Hello Epics: Working with Related Boards

Substantial
Apr 19, 2019 · 3 min read

Let’s explore Substantial’s Trello power-up Hello Epics

With the recent release of the related boards feature within our Trello power-up Hello Epics, we wanted to take a moment to explore its capabilities. Even we’ve been surprised by the power of this set of features and how it enables management, visibility, and workflow improvements. So let’s walk you through related boards by diving into an example.

Let’s say you’re an organizer of Epic Con, a large conference. It’s a big enough event that you can’t manage it all by yourself, and instead it has committees to help with the various aspects. To track it all, you use Trello, with one board for each of those committees: Venue & IT, Programming, and Sales & Marketing.

Here’s the board for the Venue & IT committee:

Image for post
Image for post

For tracking a task like “Select final IT vendor & alternate,” the Venue & IT committee can use Hello Epics to break that down into separate sub-tasks with their own cards:

Image for post
Image for post

Even separating things by committee could still be overwhelming. If you’re on the executive committee and only need a summary, trying to catch up by looking at this board might be difficult with so much detail. So instead, the executive committee might create their own board to track items at the highest level.

Image for post
Image for post

So now you have two cards for tracking IT vendor selection, one on the Venue & IT committee board, the other on the executive committee’s master board. With related boards they can track completion of that task automatically by linking the two cards.

Image for post
Image for post

Here’s what you see on the executive committee’s master board, where they can navigate from their own board to the more detailed Venue & IT board if they need more insight into task by task progress.

Image for post
Image for post

Tracking completion works even across boards, so when a task is done, you can follow it just like you could when they were on the same board. See below how finalizing one task on the Venue & IT committee’s board by moving it to the “Done” column flows through to other cards and over to the executive master board.

Image for post
Image for post

That’s just one example of how you can use related boards. If you want to look at the example boards yourself, here are those links again:

We’re excited to see how you use related boards. If you’re doing something you think is clever, please reach out and tell us — we’d love to hear it!

Interested in more about us? Visit our website or read your heart out here on Medium.

Substantial

Written by

An innovation + build studio in Seattle, WA.

Substantial

Substantial is a digital product studio creating best-in-class software that lowers risk and creates faster outcomes through strategy, design, & development for web, mobile, and connected devices. Learn more about us at substantial.com.

Substantial

Written by

An innovation + build studio in Seattle, WA.

Substantial

Substantial is a digital product studio creating best-in-class software that lowers risk and creates faster outcomes through strategy, design, & development for web, mobile, and connected devices. Learn more about us at substantial.com.

Medium is an open platform where 170 million readers come to find insightful and dynamic thinking. Here, expert and undiscovered voices alike dive into the heart of any topic and bring new ideas to the surface. Learn more

Follow the writers, publications, and topics that matter to you, and you’ll see them on your homepage and in your inbox. Explore

If you have a story to tell, knowledge to share, or a perspective to offer — welcome home. It’s easy and free to post your thinking on any topic. Write on Medium

Get the Medium app

A button that says 'Download on the App Store', and if clicked it will lead you to the iOS App store
A button that says 'Get it on, Google Play', and if clicked it will lead you to the Google Play store