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  • What is each list used for (Which of these could we get rid of or standardize? Could we add any additional that could be used for reporting?):

    • New Contract - Could this be renamed templates?

    • Initial Setup Tasks

    • SEO Setup

    • Yext Setup Tasks

    • Marketing Automation Setup

    • SEM Setup

    • Reputation Management Standalone

    • TDA Setup

    • QA

    • Issues

    • Done

    • L5 Multi-location clients done

    • L5 Verified Clients

    • L5 Issues after verification

  • Related boards for each list if it exists - Example: RepMan and Directory boards for SEO Setup

  • Special Status Lists

    • Who is responsible for checking and solution-ing?

  • When to transition from each list to the next

  • How do cards exit the board?

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