" "

expert

Personal Kanban and Working from Home

Modus Institute videos about dealing with Covid are free.

A Personal Response to Covid-19 from Jim

~

Hey everyone, this blog post is going to be more like a personal letter. We don’t need to be lectured to right now, but conversation is crucial.

I’ve written a few posts about Covid and the global shutdown on What’s Your Modus?, but right now I thought I’d send this letter and make a quick video.

Let me start with this.

It’s okay to be on edge.

You don’t get much more uncertainty than where we are at right now.  We are restricted in movement and action for an indefinite period of time.  Lack of certainty is threatening.

You, your family members, your co-workers are all going through this in their own way.

Give them, and yourself, a little latitude for moodiness, lack of motivation, and confusion about what the right actions are right now.

In this post, I just want to talk about two things: certainty and triggers.  They are some basic building blocks in successful work and right now they are in short supply.

Certainty

One thing that gives us certainty is … structure.  Even if the structure we have changes, understanding the rules of “right now” are important. 

I grew up in Nebraska and experienced more than a few tornadoes.  Sometimes they were cavalier nuisances, but other times they were devastating.

During a tornado warning, there is fear and uncertainty. You don’t know what the storm will do, exactly.  You don’t know where the tornado is, if it has touched down, what is in its path. You just know your expected actions.  Crack windows to normalize pressure, get to lowest point in the house, get you’re your most reinforced room, get away from windows, and wait while listening to the radio.

Not the most fun structure, but certainly a lot better than running around screaming “What do I do? What do I do?”

You and your team need to sit down, talk about what work still needs to be done, what you do and don’t know about work, what you can and cannot learn quickly, and how you can all keep each other involved and informed as you each work and learn more. 

You need to build your working structure, even though there is more uncertainty now than ever before.

Triggers

At Modus right now, we are all uncertain about what’s going to happen next. We are used to traveling and having travel equal income and stability. It was kind of a strange reassurance. If I’m in an airport things must be okay. That’s a trigger. A reassurance that things are proceeding.

When I’m on site with a client, there are always things to observe and conversations to have. When I see people overloaded without understanding the work of their peers, we generally talk about that and find ways to visualize that overload that results from lack of understanding and devise fixes. The overload, that kind of observation, is a trigger for action.

We all have those triggers and many others.  When we are remote, those triggers are likely to be absent.  We need to find some new ones. Triggers are the mechanisms we use to know when the status quo is working and when we need to react to change.

Without these triggers, we don’t know what to do next and become demoralized.

The trigger of a reassuring trip to the office or the classroom or the jobsite has been replaced with sitting in a room usually reserved for relaxation. The space isn’t designed for work, isn’t ergonomic, and is filled with non-work people.  There’s a lot of cognitive dissonance that goes along with that.

Your Next Acts

Please, now more than ever, take care of each other. Focus on the people and their ability to work…the work will proceed apace, but only if your professionals are cared for and respected.

  1. Get your team together in a video call.

  2. Make sure the tech works (Do it once in a dedicated meeting).

  3. Using something like Miro or Stormboard, brainstorm on what your team needs to establish their “right environment”. What does everyone need, right now, to work comfortably?

  4. Focus on how people are feeling, the work hasn’t changed much, but the people have.  This is people time.

  5. Visualize the work, of course.

  6. Limit the WIP more than usual.  One thing per person or one thing collaboratively for every two people… do very little at first and just finish a few things so you can build and quickly refine a system.

  7. Have huddles every day.

  8. Talk as much as possible.

  9. Don’t let anyone flap.

There are other recommendations on What’s Your Modus and certainly more in the classes on Modus Institute (70% off for this Covid situation).

Stay healthy, stay safe, take care of each other,

Jim 

Personal Kanban using Google Calendar, LeanKit and Zapier

This is the second 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 first post - Killing Email Interruptions: Personal Kanban using LeanKit, Gmail and Zapier here.

This time, we’ll look at how to integrate Google Calendar with LeanKit via Zapier.com. We’ll look at two different ways to use Google Calendar and LeanKit together.

Creating a Zap Trigger

Setting up GCal with LeanKit

Search Term for GCal Trigger

Creating a new card type in LeanKit

Matching GCal event to LeanKit

Adding Summary and Event Fields to LeanKIt Description Field

Creating an Event with LeanKit in the Event Title

Testing Zap

New LeanKit card on Personal Kanban board

Alternative way to add event cards to your board - Event Start Trigger

Setting up new trigger parameters

New Calendar Event Setup

Testing and naming the new Zap

New Event Card on the LeanKit board

First, let’s create a “Zap” based on the Google Calendar “New Event Search” trigger. This will allow to create a Google Calendar event and a corresponding LeanKit card at the same time.Zapier will prompt you to set up your Google Calendar account and you can use your already set-up LeanKit account.After setting up the accounts, set the Search Term for the Google Calendar trigger. I used “(LK)”. If I create an event with “(LK)” in the title, this integration will create a LeanKit card for that event. That way, I can easily control which events from my calendar get a card.Now, I want to create a new card type on my LeanKit board, for “Event”.Now that we’ve taken care of that, we can set up the target LeanKit board, lane, and card type.Use the “Summary” field from the list of fields available from Google Calendar for the LeanKit Card Title field.Not all my calendar appointments actually have a description. Since Description is a required field in the LeanKit integration, add the “Summary” and “Event Begins (Pretty)” fields to the LeanKit Description field, in addition to the Google Calendar Description field, as shown below:We’re nearly ready to test the integration. First, though, let’s go to Google Calendar and create an event with “(LK)” in the event title:Finally, test and name the Zap:And you should get a new LeanKit “Event” card on your personal kanban board:There’s one other way I’d like to integrate my Google Calendar with LeanKit. I’d like to create a new card on my LeanKit board one day before a scheduled event, instead of immediately when I first create the event. So, if I’m using my personal kanban board to keep track of things I have to do on a given day, I will get the next day’s events added the the board each day.For this integration, I’m going to use the “Event Start” trigger from Google Calendar.When setting up the trigger parameters, I chose 1 day, and used the Search Term “(LKF)” (for “LeanKit Future”). The Search Term is optional, if you want this trigger to fire for all events.For the LeanKit parameters, set them up the same as in the previous example, then create a new Google Calendar event. The event needs to be in the future, within 24 hours of the current time in order for our test to work. And I’ve added “(LKF”) to the event title:Test and name this Zap:...and we should now have a new Event card on our LeanKit board:There you go! Now you can create a card and event at the same time, or mark a calendar event to have a LeanKit card created in the future, when the event is 1 day away.

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

-----------

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.

" "