Imporrting Boards for Real Estate

[Glen Thomas]

I want to create boards for Real Estate Transactions. Is they a way to import the boards? Are there sample boards to start with or do I hav to create them from scratch myself?

[carolyn french]

Hi Glen and welcome to Community!

There is a treasure trove of template boards and examples waiting for you on the Trello site. Once you sign up for an account on Trello, you can find a public board you like, copy the board into your account (you must be signed in to see the "Copy Board" link), and then tweak it as you would like. You can also copy individual cards onto a personal board of your choosing too (and decide whether to keep checklists, attachments, etc.)

Here are a few sample boards relating to Real Estate: 

https://trello.com/b/t7f9VFYL/million-dollar-listing-nyc-luis-d-ortiz-team-listings

https://trello.com/b/0YXozpoy/real-estate-company

Hope this helps!

Carolyn

[Rockswave]

When I was setting up my real estate boards, I had the same questions. What I found helpful was starting with some basic templates and then tweaking them to fit my needs. As for importing boards, it depends on the platform you're using, but many have options for importing data.

Speaking of real estate, have you heard about Dorchester Ela Residences? They've got some innovative approaches to property management that might inspire your board setup. Sometimes seeing how others organize things can spark new ideas.

[Daniel Eads]

Hey Glen,

Are you asking about Jira or Trello?

[Glen Thomas]

Hi,

I am referring to Trello.

There are a lot of YourTube videos about using Trello to manage Real Estate listings, open houses and transactions.

Is there a way to import a checklist to a board?

How do I search for real estate public boards from my account?