Hi, I have these lists:
Every client has a color tag so I can recognize the card when I move it to This week, Today, and Done.
This way I must review my client lists daily and prioritize manualy.
Is there a better way of handling clients in Trello?
@Nebojsa Damjanovich I use a "board of boards" approach. That is, each client has a card with a board linked to it, where all the possible tasks (and their state) reside. This means I can share those boards with my client, and still have one place where I can keep track of the "meta" progress of that client.
When I want to take action on a task in each individual board I add myself to it. If you're using Trello "out of the box" this means you see it in your cards view, but I also have an integration called Benko Board which aggregates cards I'm added to in one place (among other things):
https://trello.com/integrations/#benkoboard
Here is a blog from Trello about linking boards to cards:
https://blog.trello.com/related-cards-related-boards
This process is also one you can automate with Trellinator, in fact, the video I produced on the Trellinator homepage basically shows this process:
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.
Hi @Nebojsa Damjanovich you may want to check out the Trello.com/inspiration for some ideas related to organizing clients. Here is one I particularly like called multi-client content calendar.
https://trello.com/b/l5bVFz1h/multi-client-content-calendar
If you like the board you can go to the right of board, copy it to your boards and modify it based on your needs.
I hope this helps.
Thanks,
Jodi
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.
The Client status and client matters boards are also great examples:
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.
@Jodi LeBlanc, I saw that you are working as a coach - what's your method of handling clients on one board?
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.
This is example of my board where all clients are in separate lists but on one board https://trello.com/b/VPMrddON/client-lists-in-one-board
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.
Thanks @Nebojsa Damjanovich I have adapted the People Management board for my coaching, it is from the Trello inspiration boards, here is the link:
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.