Help

Trello

Background

Getting set up 

  • Trello account
  • CivicActions Organization membership

Trello terms with their Trac equivalent. 

  • Board = Instance/Project
  • List = Milestone/Sprint
  • Card = Ticket
  • Label (color) = Component 
Resources

Advantages (needs more writing)

  • very easy to use
  • Always "big picture" view of everything
  • 90% of its features get used, so it doesn't feel
  • Great live editing capabilities
  • Drag and drop all over the place
  • Excellent notification capabilities

Disadvantages (needs more writing)

  • Sometimes feels a little TOO easy to make changes. 
  • Less time tracking capability than Trac
  • not compatibile with 7 yr old computers (i'm unsure what the constraint is --kev)
  • Not open source. It's free, but will likely become a "freemium" model. 

Scrum on Trello

  • Use Lists as Sprints, and active sprint would have three or four lists:
    • Sprint X Backlog,
    • Sprint X In Progress,
    • Sprint X Testing,
    • Sprint X Done.
  • Install the Trello Scrum extension
    • This extension adds a User Point estimator (fibonacci method) to the title field (you can also just add an estimate as a numeral within parentheses, like this: (3) which would mean 3 hours. 
    • The extension shows a aggregate estimate beside the list title. 
    • Additionally, you can add numbers in square brackets which will show a second aggregate in the list title in a lighter blue font, conceivable used for tracking hours (or points spent). Also the extension will hide the bracketed number in the title and show a blue number in the card. (This feature is undocumented as far as i can tell. I stumbled on it by accident - dhn).

Kanban on Trello (needs more writing)

  • this is the default Board (To do / In progress / Done).  
  • Very good for internal, regular tasks like Sales team, or Pod teams. 

Extras, Helpers, and Plugins

Need help?

Notebook

The notebook section provides a way for you to store and share information with your group members. With the book feature you can:

  • Add book pages and organize them hierarchically into different books.
  • Attach files to pages to share them with others.
  • Track changes that others have made and revert changes as necessary.
  • Archive books that are no longer of interest to the group. Archived books can be reactivated later if needed.