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Best Practices - Trello for the IT persons
- 1. www.altametrics.com www.altametrics.com Best Practices for Setting Up Efficient Trello Boards
- 3. www.altametrics.com The sight of a blank Trello board can do one of two things: 1. Give you a boost of motivation to organize and tackle any task that comes your way. 2. It can cause you to stop in your tracks like a deer in headlights. Trello is like a fresh canvas—a digital whiteboard ready for ideas, due dates, and team collaboration. But on the other hand, it feels like there’s just so much to organize. Where do you even start?
- 4. www.altametrics.com • What should be tracked? • Projects/Tasks Common Factors • Best Practices • Points to Remember • Sample Trello Board • Tips • Shortcuts Agenda
- 5. www.altametrics.com Production Matters Project Management Standups KB Repositories PM Cards Deployment What should be tracked?
- 6. www.altametrics.com • Critical Issues • RCAs • Planned Outages • Support Calls Summary • Release Management • Scope Documents • Requirements • Gantt Charts • Design Deliverables • Project Status Reports • Release Notes • QA Status • QA Scripts • Internal Wins • Release Discussions • JIRA (or others) engagements • Support Customers Agenda and Follow Ups • Daily/Weekly - Implementation and Support Customers • New Stores Deployments • Planned Release Deployments • Database Maintenances • Infrastructure Upgrades • Opportunities • Strategic Initiatives • Leadership Notes • Application Performance Reports • User Engagement Reports Production Matters Project Managemen t Stand Ups Deployment s PM Cards • Process Documents • Templates • QBRs • SOWs • Delivered Project Documents • Best Practices KB Repositories What should be tracked?
- 7. www.altametrics.com 2 1 4 3 6 5 Who is the owner? When is it needed? Are you using meaningful LABELS and CHECKLISTS? What is the priority? What are the business benefits that customer will get? What is the ask? Projects/Tasks Common Factors
- 8. Add Projects / Tasks in Trello 1 Assign and Update Due Dates 3 Assign Owners and Dates 5 Pay attention to Notifications 7 Regular Updates and Follow ups 6 Use Checklist(s) and Labels 4 Add Details 2 START END Best Practices - Graphical
- 9. www.altametrics.com • Add all ongoing or upcoming projects to your Trello card. • Add all details, such as requirement documents, scope, JIRA (or other) links, business cases, etc., to communicate the project intentions very clearly. • Assign owners, set expectations, and assign dates. Dates should be updated if tasks take longer than expected. • Use checklist(s) to explain all steps needed to accomplish the end goal, as well as labeling to have better visibility. • Always keep an eye on target dates or due dates. • Any updates or follow-ups needed on the Trello board • Always keep an eye out for web notifications or email notifications from Trello in case someone is making any updates. Best Practices - Text
- 10. www.altametrics.com • Make your Trello board user-friendly • Collaboration is only possible if team members are on the same page. Whoever’s in charge of a project might see a Trello board every day, but members of other teams may only check in occasionally for project offshoots. Imagine you’re seeing the board for the first time—how quickly can you figure out what’s going on? • Determine who is accountable to the board • Make sure that there is always more than one administrator on every board. • There's no need for a board to be perfect on the first try—in fact, it's a good idea to produce a basic framework, then tweak it based on what's best for your team. The more agile your board, the more agile your workflows will be. • Take advantage of the free mobile app on iOS and Android platforms. Points to Remember
- 11. www.altametrics.com • Agenda – Internal • PM/Tasks • OOC Items • Internal Altametrics Items • Deployment • Sprints • Each sprint should have its own list • Once sprint is completed, move that sprint to the end of the board • Completed • Backlog Sample Trello Board Lists
- 12. www.altametrics.com Some Useful Tips • Clicking on the edit icon on the card gives several useful options. • You can create any task from the checklist to a card by clicking on the three (3) dots.
- 13. www.altametrics.com Some Useful Tips • Copy and Paste Multiple Items: Let’s say you’ve got a list in Excel or Word, and you want each line to be a separate card. Copy the list, open a new card, and paste—each line will become its own card.
- 14. www.altametrics.com Trello Shortcuts Formatting Keyboard Shortcuts Markdown syntax Bold text Command/Ctrl + B **text** or __text__ Italic text Command/Ctrl + I *text* or _text_ Strikethrough text Command/Ctrl + Shift + S ~~text~~ Inline code Command/Ctrl + Shift + M `text` Links Command/Ctrl + K [text](http://www.trello.com)
- 15. www.altametrics.com Hover over a card and press: • Enter to open a Trello card and show its description • N to add a new card • Control/Command + C to copy a card or Control/Command + V to paste a card • L to add a new card label • D to add a due date • M to add a new member • The space bar to add yourself to a card • C to archive a card • T to edit the title of a card Trello Keyboard Shortcuts Press: • F to open the filter function • Q to see only the cards you’re a member of • X to clear all filters • E to open a card’s quick edit mode • M to open the menu • “<“ or “>” arrows when a card is open to move between lists • F to open the filters, type * in the search bar and get the total number of your active cards • Shift + ? to open the keyboard shortcut cheat sheet