How to Use Trello to Manage Client Work

Рет қаралды 6,502

2 жыл бұрын

Are you a service based business owner wondering looking for a way to streamline your client to-do's? Watch this video to see exactly how I organize client work for myself and my team on Trello!!
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Пікірлер: 19

@herdreambizlounge 2 жыл бұрын

This is my faveeeee you got me started and hooked on Trello yearrrrrrs ago!!!

@mariayemialyanava8504 Жыл бұрын

The best video about Trello ❤thank you

@dandimit8463 9 ай бұрын

Great stuff. We appreciate your hard work.

@dollydelong 2 жыл бұрын

As always, I loved learning about your process!

@katschmoyer3520 2 жыл бұрын

Thank you, Dolly!!

@iamrasheema Жыл бұрын

Great content!

@clairegordon7943 2 жыл бұрын

Great video. How do you plan for the following week while working on the current week?

@katschmoyer3520 2 жыл бұрын

Hi Claire! Great question. I add on to the same checklist for the client. So, for example -- if I am working on my checklist for Rebecca on Monday, at the end of the day I'll add the additional to-do's and then move the card (and change the due date) to the day I plan to work on projects for her.

@clairegordon7943 2 жыл бұрын

@@katschmoyer3520 thank you 😊

@katschmoyer3520 2 жыл бұрын

@@clairegordon7943 No problem!! :)

@adamvine5364 3 ай бұрын

In this video (3:50 mark), you're in your Clients Workspace and I see there are 4 separate Clients. However, in another video I just watched, you recommended to have ONE Workspace for EACH Client. That video is a from a year ago, this one is 2 yrs ago...maybe you switch best SOP practice and now recommend to have each client with their own Workspace vs shared clients within ONE Workspace? Can you plz clarify, thank you.

@katschmoyer3520 3 ай бұрын

Hi! If it’s client facing (the client is on the Trello board) then they have their own workspace! But sometimes clients are not seeing their board and it’s a quick project so I have multiple clients in one workspace!

@ashleytriggiano4938 2 жыл бұрын

Do you ever use the calendar powerup?

@katschmoyer3520 2 жыл бұрын

Hi Ashley!! I do not use the calendar powerup!

@MonicaHoffman-yg8ky Жыл бұрын

I love trello and I am enjoying using it for my clients however ... all my clients seem to have access to eachothers boards which is NOT cool! Im wondering if i need to upgrade so I can get security.. however it seems that you dont have to pay? Any tips? Have I se tit up incorrectly?

@katschmoyer3520 Жыл бұрын

Great question!! My clients have their own workspace so they can only see the boards in that workspace. They cannot see each others'!

@laintaljuk8750 8 ай бұрын

Hi @katschmoyer3520, how many workspaces can you have in the free tier? As far as I know, you can have 10 boards per workspace, but they don't mention the number of workspaces.

@dennisreynolds6915 8 ай бұрын

I'm still confused. If the client has work to do on there board how am I going to get it to populated on my employees boards or workspaces? For example a new blog is on the clients board. It needs to then be out on the content writers to do workspace where they keeps track of their work. Then when they finish the blog my web designer needs to be notified to then add the blog to the website. Then finally once that's done I'm notified to do the finishing touches.

@katschmoyer3520 8 ай бұрын

Hi! Usually I have a "projects" board for each client and each list on the board is a separate project. Then each card on the list is a step-by-step to-do list to get the project from start to finish. I assign appropriate team members to each card based on who needs to be involved in that specific task. We usually tag team members who come next on the card so they know they can start their part of the project. Ex. Web designer would tag you on the card when they're done to let you know you can start on the finishing touches.