I have 3 customers, A, B, C. Each Customer(a List) has a number of to do's that I am tracking. I want to keep those to do's in each Customer, so that I can keep track of what is being done relative to that Customer. But I also want to be able to put these to do's into my daily To Do List, so that I can pick which ones I want to work on each day. Then as they are completed, they should be reflected as complete in the relative Customer List.
Is this possible, if so how? Does it require Unito or another subscription powerup?
Or is there a better way to track this?
thanks for your help!
This is exactly the use-case for our Power-Up, Hello Epics. It's a subscription Power-Up, but a really powerful one, if I do say so myself. With it, you can create a card for each customer and then track as many To-Dos as you want as "child cards" of the customer. Those cards can be in any list (or even any board) that you like.
If you send me your Trello ID, I can add you to this example board.
Here's what a board setup could look like:
You can then see the child tasks of each parent card on the parent itself:
If you had to thrive a new habit during a lockdown, what would it be? Trello
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