We recently released multiple parents support within our Trello power-up Hello Epics, which provides even more flexibility in how you organize your boards. To find out more about how the feature was being received we asked two customers about their experience with Trello and Hello Epics. We’ve put together some simplified examples of the way they organize their board to help you understand their usage.
Robert: Antenna Supply Chain Management
Robert is a supply chain coordinator for Panorama Antennas, a leading designer and manufacturer of radio communication antennas. Their extensive product line includes combination antennas which bring together multiple technologies and custom configurations. This creates a complicated web of relationships & dependencies for antennas and the components that comprise them, making inventory management key to production.
Panorama Antennas uses Trello throughout the company. Robert and his colleagues specifically use Trello to manage parts sourcing, tracking notes and details about antennas and their components. They have lists for the various procurement stages (Price requested, Sample requested, Sample inspection, and Approved), with components as individual cards. With Hello Epics’ multiple parents they can easily track what components they need to order for a particular model and what models depend on particular components. This lets Robert and his colleagues avoid potential bottlenecks and see their way to production.
You can see this workflow in the sample Trello board screenshot below. There are two kinds of cables, plastic housings, and connectors, and each of the three antenna models requires one of each. These parts can either be in or out of stock. You can quickly decipher how each part is being used. Conversely, you can drill into any antenna to know which components it needs. By setting the “In Stock” column as the “Done” column in the Hello Epics settings, you can see at a glance that by having two parts out of stock only one of the three antenna models (Model A) can be completed.
Robert’s been using Trello for one and a half years and loves it. In the past he’s used in-house systems to mixed results but finds Trello to be really good for what he’s doing. Trello was already the tool he preferred, but Hello Epics has allowed him to prioritize even more easily.
Mia: Nonprofit Farmer Support
Farmers often don’t know about all of the various programs set up to help them get their products into new customers’ hands. Mia works for a nonprofit that helps farmers apply for these programs. Her group manages outreach to these farmers then guides them through the bureaucracy of getting equipment to set themselves up at farmers’ markets.
Mia organizes her Trello board to manage work at two levels simultaneously. At the high level, she has a column of market cards. There are also farm cards, which move through columns indicating statuses (No contact, Applying, Active, etc.). Farms are children to Markets. The Active column indicates that a farm has completed the process, and when all of a Market’s farms are Active, that Market is complete. You can see this in the screenshot below.
In another set of columns on the same board, Mia manages the lower-level individual tasks associated with those same farms and markets. This is a more traditional Trello board scheme, with task cards that move from To Do to Doing to Done. These tasks are children to Farm cards and Markets and pull information out of the card details. By organizing Markets, Farms, and Tasks this way Mia and her colleagues can easily get an overall sense of progress along with details about specific actions taking place.
Mia’s been using Trello for two years, but only recently for her current organization. They’ve never used a tool like this before and appreciate being able to quickly ascertain overall status without much fuss. For Mia, this current Trello organization is an optimization over prior iterations in which she would create a board for each partner, which could understandably get cumbersome.
Thanks to both Robert and Mia for sharing their stories. We hope you find multiple parents useful as well. Give it a try on your own Trello boards!
Multiple parents was a feature requested from multiple Hello Epics users. If you’ve got ideas that you’d like to see in Hello Epics, feel free to reach out!
Farm image from the U.S. Department of Agriculture.