Hello there. I’ve been working on this for weeks.
I have an overall “My Company” workflow board with client, job type, status, due dates, and notes. I would love to be able to have client-facing boards with just their information in them, that they can see, in real time, as statuses change (pulling information from the “My Company” workflow board. If the client also makes changes in their board, I’d love for it to reflect that change in real time on my workflow board.
Is there a way to do this?
Hey Stacey,
I think the best way to achieve this would be by using the connect boards and mirror column, which allows you to connect items and columns across boards, while showing changes made to each board in real time.
Additionally, because you’re essentially looking to connect those low-level boards (client-facing boards) to your high level board (company workflow board), you might find these articles helpful in guiding you though the set-up:
Let me know if you have any questions - hope this has made some sense! 