Trello helps you make your process repeatable by others through use of templates.When a List or Card is complete, archive it so that what remains represents what is left to do. Best of all, the software visually shows the organization that you have set up for the project. It seems pretty easy and pretty intuitive. That is pretty much all you need to know to get started. Add comments for needed follow up on missing or incomplete content. You can convert Tasks in your checklists to Cards so you can add information to them. You can put a copy here just for that purpose. That is one of my favorite ways to look for omissions in the drawings - review the specs TOC. Now that it is part of the project template, all that is left is to update which sections apply to this project. Here I took our master Table Of Contents for Specs and added it with one click. OR - take a list you already have, copy it, and add it with a click. Click to create one, name it, type in the tasks. Simple and easy navigation.Ĭhecklists (above) are easy to set up. Note the search box and the pull down list of Boards in the upper left. The top menu bar is visible consistently. You can distinguish between 'private' and 'organization' projects. Each item would represent a project, either a design project or an in-house non-design project. The graphic above is what your Trello dashboard looks like. By the way this is a public 'board' so you can view it in more detail by going to Trello Project Template. ![]() So you start with the broad strokes and add detail over time. From there you take advantage of Trello's special sauce - the details that each Card can hold. If you have ever tried using Post-It notes on a white board to organize anything, Trello will feel very similar. Convert your methods into a series of 'Lists' containing 'Cards' describing the main steps (see next graphic). So here is how I recommend implementing Trello. (There are paid versions you might need in five years.)
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