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PROJECT TRELLO BOARD EXAMPLES HOW TO

Their request may never get done (it depends on your strategy), but acknowledging this openly and ensuring they know it’ll be considered does wonders in building bridges between you and your business stakeholders. The simple act of adding a request to a board can make stakeholders feel far more at ease and alleviate a lot of frustration. One of the key pieces in successful stakeholder management is firstly to communicate, but secondly to make people feel like their requests are being heard. Your business backlog can be used to keep track of inbound requests from stakeholders and ensure they have a visible overview of where their requests are in the overall product strategy. Your engineering backlog should be a place where more well-defined stories can be kept (along with the other bits that inevitably aren’t as clean as user stories like bugs and chores). This helps you to collect ideas and inbound requests from the business and keep them separate from the engineering backlog, which should ideally be in a cleaner state. One of the things I like to do as a product manager is to keep 2 sets of backlogs 1 for the business and stakeholders and one for the engineering team. Here we take a look at 6 less common ways you can use Trello as a product manager. However, the beauty of Trello is in its flexibility, which means it can be used in an infinite number of ways to build wonderful processes and workflows. And we’re all used to using Trello in fairly conventional ways typically for our daily standups and project management. As product people it permeates our existence like coffee and pretentious notepads. Now, tickets assigned to agents in Zendesk will generate a new card in Trello under the appropriate list.We all love a bit of Trello. We'll use the ticket's title, URL, and description to populate the contents of the new card.

When these conditions are met, we'll send a request to Trello to create a new card based on the assigned agent's Trello list ID.

In this example, we're configuring the trigger to execute when an agent in the Project Manager group assigns the ticket to one of the designers in the Creatives group.

As a Zendesk admin, navigate to Settings > Business Rules > Triggers.

In this example, we’ll configure a trigger to create a new card in Trello and automatically assign it to correct list in Trello, based on the assignee in Zendesk. Store Trello list IDs in each agent profile.Ĭonfiguring the HTTP Target as a trigger action This field key will be used later when configuring the HTTP Target.

Create a new custom text field named "Trello List ID" with a field key trello_list_id.

Navigate to Settings > Manage > User Fields.

To accomplish this, we'll need to store a Trello list ID on each agent profile to use later when creating cards. When the program manager assigns a ticket to a designer in Zendesk, we want to assign cards to the corresponding list in Trello. Setting up a custom user field to link Trello lists to Zendesk agentsįor this example, each designer working within Trello will have an agent account in Zendesk. You’re now ready to configure a trigger notification using this Target.

Configure your target to perform a POST to the following URL:.

As a Zendesk admin, navigate to Settings > Extensions > add target.You will use these to authenticate your HTTP Target with Trello. Follow the Trello API documentation to provision a token and key.

PROJECT TRELLO BOARD EXAMPLES HOW TO

In this example, we will show how to use the flexibility of the HTTP Target in conjunction with custom user field placeholders to enable this workflow. However, the design team prefers to use Trello to organize and manage work on a daily basis, where each designer has their own list on a Trello board as shown below: Suppose a design project manager wants to use Zendesk to receive and triage new design requests.

Trello is a popular project collaboration product.