- Cards represent tasks (with one exception, cards in the Reference list).
- Card titles should ideally contain a verb e.g. "Fix the apply button"
- Card descriptions should outline the task in more detail.
- Discussion related to the task should take place in the comments. This provides a record of decisions and the thought process surrounding the task.
- Checklists should be used to detail the steps toward completion of the task.
- Cards are not set in stone; whenever a task grows too big for a card, a new card can be created.
Every Trello board has at least 5 lists.
- "Backlog"
- "Next up"
- "In progress"
- "Blocked"
- "Reference"
Additional lists can be added as required, for example:
- "Clarification"
- "Someday/Maybe"
- "Review"
For cards that are being worked on right now.
For cards that are ready to be worked on now.
For cards that cannot be worked on further without additional information, or require input from other board members.
i.e. a card waiting for approval or info.
For useful project links or documents. These cards do not require action.
i.e. the project spec, the link to the dev site.
The Reference list is also where we keep template cards: cards which represent frequent tasks and are designed to be copied when needed.
- The purpose of labels is to allow the displayed cards on the board to be filtered (not to make the board look pretty ;) )
- Colors represent categories (the exception to this is the Priority category, which has a color for each level).
- The member on a card indicates who is currently the "owner" of the task and responsible for moving the task to completion.
- As a result, there should only ever be one member assigned to a card at any one time.
- Like Labels, the purpose of Members is to allow filtering.
- Every card should have a Member, or chances are it won't get done
Each Trello board has an archive for completed cards, so there's no need for a "Done" list. When no further action is required on a card, archive it.