Board structure for a project schedule that combines Project and Change Management

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I need advice on how to group tasks within a board for a project schedule that records and tracks both the project tasks and the change management tasks in a single view. Has anyone had to do this before?

The issue I’m facing is that the tasks within the project phases don’t align with the Change Management Phases, and vice versa. Would it be best to group the tasks by Project Phase, and use the status column to label the Project Phase and Change Management Phase? The reason I have not built the board like this yet is because I felt it was duplicating data by naming the groups by project phase as well as having a status column with this same label (which I need for dashboard reporting).

Any advice or guidance on this one will be much appreciated!

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Hey Jane,

Based on my understanding of your workflow, it sounds like utilising the status column to identify the project phase is an effective way forward. One of the most common uses of the status column is to track the project stages, so I can see this set up being of value you to you. What is handy about the status column is that it is probably the most versatile column and most compatible with our automations and reporting functions. I understand your point about duplicating data, however I do think that the status column will allow you to make better use of the platforms capabilities.

I am here for any further questions :pray:

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