Board guide
📘 BOARD GUIDE — Read Me First§
(pin this card at the very top of 📥 Inbox and never move or archive it)
0 · Why this board exists§
Your personal Trello board is the entry-point to the entire Solo-Team OS:
- Every Clockify timer links to a card here.
- Managers and bots look only at this board for WIP, blockers, approvals and evidence.
- If it isn’t on this board, it’s invisible.
1 · List map (left ➜ right)§
| List | Purpose | WIP / Auto-rules | |
|---|---|---|---|
| 📥 Inbox | New tasks, ideas, pings, Butler repeaters (Daily Hygiene, Weekly Packet, etc.). | Empty by end-of-day (triage → next lists). | |
| 🔴 Blocked / Escalate | Work you can’t progress in 15 min. | Butler badge “⏱ >15 min” + /alert ping. |
|
| Q1 Doing | Today’s deep-work (≤ 3 cards hard cap). | WIP badge turns red at 4. | |
| Q1 To Do | Up next once Q1 Doing frees space. | No cap, but should empty daily. | |
| Q2 Scheduled | Dated commitments within the next 7 days. | Title must start `Fri 17 : 15 | `. |
| Q3 Backlog | Nice-to-have or > 7 days away. | Groom weekly. | |
| 🟢 Kaizen (Q2) | Approved improvement ideas. | Pulled during Friday Kaizen review. | |
| Waiting for Approval | Cards that need ✅ / ❌ from manager. | Butler reminds manager after 24 h. | |
| Done (Archive Monday) | Finished work. Butler auto-archives each Monday. | — | |
| Templates | Source cards to duplicate (Daily Hygiene, Weekly Packet, Subsystem Study Cycle, etc.). | Never move / edit originals. |
2 · Card anatomy§
| Field | Rule | Example |
|---|---|---|
| Title | Start with a verb + 3-word subject. | “Draft WeekMetrics PDF” |
| Description (1st line) | Link or ID the timer will use. | https://docs… or SheetRow-42 |
| Labels | At least one: 🟠 Ops · 🟢 Kaizen · 🟣 Learning · 🔵 Tracked · 🔴 Blocker | — |
| Attachments | Proof, screenshots, docs. | Invoice.pdf, Eisenhower.png |
| Checklist | Use WGLL or Phase template if provided. | “Hygiene ✔ CSV ✔ PNG ✔” |
| Member | Self-assign if > 1 operator shares board. | — |
3 · Daily flow in 6 moves§
| Time | What you do | SOP |
|---|---|---|
| 09 : 00 | Pull ≤ 3 cards → Q1 Doing (plan deep-work). | Daily Work-Cycle |
| Start of each task | Start Clockify timer linked to the card. | TT-SOP-1 |
| When done / stuck | Move ⇄ lists per triage rules (see 📥 How to Triage card). | — |
| 16 : 45 | Butler drops Daily Hygiene card → run evidence export. | TT-SOP-2 |
| 17 : 00 | Triage Inbox to zero; set Q1 To Do ≤ 3 for tomorrow. | 📥 How to Triage |
| 17 : 05 | Compose Daily Digest (card → Waiting for Approval, ping manager). | DC-SOP-2 |
Friday adds Mini-Retro, Weekly Packet, Kaizen promotion, Invoice Draft (auto-spawn from Templates).
4 · Labels cheat-sheet§
| Emoji | Meaning | Typical cards |
|---|---|---|
| 🟠 Ops | Operational / deliverable | Hygiene, Metrics, Invoice |
| 🟢 Kaizen | Continuous-improvement idea | “Auto-tag Clockify entries” |
| 🟣 Learning | Onboarding / R\&D | Subsystem Study Cycle |
| 🔵 Tracked | Must surface in Metrics / Invoices | Time-based work, Kaizen promoted |
| 🔴 Blocker | Needs help in < 15 min | Waiting on access, spec unclear |
| ⌛ >1 h | Big task (add only if > 60 min estimate) | “Write 2 k-word guide” |
5 · Pinned reference cards (never move or archive)§
- 📘 BOARD GUIDE (this card)
- 🤖 COACH FIRST – 24/7 Unblocker
- 📥 How to Triage – detailed 5-step triage manual
- BLOCKER Playbook (read-only) – 15-min Andon rule recap
- My Clockify & Insightful Links – dashboards, Sheet, folders
- My SOP / Cheat-Sheet Shortcuts – deep links into Drive & gallery
- 📈 Kaizen Lane – Pitch & Promote Ideas – template & WGLL
(Pinned = top of their respective lists, “Watch” enabled.)
6 · Butler automations you’ll notice§
| Rule | What it does |
|---|---|
| 16 : 45 weekdays – create Daily Hygiene card in Inbox. | Triggers evidence export. |
| Fri 16 : 45 – Weekly Packet card. | WeekMetrics attachment. |
| Fri 16 : 55 – Mini-Retro + Kaizen card. | Keep/Stop/Start + promote Kaizen. |
| Fri 16 : 45 – Invoice Draft card. | Invoice PDF creation. |
| LL-03 → Done | Adds “Phase C ready?” checklist to Subsystem template. |
| Card labelled 🔴 Blocker | Butler pings /manager if no comment in 15 min. |
| Cards in Waiting for Approval > 24 h | Reminder ping to manager. |
No automations move cards into Q1 Doing or Q2 Scheduled — you pull work.
7 · Getting unstuck§
- Ask the Oracle bot first (
/find,/deepdive,/tip). - Run the Self-Help Checklist (Ctrl/⌘+Shift+F search, WGLL, Miro map).
- Still blocked → label card 🔴, move to Blocked, run
/alert. - Log 2-min
Setup:GapLogtimer if you find a doc mismatch.
8 · Beta notice 🧪§
The boot-camp is in public-beta — Drive paths & labels may be 5-10 % out of sync with reality. When you hit a mismatch:
- Screenshot it, post in #systems-kitchen with 🔴 Knowledge-Gap tag.
- We patch and PR-merge within 24 h; Oracle bot auto-learns the fix.
Logging gaps is work — track the minutes!
9 · Quick links (edit description to keep fresh)§
- Orientation PDF v1.2 –
link - Mind-set Snapshot PNG –
link - WGLL gallery index –
link - How to Triage card –
[TreloLink] - Clockify Quick-Start –
link - Phase specs (A → E) –
link
10 · First actions right now§
- Open LL-01 Device & Focus-Zone Setup card in 🚀 Learning Loop.
- Start a Clockify timer
Setup:PhoneTG – LL-01and install Telegram on your phone. - Work through Phase A steps A-0 → A-10.
- Return to this card whenever you wonder “Where should this card go?” or “What’s the next rule?”.
Happy shipping — and remember: Q1 Doing ≤ 3, Inbox Zero by 17 : 00. Flow beats force.