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Setting up Trello: What is the best way to track the status of opportunities

Ron Read
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August 21, 2018

I have 5 active stages to which an opportunity can belong.  There are checkpoints to complete to enable an opportunity to move from a stage to the next stage. I will need to record multiple opportunities and capture additive information on any opportunity as it progresses through each stage.  I want to see my opportunities by stage.

Thank you.

1 answer

1 vote
Torben_trello
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
August 23, 2018

Have you considered using label for the different stages? You can then use the filter to show only cards in that certain stage: https://help.trello.com/article/787-filtering-cards-on-a-board

Also, sometimes one of the best ways to get started with Trello is to see how other people are using it to gain perspective on their own projects. Check out this list of inspiring boards https://trello.com/inspiration and our new Trello Team Playbooks at https://trello.com/teams

This might also help in setting up a board that fits your desired workflow best.

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