It's not the same without you

Join the community to find out what other Atlassian users are discussing, debating and creating.

Atlassian Community Hero Image Collage

Due dates to checklists or a workaround Edited

Here is an example...  We want "One Card" for Each "Client Under Contract" in our Real Estate Business... but then there are different things that have specific time frames like we have 10 days to complete inspections...  so currently we would have to have a different List for each step of the process and a new card for each phase.... The ideal world would be "One Card For Each Client" but then have Checklists that have due dates for what is taking place... We will have 60+ Clients in escrow at a time and it will be really complicated if there are 200 cards, different lists, etc... 

2 answers

0 votes
Iain Dooley Community Leader Jan 14, 2019

@Mindy Smith the best way to do this "client card with complicated delivery" model is by creating a board for each card and linking it back to the client card:

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

Then your clients move through a lifecycle from the client perspective, and each individual job or process can move through it's own lifecycle within the client board.

0 votes
Iain Dooley Community Leader Jan 14, 2019

@Mindy Smith I should also note that if it's cumbersome to copy a template board and link it back to the client card this process can be automated.

Suggest an answer

Log in or Sign up to answer
TAGS
Community showcase
Published in Trello

Develop a new Habit during Lockdown

If you had to thrive a new habit during a lockdown, what would it be? Trello

1,506 views 12 5
Read article

Community Events

Connect with like-minded Atlassian users at free events near you!

Find an event

Connect with like-minded Atlassian users at free events near you!

Unfortunately there are no Community Events near you at the moment.

Host an event

You're one step closer to meeting fellow Atlassian users at your local event. Learn more about Community Events

Events near you