PROJECT TASK INTAKE · Workflow idea
Prepare a card from a task title and its supporting details. Check the wording and the selected list before approval so the new work appears in the right place.
01 / The starting point
A task title, description, and intended team list
“Prepare a Trello card using the supplied title and details, and wait for a person to approve the card and destination before creating it.”
02 / The work
Turns a task title and description into a proposed Trello card for a person to check before it is added to a board.
Collect the work title and the description the team needs to understand the request.
Identify the Trello board and list where the new work belongs, and route an unclear destination for review.
Show the proposed title, description, and destination together so a reviewer can check them.
When a similar card may already exist, ask the reviewer to confirm whether a new card is needed.
Add the card after an authorized person approves its details and destination.
Show whether the card was created or remains pending, and provide its location for follow-up.
03 / The result
A reviewed card in the chosen Trello list, or a draft that remains uncreated until the details are approved.
Reviews & approvals · Example outcome
A reviewed card in the chosen Trello list, or a draft that remains uncreated until the details are approved.
Creating a card changes the team’s work board. Confirm the card text and list with an authorized person before adding it, and check for an existing card when the request may be a repeat.
04 / Make it yours
A few choices shape the work around your team.
Decide which title and description information is needed before a card can be prepared.
Choose the team destinations this process may use and who can approve new work there.
Name the person responsible for checking card text, destination, and possible duplicates before creation.
Test a complete request, a missing destination, and a possible duplicate to confirm that unapproved cards are not added.