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using_trello_for_support.md

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Trello Structure

  • Columns map to support levels
    • Manually set due date according to date added and which column it was added to
    • Add labels to make it easier to track what kind of support a task is under through it’s lifecycle
    • Columns after “doing” might be different for different customer workflows
    • But ideally should be minimal and map to touch points with the customer
    • Use backlog for features that aren’t in the queue yet.

Practices

  • Conversations on cards
    • Add developer who’s working on card and any stakeholders that are involved in defining/approving the card to the card
    • Add summaries of any conversations that don’t happen on trello to the card
    • Tag developers or stakeholders in a comment when handing the card off to them. This sends them alerts.
  • Brief, descriptive titles
    • Make use of the “description” for extra details
  • Break cards up into other cards when a support task discovers new support tasks
  • If a card in customer approval gets rejected, move it back into “do next” or “doing”. Don’t just leave it in the approval column and work on.
  • Estimate cards by adding a number of hours in parentheses at the beginning of the card title.
  • If a task requires research first, make that a separate card so we can track the progress of the investigation.