You're on your way to the next level! Join the Kudos program to earn points and save your progress.
Level 1: Seed
25 / 150 points
1 badge earned
Challenges come and go, but your rewards stay with you. Do more to earn more!
What goes around comes around! Share the love by gifting kudos to your peers.
Keep earning points to reach the top of the leaderboard. It resets every quarter so you always have a chance!
Join now to unlock these features and more
We are Buyer's Advocates.
We have multiple clients and want to share cards of up to 3 x properties and 3 x due diligence privately for each client from their board which only the Agent can currently see and edit.
We don't want clients to be able to remove anything or change our checklists within these crads, just download and comment on these cards outside of all the other cards set up within their board.
Is this possible?
You can also use Hipporello Apps for this purpose. It comes with a ready to use web app that allows you to share Trello Cards with external users. However, if this does not fit for you, you can customize the application according to your needs. If you don't want to build yourself, Hipporello can provide app building professional services for you.
Please check our website https://www.hipporello.com. Let me know if you have questions!
Trello intra board permission does not allow you to handle the situations you mentioned once a client has access to the board. I suggest you consider use of Contalist and for the same property you can designate which client to receive a template email that essentially would be the info on the card you want to share. Let me know you want to discuss how to do this. My contact can be found in my profile.