Sharing a board template with a client

Kelly Knight
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February 28, 2025

I consult with small businesses and colleges, providing process improvement services. I have developed a Trello Board with Cards and would like to share it with my clients only. 

For example, I would work with them to download Trello on their system computers and then provide them with the board and training on how to use it. I don't want to create a workspace and then have them as members, but rather have them on their own workspace, and import my board. I also don't want to make my boards public.

How do I do this?

Regards,

1 answer

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Alisson Sartor
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
March 3, 2025

Hello, Kelly

Welcome to the community

According to your description, the best option here is to create a public board and make the board a template, your users can create their Trello account and copy the template for their workspaces

https://support.atlassian.com/trello/docs/creating-template-boards/

https://support.atlassian.com/trello/docs/changing-the-visibility-of-a-board/

Kind Regards
Alisson
Trello Team




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