Design Phase Trello Board

Scientific Remodeling System

Design Phase Trello Board

View video below… 

Before you begin, click here to set up your own free Trello account.

In this video you’ll discover how to use the Design Phase board of the Trello Project Management System.

In the previous Trello article, you discovered how making each project an Organization in Trello, simplified setting up Trello to manage your projects.

This method allows you to compartmentalize the information you need to manage your project. I’ll be showing you how to use each of the typical boards within the Organization (henceforth called project).

Each project will have 6 boards in it:

  1. Design Phase
  2. Hand-off to Production
  3. Rough-in Phase
  4. Trim-out Phase
  5. Wrap-up Phase
  6. Post-Project Phase

Trello Design Phase BoardThe first action to take on the Design Phase board is to transfer the client information from your company Contact Information board to the Design Phase board. You may recall that you are setting up templates for each type of project you do, and when a new project (Organization) is created, you simply copy the template board to the new project. In this case, create an Organization called Mansion Bathroom Project, and copy the 2 – Design Phase board from your Bathroom Project template to the Mansion Bathroom Project.

That will get you started. Watch the video to see how easy it is to use the Design Phase board, and how, at the end of the design phase, you will have accumulated and recorded data that will serve you throughout the project.  

Most of the boards, which I will be sharing with Intermediate and Premium Members, will have actual contract forms and checklist links, such as Design Retainer Agreements, a fillable PDF Lead Sheet, Proposal contract, Pre-Construction Conference form, Subcontractor Agreements, etc. In all fairness, most of these will only be available to Premium Members. The cool part of this is that the forms and contracts are actually linked in the cards themselves, so you’ll always have access to a fresh copy for you own use.

Premium and Intermediate members can copy this board. Click here if you are a Premium Member. Click here if you are an Intermediate Member. Please follow the Copy instructions on the page.

If you are not already a Premium Member, do yourself and your company a big favor and join SRS today as a Premium Member. The advantages far outweigh the cost of the membership. Plus it’s risk-free. The value you’ll receive is priceless. 



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