Status of Each Task per Project

[David Slattery]

Hi, 

New to Trello and trying to figure out if it work for our company.

We have consultant engineers who all effectively run their own projects - 

I have trialled setting up a “board” for each consultant - where they can list their current projects. As management we can then have access to each board.

My question is, Can I set up a new template for a list - where each consultant  can fill in

Job Name 

Status of Project “drop down option”

Additional support needed “drop down menu”

team working on project “drop down menu”

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From my quick look - I can’t figure how to manually create this specific form

Any help will be greatly  appreciated. 

[Silvia]

Hi @David Slattery 

You can start by setting up the board with the card you are looking to use.

Job Name 

Custom field: Status of Project “drop down option”

Custom field: Additional support needed “drop down menu”

Custom field: team working on project “drop down menu”

The next step is to install Blue Cat Forms where you can drag and drop the custom fields into a form that will look like this:

[Hannah Humbert - Simpla Workflows]

Adding on from what milynnus mentioned, you can use custom fields to hold that information, and to make things easier and because you mentioned forms, there is a great power up called Blue Cat Forms which allows you to create cards from forms: https://trello.com/power-ups/6139de588901011c01baf52f. This is a great option if you want to set "required" fields for your consultants to fill in.

Also, have a look into card templates: https://help.trello.com/article/1211-creating-template-cards. You can add informed to the template description to prompt people to fill out certain information.

[milynnus]

@David Slattery 

Under the standard plan you can have custom fields where you can have dropdown list to select from. I think the alternative is to use Smart Fields power up.