{"id":2134,"date":"2017-11-27T19:02:07","date_gmt":"2017-11-27T17:02:07","guid":{"rendered":"http:\/\/themanual.local\/?p=2134"},"modified":"2018-03-02T18:03:18","modified_gmt":"2018-03-02T16:03:18","slug":"using-trello","status":"publish","type":"post","link":"https:\/\/simonbarnett.co.za\/themanual\/using-trello\/","title":{"rendered":"Using Trello &#8211; Part 1 &#8211; An Overview"},"content":{"rendered":"<p>The first in a two part series. <a href=\"http:\/\/simonbarnett.co.za\/themanual\/using-trello-part-2-diving-in\/\">Here is part 2<\/a>.<\/p>\n<h2>Email, e-meh<\/h2>\n<p>Email..<\/p>\n<p>..great for conversations.<\/p>\n<p>Big projects? Not so much.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"http:\/\/simonbarnett.co.za\/themanual\/wp-content\/uploads\/2017\/11\/previously-on-home-tweaks-1020x682.png\" alt=\"\" width=\"380\" height=\"258\" \/><\/p>\n<h3>Re. re. re. re. re. re. what?<\/h3>\n<p>If you&#8217;ve ever tried to use email for a complex project you&#8217;ll probably have bad memories of digging through threads of emails running into the hundreds.<\/p>\n<p>And that&#8217;s not all. Emails would probably start with a project-related subject, but then veer into unexpected plot-twists involving conversations between characters from another movie entirely.<\/p>\n<p>So when you composed your response much explaining had to be done to re-contextualise the task within the current project status, making the already-epic thread even longer.<\/p>\n<p>And of course each email contained a copy of the entire thread prior to that.<\/p>\n<p>Then finally the placeholder text:<\/p>\n<pre><\/pre>\n<p>.. would eventually be a call to abort the whole thing and start a spinoff.<\/p>\n<p>But as time went on, the email headed south and became buried under whatever came afterwards.<\/p>\n<p>Unless you had a filter \/ label \/ folder system, emails from multiple clients and multiple jobs were all in one list.<\/p>\n<p>Going back and searching that chaos? . . <i>NIGHTMARE<\/i><\/p>\n<h3>No more email?<\/h3>\n<p>No, look, I don&#8217;t hate email.<\/p>\n<p>When email is kept as a place to discuss work, how the project is going, and for casual talk, email can be an away-from-desk space: the board room, coffee area, watercooler, bar, or nearby diner \/ eatery \/ caf\u00e9.<\/p>\n<p>But email is not a good project space, nor really a space at all.<\/p>\n<p>Ok, I did just make an analogy comparing email to various spaces, but what they have in common is the lack of a workspace.<\/p>\n<p>But people work in boardrooms and diners you might point out.<\/p>\n<p>yes.. ok look, I&#8217;m going to move on now..<\/p>\n<h3>Project Space<\/h3>\n<p>A project is a collection of tasks.<\/p>\n<p>In fact a project is a <em>collection of collections<\/em> of tasks.<br \/>\nPerhaps with each involving different groups of people.<\/p>\n<p>And the tasks of a project are not necessarily happening chronologically in order, or one at a time by priority in linear fashion.<\/p>\n<p>To track each task, you need a space where you and the other team members can see all of them, and what their status is.<\/p>\n<p>A status is a complex thing, however, with a history of discussions and decisions, so you need to be able to drill-down into each task to see what was discussed.<\/p>\n<p>Sound complicated? Not really actually..<\/p>\n<h2>Hello Trello..<\/h2>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"http:\/\/simonbarnett.co.za\/themanual\/wp-content\/uploads\/2017\/11\/trello-logo-blue-1020x313.png\" alt=\"\" width=\"195\" height=\"60\" \/><\/p>\n<p>Trello uses an approach which is such a simple and obvious solution to email&#8217;s shortcomings that you&#8217;ll wonder why you hadn&#8217;t thought of it yourself.<\/p>\n<p>Then you&#8217;ll realise you probably had thought of it.<\/p>\n<p>And essentially probably use aspects of it in other activities, starting with thinking itself.<\/p>\n<p>..then maybe making a list.<\/p>\n<h3>Kanban<\/h3>\n<p>Trello, and other similar web applications, base their concept on <a href=\"https:\/\/en.wikipedia.org\/wiki\/Kanban\" target=\"_blank\" rel=\"noopener\">the Kanban system<\/a><\/p>\n<p>It&#8217;s a scheduling system and concept used by Toyota which developed in the 1940s and 50s.<\/p>\n<p>Today&#8217;s Kanban-based web applications are a distillation and reworking of &#8211; and some have said departure from &#8211; the Kanban concept.<\/p>\n<h2>Sign up<\/h2>\n<p>First <a href=\"https:\/\/trello.com\/signup\" target=\"_blank\" rel=\"noopener\">create your Trello account here<\/a>.<br \/>\nIt&#8217;s free (or rather you can do everything we need to do with the free account).<\/p>\n<h2>How it works<\/h2>\n<p>&#8220;So what exactly is this mind-blowing organisational invention?&#8221; I hear you ask.<\/p>\n<p>Well before we get stuck in with a screenshot, perhaps this will lay down the foundation.<\/p>\n<ul>\n<li><strong>Trello<\/strong>\n<ul>\n<li><strong>Board<\/strong> (project)\n<ul>\n<li><strong>List<\/strong> (stage \/ priority)\n<ul>\n<li><strong>Card <\/strong>(task)\n<ul>\n<li>Title<\/li>\n<li>Description<\/li>\n<li>Comments\n<ul>\n<li>Comment\n<ul>\n<li>Checklist<\/li>\n<li>Attachment<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<li>Another List\n<ul>\n<li>Another Card<\/li>\n<li>Yet another Card<\/li>\n<li>Such a Card<\/li>\n<li>etc.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<li><strong>Another Board (another project)<\/strong>\n<ul>\n<li>etc<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p>Ready? Ok, let&#8217;s go..<\/p>\n<h3><strong>Boards!<\/strong><\/h3>\n<p>Each Trello <strong>Board<\/strong> is a separate project.<\/p>\n<p>\t\t\t\t<a href=\"http:\/\/simonbarnett.co.za\/themanual\/wp-content\/uploads\/2017\/11\/1.-Trello.png\" target=\"_self\" itemprop=\"url\"><br \/>\n\t\t\t\t<img loading=\"lazy\" decoding=\"async\" src=\"http:\/\/simonbarnett.co.za\/themanual\/wp-content\/uploads\/2017\/11\/1.-Trello-1536x960.png\" alt=\"1. Trello\" itemprop=\"image\" height=\"960\" width=\"1536\"  \/><br \/>\n\t\t\t\t<\/a><\/p>\n<h3>Lists!<\/h3>\n<p>Each board can have many <strong>lists<\/strong>.<\/p>\n<p>Lists are.. well, you know.. just lists.. of anything:<\/p>\n<p>To Do, Doing, Done<br \/>\n&#8211; or &#8211;<br \/>\nBad, Ok, Good, Better, Best<br \/>\n&#8211; or &#8211;<br \/>\nYesterday, Today, Tomorrow<br \/>\n&#8211; or &#8211;<br \/>\nWhatever, You, Want<\/p>\n<p>\t\t\t\t<a href=\"http:\/\/simonbarnett.co.za\/themanual\/wp-content\/uploads\/2017\/11\/2.-Trello-Lists.png\" target=\"_self\" itemprop=\"url\"><br \/>\n\t\t\t\t<img loading=\"lazy\" decoding=\"async\" src=\"http:\/\/simonbarnett.co.za\/themanual\/wp-content\/uploads\/2017\/11\/2.-Trello-Lists-1536x216.png\" alt=\"2. Trello Lists\" itemprop=\"image\" height=\"216\" width=\"1536\"  \/><br \/>\n\t\t\t\t<\/a><\/p>\n<h3>Cards!<\/h3>\n<p>Items in the list are <strong>cards<\/strong>.<\/p>\n<p>For a traditional To Do list &#8211; which we&#8217;ll be using Trello for &#8211; a card is a task.<\/p>\n<p>\t\t\t\t<a href=\"http:\/\/simonbarnett.co.za\/themanual\/wp-content\/uploads\/2017\/11\/3.-Trello-Cards.png\" target=\"_self\" itemprop=\"url\"><br \/>\n\t\t\t\t<img loading=\"lazy\" decoding=\"async\" src=\"http:\/\/simonbarnett.co.za\/themanual\/wp-content\/uploads\/2017\/11\/3.-Trello-Cards-1536x742.png\" alt=\"3. Trello Cards\" itemprop=\"image\" height=\"742\" width=\"1536\"  \/><br \/>\n\t\t\t\t<\/a><\/p>\n<p>Cards (and lists) are made to be moved around.<br \/>\nJust click and drag a card from one list to another.<br \/>\nOr into a different position in the same list.<\/p>\n<p>\t\t\t\t<a href=\"http:\/\/simonbarnett.co.za\/themanual\/wp-content\/uploads\/2017\/11\/Trello-Drag-Drop.gif\" target=\"_self\" itemprop=\"url\"><br \/>\n\t\t\t\t<img loading=\"lazy\" decoding=\"async\" src=\"http:\/\/simonbarnett.co.za\/themanual\/wp-content\/uploads\/2017\/11\/Trello-Drag-Drop.gif\" alt=\"Trello-Drag-Drop\" itemprop=\"image\" height=\"600\" width=\"850\"  \/><br \/>\n\t\t\t\t<\/a><br \/>\n\t\t\t\t<img loading=\"lazy\" decoding=\"async\" src=\"http:\/\/simonbarnett.co.za\/themanual\/wp-content\/uploads\/2017\/11\/4.-Trello-Card-priority-1020x572.png\" alt=\"4. Trello Card priority\" itemprop=\"image\" height=\"572\" width=\"1020\"  \/><\/p>\n<p>If you&#8217;re a multitasker, or if a task is on-hold, then you&#8217;ll likely be doing several tasks at once.<br \/>The top card in the <strong>Doing<\/strong> list is the top priority.<\/p>\n<p>Similarly, the <strong>To Do<\/strong> list should be organised in order of priority from top to bottom.<\/p>\n<h3>Titles<\/h3>\n<p>Card titles are taken from the name of the card when you create it.<\/p>\n<p>The title will appear on the card in the list, and also at the top of an open card.<\/p>\n<p>Open a card with a single click.<\/p>\n<h3>Descriptions<\/h3>\n<p>Cards can optionally have a description, which will appear beneath the title when you open the card.<\/p>\n<p>The recommended best practice is to use a short title that fits onto one line.<\/p>\n<p>Then a longer description.<\/p>\n<h2>A Workflow for\u00a0Creating Cards<\/h2>\n<p>You can work like this:<\/p>\n<ol>\n<li>Take your brief and split it into paragraphs, one per task.<\/li>\n<li>If it&#8217;s not too long, Copy and Paste the entire brief &#8211; or do this in chunks.<\/li>\n<li>Click on the &#8220;Add a card..&#8221; link at the bottom of a list.<\/li>\n<li>Paste.<\/li>\n<li>Trello will ask you if you want to make separate cards for each paragraph. Do it..<\/li>\n<\/ol>\n<p>Now you can edit each card to have a short title and long description.<\/p>\n<ol>\n<li>Open the card<\/li>\n<li>Click on the long title.<\/li>\n<li>Select all and copy.<\/li>\n<li>Paste it into the description field.<\/li>\n<li>Type in a short title<\/li>\n<\/ol>\n<h3>Commenting<\/h3>\n<p>Each card can have a thread of <strong>comments<\/strong>..<br \/>..much like an email thread.<\/p>\n<h2>A role for Email<\/h2>\n<p>A Trello card is what an email should be: a discussion with a subject line that&#8217;s adhered to.<\/p>\n<p>In pre-Trello-land everyone uses a different email program.\u00a0Some prefer threaded emails, and some prefer stand-alone emails.<\/p>\n<p>Somewhere in-between the subject is ignored.<\/p>\n<p>With Trello&#8217;s lists and cards, this is much less likely to happen.<\/p>\n<table dir=\"ltr\" border=\"1\" cellspacing=\"0\" cellpadding=\"0\">\n<colgroup>\n<col width=\"100\" \/>\n<col width=\"100\" \/>\n<col width=\"100\" \/><\/colgroup>\n<tbody>\n<tr>\n<th>To Do<\/th>\n<th>Doing<\/th>\n<th>Done<\/th>\n<\/tr>\n<tr>\n<td>Task 7<\/td>\n<td>Task 5<\/td>\n<td>Task 1<\/td>\n<\/tr>\n<tr>\n<td>Task 8<\/td>\n<td>Task 6<\/td>\n<td>Task 2<\/td>\n<\/tr>\n<tr>\n<td>Task 9<\/td>\n<td>\u00a0<\/td>\n<td>Task 3<\/td>\n<\/tr>\n<tr>\n<td>\u00a0<\/td>\n<td>\u00a0<\/td>\n<td>Task 4<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>But Trello has a role for email.<\/p>\n<p>You can subscribe to a board, list, or card, and when someone comments there you will get an email from Trello.<\/p>\n<p>You can also tag members to get their attention if they are not subscribed.<\/p>\n<p>When you reply to the email in your email program, your reply will be added to the card as a comment in the thread.<\/p>\n<p>So if you&#8217;re finding you can&#8217;t kick an email habit &#8211; a rare thing &#8211; then there&#8217;s no need to change!<\/p>\n<p>Not that you wouldn&#8217;t really want to..<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Trello is at the very least a great replacement for email. This guide is to get you started, and provides tips for best practices.<\/p>\n","protected":false},"author":1,"featured_media":2138,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10,6,4],"tags":[24,15],"class_list":["post-2134","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-specific-instruction","category-content-manager","category-beginner","tag-productivity","tag-communicating"],"amp_enabled":true,"_links":{"self":[{"href":"https:\/\/simonbarnett.co.za\/themanual\/wp-json\/wp\/v2\/posts\/2134","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/simonbarnett.co.za\/themanual\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/simonbarnett.co.za\/themanual\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/simonbarnett.co.za\/themanual\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/simonbarnett.co.za\/themanual\/wp-json\/wp\/v2\/comments?post=2134"}],"version-history":[{"count":0,"href":"https:\/\/simonbarnett.co.za\/themanual\/wp-json\/wp\/v2\/posts\/2134\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/simonbarnett.co.za\/themanual\/wp-json\/wp\/v2\/media\/2138"}],"wp:attachment":[{"href":"https:\/\/simonbarnett.co.za\/themanual\/wp-json\/wp\/v2\/media?parent=2134"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/simonbarnett.co.za\/themanual\/wp-json\/wp\/v2\/categories?post=2134"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/simonbarnett.co.za\/themanual\/wp-json\/wp\/v2\/tags?post=2134"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}