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Trello Enterprise Engineering

Trello Enterprise Engineering · Trello is functional and flexible—making it a go-to-tool for engineering teams who crave that autonomy to map out their myriad of projects the way

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Page 1: Trello Enterprise Engineering · Trello is functional and flexible—making it a go-to-tool for engineering teams who crave that autonomy to map out their myriad of projects the way

Trello Enterprise Engineering

Page 2: Trello Enterprise Engineering · Trello is functional and flexible—making it a go-to-tool for engineering teams who crave that autonomy to map out their myriad of projects the way

Ship More Code With Less Stress: How To Use Trello To Optimize Your Engineering Team

Reduce Manual Overload With Agile Automation

Keep Legal In The Loop When A Deal Is Won

Follow-Through On Feature Requests With A Product Roadmap Workflow

Sprint To The “Shipped” List With Collaborative Retrospectives

Keep Security At The Top Of The Priority List

Power-Up Your Development Process With These Integrations

Easily Manage Your Sales Team From One Central Location With Trello Enterprise

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Contents

Page 3: Trello Enterprise Engineering · Trello is functional and flexible—making it a go-to-tool for engineering teams who crave that autonomy to map out their myriad of projects the way

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There’s a lot that happens in the background of great products—experiences are designed, roadmaps are planned, backlogs are built, code is written, bugs are caught and fixed. However, engineers don’t just follow the leader. They identify problems and invent solutions to make sure everything works when it needs to.

Despite the heads-down nature of coding, engineering teams are constantly communicating (and no, not just with their computers). Their work requires the input of many other teams, from product managers to designers, QA analysts to sysadmins.

Everyone in the larger engineering ecosystem is playing a part to ensure the best possible code is being shipped, and the best products are being built.

Ship More Code With Less Stress: How To Use Trello To Optimize Your Engineering Team

Trello Enterprise Engineering

Page 4: Trello Enterprise Engineering · Trello is functional and flexible—making it a go-to-tool for engineering teams who crave that autonomy to map out their myriad of projects the way

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With all these moving parts and people to track, how can engineering teams stay on track with project goals and deadlines?

With Trello, engineering teams can easily set sprint tasks, run efficient retrospectives, collaborate on bug fixes, and celebrate product deployments Trello allows engineering teams to:

. Host stress-free stand-ups with a visual, agile workflow built from a collaborative product roadmap

· Keep stakeholders up-to-date on their progress without having to submit time-consuming reports or joining yet another meeting

· Give a messy whiteboard backlog a digital upgrade with easily organized and accessible documentation and repositories

Trello is functional and flexible—making it a go-to-tool for engineering teams who crave that autonomy to map out their myriad of projects the way they see fit.

In this whitepaper, you’ll discover the workflows your engineering team can adopt as their own along with our best Trello tips, template boards, Power-Ups, and integrations. Let’s get started so you can sit back and relax at your next stand-up!

Trello Enterprise Engineering

Page 5: Trello Enterprise Engineering · Trello is functional and flexible—making it a go-to-tool for engineering teams who crave that autonomy to map out their myriad of projects the way

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Reduce Manual Overload With Agile Automation So how can you keep your team of developers on task and under deadline?

By implementing an agile development workflow. Agile refers to a set of “methods and practices based on the values and principles expressed in the Agile Manifesto,” which includes things like collaboration, self-organization, and cross-functionality of teams.

For engineering teams that like to iterate quickly, setting up an agile board helps everyone stay on task. This central location keeps all code, specs, documentation, and user research easily accessible. You can collaborate seamlessly (even asynchronously) with your engineering and product teams.

Trello Enterprise Engineering

Page 6: Trello Enterprise Engineering · Trello is functional and flexible—making it a go-to-tool for engineering teams who crave that autonomy to map out their myriad of projects the way

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In addition, you can create lists for backlogged items, what’s being worked on in the current sprint, and (most importantly) what’s completed.

Your agile workflow can be more robust than dragging the cards across the board to the “Shipped” List. Consider the Butler Power-Up for your team’s productivity, so your team can create a seamless process for any task or workflow at the board or card level. Simply enable the Butler Power-Up and get ready to say goodbye to those tedious, repetitive tasks.

With the Butler Power-Up enabled on your board, simply click the Butler icon in the board menu, then “Edit Power-Up Settings,” and begin giving your board butler things to do. Create automatic rules when certain events happen on Trello Board, automatically assign incoming tasks, edit cards in bulk, and more!

Enterprise customers can set up unlimited rules and run unlimited tasks on Butler. Learn more about the power of Butler automation here.

Trello Enterprise Engineering

Page 7: Trello Enterprise Engineering · Trello is functional and flexible—making it a go-to-tool for engineering teams who crave that autonomy to map out their myriad of projects the way

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Keep Your Code Problem-Free WithA Bug Tracking BoardBugs can strike at anytime and bug spray will rarely suffice, so keeping a clear list of them and other issues in the code is important. Maintaining a bug tracking system with a Trello board is an excellent way to triage which bugs are being addressed and which have everyone stumped.

You can easily create different lists to indicate the level of seriousness of each reported issue, and attach all relevant pull requests and Jira issues right to the Trello card back.

Your team can tackle the root problems by following a formal process for reporting and reproducing bugs, then prioritize based on the severity with labels.

No issue will be able to slip through the cracks with the ability to assign tasks and see at a glance what work is getting done. This is an extremely useful way to inform stakeholders like Support Teams and Product Managers on the progress of product development.

So your workflows don’t turn into big, hairy bugs, you can give your team extra control in their Trello boards without losing that flexibility. With Trello Enterprise, you can restrict who can be added to your Trello teams by email domain or individual address. In addition, you can use the Observer status to grant contractors, vendors, and other team members secure, “read-only” access to specific boards. Your team will thank you when your boards are on lock and sprints don’t turn into fire drills.

Trello Enterprise Engineering

Page 8: Trello Enterprise Engineering · Trello is functional and flexible—making it a go-to-tool for engineering teams who crave that autonomy to map out their myriad of projects the way

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Follow-Through On Feature Requests With A Product Roadmap Workflow After taking a step back from the nitty-gritty details of the codebase, it’s important to ask big picture questions about where the direction of the work is going.

Product roadmaps are a clear way to convey to internal employees, or even customers in the wild, which projects and features are going to be prioritized in the long term

With Trello, your engineering team can prioritize feature requests for upcoming sprints and create a transparent development process that keeps all decisions, documentation, and deadlines visible. This will help the workload for the team from becoming chaotic.

Page 9: Trello Enterprise Engineering · Trello is functional and flexible—making it a go-to-tool for engineering teams who crave that autonomy to map out their myriad of projects the way

9Trello Enterprise Engineering

Developers need to be agile; there’s no time to be aggravated at yet another last-minute request for “a quick change” to the plan.

With an “Ideas” List, the team can organize feature requests and analyze which ones should be placed at the top of the priority list. Card descriptions can also be used to organize user research and customer feedback for quick reference.

A clear product roadmap and process to calm the chaos of feature requests will allow your engineering team to work with more ease and excitement.

Page 10: Trello Enterprise Engineering · Trello is functional and flexible—making it a go-to-tool for engineering teams who crave that autonomy to map out their myriad of projects the way

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Sprint To The “Shipped” List With Collaborative RetrospectivesWhen sprinting through projects in short, iterative bursts, it’s important to take a step back after each one to reflect. What worked? What didn’t? How can we remove roadblocks in the next sprint?

One of the key tenets of Agile development is the idea of continuous improvement in team productivity. Every sprint should be a bit more efficient than the last. The only way to do this is to understand where the weaknesses in your process lie and implement strategies to overcome them.

In order to have an effective retrospective, your team needs a clear process and safe space for airing out grievances and identify opportunities to improve.

Page 11: Trello Enterprise Engineering · Trello is functional and flexible—making it a go-to-tool for engineering teams who crave that autonomy to map out their myriad of projects the way

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A shared Trello board helps keep discussion transparent, collaborative, and solution-oriented. This workflow ensures the process of getting and receiving feedback remains democratic so everyone feels like they are contributing to the solution.

Retrospectives shouldn’t only focus on what needs improvement. Use the “Went Well” list to encourage your team to celebrate the wins you all worked so hard to achieve.

Here are a few more tips for hosting an efficient sprint retrospective:

Identify the facilitator: This person keeps the meeting on track—redirecting off-topic conversations, asking guiding questions, and keeping an eye on the clock. They should be an impartial party to the meeting, driving it but not participating.

Identify the attendees: The retrospective shouldn’t be an “open to all” type of meeting; only those who really need to be there should be involved. You should also ban phones and laptops so the team is fully present in the meeting.

Decide on a topic: A common pitfall (besides assigning blame) in retrospective meetings is attempting to do too much. Inevitably, there will be a long list of processes that your team will want to improve, but attempting to fix them all in one sprint isn’t realistic. Your team needs to decide as a group a single issue and how to fix it.

Start the discussion: Once you’ve selected a topic, the facilitator is charged with leading the discussion to discuss the problem and come up with solutions. The discussion should always finish with action items that can be applied to the next sprint.

Page 12: Trello Enterprise Engineering · Trello is functional and flexible—making it a go-to-tool for engineering teams who crave that autonomy to map out their myriad of projects the way

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Keep Security At The Top Of The Priority List Secure collaboration is the crux of happy engineering teams. Your team can perform at its optimal speed and productivity levels when they don’t have to worry about security breaches or hacks.

Your team can free up its brain space to focus on accomplishing big projects thanks to Trello’s enterprise-grade security features. Trello is SOX, SOC 2, SOC 3, ISO27001, and ISO27018 compliant. In addition, all traffic runs over HTTPS (SSL/TLS), the internet’s most common and trusted communications protocol. All data in your Trello boards is backed up hourly and stored at an off-site location.

Furthermore, all user data is encrypted at rest and in transit, and intrusion detection measures are in place 24/7. With these enterprise features, your team can manage users in real-time, fend off threats, and control content management permissions with just a few clicks.

Page 13: Trello Enterprise Engineering · Trello is functional and flexible—making it a go-to-tool for engineering teams who crave that autonomy to map out their myriad of projects the way

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Simple, adaptable, customizable—Trello integrates with the tools your engineering team already loves to use. Connect your favorite apps and enable additional features to conquer your unique challenges with Power-Ups.

GITHUB

The GitHub Power-Up allows you to Easily access pull requests, commits, and issues by attaching them to cards from repositories associated with your boards and projects. In a glance, you can see which cards have not passed their checks and prevent commits with errors from getting merged.

Trello Enterprise Engineering

Power-Up Your Development Process With These Integrations

Page 14: Trello Enterprise Engineering · Trello is functional and flexible—making it a go-to-tool for engineering teams who crave that autonomy to map out their myriad of projects the way

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ZENDESK

The Zendesk Power-Up syncs with Support when bugs and issues arise by attaching Zendesk tickets to cards. This integration makes it easy to prioritize incoming bugs and feature requests by seeing in a glance which cards have the most tickets attached.It also lets you pull deal information straight into Trello from Pipedrive, ensuring automatic and faultless handover between sales and the rest of your organization.

JIRA

The Jira Power-Up allows you to link Jira issues to cards, connecting different teams across your organization.

BITBUCKET CLOUD

The BitBucket Cloud Power-Up allows your team to attach branches, commits and pull requests to cards, and populates with real-time status updates. When you are ready to move from Trello to Bitbucket create a branch directly from a card. Seamlessly move from Trello to Bitbucket while maintaining traceability.

CUSTOM FIELDS Use the Custom Fields Power-Up to formalize bug reports with specified fields by operating system, browser type, version, and more. Custom fields can also be used to add multiple due dates to cards to mark the progression of project phases.

AGILE METRICS BY SCREENFUL

The Screenful Power-Up allows you to visually track and create reports for sprints and releases without leaving Trello. You can easily identify bottlenecks and manage sprint progress and stay on schedule by tracking open, in progress, and completed tasks with burndown charts.

MARKER

The Marker Power-Up allows you to capture and attach screenshots to Trello cards. You can annotate screenshots to highlight and correct typos, errors, and image issues.

Trello Enterprise Engineering

Page 15: Trello Enterprise Engineering · Trello is functional and flexible—making it a go-to-tool for engineering teams who crave that autonomy to map out their myriad of projects the way

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Create a central productivity hub for all of your team’s projects—accessible from any device, anywhere. With Trello Enterprise, your team can easily navigate users, security, and privacy settings through a single dashboard.

Trello Enterprise Engineering

Easily Manage Your Sales Team From One Central Location With Trello Enterprise

Page 16: Trello Enterprise Engineering · Trello is functional and flexible—making it a go-to-tool for engineering teams who crave that autonomy to map out their myriad of projects the way

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Trello Enterprise is flexible enough for all teams to build productive, customized workflows that encourage collaboration. Here are other exciting features exclusive to Trello Enterprise:

Enjoy Unlimited Trello

Organization-Wide Controls

Granular Membership Controls

SOX, SOC 2, ISO27001,

ISO27018 Compliant

Top-Tier Priority Support

Power-Up Administration

Simplified Billing

Single Sign-On (SSO)

Attachment Restrictions

Encrypted Data at Rest and In Transit

Check Out The BoardUpgrade to Enterprise

Trello Enterprise Engineering

Page 17: Trello Enterprise Engineering · Trello is functional and flexible—making it a go-to-tool for engineering teams who crave that autonomy to map out their myriad of projects the way