Re: Trello boards - best practices for Tech Pubs ?

[Helen OBoyle <hoboyle -at- gmail -dot- com>]

Lonnye,

I like "Blocked" as it's really clear that "this is waiting on someone
outside the team."  It gives managers visibility into that dynamic, which
is likely not as obvious otherwise.

Our version of "Blocked", from a doc team perspective, is "In Review".  Why
do we only block at review?  Because life is short, and if we blocked
whenever we needed to consult an SME, we'd never finish anything.  We
occasionally block during writing when we're missing big chunks of
information, but to get missing details or clarifications, we generally
just annotate our document with questions that the SME can address during
review.

If the dev team had the bandwidth to be more responsive, I'd advocate for a
"blocked" status to use during content development so that we only sent
documents to review when they were from our perspective publication ready.
Alas, reality intrudes on the ideal.

Kind regards,

Helen.

On Wed, Mar 15, 2017 at 7:02 AM, Lonnye Smith <yanceysmith -at- gmail -dot- com> wrote:

> I sent this to Monique privately at first, but here it is for the list as
> a whole.
>
> In addition to In Progress and Done, I would recommend adding a Blocked
> status. This helps track those tasks that have dependencies on others that
> can't be done until those issues are resolved.
>
> Good luck!
> Lonnye Yancey-Smith
>
>
> > On Mar 13, 2017, at 12:04 PM, Monique Semp <monique -dot- semp -at- earthlink -dot- net>
> wrote:
> >
> > Hello, WR-L-ers,
> >
> > Iâve just started a new contract at a place thatâs using Trello boards.
> Theyâre enthusiastic for me to create a Tech Pubs board, and so Iâm looking
> for some best practices for managing doc tasks, which will range from
> high-level/complex items (âchoose an authoring toolâ) to low-level tasks
> (âRevise topic-A on the helpsiteâ).
> >
> > Different groups seem to have different lists in their boards, so
> clearly I can create it as best suits Tech Pubs. Typical lists on many/most
> of their boards are Backlog, Roadmap, In progress, Recently Done, Done,
> ToDo, Shelved, Freezer (presumably means, âShelvedâ). I could see having
> lists for different priorities of ToDo (or is there a secondary property
> that would be good to use on items in the same list?), In-Progress, and
> Done. Not sure that I need much else?
> >
> > I donât need a lot of detail here â not trying to resource planning a la
> Microsoft Project or anything. Itâs just a broad/high-level planning tool
> to make my work/plans easily visible to everyone.
> >
> > Thanks for your lessons learned,
> > -Monique
> >
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