“Report Back (R/B)”

“Report Back” Means R/B means: “Tell them it is done, and give them the deliverables or details.” R/B is automatic Trello notifies whenever an action is made on a card (i.e: task is moved to another column or a minor context is added) Reporting...

Daily Reviews

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...

“Delegation”

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...

Waiting For (W/F)

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...

“Report Back (R/B)”

How to make sure you report back on assignments. (Re-assign, then move task to the appropriate column.)