The only complicated part of using Trello for project management is developing a master project template. Just take the precaution of copying the evolving master project template to your private MY BOARDS area for safe-keeping. You might find that you would prefer to have everyone contribute to the development of the master project template. This means that only I can improve the master. I would keep the master project template in my MY BOARDS area. Here is a reminder of the Trello project organization. My experience with projects tells me to customize one phase at a time as it begins. The ideal way to get a project into your TEAM AREA is to copy your master project template into the TEAM AREA, re-name it, and then customize it to suit the project at hand. Let's look at using Trello for Project Management now that you are familiar with Trello. Trello has a ton of examples of how people use Trello. (See below.)įind as many ways of using Trello as you can and encourage everyone to explore those ways. This could be office policies, procedures and standards for such things as: CAD Standards, Site Visits, Record-keeping, Bidding, Supplies, Codes, Permit Applications in various jurisdictions, etc.Ī final option is to review a copy of PM-Steps for suitability. Maybe you will keep it, maybe not.Īnother idea is to get everyone to contribute to a 'Resources' BOARD where you can store information or links to information that is needed over and over. This is just an exercise to get everyone familiar with the Trello tool. Once the Owner of the Vacation Schedule BOARD turns on CALENDAR in the POWER UPS for the BOARD, you can see vacations on a calendar. Invite everyone to 'sign up' for their vacations by adding a due date of the day that they will be leaving to the card representing that week, and also add themselves as a MEMBER of that CARD.Create a board in the Firm's Team Area called 'Vacation Schedule'.What would get everyone’s attention? Maybe you could (re)create your vacation schedule. Introduce Trello to your team for something simple This might be your focus for a 'lunch and learn'. The one named “Getting Started with Trello” is just 13 minutes long. This Trello on-demand webinar is useful for getting everyone oriented. Then think about some "lunch and learns" to get everyone familiarized with how you will be using this new tool.Make everyone a member of the Team Area so that they can see the firm's projects.Next create a Team Area for your projects to reside in.Once invitations are out, share the on-boarding links above.
You might find some of the features of 'Gold' desirable, but it isn't necessary. If you use your personal invitation link, you will get credit for a month of Trello Gold for each user who you sign up (up to 12 months). To get everyone else started with Trello, invite them.
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