8/16/2023 0 Comments Project trello board examples![]() ![]() This one is a favorite & I use it ALL THE TIME. I have cards for:īusiness photos of myself that I frequently use (attachments) So this wouldn't necessarily be the place for your own to-do list if you don't want to also share it with the client. Or you could create a card for each task within that list, with a due date, and assign the client to each, marking the card as complete and possibly even archiving it when you're sure it's done.Īnything you add to this kind of board (if you also add the client as a member to this board) would be viewable to the client. You could include a checklist in a single card, and assign that card to the client, Home (gallery preview, featured blog posts, newsletter sign-up, updates about the business, etc.)Ī list of tasks you need to assign to the client and make sure they get done. Where the client can create a card for each page they need on the site, and details about what they need on each page Where the client can upload or link to documents that contain the content needed for the site, like information to include on the About page, what contact information they want to be listed on the site, etc. I could create a template board for a Website Project, with lists like:Īnd link or attach documents like the proposal, invoice, contract, welcome packet, etc.įor the client to collect ideas & inspiration, add color palettes or sites they like, etc. Not all projects are large enough to warrant their own Trello board, but it would work really well for larger ones. That would allow you to share information with them, and for them to see where you are in the process, keeping the line of communication open. Instead, you could create Client Boards or Project Boards, and share them with the client. If you work alone, as I do, you don't necessarily have a team to manage. Labels could be things like, "RUSH," "Retainer," "Repeat Client," "Referral Client," "New Client," "Website," "Print," etc… Attachments could be proofs that are uploaded, or links to proofs posted somewhere online (Dropbox, Client Portal, etc.). Since each card allows labels, due dates, checklists, and attachments, the team member can build an organized overview of what he/she has on his/her plate at any given time & as the team manager, I could look at this for each team member to see how things are going. A card would be created for each order or project (maybe even with the project/job/purchase order number), and moved to a different list on that board each time it goes to another stage in the process. With individual team boards for each person, I could create lists for each board like To Do, Revise, Sent for Approval, and Approved. Let's say I hired a team of additional designers to help with my workflow. Or create several boards and subscribe one team member to his/her own board, and whoever will be managing the team that way, either will be notified of comments and changes to the cards within. This one can be really powerful! Create a team board and subscribe the team members to that board, with lists for each member. Once I dug in, I found all sorts of fun ways to use Trello both for business & for home, so today I'm sharing 7 ways you can use Trello too! No, I'm not an affiliate, but that super cheap course was worth. Then finally, I ran across a mention of it in Think Creative Collective's Facebook group, or maybe it was their blurb about their online course for Trello during their podcast. ![]() ![]() ![]() I set it aside to come back to later, and for months I completely forgot it existed. Then I was introduced to Trello, but I wasn't really sure what to do with it, or how I could use it. I wanted a more visual way to organize things. And as we all know, if we don't like how something works then we're probably not going to use it. The first organization tool I ever heard about was Asana, and while I like what Asana can do, the way it worked just didn't mesh with how my brain functions. ![]()
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