Hello
We've been using Trello as a very simple personal task management tool.
We are growing and we need to power it up so that tasks can be handed off between team members rather than just using a personal tool / as a tool between manager and team member.
Can anyone point me in the direction of
1. Board set up
2. Power-ups, add-ons that I can use to enable such tracking
3. Guides to enable this, whether official or not
I have just described a case on the post just before your post https://community.atlassian.com/t5/Trello-questions/Managing-venue-space-bookings/qaq-p/1862658
This client used to manage his business from one board.
In terms of add on, it depends on board design and what you would like to see from a central board. Trello has Dashcards which can be used creatively to provide some degree of visibility across boards. I have found in very useful… the checklist allows you to nagivate to each card or to work with the table of cards via filtering the column to analyse the data.
Use of cardlinks in attachments or checklist is the way to establish the dependencies.
Hi Ryan! Welcome to the community :) there are lots of ways you could approach this depending on your workflow. Here's a quick video that I created demonstrating how to connect multiple boards using check items: https://soapbox.wistia.com/videos/XOAhcglPo1
And another approach I created for a client using Unito: https://soapbox.wistia.com/videos/NeQXM2mmwy
Hope that helps spark some ideas!
-- Hannah | Simpla Workflows
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