Trello, undoubtedly a fantastic tool, offers incredible flexibility. However, the absence of a one-size-fits-all approach to organizing projects in Trello can lead to confusion.
To help you conquer this jungle, we embarked on a journey of research, collaborating with numerous teams to uncover the most effective methods for organizing, managing, and tracking multiple projects in Trello. In this article, we're excited to share our discoveries with you.
Before diving into the exciting tactics, let's briefly explore the optimal way to structure your Trello board. The widely embraced technique involves showcasing project statuses.
Create lists with catchy titles that mirror your workflow stages, such as "To-Do," "In Progress," "Review," and "Completed." Move cards between lists as tasks progress from inception to achievement.
Why are lists portraying project statuses essential for your Trello board? First, they provide a snapshot of task progress across projects. Second, team members can effortlessly grasp task statuses, facilitating efficient allocation of their expertise. Furthermore, lists acting as project statuses facilitate robust reporting, empowering teams to analyze Kanban metrics like work in progress, cycle time, and time in status.
With the board structure in place, let's delve into strategies for effectively managing multiple projects within it.
Harness labels to categorize projects within a single board. For those handling a limited number of projects, labels can be employed to tag distinct projects. Each project obtains its unique label, allowing seamless filtering.
For added power, enlist the Planyway power-up! This ingenious app clusters your Trello board by labels, effectively segmenting the board by projects.
Represent each project using cards within a master board—a boon for those orchestrating numerous smaller projects. Infuse these cards with pertinent details, deadlines, and checklists. This method grants a bird's-eye view of all projects, simplifying prioritization and oversight.
For breaking down projects into smaller tasks, checklist items are your trusted allies. Planyway allows checklist items to shine on your board and timeline view.
Allocate a dedicated board to each project, an ideal approach for managing substantial endeavors. This strategy presents individual playgrounds for projects to flourish.
Managing multiple project boards becomes seamless with Planyway. Connect and track various projects on a single interface, aligning with diverse objectives and requirements. Group your timeline by boards for an all-encompassing view, or by team members to distribute tasks effectively.
Experiment with these scenarios, adapt them to your needs, and own your unique approach. There's no one right way—only what works best for you.
Irina Cherkasova - Planyway
Customer Success Manager
Planyway
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