Thank you Boyana for introducing me to Trello! I feel like I now have a grip on everything happening. It was just too much on my old system (onenote). It was just madness.
Sal, I think Trello / Scrum light would be a great addition to the program.
It's free and you can do so much with it. I highly recommend it.
What I've done so far that's working
- I've got a big board for SolarTurtle that I use now to track all my tasks (cards)
- The board has 5 lists - To Do, Doing, Waiting, Done (sure you can recommend a few more)
- I started by adding all my current cards to the To Do list. You can just copy and past. It auto generates cards for each new line
- Then I created labels - one for each of my main projects and key activities - marketing, sales leads, pilot work, etc. etc.
- I then added my team.
Now everyone can see what's going on and you can easy tag people to talks and set dates etc. Go try it!