Board Visualization
Display Trello boards as clean Kanban views in client portals.
Trello / INTEGRATION GUIDE
Trello + Angelwood Integration
Share Trello board progress without workspace invites. Clients see cards, lists, and progress.
QUICK ANSWER
Connect Trello with Angelwood to show clients project progress via Kanban boards without adding them to your Trello workspace.
WHO THIS IS FOR
Best for teams already relying on Trello and needing their client-facing updates, approvals, or reporting to stay in sync.
THE WORKFLOW
What you get with Trello
Seamlessly connect your workflow with Angelwood
Card Progress
Show card movement, checklists, and due dates for transparency.
Activity Feed
Share recent card updates and team activity with clients.
FROM SETUP TO SHARED CONTEXT
How it works
Get started with Trello in minutes
- 01
Connect Trello
OAuth authentication with your Trello account.
- 02
Select boards
Choose which Trello boards to display per client.
- 03
Configure visibility
Set which lists, cards, and details clients can see.
- 04
Clients track progress
Clients see board updates without Trello accounts.
IN PRACTICE
How firms use Trello with Angelwood
Ways to apply this workflow to client work
Creative Agencies
Show clients where their projects are in the creative pipeline.
OutcomeReduce 'where is my project' emails by 75%
Marketing Agencies
Display campaign task progress and upcoming deliverables.
OutcomeKeep clients informed without extra meetings
Freelancers
Give clients visibility into your workflow and priorities.
OutcomeBuild trust with transparent project tracking
GOOD QUESTIONS
Trello Integration FAQs
Do clients need Trello accounts?
No. Clients view board data through their Angelwood portal only.
Can clients move cards or add comments?
Read-only by default. Client commenting can be enabled if desired.
Are Power-Ups supported?
Core Trello data syncs. Some Power-Up specific data may not display.
Can I hide certain cards or lists?
Yes. Filter by list, label, or member to control what clients see.
How real-time is the sync?
Updates typically appear within 5 minutes of Trello changes.
YOUR NEXT STEP
Ready to connect Trello?
Start your 14-day free trial. No credit card required.