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How to Embed Trello in Clientjoy Client Portal
How to Embed Trello in Clientjoy Client Portal

A step by step guide to Embedding Trello Boards in Client Portal of Clientjoy

Emma from Clientjoy avatar
Written by Emma from Clientjoy
Updated yesterday

What is Trello?

Trello is an Amazingly Simple Platform that brings together Tasks and Teammates. It has a generous free plan and lot of Agencies heavily use Trello to manage their Client Projects.

What is Client Portal in Clientjoy?

Client Portal in Clientjoy is a Custom Branded Collaborative Space between Agency Owners and their Clients. It can be used by Agency Owners to Share Files, Sign Documents, Send Invoices and Embed over 100 Applications including Figma, Airtable, Click up, Google Data Studio etc and now, Trello as well.

It is one single place for Clients to log in and get updates across all the Tools and Platforms being used by an Agency to deliver on their Projects.


How to Embed Trello Board in Client Portal

  • Get yourself a Clientjoy Account 🀘

  • Click on Client Portal in the Top Nav Bar

  • Choose the Client for whom you want to Embed the Trello Board

  • Click on 'Customise' and then on 'Add new Tab'

  • Click on 'I Have a Link'


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  • You are half way there already πŸ’ƒ

  • Keep the Clientjoy Tab open and go to Trello in a new Tab

  • Find the Trello Board you want to Embed

  • Make sure it's Privacy is Shared to Public

  • Copy the Board Link


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  • Replace the 'Workspace name' with .html


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  • Paste the link in Clientjoy Client Portal


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  • Done πŸ”₯

and that's pretty much it. If you have any questions or concerns, just chat with us from the bottom right icon or Join our Community here.

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