1. Agile Project Management with Trello 101

2. Trello Introduction
Trello is latest collaboration tool that allow for real-time information sharing and managing your projects in agile way.

3. Trello login and installation
Other platforms:

4. Setting up Trello environment
For admin only:
Creating a new organization
Inviting people to your organization
Adding an admin to an organization
Changing profile photos
Enabling the Power-UP: Voting, Calendar, Card Aging
Setting the first day of the week for the calendar

5. The Board Sidebar
​The 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. 
No Sidebar?

6. Seeing which board members are online
Green indicates "online now" 
Yellow indicates "idle" (haven't touched the mouse on their Trello tab in over five minutes) 
Gray indicates "offline“
The blue icon: means a member is an admin of the board. Admins have special privileges like the ability to remove members from a board or close a board.

7. Remind: Roles and Responsibilities
Scrum Master
Product Owner
Development Team
Stakeholders

8. Remind: Ground rules (Working Agreement)
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.
If we are unhappy about something that has happened, or something that the other has done, we commit to surface this immediately to each other.
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.

9. Remind: Meetings Review Meeting Planning Meeting 1 Planning Meeting 2
Retrospective
(looking back)
Daily meeting
(Status meeting)
1 Iteration

10. Collect requirements Planning Meeting 1
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

11. Creating a new card

12. Documenting requirements
User story format:
As <who>
I want <what> <when> <where>
Because <why>

13. Adding / Removing a Vote
Voting on cards
Adding / Removing a Vote
Voting on cards can help establish priorities in projects.
To view a list of voters, click the vote tally box beneath the card title on the card back.

14. Adding labels Removing Adding labels to cards
A label is a way of categorizing or prioritizing a card by type, represented by a color
Removing

15. Adding due dates to cards
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.

16. Planning Meeting 2 Define Iteration Shippables
Adding Checklist (S.M.A.R.T) 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

17. Adding checklists to cards
A checklist is to list out the outcomes/shippables necessary of the tasks
Make sure the shippables are S.M.A.R.T

18. Splitting User story
If the shippables (checklist) is unachievable in this iteration, you have to turn items into another card by clicking the item and selecting "Convert to Card".

19. 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. 
Drag and Drop Members to Cards

20. 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

21. 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. 

22. 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.

23. 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. R

24. Using Calendar
Mon
Tue
Wed
Thu
Fri
Sat
Sun
Cards

25. Using Kanban board Limit work-in-progress Todo Doing (3) Verify (4)
Done

26. Moving cards
Click and drag a card to move it on the board

27. 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.  

28. 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, 

29. 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.  

30. Adding attachments to cards
Deleting attachments from cards
Deleting an attachment is permanent. There is no undo.

31. Card Aging
Card aging is a power-up that helps you see cards on a board that haven’t been touched in a while 
Inactive cards slowly fade out with card aging.

32. 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")

33. Retrospective Meeting
Update Organizational Process Assets (OPA)
What it is: Update OPA, archive project files.
How to
What could be re-used for the next iterations?
Archive project files

34. 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.

35. Copying cards, lists
Copy cards
Copy lists

36. Archiving and deleting cards
Archiving cards
Archive cards by clicking "Archive Card" in the Actions menu on a card's back. Or you can also select "Archive" from the card menu (the menu that appears on hover).
Deleting cards
Click the card to open it, then choose "Share and more" from the bottom right. You'll see a delete link in the bottom right of the menu.

37. References: Project Management With Trello
10 Tips For Using Trello As An Effective Agile Scrum Project Management Tool
Using Trello for Agile Software Development: The Complete Guide
Using Trello Boards to Organize Software Projects

38. Slide Prepared by: Phung Thanh Cuong, Msc, PMP