Trello en cabinet expertise comptable

sel December 3, 2022


Est-il possible de copier-coler des tableaux initiaux pour la tenue de dossiers de différents clients.

Par exemple je souhaite créer pour un suivi des dossiers clients, des checks listes et delais pour les  declarations fiscales SVP?


1 answer

0 votes
Rising Star
Rising Star
Rising Stars are recognized for providing high-quality answers to other users. Rising Stars receive a certificate of achievement and are on the path to becoming Community Leaders.
December 3, 2022


Trello is flexible enough for you to adapt it to your requirements since most of what you need come standard on every card. You can also opt to use some power up for cloud storage, or keep your contacts. 
More recently, I started on a project to migrate my simple CRM to use Hipporello which I would be able have my customised CRM and allows be to extend it to delivery of services. 

Suggest an answer

Log in or Sign up to answer
AUG Leaders

Atlassian Community Events