creating a Trello board + Using Zapier to automate
Budget: $30 – $250 USD
When you add the bid, please write down if you are familiar with Trello and Zapier. Also, write down general questions that are not clear.
Workflow :
Trello board having 3 lists : pending, processing, done.
1. Team member submits a Google Forms based on client requirements which will automatically create a new card in "Pending".
Information on Google Forms that needs to be filled by team member :
* Client WhatsApp Number (Card Title) Note : For card title, It has to be the Client whatsapp number followed by a "-" and then a 3 random number
* client notes about the request (Card Description)
* Attachment documents if provided (Attached on card)
* Deadline (Date and Time on card)
2. When the new card is added into "pending", Google Drive automatically generates a unique folder for each new Trello card (Folder name will be the Card Title). Inside the Folder, it will have a website shortcut link of the trello card and also a google sheets document that has the review of the google forms response. and the same folder will also have the attached documents of the response. Also another sub-folder that is named "Processing" that will have inside it a folder called "Done".
3. In the Card description, there will be a link that directly goes to the google drive folder that is created.
4. Alert will be given whenever a new card is added in "Pending" "Processing" or "Done"
Workflow :
Trello board having 3 lists : pending, processing, done.
1. Team member submits a Google Forms based on client requirements which will automatically create a new card in "Pending".
Information on Google Forms that needs to be filled by team member :
* Client WhatsApp Number (Card Title) Note : For card title, It has to be the Client whatsapp number followed by a "-" and then a 3 random number
* client notes about the request (Card Description)
* Attachment documents if provided (Attached on card)
* Deadline (Date and Time on card)
2. When the new card is added into "pending", Google Drive automatically generates a unique folder for each new Trello card (Folder name will be the Card Title). Inside the Folder, it will have a website shortcut link of the trello card and also a google sheets document that has the review of the google forms response. and the same folder will also have the attached documents of the response. Also another sub-folder that is named "Processing" that will have inside it a folder called "Done".
3. In the Card description, there will be a link that directly goes to the google drive folder that is created.
4. Alert will be given whenever a new card is added in "Pending" "Processing" or "Done"