Agile Project Management with Trello

Lisa Komidar, SCM/CAPM

PSU World Campus – Learning Design
Agile Ground Rules for Teams

• We commit to be honest with each other. If we have a concern, a doubt, a

worry, or if we see a problem, we commit to surface it to each other
immediately.
• We commit not to escalate a problem to upper management without
first trying to work it out with each other.
• If an escalation does become necessary, we commit to letting each other
know in advance, so it doesn’t catch anyone by surprise.
• We recognize that people make mistakes and have misunderstandings,
and that the important thing is to find and fix the mistake or
misunderstandings as quickly as we can. For this reason, we commit to
each other that there will be no retribution for surfacing a problem or a
concern, a mistake or misunderstanding, or for speaking honestly.

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Agile Release Cycle
 Agile Meetings

Planning Planning Review

Daily meeting Retrospective
Meeting 1 Meeting 2 Meeting
(Status meeting)

1 Iteration

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Trello Introduction

• Trello is a collaboration tool that allow for real-time information sharing

and managing your projects in agile way.

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Trello login and installation

• https://trello.com/
• Other platforms: https://trello.com/platforms
– iOS
– Google Store/Android
– Web – Works in any browser

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Setting up Trello environment

• Creating a new organization

• Inviting people to your organization
• Adding an admin to an organization
• Changing profile photos
• Enabling the Power-UP
• Free version pick one power up
• Voting, Calendar, Card Aging

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The Board Sidebar

• T​ he board's sidebar is where all of the settings and controls for the board
are located, as well as the members panel and the board's activity feed. 

• Demo - My Latest Trello Board

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 Agile Meetings

Planning Planning Review

Daily meeting Retrospective
Meeting 1 Meeting 2 Meeting
(Status meeting)

Each Iteration

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Planning Meeting 1

• Collect requirements
– Creating new cards (User Story)
• User story format:
• As <who>
• I want <what> <when> <where>
• Because <why>
– Prioritize User Story
• Voting
• Adding Label to card
• Adding Due Date to card

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Creating a new card

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Documenting requirements

• User story format:

– As <who>
– I want <what> <when> <where>
– Because <why>

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Voting on cards

• Adding / Removing a Vote

• Voting on cards can help establish priorities in projects.
• Full team votes!

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Adding labels to cards

• Adding labels
• A label is a way of categorizing or prioritizing a card by type, represented
by a color
• Good way to quickly identify sprints

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Adding due dates to cards

• Adding
• Add due dates to cards to
complete your tasks on time.
• Editing
• You can edit a due date by
clicking the due date on the card
back and selecting a new date or
time.

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 Agile Meetings

Planning Planning Review

Daily meeting Retrospective
Meeting 1 Meeting 2 Meeting
(Status meeting)

Each Iteration

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Planning Meeting 2

• Define Iteration tasks

– Adding Checklist to cards
– Splitting User story if necessary
• Delegate Tasks
– Adding members to the Card
• Accountable: The one ultimately responsible for the correct and
completion of the task
• Informed: Those who are kept up-to-date on progress
– Using Filter to view who is accountable for what
• Develop Todolist
– Adding Todolist

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Converting a Task to a Card

• If the task within a card that cannot be handled in the same iteration, you
can turn items into another card by clicking the item and selecting
"Convert to Card".

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Adding a Member to a Card

• To add an individual to a card, click the card to open it, then choose
"Members" from the right side of the card. Type the member's name or
click on their avatar. 

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Subscribing to cards, lists, and boards

• Subscriptions allow you to be notified when another user makes a

change to a card in Trello.
• Subscribing to a card
• Subscribing to a list
• Subscribing to a board

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Viewing all of your cards

• You can view all of the cards that you have been accountable and sort
them by board or due date by going to your cards page. 

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Adding Todolist

• A todolist is a way of keeping track of subtasks within a card.

• You can also mention a member to a todolist item from the drop down
menu when adding or editing an item.

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 Agile Meetings

Planning Planning Review

Daily meeting Retrospective
Meeting 1 Meeting 2 Meeting
(Status meeting)

Each Iteration

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Daily Meeting (Status Meeting)

• What it is: The team meets to communicate and synchronize its work.
• How to:
– The ideal is to hold the Daily Meeting live via Skype each day
– During the meeting, each team member answers three questions:
• What have you done since yesterday?
• What are you planning to do today?
• Any impediments/ blocks?
• Any impediment/block identified in this meeting is documented by the
Scrum Master and worked towards resolution outside of this meeting. No
detailed discussions shall happen in this meeting.

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Moving cards

• Click and drag a card to move it on the board

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Receiving Trello notifications

• Notifications are represented on the Trello site with a bell shaped

button in the top right corner, when you have notifications the
button turns red.  

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Filtering cards on a board

• Filtering cards on a board

– Filter by Members
– Filter by Due Date
– Filter by Priority (Label)

• Removing the filter

• Clicking the "x" in the green "Filtering is on" indicator at the top of your
board, 

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Commenting on cards

• Comments allow you to engage in a conversation on the back of a card.

• Adding 
• Editing & Deleting
• You can edit or delete any comment you make on any board. Board
admins can delete comments made by any non admins on their boards.
Deleting is permanent.
 

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Attachments to Cards

• Adding Attachments
• Deleting Attachments
–Deleting is permanent!

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 Agile Meetings

Planning Planning Review

Daily meeting Retrospective
Meeting 1 Meeting 2 Meeting
(Status meeting)

Each Iteration

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Review Meeting

Validate Project Work

• What it is: Review the results of iteration.
• How to:
– Review the work that was completed and the planned work
that was not completed
– Present the completed work to the stakeholders (a.k.a. "the
demo")

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 Agile Meetings

Planning Planning Review

Daily meeting Retrospective
Meeting 1 Meeting 2 Meeting
(Status meeting)

Each Iteration

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Retrospective Meeting

Update Organizational Process Assets

• What it is: Update OPA, archive project files.
• How to
– What could be re-used for the next iterations?
– Archive project files

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Creating templates for cards, lists, and boards

• You can make templates for anything. For example, you could:
• To Do Every Week: that contains recurring tasks and copy the list at the
beginning of the week.
• Checklists: That contains checklists for all the things you need to do
something. When you have to give the presentation again, just copy the
card.
• Lessons Learned: That contains lessons that you’ve learned during the
project.

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