The Client Forms & Portal blog.
Guides and comparisons on working with clients in Trello, from the team behind Client Forms & Portal.
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All guides 3
A Trello Client Portal Without Giving Clients a Trello Seat
Why inviting clients to your board goes wrong, five ways to show them their requests instead, and what each one costs and reveals.
Trello Forms That Create Cards: Google Forms, Zapier or a Power-Up
Email-to-board, Google Forms with Zapier or Make, and form Power-Ups compared on files, who sees the answers and price per month.
Client Approvals in Trello: Sign-Off Without the Email Chain
How to build an approval step from lists and card buttons, and how to get sign-off from clients who aren't on your board.
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Your client fills in a form. Trello gets the card.
Answers become cards with files attached, and each client follows their requests on a page of their own, with no Trello account and no seat.
Add to Trello€10 per month for the whole workspace · 5-day free trial · No card needed