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Board organisation - for best overview

We are a small company of 5 people.

We have a board for each of our customers and it works really well.
Our challenge right now is, we are getting a lot of customers (jayyyy!)

So we wish to organise the boards in the overview, so we can see who in the company takes care of witch customers - any ideers out there? 

ps. all our boards are made as personal boards, as we are not ready to go Trello Buisness class.

Looking forward to your ideers.

Smile Sofie

 

Skærmbillede 2020-08-20 kl. 10.58.13.png

1 answer

0 votes
Iain Dooley Community Leader Aug 21, 2020

@Sofie Blinkenberg the best way to organise this is a "board of boards" where each card in an overview board links to one of your actual boards. This board then becomes just like the Trello view you show above but you can move the cards around, for example by creating a list per manager and putting each client card into their list, so they know which boards are theirs.

You can also automate the creation of boards from a template during on-boarding, this is actually the example I use in my introduction to Trellinator here:

https://community.atlassian.com/t5/Marketplace-Apps-Integrations/Introducing-Trellinator-Automate-Trello-with-Google-Apps-Script/ba-p/925271

Note that if you also want to have a clear picture of what each individual team member is working on in an interface where you can easily reprioritise their tasks and see any outstanding notifications you might like my product BenkoBoard:

http://www.benkoboard.com/

Hey Lain,

Thank you for quick respons - good idea with the board overview. 

With regards to linking a card to an actual board, sounds perfect, but how do I do that? 

Just saw the Benkoboard video (and the accent), awsome integration - will check it out. Does it do the same with inviting calender into the board?

 

Smile Sofie

Iain Dooley Community Leader Aug 25, 2020

@Sofie Blinkenberg you can attach any trello card or board to any Trello card, check it out:

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

You can do it manually or you can automate it with the API, the second example in the Trellinator intro article I posted above actually does this, but it needs a bit of coding/setup (I'm working on making this easier :) 

Thanks for checking out BenkoBoard! Each BenkoBoard is just a Trello board so you can add the calendar power up to them (or any other powerup). There's also a shared email version at http://www.benkodesk.com/ for if you want to allow your team to communicate with clients through a team address like info@ or support@ and so on.

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