Hi, I have another newbie question, as I attempt to decide whether Trello will work for my projects.
Is there an easy way to view ALL your due dates across the system in one place? I know how to view due dates in a Calendar workspace -- but those only can accommodate 20 boards, and I have more than 20 projects on individual boards, so things inevitably get left out. Is there one central place where I can view due dates for all my projects, across every board I make? This is somewhat vital to making the platform usable for me, as I need to be able to get a birds-eye view of my work. Thanks!
Bradley, you can create a Dashcard, which will give you the bird's eye view that you are looking for. See this: https://blog.trello.com/dashcards-powerup
For example, I have a dashcard that shows me all the cards that are assigned "to me" and have a due date "in the future". When I click on it, it shows me details of all my cards (across all my boards) in a table format, which I can easily sort by due date.
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How do you have your boards set up? I find that a per-project approach isn't necessarily the best way to represent your activities in Trello.
Based on my decade of Trello experience, when coming across a company with lots of concurrent projects, I would create a single project board with all of the projects detailed in a simple structure like:
Not Started > In Progress > Completed
Say you had 3 teams working on the 20+ projects, you would have a board per team.
I will call them Team 1, Team 2 and Team 3
On the project board, I would then inside those project cards use checklists to represent the tasks within the projects, as an example, if you had all 3 teams working on Project A, you would have a checklist for Team 1, Team 2 and Team 3. The tasks you put in the checklists would automatically be converted to linked cards on Team boards.
Automation would tag the items on the Team boards with the Project name so you can easily filter per project and when items get completed on the team board, it would automatically check the item off in the project card.
This takes you down from 20+ boards to 4 in this example, which you can then use Table or Calendar view to see the dates, which you would filter by project name.
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