How to Use Trello to Manage Client Work

[@herdreambizlounge]

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

[@mariayemialyanava8504]

The best video about Trello ❤thank you

[@dandimit8463]

Great stuff. We appreciate your hard work.

[@dollydelong]

As always, I loved learning about your process!

[@katschmoyer3520]

Thank you, Dolly!!

[@clairegordon7943]

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

[@katschmoyer3520]

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]

@@katschmoyer3520 thank you 😊

[@katschmoyer3520]

@@clairegordon7943 No problem!! :)

[@adamvine5364]

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]

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]

Do you ever use the calendar powerup?

[@katschmoyer3520]

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

[@MonicaHoffman-yg8ky]

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]

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

[@laintaljuk8750]

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]

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]

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.