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What is the most cost effective way to share multiple boards with clients?

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?

2 answers

Hi,

 

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!

0 votes
milynnus Rising Star Jul 05, 2022

@Joanna Boyd 

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. 

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