SSF - Ideabox Workshop - Using Trello for different phases

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Trello
Second best tool for Product Development
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A simple yet powerful project management tool
for everyone.
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Why Trello?
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Free
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Flexibility
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Integration
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Intuitive
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Why we love Trello
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Visibility: audit log of everything happens with
the project/product.
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Accountability: know exactly who is
responsible at any moment for each staff.
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Integration: stream of Trello update to Slack
for quick overview.
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Agility: easy to change and update, not fixed
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Trello vs. Asana
From Quora: http://www.quora.com/How-does-Asana-compare-to-Trello
“It’s like BMW vs. Mercedes. Taste plays a role. ;-) In a
nutshell my personal view is that:
• Asana is the perfect tool for the CEO and the product
manager
• Trello is the perfect tool for the team and individual
team members”
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Trello vs. Asana
Trello is better with (my bias view)
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Can assign more than 1 member
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Can invite outsider (free)
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Kan-Ban list structure, more intuitive
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Can has checklist for each card
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API and easy integration
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Trello vs. Jira
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Jira, sprint.ly , …
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More non-tech user friendly
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Use for different purpose than just
development
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Using Trello for
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Brainstorming
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User stories
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Development
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Customer Feedback
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And … anything needs to keep track of.
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How to use?
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Use Labels to categorize
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Use Lists for phases/steps
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Use Card for an action item (task, user
stories, discussion, …)
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Use Comments for discussion
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Best practices
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At the beginning, do a Trello training to make
sure all team members aware of your process.
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Do your planning with Trello, then check and
update everyday.
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Record every changes, discussion, documents,
milestones into Trello.
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Every card needs to be assigned to team
member.
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Best Practices
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Attach images whenever possible.
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Title is short and to the point. Descriptions
should provide all necessary information.
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Use comments instead emails.
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Use mention to tag member need to follow
up.
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Change your process when necessary.
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User Journey
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User Stories
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Development (internally)
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Development (with client)
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Special Trello Features
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Require Trello Gold (when inviting a new user)
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Card aging.
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Calendar view
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Card voting
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Stickers and Background
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Trello process
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Setup Trello board(s) for your team
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We can help with set-up: process, card
samples, …
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Need to be adaptive.
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