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.
Trello works exceptionally well for this idea because of the lists of sub-tasks that you can add to each task.
These tasks to the right would be standard on every project unless it was remodeling or a minor addition. If they aren't needed, simply delete them.
To see the sub-tasks you click on the 'card'. Look at "Interior Construction Task List" image below for an example.
Once again these sub-tasks would all be standard. If not applicable, simply delete them. Or move them to a "NOT USED" checklist so they don't get overlooked if there are changes.
Want to try out this idea?
If you don't have Trello and Harvest, here are links to get you started.
Trello is free for everyone in your organization.
recommendation link (Thanks) to get your accounts.
Harvest has a free 30 day trial, which should give you an idea of whether this will work for you or not.
Use my discount code for 50% off your first month if you sign up for a paid account
and I will make a few bucks.
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.