How to use our Trello Template to make your own board for your projects
Once you have an account you can make a team with all of your teammates.
Find this section of the homepage below, here you can add a new team
Now make a team name, choose a team type, and add your team members!
Find the More Button on the right panel
Now click The Copy Board Button to copy our template for your team. Once that is done you can freely edit and add your own cards or even your own lists.
The next section will go into more detail of the template and how Trello Lists work.
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Using this to copy our template and build your own board
For your trello board you can use our trello , it has all the lists and descriptions you need to begin managing your CS remote project. In order to add a copy of our template to your team, you must first open the link where your page should be the board below.
This section will teach the user how to use Trello to create a board for their future remote development projects. Throughout this section we'll go over the following:
What is the Kanban Board technique and how Trello uses it to its advantage
How to start up a Trello Board
How to utilize Lists in a Trello Board
How to utilize Cards in a Trello Board
By the end of the section we hope you can utilize our Trello Template to make your own Trello Board just like the one we made below
The Kanban Board
The Kanban Board technique is a visual depiction of work when it has various stages of development. The Board has two main properties: Cards and Lists. Using these two properties to your advantage will allow you to know exactly what you need to do, what you are doing now, and what has been done in a visually simple way!
Kanban Board Lists are used as columns for the cards to reside in, they are supposed to represent a flow from left to right for your development process. Depending on your workflow the name of your lists can change, but in most cases on the right side there is a done pool, so then the users can visually see all the work that has been done. It gives the team a visual reinforcement that when you finish a card it can go into the Done list. For lists before hand it's up to your imagination, for our Trello Template we have the following lists:
Using this to copy our template and build your own board
According to the Salem Press Encyclopedia , "Kanban is a management and process improvement method for regulating supplies, inventory, and product development and manufacturing. It is a demand-based process that relies on visual cues to help workers know what is needed, when it is needed, and how much is needed."
Kanban Board Cards are to represent the tasks you have to do. In each card you can have a description on what the task is and then you can use identifiers to represent priorities, assignees, or whatever you need for your workflow. Many people in the software development community make physical kanban boards using sticky notes and a large white board. The engineers use the sticky notes as cards and write descriptions on them, they also can use different color sticky notes to denote priority or who the task is assigned to. Go to this for more details on how Trello Cards work
How to utilize Trello Lists to maximize project management
A Kanban Board List that houses Trello Cards
Trello Lists aren't that much different from Kanban Board Lists, they follow the same form as Kanban Board Lists. In our template we have provided the main 5 lists we believe you need for remote CS projects, but at the end of the kanban board there is always a button to add another as the number of lists can truly be infinite on Trello.
In our Trello Template we have the following lists that all should help visualize the development process and split up all the cards your team makes.
A list of cards your team doesn't necessarily need to work on right now
A backlog list is supposed to house all of your cards that aren't necessary for project completion at this moment, but can be done sometime in the future. Cards in this list can be added if they're features that you dream on working on, or features that you don't need to think about for a while.
A list of cards your team needs to start working on soon
Cards in the To Do list are tasks your team should be getting on as soon as they can. Once a member finishes a task in the Doing section they should just quickly grab a task from the To Do pile. Make sure this list doesn't get too long, so the work for your team doesn't seem too daunting.
A list of cards your team is actively working on
These are a list of cards that members are actively working on, if the cards are made correctly you can quickly see who is working on what. This list is great to check on team members if they are doing the work they're supposed to.
A list of cards your team is actively reviewing
Code review is an optional but recommended list as when a card is done being worked another member can then review the work done in relation to the card. This is really nice for large projects where you might not have much overlap between each other's work.
A list of all the cards you have finished
Once you are done reviewing a task they go into the amazing Done list that is a memory of all the lists you have done. When you are done with a project it is really nice as a team to go through everything you have done to remind yourself of the amount of work you had to do.
How to utilize Trello Cards to maximize project management
A Kanban Board List that houses Trello Cards
Trello Lists aren't that much different from Kanban Board Lists, they follow the same form as Kanban Board Lists. In our template we have provided the main 5 lists we believe you need for remote CS projects, but at the end of the kanban board there is always a button to add another as the number of lists can truly be infinite on Trello.
A powered-up Kanban Board Card that allows a ton of extra functionality
Trello Cards at its simplest is a sticky note, but at its most advanced it is very powerful. You can add another card to a list by clicking this button here. This brings up a view that allows you to add a quick title, and upon hitting the options you can members and labels to the card, both of which add much functionality.
Trello cards also open up a whole view upon clicking one where you can be as detailed as possible with your card. Having this extra functionality is daunting at first, but once you get the hang of it, you can take a close look at every task you have to do and have a good understanding of the problem at hand.
The ability to assign cards to your teammates
The members field of a card is where you can assign to someone a card. This is really nice for delegating work when you're a project leader, or assigning who you would like to review your card. Once you add a member you will see their Profile picture in the minimized view of the card. This makes it really simple to see who has to work on what whenever you glance at your Trello Board. Below is how to add members to a card.
The ability to add labels with a color and a title to a card that could mean anything your team would like
Labels are a very powerful feature of cards. These labels have to main parameters: color and name. You could assign one of 10 colors to a label, and assign any name you would like. Labels can represent a myriad of features, such as:
Delegating how cards should be prioritized with the label feature
Using your labels as differing priorities are very helpful as your team can easily understand what tasks can be done first, and what tasks aren't that needed. Prioritizing work also increases productivity in a lot of ways as it forces you to work on the highest priority tasks, and then move on to the smaller ones. These priority labels could be as follows:
Priority Number
Description
1
Work on card as soon as possible
2
Work on card should be done but isn't as important as 1
3
Features you would like to see but only should be done when there doesn't exist 1 and 2 tasks
4
Extra work, not needed for completion
Showing how much time a card would take to implement with labels
When struggling with what work you would like to work on it might help for your team to use labels as estimates to how long they need to implement. If it's a simple feature you can add a label of with a short time or if it's a big feature add one with a long time. Here's an example below:
Time
Description
30 Minutes
A quick bugfix
1 Hour
A function to help the project
1 Day
A small feature
1 Week
Big Features with a ton of sub tasks
Splitting cards into categories to differentiate the kind of work it is
When your project extends many mediums it might be helpful to add labels that represent the different mediums. An example of this could be:
Kind of Work
Description
Backend
Server side code
Frontend
The visual aspects of the code
Documentation
The code documentation
When describing your card you can take advantage of the Markdown support trello has to make detailed descriptions of what you have to do. When moving through the development process it is also helpful to add instructions on how you can test the work for the card so other members can look through and test the work you have done.
You can add checklists to your cards to work as sub tasks for them. This is great to show how much progress you have made on a task, and an easy way to update the card with more subtasks. For Trello Cards, you can add multiple checklists and you're always able to add more sub tasks to a card.
Due Date - To denote when a card should be done by
Commenting - To quickly add supplement information or question someone else's work