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This is a good way to keep multiple people appraised of tasks without assigning to multiple people. Just assign it to Sales, Marketing, or Customer Success and they can filter it.
Stages / Lanes
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Backlog
This is a backlog of “to do” items, often idea-stage items that haven’t been formally broken down into measurable tasks. Also, these are items where their critically-dependent tasks haven’t yet been completed, so they can’t be moved to On Deck.
On Deck
These cards have been scoped and have all necessary attributes & data assigned to them so that they can be delegated or interpreted by an outsider.
When moving a card to On Deck, be sure to check for:
Difficulty: is the task bite-sized and manageable? Try to keep tasks at a maximum of 13 points.
Assigned: is the task assigned to someone?
Due Date: is there a clear understanding of when this needs done?
Checklists: does the assigned team member have a clear understanding of what needs done for this card to be considered complete?
Label: Is the card assigned to a team, project, or campaign? This is less important, really.
In Progress
This is what you’re currently focusing on today or this week. Try to keep In Progress tasks to 13 or fewer points so that you don’t set unrealistic expectations to your teammates of when critical dependent tasks will be done.
In Review
These are cards that are “done” but either need review from leadership, need supplementary projects before being published, or are part of a campaign with critical dependencies.
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