Hi! I'm going to start using Trello to manage client projects. Looking for some advice on organization. It seems Trello boards are the highest level in the hierarchy? So I would have each client/project as a Trello board. Then would I be limited to just one level of lists for things like each project happening for a client?
I'm trying to figure out how to do the "to do" "doing" "done" lists but also within different categories. IE: I do online business management with some of my clients so
I'd like to have a hierarchy like this:
My company team...
Projects (website, newsletter, social media, etc)...
lists like to do, doing, done with task cards inside the lists
Is that possible? I used to be able to do it in Asana, but Trello seems better in lots of ways and clients are more easily able to incorporate Trello than Asana, which isn't as visual.
Thanks for your help!
The only level higher than board is a Team, so you could consider setting up separate teams for each client or project.
Alternatively, Business Class teams have the ability to add "Collections," which are like folders to organize their boards. That would create an additional layer between the team and boards. That way, you could maintain one team to house all of your boards. Keep in mind that Business Class is a team-based upgrade, and it's charged per team-member, but you can always add members directly to a board (instead of to the team) at no extra cost.
Over the next several weeks we'll be sharing some of our Getting Started guides here in the community. Throughout this series of posts, we'd love to hear from customers and non-customers ab...
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