How to fill out Trello Cards

Owned by Michael Josephs
Mar 22, 2024
2 min read

When the project moves to gathering requirements:

  • Copy the “Example” Trello card in the prospects section, exclude comments when copying

  • Assign yourself (and dev, if applicable) to the card

  • Assign the research or clinical label

  • In the description, indicate the program manager and/or CRCs name(s) and provide a 3-5 sentence description of the project that can be copy+pasted onto the website

  • Fill out the custom fields

    • Start date = approximate launch date, update when the program actually goes live

    • Billing status = indicate no fee if we’re doing it for free, otherwise leave this blank for now

    • For device integration and EHR integration, for now we can only indicate one. If your project has more than one of these integrations, pick the one that is the most prominent and/or unique (this is subjective, sorry!)

  • Fill out the W2H features checklist

  • Set the implementation phase date to mark when you began working on the project

 

When the project moves to testing:

  • Switch the billing status custom field to be “ready to bill” and comment @vivianwilliams so that she knows it’s ready to bill

  • Update the start date custom field to the actual day the program will begin enrolling patients

 

Miscellaneous

  • If the project team ghosts you , indicate this with the “stalled” label

 

Dreams to make Trello cards better

  • Make it possible to indicate more than one EHR integration or device integration

  • Delete ‘due date’ (what was the purpose of this?)

  • Delete AU number? what is this?

  • Can we update the intake documents to include the W2H publication language/information

  • Include budget point person aka ‘bill contact’ in the intake/quote conversation