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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.

Campaign Checklist

Kicking off a campaign with your team? Here’s what I check off

1. Schedule a kickoff meeting with all involved parties

   1. Create a meeting agenda covering the campaign goal, desired outcomes, people involved, etc. Be more in-depth than just the standard “notes” and “action items.”

   2. In this meeting, set campaign check-in expectations: Daily standup? Weekly check-in? Asynchronous reporting? Trello updates? - Everything is on the table, but make sure everyone has the same expectations.

2. Create a Trello board for the campaign.

   1. In the kickoff meeting, try to create cards for all foreseeable tasks with delegation, attachments, due dates, and more. Other cards will get created, but try to have as clear as possible of expectations at the jump.

3. Create a Slack channel for the campaign. Naming convention is #camp-<campaign-name>

   1. Bookmark Trello board in Slack

   2. Create Trello notifications in #camp Slack channel. Adjust notification settings to match the urgency and attention of the group.

   3. Bookmark this policy document to channel so everyone has quick access to the vocabulary of the Trello board

   4. Bookmark any other documentation that helps with the campaign (notes, videos, CRM links, etc)

   5. Set a reminder (/remind) to archive the channel 2 weeks after campaign completion. This helps keep channels in check.