3 min read

Trello 101: An Introduction

By Luis Machado on Jul 23, 2021 12:21:13 PM

2021-q4-blogpost-Trello 101 - An introduction to using Trello_1

Welcome to Trello 101! In this post, we'll be talking about the basic functionality Trello has to offer that can get you up and running quickly and start managing work for you and your team. We will explore the basic features of Trello and define some of the terminology used. To help illustrate some of these points I've created a template board you can copy over to get started and use to follow along with.

What is Trello?

Trello is an online application used for managing work. It allows for quick and easy team collaboration and empowers you with various methods of customization to tailor your workflow to meet any requirements. Think of it as a glorified digital white board with sticky notes you can use to record and track progress of different tasks! Either with a team or by yourself, Trello offers a way to turn your task list into a visual representation that you can interact with. The level of use ranges from simple beginners to complex power users, with automation and integrations built in. So without further ado, let's take a look at what makes up a board.

Boards

The first thing we need to do is establish what a board is. The board is essentially the personalized site that all of your information lives on: it's where all the organization happens, where you'll setup your workflow, create task items, invite team members for collaboration etc. Boards can be project or team specific, you can create a board for anything, you could even run a D&D campaign off of it. The sky's the limit.

Within the board on the right-hand of the screen lives your board menu. This is where you can manage your team members on the board in terms of their permissions, filter you view through the card search, utilize power-ups or setup any automations.

Trello 101 - An introduction-boards

Lists

Lists are essentially going to represent your workflow. In the example template, the vertical columns are your lists and represent the various stages that your work progresses through. This is the most typical use, but lists can also be used for establishing context on the board. The 'General Information' list houses the instructions for how the board can be used.

Trello 101 - An introduction-lists

Cards

Within the lists we have cards. Cards are the items of work that are to be performed or tracked through the workflow. Whenever you have a new task to track, you can create a card for it with a header and a description, and drag and drop it through the various lists as work progresses. In the template board I've created a few example cards to show the various functionality.

Trello 101 - An introduction-cards

Labels

Labels are a way to group tasks together. In the example of a software development project, you could have labels to represent the different elements like UI/UX, Localization, Codebase etc. In a team management setting you can have different labels for the different groups, you could also use labels to identify priority. They're customizable enough to serve whatever purpose you have for them. In the example board we are using them to identify priority of tasks. You can apply a label to a card by selecting the card and clicking on the 'labels' option in the right side menu.

Trello 101 - An introduction-labels

Adding Team members

Once your board is complete and you're ready to start working, you can invite team members to join your board by clicking on the 'invite' button in the top-middle of the board and adding their email address, or by creating an invite link to allow anyone with the link to join.

Trello 101 - An introduction-members

And that's it! You're ready to rock and roll. I encourage you to use the basic template to get started with to get a feel for how the site works. Once you're comfortable enough with it you can start to branch out into using power ups and automations. 

If you have any question on Trello, or any other Atlassian product, reach out and one of our experts will gladly help!

Topics: blog best-practices tips trello atlassian-products
4 min read

Which Atlassian Cloud Tier is Right for My Organization?

By Amanda Babb on Feb 15, 2021 9:33:00 AM

Blogpost-display-image_Which Atlassian Cloud Tier is Right for My Organization--1In October 2020, Atlassian announced End-of-Life for their Server products coming on February 15, 2024. With Atlassian's continued investment in both their Cloud and Data Center hosting options, many organizations are making the switch to Atlassian Cloud. Atlassian is continuing to invest in and expand capabilities in Cloud to support even the largest customers. 

With the announcement, you and your organization have decided to either migrate to Atlassian Cloud or deploy an Atlassian Cloud instance and migrate teams as they're ready. But which Atlassian Cloud tier is best for you? 

The Four Tiers

Most Atlassian Cloud products* are available in four tiers: 

  • Free
  • Standard
  • Premium
  • Enterprise

*Trello and Bitbucket are the exception. More information on these two products later. 

Standard, Premium, and Enterprise tiers can be licensed either monthly or annually and each product can be licensed individually as well. For example, you can license Jira Software Standard monthly at 50 users and Confluence Premium annually at 200 Users. As always, Atlassian provides you the flexibility for your unique implementation. Even if you don't make the right choice the first time, you can always upgrade to Standard, Premium, or Enterprise in addition to adding licenses as needed. Let's take a closer look at each tier. 

The Free Atlassian Cloud Tier

The Free tier is a great way to get started with the Atlassian Cloud products. If you've never used Jira Core, Jira Software, or Confluence, pick a pilot team of less than 10 people (including Administrators). This team can act as your test team to both configure and use the products. You can also add other products such as Bitbucket and Jira Service Management. Bitbucket is free for up to five (5) users and Jira Service Management is free up to three (3) agents. The Free tier also includes limited storage for attachments, out-of-the-box reporting, and (depending on the product) automation. And of course, you can extend functionality through the Atlassian Marketplace. Support for the products is offered via the Atlassian Community: a robust Q&A platform that references Atlassian's product documentation, Marketplace vendor documentation, and general answers to just about every question you can think of about the products. 

Don't forget about Trello! Trello is another way for a team to organize and collaborate on work. Trello is free for up to 10 boards. There is no user count limit. Trello allows teams to create Lists and create and manage Cards to represent their work. The team can create as many Lists and Cards as they'd like on a single board. And with up to 10 free boards, the team can manage multiple work efforts on separate boards based on categories or work types. 

As an example, I have a Free Atlassian Cloud Jira Software and Confluence instance for my household which consists of my parents, a few close friends, and myself. This allows us to plan trips and vacations with one another (all Jira issues are sitting in an On Hold status currently), share pictures, links to events and lodging, and organize decisions as needed. I also have a Trello board that helps me organize my longer-term home improvement projects. Since these items are longer lived without any specific due date, I prefer Trello's flexibility such as creating lists, updating labels, and reprioritizing based on my monthly and annual budgets. 

Standard Versus Premium (and Enterprise)

Each of the three tiers (Standard, Premium, and Enterprise) can accommodate up to 10,000 licensed users. The key difference between the Standard and Premium tiers in Atlassian Cloud is added functionality. While there are a few differences between Premium and Enterprise, they only apply to specific requirements such as data residency, uptime, the inclusion of Atlassian Access, and billing. Let's focus on the key differences between the Standard and Premium tiers. 

First, storage is limited in the Standard tier to 250GB per product. If your organization attaches to or stores a significant number of files in issues or pages, you may hit this limit faster than anticipated. Second, support is offered during local business hours. That usually means 9am to 5pm in your timezone. And third, Standard has no uptime guarantee. If your organization requires 99.9 or 99.95% uptime, you should look at Premium or Enterprise, respectively. 

The Premium tiers for each product offer a significant amount of added functionality with more on the way. For example, Jira Software Premium adds Advanced Roadmaps for Jira and both Jira Software Premium and Confluence Premium allow for native archiving. For larger instances, archiving is an administrative boon as older data is removed from the search index and can only be accessed by a designated group. In addition, the Premium tiers add a significant amount of administration logging and management, adds unlimited storage, and adds 24/7 Premium Support. 

Bitbucket Standard offers unlimited end users, an increase from 5 on the Free tier. The Bitbucket Standard tier also increases Git Large File Storage to 5GB (from 1GB at the Free tier) and Build Minutes increase from 50/month to 2500/month. Bitbucket Premium, however, provides even more Git Large File Storage (up to 10GB), increases build minutes to 3500/month, and adds enforced merge checks and deployment permissions. As of the writing of this document, there is no Enterprise tier for Bitbucket. 

Trello has a slight difference in the names of their tiers. Instead of Standard, Premium, and Enterprise, Trello uses Business Class and Enterprise. As you would expect, Trello Business Class adds unlimited Boards, significant customization opportunities (i.e. backgrounds, custom fields, and templates), and automation runs (though capped at up to 6000 per month). Trello Enterprise includes all the same features as Business Class, increases automation runs to unlimited, and extends administrative capabilities such as organization-wide permissions and enhanced restrictions for things like attachments. 

What should I be asking when trying to decide which one is best for me? 

<Insert typical consultant answer here> It depends! Atlassian has provided transparent pricing for each of their products and each tier of each product as well. Atlassian has also included a handy comparison table for each product for you to quickly see what is included in the tiers. Here are a few additional things to be asking yourself as you start your journey to Cloud. 

  • How many people will need to work in the products? 
  • How are those users managed currently?
  • Do you have any data residency restrictions (e.g. GDPR)? 
  • If you're currently using the Atlassian products, how large are the instances?
  • If you're currently using the Atlassian products, which Apps are you using?

While not an exhaustive list, these questions may help guide you in looking for the right products at the right tier. Of course, Praecipio Consulting has extensive experience with the Atlassian Cloud products and we're here to help! Reach out to us today to let us help you narrow your options. 

Topics: atlassian blog bitbucket implementation teams cloud licensing trello
4 min read

How To Run D&D Campaigns With Trello

By Luis Machado on May 28, 2020 11:07:00 AM

2020 Blogposts_How Jira helps your team work remotely copy 3

It’s 2020, and the reality for a lot of folks has seemingly changed overnight. Working from home, remote meetings, a whole slew of new tools to learn and master. It’s a strange new world, and not just for our professional lives but our personal lives as well. So how do we make the change? How can we adapt to this new frontier?

I’ve been playing games with friends on the internet for several years now, way before social distancing practices became the norm. Even though we live hundreds of miles apart, I can still lead a group of close friends through the dark, dangerous lairs and pitting them against frightening creatures, all for glory and the pursuit of the almighty gold coin. There are a plethora of tools available that allow people to play tabletop games without the table, such as Roll 20, D&D Beyond, Discord, Skype, among several others. But there is a distinct lack of tools available for the person running the game, the game master, the dungeon master, the decider of fates, and facilitator of adventure to keep it all organized.  

When running a game there is A LOT to keep track of: monsters, treasure, characters, towns, plot points. If you’re using an old school pen and paper, you’re going to need a mighty large binder. Naturally, the desire to digitize this content has led to some creative methodologies. The one that has stuck with me is using a site that falls right within my wheelhouse: Trello.

At its core, Trello is a tool that helps you manage lists for collaboration. You create a list and then populate it with cards. The title of the card shows up in the list, clicking on the card lets you see an expanded view with more detail. You can also add custom labels to create color codes.

I first came across this idea from a post on Reddit called "DMing with Trello". This method gives you easy access to a board for the DM (as in Dungeon Master!) screen to have frequently referenced rules and definitions handy, a way for tracking combat, and board for managing campaign-specific content.

Campaign Content

dd1

While I'll breakdown how I manage my campaigns, how you organize your lists can vary. I started with making a list for the town Daggerford, where the players interact with each other. Each special location within the town has is its own Trello card. These locations, like a blacksmith, inn, or tavern can be listed for easy reference and the numbers in my list correspond to locations indicated on a map. The use of the built-in labels lets you categorize cards within a list, and the sorting view lets you filter the list with a specific category. So, if I’m looking for just blacksmiths, for example, I can filter the list for just that category.

dd2

dd3

Clicking on one of the cards brings up a larger, more detailed view where you can keep your notes.

dd4

Cards can also be formatted using markup to let you get as fancy as you want.  You can also extend functionality if you’re using Google Chrome by installing a browser extension: Trello Card Optimizer.

dd5

Combat Tracker

dd6

The combat tracker is a series of lists. The first list is where I set the turn order (top to bottom). Each subsequent list is a round of combat, numbered accordingly, and the players and monsters are all cards. You can arrange them all in turn order and then advance them to the next round when it’s their turn by clicking on them and dragging them to the next list. 

Keeping track of combat can be particularly tricky in an online situation. Using Trello gives you an easy, straightforward way to do it.  In this setting, I use the labels for various statuses and ailments. Poisoned by a snake? Petrified by a basilisk? There’s a label for that! Lastly, I keep a card or two at the top of the initiative list for easy access to the music links I use.

DM Screen

dd7

Last, but not least, is the DM screen. Set up in a similar manner to the campaign content, this board offers you the ability to quickly reference game rules that you frequently have to look up. How does grapple work again? What happens when a character is blinded? All these questions and more can be answered here, and you don’t have to worry about accidentally bending or tearing your rule book between sessions.

The DM screen is available as a public board that you can copy to your own account, allowing you to customize it to suit your game. I highly recommend using the Trello Card Optimizer with Chrome because it adds a lot of visual organization to your cards and board. 

Now get out there (and by "out there", I mean exploring the world of Trello from your home), and take a shot at organizing your game. As a final note, when the time comes to reunite with your players for an in-person session, you can travel light with just a laptop and have all your hard work available at your fingertips.

For more information on Trello and the Atlassian suite of products, reach out to your favorite Dungeon Master...er...Platinum Solutions Partner. Happy gaming!

 

 

Topics: collaboration project-management trello atlassian-products

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