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When moving a card to On Deck, be sure to check for:

  1. Difficulty: is the task bite-sized and manageable? Try to keep tasks at a maximum of 13 points.

  2. Assigned: is the task assigned to someone?

  3. Due Date: is there a clear understanding of when this needs done?

  4. Checklists: does the assigned team member have a clear understanding of what needs done for this card to be considered complete?

  5. 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.

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  • Creative that is “complete” by the graphic designer but needs OK before the designer can fully forget about it

  • Copywriting for a blog that is done, but the blog still needs imagery, formatting help, and publishing

  • A deck for a webinar that’s complete but hasn’t been published and hasn’t been supplemented with the data or content for a complete presentation.

Generally, this is where tasks go when they’re completed, and only moved beyond that by the board’s owner.

Complete

Here the task is approved, shipped, published, and all good to go. Generally, only the board owner or project manager moves the card from In Review to Complete, as this often signals when the next round of tasks begins.