Trello SOP

Overview

Trello is how we track TODO items in the space. This page exists to give some usage guidelines.

What is it

Trello is a kanban-card style tool consisting of columns filled with cards. Each card is a task. Cards contain discussion and updates about the task. If you click on a card, it will open revealing its contents.

Here's an example of a public board, containing a very few items: Basic Board

How do I contribute?

All keyholder's should be on the board already, but anyone who wants access will get it. Just ask.

Here's the link: Primary Board

Organization

On our primary board there are 5 columns:

High Priority: This contains the things which must be done quickly

Backlog: This contains all of the projects or tasks to be started

In progress: This contains all of the things which have been started

Completed: Things that are fully finished

Blocked: Things which require external help in order to be completed. This is where you should move tickets that you want to draw attention to.

If a board becomes too busy, we may create another board for tasks of that type. Currently the only other boards of note are: "Website" regarding all updates to the website, and "Events" regarding all of our event related setup.

New Cards / Tasks Guidelines

Requirements:

1. All cards should have a brief title
2. All cards should have a good description (Available when you open the card)
3. Cards containing many components should contain a checklist, which has things checked off as we work on it
4. Cards should contain all of the important discussion regarding that project. The goal is to have a central place where someone can immediately be 90% up to date with the status of that project just by looking at the trello

When creating a card, try to make the title as succinct as possible. "Intern Program" is a good title, whereas "We want to create an internship program whereby we communicate to students/young adults that we're looking for interns" is too verbose.

Best practice:

1. Cards should have a due date, even if you set it for yourself.
2. Cards should have an assignee, so people know what is happening

Do not

Create new columns on your own. Make a ton of different boards. It's easier to find things if they're mostly in one place. If a project is very large and merits it's own board, bring it up. The website is a good example of that.