In our example, we are using three levels of categorisation: This could be by brand, business function, both or any other criteria you choose. Labels are used to categorise and filter cards, and you have to decide what taxonomy to use. But given this is a high-level item, anything to do with execution is managed via separate cards on separate boards. You can add a Checklist too, which is a simple to-do list. The idea here is to include all the information you need in an easy-to-read format. It features key information for the activity, attachments, and comments left by members of the team. On our sample board, we’ve added a card for a Back to School Campaign 2018 activity.
Using Cards to represent strategic activities (and Labels to categorise them)
With a timeline in place, it’s time to populate it with bodies of work, which we’ll call ‘activities’, adding them to each list as Card. We have also set up a Parked list for activities that you may want to temporarily drop off the roadmap. You may want to plan your work across 12, 24 or 36 months instead, and align this with the timeframes you’ve set for your long-term business goals. In our example, we chose to represent quarters (for a single year) and created Lists for each. Tting up your own board, you need to decide the timeframes you want to work with. However, users do have the option to keep boards private and restrict access to specific users.When you’re se It’s interesting to learn that Trello noticed that a lot of their users are sharing roadmaps with their customers via public boards, for transparency and to consolidate feedback. See it in full: Open the sample Roadmapping board You can do so by accessing our sample boards or, better still, signing up and playing around with your own. Please note: You’ll get the most value out of these posts if you familiarise yourself with Trello first. You’ll be able to copy the boards and adapt them to your own scenarios. We’ll cover these by showing your real Trello boards as examples (based on activities and tasks a fictitious WordPress development agency would carry out). This first post focuses on a more strategic process: mapping out, at a high level, key programs of work over the long term. Have a look at Kanban WP plugin, if you prefer to run your business functions out of WordPress. Search for a ‘ Trello alternative‘ and you’ll find many capable options. While Trello is the market leader, it’s not the only option available. We have integrated it with other tools from our stack and use online forms to capture submissions directly into boards, saving us from additional copy-and-paste steps. We’ve set up shared boards for group projects as well as personal ones to help us keep our day-to-day routine organised.
Here at WP Hosting, we use Trello to track big picture items as well as the more granular tasks. And it comes with a healthy ecosystem of extensions.
#Roadmap app for trello free#
The free version is feature-filled, which has helped grow the user base significantly. It’s simple, flexible and ‘visual’, and used by millions of people to keep track of both business and personal tasks. Trello is a collaboration tool based on the post-it-notes-on-a-whiteboard paradigm that can be used to manage all kinds of processes and scenarios. In this first post of a five-part series, we introduce Trello as a project management tool and explain how it can be used to plan and track your business’ roadmap.
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