How to start Projects in MeisterTask

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Joerg Koper
Joerg Koper DACH Partner, MT Tester, DE Business, EN Advocate Posts: 1,402 Community Leader
edited August 2023 in Tips and Templates

Hi guys 👋🙂

I often get the question how to start with projects in MeisterTask in general. Most beginners create a lot of projects instead of tasks and are losing the overview in the left sidebar.

My advice for you:

Think about the project itself...you maybe have a customer with lots of orders / projects for you? In this case, you can create a customer-related project-board in MeisterTask, create individual project sections and then create single tasks for every new customer-related order.

In the task you insert all information about the project, create checklists, insert tags for a better overview and the possibility of using the filter, insert files like contracts, photos or what ever related to the project. You can also work with automations, time tracking and, and, and 😉

The single tasks (or call it customer-maps) go through the Kanban work process until they are finished. The board can look like this (Blog Update could be the name of your customer):

This is only one example of the many more possibilities in MeisterTask. If you have questions, feel free to ask the friendly members of the community. Everyone here is happy to help or at least to try 👍️

Best, Jörg

Als Experten-Partner von Meister führe ich in meiner Agentur u. a. Workshops für die Integration der Meister Software durch. Hier in der Community freue ich mich auf den Austausch mit Euch und helfe bei Fragen zu MeisterTask, MeisterNote und MindMeister gerne weiter.

Weitere Informationen findest Du auf agenturkoper.de und LinkedIn.

Comments

  • Miša Hennin
    Miša Hennin Admin, MeisterLobster, EN Business, DE Advocate Posts: 1,423 Community Admin
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    Hey @Jörg Koper!

    Thanks for sharing this comprehensive introduction to getting started with MeisterTask. Very useful for those just getting started, and presented in a clear and considered way.

    Have a great weekend!

    Miša

  • Olaf Roeb
    Olaf Roeb EN Basic, MT Tester Posts: 121 Star Contributor
    edited January 2023
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    Hi @Jörg Koper ,

    Ich hab gerade versucht insightful und love gleichzeitig zu aktivieren, funktioniert leider immer noch nicht, es wird Zeit für ein feature-request. Du weißt wie es gemeint ist. 👍️👍️👍️

    Hab ein schönes Wochenende und genieß den Schnee.😉

  • CL Webb
    CL Webb EN Basic Posts: 33 Star Contributor
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    Thanks again, @Joerg Koper. This will help in making great initial decisions about porjrcts/tasks organization. 😀

    CL Webb ?
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