How an EA Sets Up a ClickUp/Trello Board
Requests get lost in chat. A simple board shows what’s on deck, who owns it, and what’s done.
Keep the board simple
Columns: Intake, This Week, In Progress, Waiting, Done. Labels: calendar, email, travel, reporting, HR, finance, admin.
Capture requests the same way
Use a form or a clear intake channel so work doesn’t hide in DMs.
Weekly cleanup
Every Friday, archive Done and pick next week’s top five. Small habits prevent clutter.
Relatable example
Instead of “Did anyone pick this up?”, the board shows owners and dates. You can see the whole week in one glance.