Trello Dashboard

Trello Dashboard 

Trello is a web-based project management app used by the Digital Collections Section to track what projects are currently in progress, and which projects have been completed. The dashboard is made up of two elements: lists (marked A. in the above image), and cards (marked B. in the above image). Access to the Trello board is provided by invitation as needed. This documentation covers the specifics as they relate to Digital Project management at Houghton, but more information can be found at the Trello Help page here.

Lists

There is a list for each collecting area in Houghton, as well as a list for projects outside that scope, and completed projects. These lists help organize the board and provide curators with an easier way to see which projects involving their materials are currently scheduled. When a project is completed, the project card is moved from its original list, over to the "Completed Projects List." Each list is made up of cards (marked B.), and each card has a label (marked C.).

Cards

Each card (marked B. in the above image) represents an individual digital project.

Trello Card Detail

There is a card for each digital project that is currently active, or that has been completed after 1/25/2019. Each card carries information about the project's progress, and allows for project stakeholders to communicate about potential issues or corrections. The core of the card is the description section (marked A. in the above image). The description includes text about the project's scope and content, a link to the progress sheet, and a link to the project files.

At the top of the card are small sections for members and labels (marked B. and C. respectively in the above image) The members section marks the individuals who are stakeholders for a particular project. The label marks which collection[s] are represented in a project's scope. The example above has "JO" (John Overholt) listed as a member, and is labeled with the green Hyde Collection label. 

On the right of the card is the "Actions" menu (marked D. in the above image). The most relevant button on this menu is the "Watch" button, which is selected with a green check in the above image. Selecting "Watch" means a member is updated anytime a change is made to a card.

The section marked E. in the above image is the activity log. This space includes brief workflow updates from the Digital Collections Program Manager, i.e. "Materials delivered to Imaging Services, 9/20/2020," or "Volumes 11 and 12 linked in Alma, 10/13/2020." This is also a space for communications between stake holders. The example above shows a comment from the curator about a correction needed, and a response which includes an @firstnamelastname. Using the @ sign will send an email to the individual, which is useful in cases where they have not elected to "watch" a particular project card.