This guide will walk you through all the necessary information for understanding the processes and procedures behind the flow of the First Month Tasks board. We will cover a range of topics, such as where the cards come from, when they should be created, what the lists mean, and the process for moving cards all the way to completion.
FMT Board Links:
Card Creation:
Summary
Who is responsible
Where are sales recorded
How are those sales translated to Trello cards
How soon after a sale do you create a card
Which template to use
What information is needed and why
Label usage
How to handle multiple services at the same time?
Follow up with Lance
Could we duplicate the card for each service after the initial setup is completed?
List Purposes:
What is each list used for
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
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?
Timelines:
How long should a card live on each list
Are there exceptions to the rule?
Due Dates?
Could help with backlog reporting if we can pull a list of all cards past their due date
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