Such projects follow a traditional project management system that has a linear progression. The Project Members feature can also be applied to collaborative outreach and programming projects. In doing so, the card’s title will be the subject of the email, the card’s description will be the body of the email, and any attachments will be included with the card. They can also create cards by email by sending research requests to the email address Trello generated for the ticketing board. If multiple archivists in the institution manage research requests, they can assign “Project Members” to cards to keep track of who is answering which request. Email addresses associated with the Trello account will receive email notifications about approaching due dates. Users can assign due dates to cards to remind themselves to complete requests within a deadline, whether it be within the same day or within two weeks. While Trello is a logical solution for archival processing projects, it can be applied to other project-heavy aspects of daily archival work.Īn example Trello board for University Archives collections management.Īrchivists who provide research and reference services can use Trello as an internal ticketing system for tracking active requests. Users can assign titles to lists that reflect stages in archival processing, such as “To Do,” “In Process,” “Ready for Review,” and “Done.” As another example, users can also create checklists to outline more granular steps in the process: Processing Plan, Arrangement, Finding Aid and Description, and Review. For example, users can use a combination of Trello and any one of the project management systems to manage large collections that require multiple processors to complete assigned series collections that require additional preservation treatments collections that contain sections that will be digitized and collections that will be transferred in phases to the institution. The web tool is great for Kanban, agile, and lean project management systems where projects have fluid phases that finish at different times. This makes Trello a flexible online tool for archives professionals handling arrangement and description, research and reference, outreach and programming, and other tasks and projects.Īrchivists who juggle multiple archival arrangement and description projects for their institutions will appreciate Trello’s customizable boards, lists, and cards for tracking these projects. Users with a free account can create an unlimited number of personal boards, lists, and cards attached to their Trello account. The board-list-card format lends itself to being customizable and adaptable to any project. Users can customize cards to include project members, labels, checklists, due dates, and attachments. Cards display their list location, description, comments, and activity by default. These virtual sticky notes, or cards, are organized under columns called “lists.” After creating lists, users can create cards that they can easily move between list columns. The application functions like a whiteboard with sticky notes attached to it. Trello fits within Atlassian’s existing suite of productivity software applications such as Jira, a software development tracking application, and Confluence, a team collaboration and wiki product. Originally created by Fog Creek Software in 2011, Trello struck out as its own company in 2014 and was later sold to Australian software company Atlassian in 2017. Trello is a web-based application that archivists can use to visually organize and prioritize projects. Reviewed by Becky Briggs Becker, Editor-at-large
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