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Handling clients in lists

Nebojsa Damjanovich

Hi, I have these lists:

Today
This week
Focus
Done
... and then list for every client

Every client has a color tag so I can recognize the card when I move it to This week, Today, and Done.

This way I must review my client lists daily and prioritize manualy.

Is there a better way of handling clients in Trello?

Accepted answers

Jodi LeBlanc

Hi @Nebojsa Damjanovich you may want to check out the Trello.com/inspiration for some ideas related to organizing clients. Here is one I particularly like called multi-client content calendar.

https://trello.com/b/l5bVFz1h/multi-client-content-calendar

If you like the board you can go to the right of board, copy it to your boards and modify it based on your needs.
I hope this helps.

Thanks,

Jodi

Iain Dooley

@Nebojsa Damjanovich I use a "board of boards" approach. That is, each client has a card with a board linked to it, where all the possible tasks (and their state) reside. This means I can share those boards with my client, and still have one place where I can keep track of the "meta" progress of that client.

When I want to take action on a task in each individual board I add myself to it. If you're using Trello "out of the box" this means you see it in your cards view, but I also have an integration called Benko Board which aggregates cards I'm added to in one place (among other things):

https://trello.com/integrations/#benkoboard

Here is a blog from Trello about linking boards to cards:

https://blog.trello.com/related-cards-related-boards

This process is also one you can automate with Trellinator, in fact, the video I produced on the Trellinator homepage basically shows this process:

https://trello.com/integrations/#trellinator

All comments

Jodi LeBlanc

Hi @Nebojsa Damjanovich you may want to check out the Trello.com/inspiration for some ideas related to organizing clients. Here is one I particularly like called multi-client content calendar.