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Handling clients in lists

Hi, I have these lists:

  • Today
  • This week
  • Focus
  • Done
  • ... and then list for every client

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?

2 answers

2 accepted

1 vote
Answer accepted

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

Jodi LeBlanc Community Leader Feb 10, 2019

The Client status and client matters boards are also great examples:

https://trello.com/b/NwW8ilUx/client-status-legal

https://trello.com/b/B1aaST5z/client-matters-legal

Like Marty likes this

@Jodi LeBlanc, I saw that you are working as a coach - what's your method of handling clients on one board?

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

Thanks @Nebojsa Damjanovich I have adapted the People Management board for my coaching, it is from the Trello inspiration boards, here is the link:

https://trello.com/b/Gnp6hdw9/people-management

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1 vote
Answer accepted
Iain Dooley Community Leader Feb 12, 2019

@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:

https://trello.com/integrations/#trellinator

Thanks! I'll try this

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