I have a private board with a ton of data, and then I have a shareable board for the same project that my customer will be using that is for a broad view, not down to the specifics. I set it up so one point of data is mirrored from my private board onto the shareable board. Yet they can not see it since it comes from a Private board. The only current work around is making both shareable but restricting view of the private board so that only the mirrored column can be seen.
While I am okay filtering through their Boards and my own, I do not wish for my customers to have to deal with the clutter that is my boards.
Please allow data to be mirrored from private to shareable boards. This will be a major help to myself.
You are able to mirror information from private to shareable boards, however data will only be visible to users who have access to both boards.
The issue here is that these clients - which I am assuming are guests - are only supported in shareable boards - as such, they’re restricted from the data in the private board which means any data mirrored into shareable board will be restricted from the clients - this is simply to uphold the security and privacy of the data in the private board. If you’re happy for your clients to access the information in your private board, I’d recommend changing the private board to a shareable board and inviting the guests into that board.
I have the same problem, I have tried in all possible ways and there is no case. It seems to me that the only alternative Monday offers is to pay for an Enterprise plan, which has a minimum of 10 users as a requirement. Apparently, in that plan it is possible to restrict the view of the items only to those who are assigned to the item in the person column.