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Share Trello Boards with clients

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!

2 answers

1 accepted

0 votes
Iain Dooley Community Leader Jun 10, 2020

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

@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.

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