Using Trello for managing editorial projects

  • Set up a Trello board split into all of the phases (using columns) of content development including conceptualization, writing, editing, review, layout, and final publishing. I also include a project backlog columns to help me track project ideas that come out of meetings or I want to capture in anticipation of future requirements.
  • Create a card template (conveniently stashed in the Backlog column) that I use the checklists feature to map out an editing checklist I groom govern editorial quality and style. I also use the checklist to help remedy any of my usual writing mistakes.
  • Revise the project cards over time to keep my editorial checklist sharp such as when I make a stylistic decision that I don’t want to forget.
  • Use labels so I can slice and dice views over the documents I have in progress. For example, I use tags to specify audience, document type, and corporate group.
  • Display Trello on meeting room projection screens when I want to talk about writing projects that are currently in progress
  • Use the Trello iOS app on my iPhone 8 or iPad Pro when I’m at home and want to review progress on a document.



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