I've been using Trello for my planning and task management for a couple years. For some projects or multi-step tasks, I still struggle between using one card with a checklist or using multiple, separate cards.
I'd love to get recommendations and best practices about when to choose one method over the other and why.
I like the checklist functionality a lot, but the checklist items (tasks) can become pretty invisible during my task management. Where am I tracking that task? Is the solution here to use a strong, compelling card name? But doesn't that just end up being a card acting like a List?
I like the visibility of individual cards, but they can quickly take up a lot of space in a list or on my board. Maybe that shouldn't be a problem?
I'd really appreciate some good advice that leads to easier and more effective task management -- and makes me happier!
Thanks in advance!
Hello @Abbo Peterson
Unfortunately, that's the currently the limit of the functionality of checklists compared to cards. This all part of the 'simple and easy' approach of Trello.
In the environment I'm working in now, the users have this same problem. The best solution I found was to apply the following logic:
Maybe at some point in time, we will be able to search, filter and sort on checklists and checklist items, but not for now. If you're after something with more power to track and manage your tasks at a more granular level, think about moving up to Jira.
Hi @Abbo Peterson ,
Thanks for posting in community.
I am not sure you have checked this blog on best practices in Trello - https://blog.trello.com/trello-board-best-practices
And this one too - https://blog.trello.com/7-ways-to-track-tasks-in-trello
Please accept the answer if it solves your query else respond and allow others to inputs.
Thanks for your response.
I am also part of another LinkedIn community and I post these details over there so I have already bookmarked some of these, link to one of these posts - https://www.linkedin.com/feed/update/urn:li:activity:6815309406629179392.
If you have noticed, I have also mentioned another link below to track tasks which is quite useful.
I also recommend people to check - https://trello.com/guide one of the best places to find information.
@Abbo Peterson the time to choose one over the other is when you need one over the other. When you do, you can use checklists to sub-task:
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