Skip to content

Instantly share code, notes, and snippets.

@markbain
Last active April 16, 2018 12:10
Show Gist options
  • Select an option

  • Save markbain/261b3613f71ea44d77a3 to your computer and use it in GitHub Desktop.

Select an option

Save markbain/261b3613f71ea44d77a3 to your computer and use it in GitHub Desktop.
How I use Trello

How To Use This Board

Cards

  • 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.

Lists

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"

In progress

For cards that are being worked on right now.

Backlog

For cards that are ready to be worked on now.

Blocked

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.

Reference

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.

Labels

  • 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).

Members

  • 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

Archive

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.

Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment