Boards, Unito, and Workflow

Question

My team and I just decided on Trello for our project management tool. Does it make sense to have a social media board, promo board, email board etc and then have one master marketing board to link the final card to? If so, is how do I add one card from a board to a new board with unito?

What are some ways other teams set up departments and all of the categories that go along with that department? I want to make sure everything stays organized and am looking for suggestions on best options. Thanks!

Iain Dooley · Answer

@Lee Allen quite often if you're just getting started I think you're sometimes better off putting things on one board and then using labels and filters to show only cards relevant to a particular deparment, I wrote about this here:

https://community.atlassian.com/t5/Trello-articles/How-can-I-see-all-my-Trello-cards-in-one-place/ba-p/1050430

As things become more complicated you can split things out into new boards, I like to use a "board of boards" approach where each board is linked from a card in a master/overview board, I rarely see the value in synching cards between 2 boards except in the case of creating a personal overview board to replace Trello's "Cards View" where you can't re-order/reprioritise the cards, ie. when a member is added to a card, creating a linked copy in their personal board.

Side note, if you're looking to have an email board you might like my product BenkoDesk:

http://www.benkodesk.com/

or the SendBoard powerup:

https://sendboard.com/

Soumyadeep Mandal · Answer

Hi @Lee Allen ,

Please visit the below links and follow the steps. I hope it will solve your problem!

https://blog.trello.com/trello-master-board-unito

https://blog.trello.com/multi-board-workflows-trello-butler

https://blog.trello.com/trello-unito-power-up