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I’m in the middle of rolling out [login to view URL] as our central project-management hub and need an expert to jump in and configure it properly. The goal is to streamline how our project and task boards talk to each other and to build the right automations so nothing falls through the cracks. Here’s the situation: • [login to view URL] will be used primarily for project management. • I have project boards and task boards already sketched out, but they aren’t connected the way I’d like. • I also need smart automations set up (status changes, date-driven reminders, mirrored items, etc.) so the workflow actually saves the team time instead of adding extra clicks. • Although sales features aren’t the focus, your ability to wire boards together and create efficient automations is critical. Deliverables I’m looking for: • A connected board structure where project-level items automatically feed the relevant task boards and vice-versa. • Custom automations that update statuses, owners, and timelines without manual intervention. • A short Loom walkthrough (or similar) showing the setup and explaining how I can tweak it later. • Optional but welcome: quick suggestions on dashboards or views that make project tracking easier for stakeholders. If you’ve successfully linked complex [login to view URL] boards before and can get this up and running fast, let’s talk—I’m ready to get started right away.
Project ID: 40217738
24 proposals
Remote project
Active 1 mo ago
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24 freelancers are bidding on average $25 CAD/hour for this job

Hi, there. I’m confident that I can deliver this project to a high standard. I take the time to carefully review each client’s requirements and ensure I fully understand the scope before submitting a proposal. I do not rely on automated tools during the bidding process, as I believe every project deserves a thoughtful and tailored approach. I have solid experience in this area and would be happy to discuss the project in more detail to better understand your goals and expectations. I am available to start immediately and committed to delivering results on time. I look forward to the opportunity to work with you. Thank you for your time. Boris
$20 CAD in 10 days
2.0
2.0

Hello Greetings, After reviewing your project description, I am confident and excited to work on this project for you. However, I have some crucial points and questions to clarify. Please leave a message in the chat to discuss this, and I can share my recent work that is similar to your requirements. Thanks for your time! I am excited to hear from you soon. Best regards,
$18 CAD in 40 days
0.0
0.0

Brooklyn, Canada
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Member since Feb 9, 2026
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