Hi - I have create a board (workflow - architecture) for a project as part of a consultany for a client. Now I would want to hand over the board to the client - so that the project manager can work on it together with her team. How can I best do this?
Answered
How to hand over a board to a client?
Best answer by Kiron Bondale
Assuming your client is also on a paid plan, the simplest method I’ve found is for you to just download a board backup (to a local .RTB file on a PC or Mac) and send that to them so that they can restore it within their team.
Kiron
+7Assuming your client is also on a paid plan, the simplest method I’ve found is for you to just download a board backup (to a local .RTB file on a PC or Mac) and send that to them so that they can restore it within their team.
Kiron
Kiron D. Bondale, PMP, PMI-ACP, PSM II, ICP-ACC, DASSM, DAC, DAVSC, PMI-RMP
Thanks
+7The client could add you as a user to her team and provide full access to a new board which she’d create and once she has done that you could copy and paste content from the board in your team to her new board.
Kiron
Kiron D. Bondale, PMP, PMI-ACP, PSM II, ICP-ACC, DASSM, DAC, DAVSC, PMI-RMP
Kiron - thanks for these options. Really helpful! Much appreciated!
The client could add you as a user to her team and provide full access to a new board which she’d create and once she has done that you could copy and paste content from the board in your team to her new board.
Kiron
That’s how we’ve done it in the end! Happy client, me: Happy provider, Project handed over - thanks for your help!
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