Lab workbook on using Slack and Trello together for team communication and project management:
Lab: Integrating Slack and Trello for AI Project Management
Objective: Set up and integrate Slack and Trello to manage an AI model deployment project, utilizing the free Trello-Slack Power-Up.
Important Note: The Trello-Slack Power-Up is available for free and offers robust integration features without any additional cost.
Steps:
Create a Slack workspace (this is different that your private slack channel in the class slack room: This is your very own private slack workspace: One team member set it up and share with other team members and —- You can use your private channel in the Class Slack Room to communicate and organizde this if needed.) Go to slack.com and click "Create a new workspace" Follow prompts to set up your team workspace Invite team members using their email addresses Set up project channels in Slack Create channels: #general, #ai-model-updates, #deployment-issues Customize channel topics and purposes Go to trello.com and create a new board named "AI Model Deployment" Set up lists: Backlog, To Do, In Progress, Review, Done Invite team members to the board Add key tasks as Trello cards Create cards for major project milestones Assign team members to cards Enable the free Slack Power-Up in Trello On your Trello board, click "Power-Ups" in the top-right menu Search for "Slack" in the Power-Ups menu Click "Add" next to the Slack Power-Up Click "Connect Slack" to authorize the integration Configure Slack Power-Up settings Select which Slack workspace to connect Choose the default channel for notifications Configure which actions should trigger Slack notifications Test the Trello-Slack integration In Trello, open a card and click "Share to Slack" Select a channel and send the card Verify the card appears in the chosen Slack channel In Slack, reply to the card notification Check Trello to confirm the comment appears on the card Create a Trello card from Slack In Slack, type "/trello add [card name]" in any channel Select the board and list for the new card Verify the card appears in Trello In Trello, go to "Automation" and create a rule: Trigger: When a card is moved to the "Review" list Action: Send a Slack message to #ai-model-updates Test by moving a card to "Review" and check Slack for the notification Create a brief guide on how the team will use Slack and Trello together Include instructions for common actions like sharing cards and creating cards from Slack Share guide in #general Slack channel Exercise 1: Use the integrated tools to plan the first week of AI model deployment tasks.
Share at least 2 tasks to Slack Create 1 new task from Slack Move a task to "Review" and verify the Slack notification Exercise 2: Collaborate on a task using both platforms
Choose one task in Trello Discuss the task in a Slack thread Use the Slack discussion to add comments and updates to the Trello card This lab provides step-by-step instructions for setting up and using the free Trello-Slack integration, giving students hands-on experience with these essential project management tools.
The exercises will help reinforce the use of both platforms in a collaborative workflow.
The intention is to power you up to hit the ground running from Day 1 at Work.