Board image
Jun 6th, 2018. 2 min read
Manage our tasks for our administrative staff
As a small staff with lots going on, it can be really difficult for us to keep track of everything. Between the calls, emails, and meetings (not to mention our trainings and research), things can definitely get lost in the shuffle. Through this board, we can organize all of our correspondence and tasks, and have all of our program team on the same page.
Getting started tips
Since we're a small, quirky nonprofit, we decided to build our admin/ops board from scratch to meet our specific needs.

We're still sorting it out, but some of our main groups focus on staffing, social media strategy, and a catch-all miscellaneous bucket. But for us, more important than the groups and pulses (which we are constantly adding to, as new things come up), we customized our columns to include "owner" and "support" to assign tasks; "phase" and "priority" to determine progress and importance; and columns around time to make us more productive.
"This template really works for us because of how customizable it is!"
Eric Horvath
Why we love this template
In our opinion, the three stand out features of this template is the ability to assign people tasks, upload any form of notes you want to a pulse, and the Gantt chart feature.
Without this template I would
Without this template I would be stuck in Google Drive, creating more and more (unused) Google docs and sheets.
Hi I'm Eric Horvath from Transform Finance and this was my story
Hi I'm Eric Horvath from Transform Finance and this is my story, check it out
Admin / Ops tasks