Ever lost an important email? Or had to search through hundreds of emails just to find that one line of text you're looking for? We know what that's like, which is why we have chosen Trello as our client portal.
If you're working with us on a big project, like a novel or website, or if you're signing up to a subscription package, or even if you're just expecting to send us work often, we'll give you the option of communicating with us primarily through Trello instead of email.
We love Trello for a number of reasons. It's easy to use, convenient, and—best of all—flexible. You can read more about why we love Trello and how we use it here.
Some of the specific benefits of using it as a client portal include:
So, here's exactly how we can use it to work together.
If you're on a subscription package or you have recurring work with us, instead of emailing or calling us with your requests, you can just create a new Trello card in the 'Requests' column (Trello calls them lists). We get a notification every time you do something in your board, so we'll see it and get to it as soon as we can. Then, we'll keep you updated on our progress by moving it across to the 'In progress' list and 'Done' board, and commenting with any questions or updates.
You can see an example of a subscription package below.
If we're working with you on a big project, we'll track our progress through Trello lists. We'll start with a list of tasks, either in the left 'To do' list or in lists separated into categories, then move the tasks as we work on them or complete them.
You can see an example of a large project (a novel edit) below.
If you need to provide us with documents, or if we need to provide them to you, we can attach them to cards in Trello. You can see an example of how the cards work below.
Set up an account. We'll create a board for you and invite you to collaborate (you'll get an invite through Trello or your email). If you'd like to read more about getting started, Trello has a guide.
If you'd like to ask about any of this or if you have any questions about using Trello to work with us, feel free to send us an email at email@example.com.