Completely stuck on organizing my projects

[Abigail]

Hey everyone, I’ve hit a total wall. I’m trying to figure out how to keep track of all the tasks and project requests, and honestly, I keep losing track of things that arrive via lewisestimating.com  

I started messing with Jira and Trello, but I have no clue how to set up boards or workflows that actually make sense for a small business like mine. Everything just feels messy, and I’m not sure if I’m doing this right at all.

Has anyone dealt with this before? How do you set up Atlassian tools so it actually helps instead of making things more confusing? Any advice, templates, or simple workflow tips would be life-saving right now.

Thanks a ton in advance:)

[milynnus]

@Abigail 

There is no simple answer to you question on the use of Trello. It is flexible tool that had benefitted a real estate  client to navigate through their sales pipeline, a manufacturing company to coordinate work across 4 departments, an immigration consultant better manage 8-10 case types better compared to Monday.com, the same real estate to create and post social media (image and video)content from listing photos, … and more. In particular, Trello automation (also when used with Zapier/Make.com), it’s latest mirror card feature, their Dashcard power up can be used to address many  common modern day business challenges. 

[Abigail]

Hey, thanks so much for sharing all those examples. Well, I’m trying to set up something super simple for my tiny team: requests come in, we assign, estimate, schedule, and mark complete. From your experience, would simple Trello lists work better, or should I go with a Jira Kanban? And if you had to pick just a couple of features or automations to keep it low-maintenance, which ones would you start with? Any tips on a minimal setup or a small automation example I could actually try would be amazing.

[Mike - Dreamsuite Consulting]

Hi @Abigail 

If super simple is what you're looking for, I would avoid Jira.  
In either case, if you don't know where to start, it would be valuable to chat to a consultant.

Here is a link that can help you with that:

https://community.atlassian.com/forums/Trello-articles/Trello-Consultants-Right-Here-In-The-Community/ba-p/1983694