loading...

How do you set up a new board on trello or similar for a project ?

yuriguernsey profile image Yuri Alves ・1 min read

When setting up a new board on trello or similar for a project, what do you do? What is your process?

Discussion

pic
Editor guide
Collapse
gogorichie profile image
Richard Lewis

I'm a big fan of to do, doing, and done when I'm not sure where to start.

Collapse
victorioberra profile image
Victorio Berra

This is the best answer. Then eventually you organically add on as time goes. Now I have "wont do" and "bugs" and "wishlist"

Collapse
dennmart profile image
Dennis Martinez

I used to have add more lists like "Wishlist" or "Research" but I found that the more lists I had, the more unnecessary and useless things I would dump into the board. Eventually my board would get out of control and my anxiety over the project would skyrocket.

I found keeping the bare minimum ("To Do", "In Progress", "Done") helped sharpen my focus. I capture other things in a separate place (for me, a Notion page) and move them to my "To Do" list when it's ready and I'm certain I'll work on it.

Thread Thread
victorioberra profile image
Victorio Berra

Do you pay for Notion or just use the free version?

Thread Thread
dennmart profile image
Dennis Martinez

Currently I'm paying for Notion. I've found it extremely useful in the past year, keeping a lot of my personal and work-related plans there. The flexibility it provides has helped me keep things organized better than just about any tool I used before.

The only thing I need to be careful with is using it as a dumping ground for everything. Putting too much stuff makes it difficult to organize and search for what you need the most. The company I work for uses Notion as well and it's really difficult to find anything because of the sheer amount of content everyone has poured into the account.

Thread Thread
victorioberra profile image
Victorio Berra

What do you get out of it that you cant get from Trello (free), Google Keep, and other free services?

Thread Thread
dennmart profile image
Dennis Martinez

Just the fact that I have everything important to me in one service instead of multiple services. It makes it much easier for me to organize and search, and I know where everything is.

You can use all sorts of free services and get more out of all of them combined. Personally, I don't do well having things scattered all over the place. Things tend to get lost and abandoned, or I can't find something when I need it the most.

Collapse
sophia_wyl profile image
Sophia Li

Hi Yuri,

Here's an example Trello board (trello.com/b/SzRG41aF/agile-sprint...) I made for a simple Recipe Books project (github.com/sophi-li/cookbook).

My process for making a Trello board is:

  1. Decide my project
  2. Make Trello board for project
  3. Break down Trello board sections with: backlog, in progress, and completed
  4. Define my minimum viable product (MVP) features and nice to have features.
  5. Make a card for each of the features with their respective MVP or nice to have label.
  6. Move the cards into their respective sections as I progress along the project.
  7. Hopefully, eventually all cards will be in the completed section.

Hope this helps! Let me know if you have any questions.

Collapse
marcobustillo profile image
Marco B

On my board there would be Backlogs, In progress, Review, Testing, Done.