First off, thank you in advance to the community for any advice. I've looked through Trello a bit, but I haven't come to any specific conclusion yet, so I'm hoping the Trello users out there can give me some guidance.
I'm looking for a project management and task management solution primarily. I'm currently at a small marketing consultancy of 2 people. We manage marketing projects for our clients and I want to be able to view all of my client and internal projects in a list that can be organized into sections by client and then by status under each client section and preferably color coded by status. I like the boards for some things, but I'm not sure I can get the overarching sorted view of my projects and clients that I need.
Ideally there would be two statuses - one for the phase of the project like "bidding" "in production" or "delivered" and the second for who the project is currently with "Pending with agency" "pending with client" etc. I then also want the ability to sort that list of projects simply by status regardless of client so I can see an overall picture of where projects are at and what needs attention and priority on any given day or week. Then under each project I'd like to be able to set to do's and assign those to myself or my colleague and be able to view the to do list by client, by project, or just overall. Is this all something Trello can do well?
Hello @Noah Posnick
Hopefully, I can give you some insight through my experience (I'm also from a marketing team).
Trello could be a good solution for your team; for being a small one. You probably need to consider this tool could be limited when breaking down the work into sections, as you describe. Also, the monitoring of the information progress sometimes could be a bit chaotic. It all depends on how you choose to structure the information, and that would be on you.
On my team, also small, we start using it, and those were the limitations we found; after that, we move to Jira Data Center.
Initially, Jira could be a bit harsh to understand, but later on, it becomes useful. In your case, I would recommend using the free cloud version.
Whatever the path you choose, my recommendation would be to try the free version of each tool simultaneously, with beta projects on them, and then later on, alongside your team, evaluate the pro and cons of each one and get to choose the one that works better for you.
Personally I used a board per client as the progression varies across clients from requirements to completion reports of various work products. You can also consider extending to have different workspaces since it is quite easily to move boards across. Have a limitation of 10 boards works to my advantage because have 10 concurrent jobs is more than I can manage.
But I do have a overall CRM board for more structured/scheduled communication using Contalist Power Up.
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