Hi there … New here. Similar to this thread, I thought about setting up our clients as projects; however, I’m now having 2nd thoughts.
We’re a very small team; and it will initially be just 3 of us. I have mind-mapped this to know that we will need the following:
Clients (I thought this would be a project each)
Work or Task Type (I have around 20 identified)
State / Status / Stage – These are the equivalent of sections in a Kanban board.
I need the stage to be the same across all clients; and therefore, when I look at a board, I should be able to see which client-specific work/task type is in what stage/status/state. Does that make sense?
Each “card,” I have noticed, is a task. As a result, I’m assuming that each of the work/task types I have identified will have to be a custom-field; correct?
Here’s some what of an example:
In addition to actual clients, we the company are an internal client in this setup. As such, if I created a task called “create a template for xyz” I can assign it the work/task type “Documentation,” for example, and might put it in 1 of 11 stages. Don’t fret over the naming of the stages, I’m still working through that.
On the “board,” assuming I put it in “To-Do,” I should be able to see what else is … well … to-do across all of my “clients.”
Here’s my question: How am I supposed to accomplish this if boards are an entity of projects and not stand-alone?