Task list for a card view? (like trello?)

Jef Forward
Jef Forward ✭✭✭✭
edited 06/14/22 in Add Ons and Integrations

We currently use a portfolio sheet that tracks our pipeline of clients and organizes them by stages. We love this sheet as it provides us with very useful management level information.  However, it does not allows us to manage the "work".  It just gives us an overview - which is the intention.  

To manage the work, we have a separate client centralized list of tasks that calls out the stages and intermediate steps, and lists all the nitty gritty things to be completed. They are assigned to people and with dates.  We have links to google docs and movie clips on how to complete the task.  We love it.  The only downside to this, is we have to use a printed flow chart and sticky notes to see where the client is (step) with-in the stage.

The card view could be a great solution for us, if we can get the tasks associated with the card. Can a "card" support a task list like a trello card can have a checklist?  This would have a huge impact for us.  

Any help would be greatly appreciated!  Jef

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