there a more effective way - simply a link that they can download or open a template directly into their Trello account? 

Thank you for your help.

[Frederike Hoenisch]

@Iain Dooley 
We want the Same thing, i have a Board, that I'd like to share with our Clients, so that they can copy it and use it in their Trello, but I do not want them to be able to make any Changes in the original Board, 

How do I do that?