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Personally, I'm using Signboard to help me manage a side hustle that I've had since 2016. I've always used Trello (which I love, and I think it is great) but I'm so happy to be using Signboard for this now.
My lists are:
Leads
Quoted
In Progress
Final Invoice Pending
Completed
Lost
I create a new card for every client project. If I quote the project it moves to Quoted, if I lose the project it moves to Lost after I've added some insight on how I lost the project.
I also have two "template" cards which I use Signboard's "Duplicate Card" feature for. Both cards have a bunch of starter data and questions in them that I need to get for every project I handle. This way, every time a new project comes in I can quickly duplicate a card, jot down the information I need (and I won't forget anything) and get moving.
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Feel free to share how you're using Signboard.
Personally, I'm using Signboard to help me manage a side hustle that I've had since 2016. I've always used Trello (which I love, and I think it is great) but I'm so happy to be using Signboard for this now.
My lists are:
I create a new card for every client project. If I quote the project it moves to Quoted, if I lose the project it moves to Lost after I've added some insight on how I lost the project.
I also have two "template" cards which I use Signboard's "Duplicate Card" feature for. Both cards have a bunch of starter data and questions in them that I need to get for every project I handle. This way, every time a new project comes in I can quickly duplicate a card, jot down the information I need (and I won't forget anything) and get moving.
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