What Has Been the Most Useful Way to Organize Your Trello Workspace?

[Kaitlyn Spaeth]

Hey Everybody!

My team is considering using Trello for Project Management, in the hopes of having a little bit more visibility to the tasks we need to complete for each client and who's taken responsibility for them.  I'd like to organize the best I can from the beginning so that the boards are easy to maintain.  We are a group of only 6 people, so our needs aren't incredibly complex.

Knowing that the layout of Trello seems to be Workspace > Boards > Cards, I was planning on doing something like Client > Projects > Project Tasks.  However, in order to do use that I would have to upgrade the Workspace for each client which seems a little bit tedious and not cost effective.

I don't really want to end up with one big board that houses everything, so I was considering a Boards > Cards layout of Client > Project Tasks, but I think that might turn out a little bit overwhelming.

What are the best ways that you have found to organize your client projects in Trello and do you have any good suggestions for what might be helpful?  We are willing to upgrade our instance, so any suggestions would be great!

Thank you in advance!

[Alex W]

Hey @Kaitlyn Spaeth - welcome to the Community! Awesome to see you jumping in and starting the discussion on this.

I recommend taking a look at the Collections feature available for Premium and Enterprise workspaces, this allows you to group your boards within your Premium workspace (if you have one). From there, you could use Collections to symbolise Clients, then each board is a Project, and each card is a Task.

You can even add a board to more than one Collection, so, if a Project spans across multiple Clients, you can add that board to each Collection that symbolises each Client the Project is working on.