by Jason C | Jun 12, 2022
Here are the steps for your daily review in Trello: Check your calendar. Open your calendar, review all scheduled appointments for the day, and glance over today’s strategic calendar. (15 seconds.) Clear old APPOINTMENT reminders if you have honored them. (15...
by Jason C | Jun 12, 2022
When you accept an assignment, you accept responsibility to report back. This means every task assigned to you is really a project. The first step is to complete it, and the last step is to report back.
by Ian Tiangco | Jun 12, 2022
To Delegate Tasks in Trello: Add task recipient to the Trello Board. Invite Member/s: Click Boards (top left). Under PERSONAL BOARDS, click the appropriate board (major context). Click Invite (near top). Input email address or username in the Email address or name...
by Ian Tiangco | Jun 12, 2022
W/F = Follow Up W/F means “If I haven’t heard back, I’m going to follow up.” It counts as the verb when naming tasks or next actions. To Follow Up: Assign, then move task to the Waiting For column (3rd from the left). If You Hear Back Sooner...
by Jason C | Jun 12, 2022
How to make sure you report back on assignments. (Re-assign, then move task to the appropriate column.)
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