I’ve been playing around with the idea of developing my Trello Project Management process. The concept is to set up a master checklist of tasks that every project uses. For each of your projects, copy the master, modify for unique circumstances, and use it to assign work and track progress. So far this is what it looks like. I have subdivided each phase into major tasks that parallel types of work or sheet contents, and it also follows assembly divisions (here's why).
One of the cool things that I recently discovered about the idea is that the project tasks that you are assigned can be tracked using Harvest’s integration with Trello, which adds your time to your Harvest time sheet.
Here’s what that would look like.
When you click the Harvest "Track Time" integration button, this widget (above) opens - pre-populated with the relevant data. It even shows you how much time has been charged to this task so far.
The image below shows you what your Harvest timesheet looks like. Your project Phase Name and Task Name are included with each time entry added in this way.
Whether you include task descriptions on invoices or not, having them collected into Harvest gives you another level of detail in your Harvest timekeeping reports. See below. The task links are live in your reports so that you can drill down to see what was done. Each task that is checked off is logged in Trello's Comments with a time/date and name.
If you have been planning to implement some type of standard, firm-wide, Project Management system, there are some real benefits in this solution that are much harder to achieve in other systems that I am aware of. Trello is free and Harvest is only about $11/person/month.
I wish I had these tools when I was practicing.