Trello Templates for Learning Design

Last week, I talked about various aspects of learning project planning. In that post, I mentioned making use of templates to increase efficiencies and optimize steps by using standards of practice. Over the next few weeks, I will dive into a few templates we have built to help learning project run as smoothly as possible.

My new obsession to accomplish this is Trello. Trello is a simple drag and drop program with some added functionality to make assigning tasks and notifications easy. It reminds me of a digital flipchart with column headers and a stack of sticky notes that can be moved around from column to column based on need. In this example, the flipchart would be your Trello board, the columns are your Trello lists on that board, and the sticky notes are your cards that you can drag and drop to each list. The simple functionality means I can invite contractors who are unfamiliar with the software to a Trello board and know that they will find their way around quickly and a learning curve will not delay the project.

Trello Templates

Sample Trello Template

For a very long time, I created a new Trello board for every new project. Even though it is simple to set up, I was always digging through old boards trying to make sure I didn’t forget any common tasks. After frustration with this process, I finally learned how to create a template, and it is super easy.

  1. Create a Trello board and include the word Template in the title.
  2. Add lists that match your design process.
    1. You may want to stick with ADDIE and have a list for each letter. You can also break it down by role; Instructional Designer, Project Manager, Project Sponsor, Client, Voice Over, Quality Assurance, etc…
    2. It is helpful to add lists to indicate status such as Needs Review, Validated, Complete.
  3. Add common tasks to cards and place them in the lists.
    1. See the screenshot above to review a sample template of these tasks.
  4. Once your template is ready, click the Menu in the upper right corner and then click More.
  5. Click Copy Board.
  6. Type the Title of the board.
  7. Click Create.

Once you create your board you can update the lists with tasks lists, due dates, attach screenshots, and update any customized information you need for your project.

There is a lot more you can do with Trello. I have personal to-do lists that have daily/weekly/monthly tasks as well as a drive-by list for when random things come up that needs to be finished when time allows. I also keep a shared board with my family for chores and groceries, and I power-up my boards with notifications so I am less likely to miss anything – after all, project management aims to mitigate risk. With that in mind, I challenge all of you to set up a free account and give it a whirl. Once you set up your board, let us know what you created and how it went in the comments below.

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