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application

Complete Meaningful Tasks

The MusingOur work should provide value to someone or something, otherwise why do it?When we build our Personal Kanban, we are building a board that drives us toward completing our work. But is that work worth doing?val·uenoun

  1. the regard that something is held to deserve; the importance, worth, or usefulness of something.

  2. person's principles or standards of behavior; one's judgment of what is important in life.

verb

  1. estimate the monetary worth of (something).

  2. consider (someone or something) to be important or beneficial; have a high opinion of.

Application

Tasks

Visualizing a goal

Visualizing Clear Goals

The words we use to describe value (regard, importance, usefulness, standards, beneficial) indicate that value is not merely based on cash, but also on how it makes us feel, how we respond to it.  So when we say we want to understand the value of our work it means a great deal to us, to our colleagues, to our companies, and to society. You figure out in your own Ayn Rand to Che Guevara scale where your own value equilibrium lies.But … understand it and work towards it.The Practical ApplicationLet’s take a look at a simple case to see what this means practically.Over the Christmas break I quickly assessed how secure my internet holdings were. The answer was rather frightening. I, like most people, was extremely susceptible to hackers getting ahold of emails and passwords and running amok with my accounts.I downloaded Dashlane and began working with it to set strong and constantly changing passwords for all my accounts.My first ticket read “Update Dashlane”. I knew what Dashlane was and why I was updating it, so that seemed to make sense and tell me why I was doing the work.The problem: I had no idea what updating Dashlane meant to me. I knew I wanted to get done by the end of the week, but updating all your passwords and making sure you are letting others impacted by those changes know what’s changed leaves “Update Dashlane” as an open ended task.

I need a Victory Condition.So I created this ticket. “Update five sites in Dashlane.” Okay, great. That had a clear victory condition.The problem: I had no idea what I was working toward or where I was in the process. Or what I was working toward. What was my goal? I wanted to be more secure. Dashlane gives me a metric about security.I wanted to become more secure, not just update sites. Who cares if I update 100 sites and am still dismally unsecure?So, I changed the ticket yet again. This time to give myself a specific goal that was measured by Dashlane. I want to get to 80% by Friday. So 50% today, 60% tomorrow, 70% Thursday and 80% Friday. Four tickets, clear goal, all with demonstrated value.This was today’s card, it’s surrounded by other “Dones” which say what I am doing and the value provided. Note the card next to the 50% card tells me not just to reply to my colleague in Oregon, but also what resolution to get out of that reply.Sage AdviceWhen you create a card, ask yourself what the goal or the value of that work is. That not only gives you the task to complete, but the way to know when you have completed it. Quality and value are hard to determine without a definition. Let yourself know when you’ve achieved victory.And do yourself a favor … if you can’t come up with a goal or a value statement for your work, strongly question why you are doing it in the first place.

Text a Task Card to Your Kanban in LeanKit using Twilio and Zapier

Today, I’ll show you how to set up your LeanKit/Zapier integration with Twilio, so that you can create a new LeanKit card by sending an SMS (Text) Message from your phone.

Create a Twilio Account

Verify Your Account

Twilio Generated New Phone Number

Create a New Zap

Configure Your Twilio Account, SID and Auth Token

Accounts Setup Correctly

Select Twilio Number for SMS

Selecting LeanKit Board, Lane and Card Type

Other Required LeanKit Fields

Testing and Naming the Zap

Sending a Text to Twilio to Create a New LeanKit card

First, you’ll need an account with Twilio, a popular programmable voice and SMS Service. Go to Twilio.com, and sign up for a new, free account.After you create your account, you’ll be asked for your phone number, and Twilio will send you a text message with a confirmation code, which you’ll need to enter on the next screen:Twilio will then generate a new phone number for your account:Now, open up Zapier.com, and log into your account, and create a new Zap, as shown below:Zapier will ask you to configure your Twilio account, using your Account SID and Auth Token from Twilio, shown below:Once you have set up your Twilio and LeanKit accounts correctly, you’ll see this:Select your Twilio number that you’ll send SMS messages to…And select the LeanKit board, lane, and card type. In the LeanKit “Title” (card title) field, choose “Body” from the list of available Twilio fields.Fill in the other required LeanKit fields:And finally, test and name your new Zap.You should now be able to text message your Twilio number (I created a contact in my iPhone for “LeanKit Twilio”, and a new LeanKit card will be created: This is the fifth post in the series by Chris Hefley of LeanKit showing how to integrate tools many of us use everyday with our Personal Kanban. You can read the previous post – Integrating Your Personal Kanban with Campfire in LeanKit using Zapier here.

Integrating Your Personal Kanban with Campfire in LeanKit using Zapier

Does your team use Campfire? Ever wish you could just create a LeanKit card from the Campfire chat window, just by typing in a simple command?   This integration between Campfire and LeanKit, via Zapier.com, will let you do just that.

Create a New Zap using Campfire and LeanKit

Add your Campfire API token

Configuring the Campfire Trigger

Filter Campfire Trigger

Typing the Message in Campfire

Setting Up the LeanKit Side of Integration

Title, Description and Other Required LeanKit Fields

Testing the Integration

Running Your Zap Manually from the Dashboard

LeanKit Card on Your Personal Kanban Board

In your Zapier account, create a new Zap, using the Campfire “New Message” trigger and the LeanKit “New-Add Card” action.Zapier will prompt you to set up your Campfire account, and ask for your Campfire API token:Once you have your Campfire and LeanKit accounts set up correctly...…you’ll be able to configure your campfire trigger. I chose to set it so that if I type cflk  (for “CampFire LeanKit) at the beginning of a message in Campfire, that will be the signal to create a LeanKit card from that message.Now I’ll go into my campfire room and type a message:And then set up the LeanKit side of my integration to point to my personal kanban board, target lane, and card type:I’ll set the Title, Description, and other required LeanKit fields:And then test the integration:I did have a little trouble at this step. If you’re using an existing campfire room and one of the first 3 messages doesn’t match your filter, Zapier isn’t pulling up a trigger sample that matches the filter for you to test with. In that case, I saved my Zap anyway, and then ran it manually from the Dashboard:And Viola! I have a LeanKit card reminding me to buy bacon. As if I would ever forget something that important. :)This is the fourth post in the series by Chris Hefley of LeanKit showing how to integrate tools many of us use everyday with our Personal Kanban. You can read the previous post – Personal Kanban: Integrating Evernote with LeanKit using Zapier here.

Kanban Seder

Seder Kanban

Last week my wife and I hosted a Passover Seder. We have entertained together a number of times, but this was the first real attempt at a coordinated, sit-down meal. Most of our gatherings have been buffets, and less dependent on timing.We knew getting the timing of the Seder right would be a challenge. The meal is served in the middle of the Seder, not just when the guests arrive. We also knew there would be a lot of uncertainty. Potatoes don’t always cook the way you want them to, and guests never arrive all together. It would be difficult to plan everything perfectly. However, we knew we would both feel a lot more comfortable if there was a plan, to help keep us on the same page when we started making adjustments… and we always have to make adjustments.The night before the Seder, we went through all the things we’d have to do. We’d used Kanban-style visualization techniques before (to pack for trips and track jobs around the house), and there are three cabinets in our kitchen that work great as Ready, Doing, and Done lanes. So at first I started listing out each major task on a sticky note, but I quickly felt this would be inadequate.Time was an essential component of everything we had to do. We couldn’t just pull tasks when we were ready. The brisket had to cook for hours; potatoes had to be peeled and seasoned before going in the oven; matzo balls had to chill before going in the water to boil; and different things had to be ready at different times, paced to the rhythm of the Seder. Coordinating the timing of each task was one of the main reasons for our planning exercise.The solution we used was to write the time required for each task on the upper right of the sticky note. This allowed us to get a good picture of the overall flow. Working backward from the end, we started to determine when we wanted each task to complete. We also recorded that information on the sticky notes. Finally, through a little quick subtraction, we determined the times we needed each task to start, and put that on the sticky notes. We tried to keep our number of concurrent tasks low—thus limiting our work in progress—by staggering tasks where we could. Once this was done, we had a plan. We went to bed, comfortable and confident.The next morning, things started to go awry. The Seder’s co-host, who was expected to arrive early to help with the preparations, had a family emergency and couldn’t come. This was a significant problem. The plan had assumed she would be there. She was also bringing the Haggadah, so my wife started looking for alternatives online, a task we hadn’t anticipated, and one that took a long time to complete.The brisket pan turned out to be too large for the meat and its sauce. At some point, all the sauce cooked down and started to burn. We caught it in time, but reworking the brisket dish in the middle of the other preparations was an emergency we hadn’t counted on.But our visualizations were resilient. We were able to absorb these unforeseen issues into our plan without disrupting our overall flow. One reason for this was the slack we’d built in the night before. We had arranged the plan to keep the number of concurrent tasks low. This helped. The act of planning had also allowed us to see what needed to happen at specific times and what could be flexed. To make up for the time and hands we’d lost, we started pulling flexible tasks ahead when we had a little slack. Having the start time on each task made it easy to identify what to do next; when either one of us came free, we could grab it and get started. The visualization also allowed us to talk about what we were doing and where we were with it. We didn’t have to waste time talking about what to do next and could quickly help each other when necessary. The Kanban was our shared view of our work, an effective distributed form of cognition.The final result was a fun Seder, an excellent meal, and nearly perfect timing, in spite of the inevitable hiccups. Our Kanban Seder was wonderful, and I’m looking forward to doing it again next year.Follow me on Twitter.

Killing Email Interruptions: Personal Kanban using LeanKit, Gmail, and Zapier

Quick intro from Jim Benson:

We've asked Chris Hefley from Leankit to write a series of posts showing how to integrate tools many of us use everyday with our Personal Kanban. These are fairly technical posts, but also very powerful ones.

In this first post, Chris mentions that his aim is to keep his inbox at zero by taking action items and moving them directly to his Personal Kanban. Tonianne and I have also noticed that we also tend to act on emails the moment they arrive. This means that we allow email to interrupt our flow of work - then we get to the end of the day and are disappointed by how we let those interruptions derail our day.

Chris lays out a simple mechanism to move emails into your Leankit Personal Kanban that can both clean out your inbox and give some of those interruptions their proper priority. Also, I've turned Chris' post into a video which is at the bottom.

Take it away, Chris

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I aspire to keep my inbox at zero. About once every couple of weeks, I actually get there. I’ve got several tools that I use to help me with that, including moving emails to my Personal Kanban board in LeanKit.

LeanKit has a connector available for Zapier, a cloud based integration hub. Zapier provides hundreds more connectors with other applications, which makes it very easy to connect LeanKit with Gmail, ZenDesk, BugZilla, BaseCamp, and many more.In this article, I’ll show you how to set up a “Zap” to create a LeanKit card based on an email in Gmail, complete with a link back to the original email, so that you can get that “to do” item onto your Kanban board and out of your inbox.First, you’ll need to go to Zapier.com and create an account. There’s a free account that should work just fine, and if you need more integrations or faster synchronization you can upgrade later.Once you’ve created your account, you’ll be asked to create your first “Zap”, and presented with the screen below:

Integrating Zapier with LeanKit

On the Trigger (left) side, choose Gmail, and choose “New Thread”.

Choosing Gmail and a New Thread

On the Action side (right side) choose LeanKit and “New-Add Card” for the action.So that when a new Thread is created in Gmail that fits the criteria we will add later, it will create a matching card in LeanKit.

Adding LeanKit

Follow the steps in Zapier to set up your Gmail account:

Selecting an Email Account

…and your LeanKit account.

Conecting LeanKit to Zapier

Now, in a separate browser tab, go into your gmail account, open an email, and create a Label called “lk” (or something similar) for that email. (Help for how to create a label in Gmail: https://support.google.com/mail/answer/118708?hl=en)

Back in Zapier, in the filter for your Gmail Trigger, choose the “lk” label you created in the previous step (it could take a few minutes for the label to show up after you’ve created it. If you don’t see it after a few minutes, try saving your “Zap” incomplete, and then coming back to this step.)

Choosing Triggers

In Zapier, Choose the LeanKit board you’d like to add cards to. This will allow you to select from any board in your LeanKit account (that you have access to with your login).

Choosing a LeanKit Board

After selecting the Board, you’ll be able to select the lane you want new cards added to, and the Card Type you want for your new cards.

Selecting the LeanKit Lane

For the Card Title field, add the Gmail fields  “From Name” and “Subject”, and add “Plain Message” to the description field.

You can also add “ThreadURL” to the Description field if you’re using Basic or Team edition to provide a link back to the email. Or follow the instructions further down to add the link to the card header if you’re using Portfolio edition.

Selecting Card Fields

Test it like so:

Test Your Setup

Testing Your Setup 2

If you’re using LeanKit Portfolio Edition, you can use the “External Card ID” field. Add “ThreadID” to this field from the list of available Gmail fields.

Using the External Card ID Field

Open your LeanKit board in a new browser tab, and in the settings for your leankit board, enable Card ID, and set it up as shown below. The field is where the Gmail ThreadID will go.  (Check the gmail message url by opening an email in your browser and confirming the format of the url shown below for the email).

Enabling LeanKit Card ID

Now, the link to the original thread will appear in the header of the card, allowing you to quickly jump back there without opening the card to view the description.

Links on the LeanKit Task Cards

That should do it. You can test the Zap and turn it on in Zapier. Now, all you have to do is label a message in Gmail with “lk” and then archive it to get it out of your inbox. The next time the Zapier sync process runs, it will pick up that email and create a LeanKit card for it.

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