Here’s a simple but powerful SOP for Trello that fits your workflow as a construction contractor and team leader.
🧠 SOP: Using Trello for Team & Project Management
🎯 1. Objective
Use Trello to:
- Organize tasks clearly
- Track progress in real time
- Improve team communication
- Reduce confusion on site
🧩 2. Core Concept (Easy to Remember)
👉 Board → List → Card
- Board = Project (e.g., House Project A)
- List = Stage (To Do / Doing / Done)
- Card = Task (Install tiles, BOQ, etc.)
🏗️ 3. Standard Board Structure (For Construction)
Use this structure for every project:
📌 Board Name:
Project Name (Client + Location)
📋 Lists:
- 📥 Backlog (All Tasks)
- 📝 To Do
- 🚧 In Progress
- 🔍 Checking (QC)
- ✅ Completed
- ⚠️ Problem / Delay
📌 4. How to Create Task (Card SOP)
Each Card must include:
✍️ Title:
👉 Clear + short
Example:
- “Install electrical conduit – Floor 1”
📄 Description:
- Scope of work
- Location
- Materials
👤 Assign:
- Responsible person (Site engineer / worker)
📅 Due Date:
- Deadline (very important)
🏷️ Labels (Color System):
- 🔴 Critical
- 🟠 High
- 🟢 Normal
📎 Attachment:
- Drawing / Photo / BOQ
🔁 5. Daily Workflow (Team SOP)
🌅 Morning (Start Work)
- Check To Do
- Move tasks → In Progress
- Assign team
🌇 During Work
- Update progress in card
- Add photos (site proof)
🌙 End of Day
- Move finished → Completed
- Move issues → Problem / Delay
👥 6. Team Communication Rule
👉 Use Trello for tracking
👉 Use Telegram for chat
💡 Best workflow:
- Create task in Trello
- Share link to Telegram group
- Discuss in Telegram
- Update status in Trello
🔗 7. Connect with Telegram (Simple Method)
- Open Trello card
- Tap “Share”
- Copy link
- Send to Telegram group
📌 Example message:
“Team, please follow this task 👇
(Trello link)
Deadline: tomorrow”
📊 8. Weekly Manager Review
Every week:
- Check Completed vs Delayed
- Review Problem list
- Adjust schedule
⚠️ 9. Common Mistakes to Avoid
❌ No due date
❌ No responsible person
❌ Too many unclear tasks
❌ Not updating status
🚀 10. Pro Tips (For You – Sarim)
- Create Template Board → reuse for every project
- Use Checklist inside Card for step-by-step work
- Use Photos daily → build proof for client
- Keep it simple (don’t overcomplicate)
🧠 Easy Memory Formula
👉 Trello = Plan → Do → Check → Done
If you want next step, I can help you:
✅ Build Trello system for your company “8AM”
✅ Create real template board (ready to use)
✅ Show how to manage BOQ, invoice, and site tasks inside Trello
Just tell me 👍