• How to use this template

    Start at the bottom, and look at each section in turn.
    When you understand the flow, you can start filling it in with your own ideas & requirements.

    Your project is seen as a flow, from “Needs & Ideas” to “Implementation” to “Done”.


    Hint: You can delete this card by selecting it (click it) and pressing Ctrl+Backspace.
  • Done

  • At this stage, the feature is complete. It is kept here as documentation for how things currently work. It’s useful to remove any extraneous “work in progress” information, and only keep the essentials.
  • Example completed feature here, with documentation.
  • Example completed feature here, with documentation.
  • Evaluation

  • Improvements, features or changes that reach this stage are completed according to the team that worked on it. They now await feedback from others.”
    If the project manager determines the feature is in fact complete, he/she moves it up to Done. Otherwise, it goes back down to Implementation, pushing whatever is there down to spec.
  • An idea undergoing evaluation.
  • Implementation

  • Here is where you put the ideas & improvements currently being worked on. There should only be one card here per person. As the task gets completed, the person working on the task can check things off.
  • Some feature or improvement you've completed.

    You've just finished this task!

    Go ahead and drag it to the “Evaluation” section, so it can gather feedback.
    In the meantime, you can pull the next idea from the Spec stack, and start working on that.
  • Some other idea, worked on by someone other than you.
  • Specifications

  • This is where you prioritize your ideas by dragging them to reorder. It’s also where you start fleshing them out, by creating new children cards with more details for each.
  • As a customer, I would like to receive samples of new products with my order, so that I can try, and later buy, other offerings.
  • As support staff, I need a way to quickly respond to customer emails with canned responses, when appropriate.
  • Needs & Ideas

  • Start Here

    Under this section is where you list every idea for improvement. Any time someone involved in your project says “I wish there was a way to do X better”, that goes here.
  • Example individual idea.
    Some new idea here. It can be vague at this stage...
  • … or detailed
    We need a way to automatically email lapsed customers.
  • Example list of ideas & needs
    1. We need a way to include promo material in our packages.
    2. We need a better way to track inventory.
  • Feature documentation.
    //test

  • More docs

  • Feedback here.

  • More feedback on feature Y

  • Details on idea, 1

  • Checklist of idea, part A

  • Sample kits - specifications

    Samples should be small (1/6th full size), cheap, and easy to produce.
    Printing & labeling need not be anything other than informational.

  • Ideas

    • Mailchimp
      Can this filter by “last purchase > 90 days ago”, e.g. ?
    • Intercom.io
      Not designed for ecommerce, mostly for apps
    • Infusionsoft
      Expensive. Complicated. Powerful?
  • detailed docs

  • details

  • details

  • Some thing

    Details on something task

  • Some other thing

    Details on something task

  • A third thing

    Details on something task

{"cards":[{"_id":"32b36f7ccd768a754100008a","treeId":"32b36d63cd768a7541000082","seq":1,"position":0.5,"parentId":null,"content":"## ![](https://dl.dropbox.com/s/1rre6dp3hxfalnz/step-0-orange.png) How to use this template\n**Start at the bottom**, and look at each section in turn.\nWhen you understand the flow, you can start filling it in with your own ideas & requirements.\n\nYour project is seen as a flow, from \"Needs & Ideas\" to \"Implementation\" to \"Done\".\n\n---\n###### *Hint: You can delete this card by selecting it (click it) and pressing **Ctrl+Backspace**.*"},{"_id":"32b36dd5cd768a7541000085","treeId":"32b36d63cd768a7541000082","seq":1,"position":1,"parentId":null,"content":"# Done"},{"_id":"32b3b310cd768a75410000c0","treeId":"32b36d63cd768a7541000082","seq":1,"position":1.5,"parentId":null,"content":"##### ![](https://dl.dropbox.com/s/yvaahmk5kvcuwhl/step-5.png) *At this stage, the feature is complete. It is kept here as documentation for how things currently work. It's useful to remove any extraneous \"work in progress\" information, and only keep the essentials.*"},{"_id":"32b3b6efcd768a75410000c1","treeId":"32b36d63cd768a7541000082","seq":1,"position":1.75,"parentId":null,"content":" Example completed feature here, with documentation."},{"_id":"32b3c3a7cd768a75410000c9","treeId":"32b36d63cd768a7541000082","seq":1,"position":1,"parentId":"32b3b6efcd768a75410000c1","content":"Feature documentation.\n//test"},{"_id":"32b3c3e0cd768a75410000ca","treeId":"32b36d63cd768a7541000082","seq":1,"position":2,"parentId":"32b3b6efcd768a75410000c1","content":"More docs"},{"_id":"32b3c3fbcd768a75410000cb","treeId":"32b36d63cd768a7541000082","seq":1,"position":1,"parentId":"32b3c3e0cd768a75410000ca","content":"detailed docs"},{"_id":"32b3bd23cd768a75410000c7","treeId":"32b36d63cd768a7541000082","seq":1,"position":1.875,"parentId":null,"content":" Example completed feature here, with documentation."},{"_id":"32b36e0fcd768a7541000086","treeId":"32b36d63cd768a7541000082","seq":1,"position":2,"parentId":null,"content":"# Evaluation"},{"_id":"32b3a5eacd768a75410000bf","treeId":"32b36d63cd768a7541000082","seq":1,"position":2.5,"parentId":null,"content":"##### ![](https://dl.dropbox.com/s/xlaqre1sonwklys/step-4.png) *Improvements, features or changes that reach this stage are completed according to the team that worked on it. They now await feedback from others.\"*\n\n##### *If the project manager determines the feature is in fact complete, he/she moves it up to Done. Otherwise, it goes back down to Implementation, pushing whatever is there down to spec.*"},{"_id":"32b3bb85cd768a75410000c2","treeId":"32b36d63cd768a7541000082","seq":1,"position":2.75,"parentId":null,"content":" An idea undergoing evaluation."},{"_id":"32b3bbf7cd768a75410000c3","treeId":"32b36d63cd768a7541000082","seq":1,"position":1,"parentId":"32b3bb85cd768a75410000c2","content":"Feedback here."},{"_id":"32b3bc50cd768a75410000c4","treeId":"32b36d63cd768a7541000082","seq":1,"position":2,"parentId":"32b3bb85cd768a75410000c2","content":"More feedback on feature Y"},{"_id":"32b3bca2cd768a75410000c5","treeId":"32b36d63cd768a7541000082","seq":1,"position":1,"parentId":"32b3bc50cd768a75410000c4","content":"details"},{"_id":"32b3bcc8cd768a75410000c6","treeId":"32b36d63cd768a7541000082","seq":1,"position":2,"parentId":"32b3bc50cd768a75410000c4","content":"details"},{"_id":"32b36eb5cd768a7541000087","treeId":"32b36d63cd768a7541000082","seq":1,"position":3,"parentId":null,"content":"# Implementation"},{"_id":"32b38787cd768a75410000b0","treeId":"32b36d63cd768a7541000082","seq":1,"position":3.5,"parentId":null,"content":"##### ![](https://dl.dropbox.com/s/408oxb6wlnrygl5/step-3.png) *Here is where you put the ideas & improvements currently being worked on. There should only be **one card** here per person. As the task gets completed, the person working on the task can check things off.*"},{"_id":"32b3905bcd768a75410000b8","treeId":"32b36d63cd768a7541000082","seq":2873493,"position":3.625,"parentId":null,"content":" Some feature or improvement you've completed.\n\n`You've just finished this task!`\n##### Go ahead and **drag it to the \"Evaluation\" section**, so it can gather feedback.\n\n##### In the meantime, you can pull the next idea from the Spec stack, and start working on that."},{"_id":"32b39338cd768a75410000b9","treeId":"32b36d63cd768a7541000082","seq":1,"position":1,"parentId":"32b3905bcd768a75410000b8","content":"[X] A\n[X] A\n[X] A\n[X] A\n[X] A"},{"_id":"32b39396cd768a75410000ba","treeId":"32b36d63cd768a7541000082","seq":1,"position":1,"parentId":"32b39338cd768a75410000b9","content":"[X] A\n[X] A\n[X] A\n[X] A"},{"_id":"32b393bfcd768a75410000bb","treeId":"32b36d63cd768a7541000082","seq":1,"position":2,"parentId":"32b39338cd768a75410000b9","content":"[X] A\n[X] A\n[X] A\n[X] A"},{"_id":"32b393f5cd768a75410000bc","treeId":"32b36d63cd768a7541000082","seq":1,"position":3,"parentId":"32b39338cd768a75410000b9","content":"[X] A\n[X] A\n[X] A\n[X] A"},{"_id":"32b38a59cd768a75410000b1","treeId":"32b36d63cd768a7541000082","seq":1,"position":3.75,"parentId":null,"content":" Some other idea, worked on by someone other than you."},{"_id":"32b38a94cd768a75410000b2","treeId":"32b36d63cd768a7541000082","seq":1,"position":1,"parentId":"32b38a59cd768a75410000b1","content":"Details on idea, 1"},{"_id":"32b38ad5cd768a75410000b3","treeId":"32b36d63cd768a7541000082","seq":1,"position":2,"parentId":"32b38a59cd768a75410000b1","content":"Checklist of idea, part A\n\n[X] Some thing.\n[ ] Some other thing.\n[ ] A third thing."},{"_id":"32b38ce4cd768a75410000b4","treeId":"32b36d63cd768a7541000082","seq":1,"position":1,"parentId":"32b38ad5cd768a75410000b3","content":"### Some thing\nDetails on something task\n\n [X] sub some thing\n [X] sub some thing\n [X] sub some thing"},{"_id":"32b38dabcd768a75410000b5","treeId":"32b36d63cd768a7541000082","seq":1,"position":2,"parentId":"32b38ad5cd768a75410000b3","content":"### Some other thing\nDetails on something task\n\n [ ] sub some thing\n [ ] sub some thing\n [ ] sub some thing"},{"_id":"32b38e33cd768a75410000b6","treeId":"32b36d63cd768a7541000082","seq":1,"position":3,"parentId":"32b38ad5cd768a75410000b3","content":"### A third thing\nDetails on something task\n\n [ ] sub some thing\n [ ] sub some thing\n [ ] sub some thing"},{"_id":"32b36ef9cd768a7541000088","treeId":"32b36d63cd768a7541000082","seq":1,"position":4,"parentId":null,"content":"# Specifications"},{"_id":"32b37bf2cd768a75410000ae","treeId":"32b36d63cd768a7541000082","seq":1,"position":4.5,"parentId":null,"content":"##### ![](https://dl.dropbox.com/s/cl7gnaz23irjy1n/step-2.png) *This is where you **prioritize your ideas** by dragging them to reorder. It's also where you start **fleshing them out**, by creating new children cards with more details for each.*"},{"_id":"32b37eedcd768a75410000af","treeId":"32b36d63cd768a7541000082","seq":1,"position":4.75,"parentId":null,"content":" As a customer, I would like to receive samples of new products with my order, so that I can try, and later buy, other offerings."},{"_id":"3490da99127e23ce040000bf","treeId":"32b36d63cd768a7541000082","seq":1,"position":1,"parentId":"32b37eedcd768a75410000af","content":"## Sample kits - specifications\n\nSamples should be small (1/6th full size), cheap, and easy to produce.\nPrinting & labeling need not be anything other than informational."},{"_id":"3490dee7127e23ce040000c2","treeId":"32b36d63cd768a7541000082","seq":1,"position":2,"parentId":"32b37eedcd768a75410000af","content":"## Ideas"},{"_id":"3490e4c3127e23ce040000c4","treeId":"32b36d63cd768a7541000082","seq":1,"position":4.9375,"parentId":null,"content":" As support staff, I need a way to quickly respond to customer emails with canned responses, when appropriate."},{"_id":"32b36f35cd768a7541000089","treeId":"32b36d63cd768a7541000082","seq":1,"position":5,"parentId":null,"content":"# Needs & Ideas\n"},{"_id":"32b37675cd768a75410000aa","treeId":"32b36d63cd768a7541000082","seq":1,"position":6,"parentId":null,"content":"### ![](https://dl.dropbox.com/s/oldb0v8vkmna7ec/step-1.png)** Start Here**\n##### *Under this section is where you list every idea for improvement. Any time someone involved in your project says \"I wish there was a way to do X better\", that goes here.*"},{"_id":"32b37a90cd768a75410000ad","treeId":"32b36d63cd768a7541000082","seq":1,"position":6.375,"parentId":null,"content":"###### *Example individual idea.*\n Some new idea here. It can be vague at this stage..."},{"_id":"32b39e0dcd768a75410000bd","treeId":"32b36d63cd768a7541000082","seq":1,"position":6.75,"parentId":null,"content":"###### *... or detailed*\n We need a way to automatically email lapsed customers."},{"_id":"32b39ed7cd768a75410000be","treeId":"32b36d63cd768a7541000082","seq":1,"position":1,"parentId":"32b39e0dcd768a75410000bd","content":"- [Mailchimp](http://mailchimp.com)\n###### Can this filter by \"last purchase > 90 days ago\", e.g. ?\n- [Intercom.io](http://intercom.io)\n###### Not designed for ecommerce, mostly for apps\n- Infusionsoft\n###### Expensive. Complicated. Powerful?"},{"_id":"32b37891cd768a75410000ab","treeId":"32b36d63cd768a7541000082","seq":1,"position":7,"parentId":null,"content":"###### *Example list of ideas & needs*\n\n1. We need a way to include promo material in our packages.\n2. We need a better way to track inventory."}],"tree":{"_id":"32b36d63cd768a7541000082","name":"Project Management Template","publicUrl":"project-management-template"}}