Managing multiple clients on Trello can be an effective way to keep track of various projects, deadlines, and communication.
Here’s how you can set up and manage multiple clients using Trello:
Create Separate Boards for Each Client
Having individual boards for each client helps in segregating the tasks and information. Name each board with the client’s name or project for easy identification.
Utilize Lists for Different Stages
Within each board, create lists to represent different stages of the project, such as “To Do,” “In Progress,” “Review,” and “Completed.”
Use Cards for Specific Tasks
Add cards for each task, including details, due dates, and attachments. Assign team members responsible for those tasks.
Implement Labels for Easy Categorization
Use color-coded labels to categorize tasks by priority, type, or department.
Integrate Client Communication (If Applicable)
If the clients are actively involved, invite them to their respective boards. Set permissions to control what they can view or edit.
Automate Workflow with Power-Ups
Utilize Trello’s Power-Ups to automate repetitive tasks, integrate with other tools, and add features like calendar views.
Utilize Templates for Consistency
If you have a standard process for client projects, create a template board to quickly set up new client boards with the same structure.
Monitor Progress with Dashboards
Use a dashboard Power-Up or third-party tool to get an overview of all client projects at a glance.
Ensure Security and Confidentiality
Keep boards private and only invite relevant team members and clients. Utilize Trello’s advanced permissions if available in your subscription.
Regularly Review and Update
Schedule regular reviews to ensure that all boards, lists, and cards are up-to-date and reflect the current status of each project.
Read Create a free automated client onboarding solution with Trello and Slack
Conclusion
Trello’s flexible and visual nature makes it a powerful tool for managing multiple clients. By taking advantage of boards, lists, cards, and additional features like Power-Ups, you can create an efficient system that’s tailored to your specific needs.
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