Then as it progresses, if you get the project, you drag the card to the "Deals" list (maybe rename "Current Projects"?), create a board for it, and link to the board from that card. You can keep a "blank" card with a checklist to copy. Just a card on your status board, maybe with a checklist. When you first get a lead, you wouldn't necessarily have to create a whole board for it. You might do something like a sales pipeline instead: That might make less sense for you, especially if others there aren't game or if there are more than 4-5 project managers. Well, at my small software development company, ours looks like this, with one list per employee: It keeps tasks from falling through the cracks. Trello really helps with being able to throw some quick notes on my phone/computer and have it all ready to be extrapolated and organized at a later point. I am always getting phone calls from the field, I have to go to jobsites almost daily, I have constant meetings (usually outside my office), and I have members on my project team always coming to my desk with questions, requests, new tasks, etc. The biggest issue is constant interruption. Project management is project management – mine just has a construction theme. Most of my job can be broken down into these areas. Each card is an action and I try to "close the loop" on each card, per GTD philosophy. I started carrying a "hipster PDA" with me (notecards held together with a binder clip) to take notes on. Every time a paper goes in a folder, I make an associated card on my board so I never have to worry about what's in my file folders. I have file folders (literal paper ones) with the same labels as my lists for any papers with actions associated with them (which is a lot we are not yet a paperless industry). I make sure every action email is turned into a task on Trello and every non-action email is either deleted or saved for reference in a general folder with the project name on it. I have to use outlook for email ( sigh) so I have contacts that are "Send to Trello" for each job, which makes a card on my white board to sort. On every board I have a "white board" which is basically my inbox. I basically use the GTD system for my lists. Most are "in-progress" projects while some are projects I'm bidding or that are in pre-construction. The biggest downside is that the construction industry office setting is usually "behind the times" technologically and is very slow to adapt new practices (my company is on the cutting edge in that they threw out their fax machines), so it's hard to get my teams to collaborate on Trello. It works very well for a construction project management application. Do tell us a little more about what's working/not working, what lists you use, etc. I'm really interested in hearing more about how you use Trello in construction. If not, you can bookmark them in your browser, like this: that helps. If you have paid Trello, you can save your searches.You can also search by label, list name, etc.: "list:TODO label:red" For example, search is:open" gives you all open cards assigned to you. Use Search to get your "list of all cards assigned to me".For example, you can tell ButlerBot "When a card is added to "TODO" list, assign to myself". Use ButlerBot to automatically assign yourself and/or add labels (just add "butlerbot" as a member, and he'll show you how).Also, consider a "Waiting" label so that you can easily see cards that are waiting on somebody else (ie a customer to decide on something) Assign yourself to cards if there is more than one person working the boards.You might also treat this like a sales funnel - a list for "leads", "current projects", "etc". Use labels on each card and/or lists to know the status.In the description of each, paste the address to the project board. A "Status Board" with one high-level card per project.In general, a few things I think could really help: u/goin_nil is right, there are several things that could affect how you do this.
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