• July 31, 2023

Manage multiple clients on Trello

Manage multiple clients on Trello

Manage multiple clients on Trello

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Managing multiple clients on Trello can be an effective way to keep track of various projects, deadlines, and communication.

Here’s how you can set up and manage multiple clients using Trello:

Create Separate Boards for Each Client

Having individual boards for each client helps in segregating the tasks and information. Name each board with the client’s name or project for easy identification.

Utilize Lists for Different Stages

Within each board, create lists to represent different stages of the project, such as “To Do,” “In Progress,” “Review,” and “Completed.”

Use Cards for Specific Tasks

Add cards for each task, including details, due dates, and attachments. Assign team members responsible for those tasks.

Implement Labels for Easy Categorization

Use color-coded labels to categorize tasks by priority, type, or department.

Integrate Client Communication (If Applicable)

If the clients are actively involved, invite them to their respective boards. Set permissions to control what they can view or edit.

Automate Workflow with Power-Ups

Utilize Trello’s Power-Ups to automate repetitive tasks, integrate with other tools, and add features like calendar views.

Utilize Templates for Consistency

If you have a standard process for client projects, create a template board to quickly set up new client boards with the same structure.

Monitor Progress with Dashboards

Use a dashboard Power-Up or third-party tool to get an overview of all client projects at a glance.

Ensure Security and Confidentiality

Keep boards private and only invite relevant team members and clients. Utilize Trello’s advanced permissions if available in your subscription.

Regularly Review and Update

Schedule regular reviews to ensure that all boards, lists, and cards are up-to-date and reflect the current status of each project.

Read Create a free automated client onboarding solution with Trello and Slack


Trello’s flexible and visual nature makes it a powerful tool for managing multiple clients. By taking advantage of boards, lists, cards, and additional features like Power-Ups, you can create an efficient system that’s tailored to your specific needs.

Need more advanced solutions to handle your client management? Flow Systems offers automation, SEO, and marketing services that can be customized to your unique requirements. Visit Flow Systems to learn how we can support your client management efforts