Using Trello Workspaces for Multiple Clients

Using Trello Workspaces for Multiple Clients | trello for small business

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Жыл бұрын

Learn how to use Trello Workspaces to organize your client work!
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Пікірлер: 15

@BariciaMedia Жыл бұрын

If people don't like Trello (I have no idea why they wouldn't - I LOVE Trello), I recommend any online organizers. They're so great for business and personal reasons.

@britt_joiner Жыл бұрын

Have you ever thought about linking some of those cards on your main board to those client boards? Ie, using board links in the card, or having specific tasks be mirrored into your main board?

@britt_joiner Жыл бұрын

I actually really like the idea of naming my own workspaces with my initials 😂 Great way to keep track of them!

@dollydelong Жыл бұрын

love this video Kat! this was super helpful and I just cleaned up my own Trello workspaces!

@gregviner4309 Жыл бұрын

Awesome Content! Thank you!

@andrewalberti9121 Жыл бұрын

Very nice video! However, a workspace usually represents a company or a set of projects within the same organisation or mission. Trello recommends that, although there is no right or wrong approach, each workspace encompasses a group, or a company, rather than a single project. Quoting the Trello website, projects are best handled as a board or multiple boards. This become especially necessary if one day it becomes necessary switching to a paying workspace.

@ZakariaLACHGAR Жыл бұрын

Hi Kat, How do you link your board (Kat's board) with the other boards from the other workspaces (clients' workspaces) ? and could you plz explain more how your board (Kat's board) function ? your board doesn't follow the kanban flow logic :/ in this case why don't you use a calendar view ?

@Jean-xb9ge 7 ай бұрын

Do your clients access their board and communicate with you asynchronously between sessions in Trello? I've used Trello for student management, but now trying to decide between Trello and Basecamp for client work. Thanks!

@katschmoyer3520 7 ай бұрын

It depends on the client and the project. Sometimes they are a part of the board if my team and the client all of tasks related to the same project, but if it is something my team is handling entirely, then the client is not on the board and we use it as more of an internal project management system.

@dennisreynolds6915 9 ай бұрын

So for clients we would make a board for each one? Then under the board we would make lists of work needing done? Alot of my work is reocurring every month for each client. How would i do that

@katschmoyer3520 9 ай бұрын

Yes, I make a board for each of my clients if they don't already have their own workspace! Then within the board, I have lists with cards to organize projects. Usually there is a specific list for recurring projects structured with week to week or month to month due dates on the cards.

@dennisreynolds6915 9 ай бұрын

@@katschmoyer3520 awesome. Do you have that template in your trello pack you have for sale? I was going to purchase it

@katschmoyer3520 8 ай бұрын

@@dennisreynolds6915 yes, there is a "current clients" template!