This guide , published on Oct 10, 2022, is an evolving document. Posting it here to coincide with the customer campaign so we are working from the same set of definitions.

Cards

Difficulty Points

Here, I use the Fibonacci Sequence. Here are some Fibonacci explainer videos:

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Labels can be used to categorize Revenue tasks by which team they are supporting.Also, within Pet Loyalty Hub tasks, it can relate to which key pillar of the project they support

For team onboarding, Labels are used to frame the time period of each task in lieu of a “pivotable” Kanban.

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.

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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.

Navigation

Filters

Press “F” anywhere on the Trello screen to filter by cards assigned to you, within your time frame, with certain due dates, or any other items relevant to you.

Rob recommends defaulting to cards assigned to you (within execution boards) to keep the board orderly and not overwhelming.

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.

4. Create a visible progress board (bonus round). If possible, create a visible, quantifiable way for team members to share & celebrate progress.