project and Task Management
Kirti Kote | Project & Content Workflow Mastery using Trello and Notion
Exercise 1: Trello Board Setup for a Content Marketing Campaign
Scenario: As a Project Manager at a digital marketing agency, I managed a campaign for an ecofriendly product launch, which included blogs, social media, newsletters, and influencer
collaborations using Trello.
Step 1: Trello Board Setup
Board Name: Eco-Friendly Content Campaign
Lists Created:
Ideas
Planned
In Progress
Review
Published
Step 2: Card Creation under "Ideas" List
Created the following cards to represent campaign tasks:
Develop blog topics on sustainability
Plan social media posts for a 30-day campaign
Design templates for email newsletters
Coordinate with influencers for product endorsements
Create a video script for promotional content
Step 3: Team Member Assignment & Deadlines
Assigned tasks based on team roles, with clear deadlines and reminders:
Develop Blog Topics on Sustainability → Kirti Kote (Content Strategist)
⤷ Start: Feb 21 | Due: Feb 24 | Reminder: 1 day before
Plan Social Media Posts → Reet Official (Social Media Manager)
⤷ Start: Feb 21 | Due: Feb 26, 1 PM | Reminder: 1 day before
Coordinate with Influencers → Reet Official
⤷ Start: Feb 24 | Due: Feb 27, 6 PM | Labels & description added
Design Email Templates → Kirti Pawar (Graphics Designer)
⤷ Due: Feb 21, 8 PM | Marked as Urgent
Create Video Script → Kirti Kote (Video Producer)
⤷ Due: Feb 24, 2 PM | Priority Label | Reminder: 2 hrs before
Step 4: Task Progress Simulation
Moved cards to simulate real progress:
Moved “Develop Blog Topics” and “Plan Social Media Posts” → In Progress
Then:
⤷ “Develop Blog Topics” → Review
⤷ “Plan Social Media Posts” → Published
Step 5: Using Calendar Power-Up
Enabled the Calendar Power-Up to manage deadlines visually.
All tasks appear in the calendar view, offering a clear monthly overview.
Summary: How Trello Helped in Project Management
Board Setup
Created structured workflows using lists for each project stage.
Improved visibility and clarity of task status.
Card Creation
Documented all marketing-related tasks in one place.
Enabled focused execution and accountability.
Team Assignment & Deadlines
Assigned tasks based on expertise.
Deadlines and reminders ensured timely delivery.
Progress Tracking
Moved cards through lifecycle (Ideas → Published).
Ensured the team stayed updated on task status.
Calendar Integration
Enabled better deadline visualization.
Boosted time management and planning efficiency.
Conclusion: This exercise showcases my ability to plan, delegate, and manage content-driven
projects using Trello, emphasizing structured workflows, collaborative execution, and deadlinefocused planning. It reflects not just tool proficiency, but also a strategic mindset essential for
modern remote and cross-functional teams.
Exercise 2: Notion Wiki Setup for Organizational Documentation
Scenario: Tasked with creating a centralized internal wiki for a startup using Notion, serving as the
main hub for project documentation, employee resources, and company policies.
Step 1: Workspace Setup
Workspace Name: Startup Wiki
Sections Created:
Project Documentation
Employee Resources
Company Policies
Steps:
Click the three dots in the top left of Notion.
Select Create Workspace and name it Startup Wiki.
Create a main page titled Startup Wiki.
Use the slash command “/” to add subpages for each section under the main page.
Step 2: Creating Section Pages
Created subpages under each section to store detailed content.
🔹 Project Documentation:
App Development Project
Marketing Strategy
Budget Reports
🔹 Employee Resources:
Onboarding Guide
IT Support
Training Programs
🔹 Company Policies:
Remote Work Policy
Expense Reimbursement
Annual Leave Policy
Step 3: Interlinking and Tagging
Copied the Employee Resources page link.
Pasted it into the Project Management page with a custom title:
"Find all Employee Resources Information here."
Repeated the process for Company Policies, linking it as:
"Find all company policies here."
Used tags like HR, Tech, Finance to organize pages by department.
Step 4: Embedding Multimedia
In the App Development Project page, embedded a Trello file.
Added relevant images, media, and external links for visual documentation.
Used Gallery View to display media attractively and tagged team responsibility.
Embedded a Calendar Slots scheduling link using the Button block.
Step 5: Sharing & Collaboration Settings
Clicked the Share button in the top-right corner.
Invited team members via email.
Configured access levels:
o Full Access – Can edit, comment, and share
o Can Edit – Can edit and comment, but not share
o Can Comment – Comment-only permissions
o Can View – View-only access
Example: Invited-with Can Comment access.
Summary: Key Outcomes Using Notion for Documentation
Structured Wiki Creation
Created a centralized, easy-to-navigate internal wiki.
Organized major areas like projects, HR, and policy management efficiently.
Collaborative & Scalable Design
Allowed seamless team collaboration with defined permissions.
Pages can scale as the company grows — great for onboarding, project tracking, and HR
reference.
Visual & Interactive Experience
Embedded media and tools (e.g., scheduling links, galleries) enhanced interactivity.
Created a professional, user-friendly knowledge base.
Cross-Linking for Easy Navigation
Interlinked relevant pages with descriptive titles.
Improved content discoverability and user experience.
Conclusion: This Notion setup demonstrates my ability to build structured, dynamic, and scalable
documentation systems for modern organizations. From clear content organization to collaboration
workflows and embedded tools, this wiki acts as a single source of truth that drives efficiency and
alignment across teams.