Calling all super users. I work for an insurance company, and we are standing up a brand new marketing department (yay), but we’re running into issues related to handling all the workflow that comes in. I’m tasked with defining our internal process but keep running into issues. Here is what I have so far:
- We have 1 ticket board, that receives all types of requests
- We have task boards by department to work on said tickets
- We have 4 calendar boards that allow us to see events, emails, editorial, and planned advertising.
- We have 1 content development board to track all new assets.
Here is the problem I’m having trouble solving: if an approved project comes in (ticket), then we need to assign owners who go build tasks on their own boards. However, I need to be able to see all tasks related to that project. My thought is that I use the “connected boards” function, but can I build dashboards to track all tasks related to that connected board? how do I track all tasks and progress of those tasks against the project / ticket?
So, I’m curious if there is a solution to the above OR if I’m organizing all wrong, and if I should re-think our approach. Would love any and all feedback.