Showing posts with label issue tracking. Show all posts
Showing posts with label issue tracking. Show all posts

Wednesday, May 1, 2013

A Guide to Effectively Managing Your Solo Software Project



This article will help you create some very basic systems for managing your solo software project. It won’t help you decide what projects are good ideas, or successfully market your software, but following its advice will make you more likely to get to a finished product, instead of giving up in despair.
 

Who will find this helpful?


  • a hobbyist or pro using their spare time to build something they want
  • an entrepreneur building a minimum viable product for a business idea
  • a freelancer building a web or mobile app for a client
  • anyone who wants to learn by doing

I’m sure many people are already on board with the need for some systems to help guide the creation of their software, but I can literally hear some of your bloodshot underslept eye-balls rolling in their sockets and saying “processes and project management systems are for the office, this is just overhead that gets in the way of getting stuff done".

I beg to differ.

Why you need a system


Even a simple project has multiple moving parts. It may be that you’re capable of keeping track of them all, but that requires effort and costs you brain power, your most precious resource for software development. The reason for this is known as the Zeigarnik Effect:

The Zeigarnik Effect is the tendency to experience intrusive thoughts about an objective that was once pursued and left incomplete (Baumeister & Bushman, 2008, pg. 122). The automatic system signals the conscious mind, which may be focused on new goals, that a previous activity was left incomplete. It seems to be human nature to finish what we start and, if it is not finished, we experience dissonance.

The take home is, unfinished tasks will trouble your worried mind.  Storing your tasks somewhere trusted and finishing them as fast (or faster) than you start them, will free your mind for coding.  A simple system will serve this purpose, while introducing minimal extra effort.

1. Getting Started


It may seem obvious to you what your project is; but until you’ve written it down, and explained it to a few people, you can’t be sure that it’s well defined. Figuring out why you’re doing this project and what your goals are doesn’t take long, and will pay dividends down the road.

Create a one-page project charter to outline the scope, objectives and people involved with your project.  Your charter should answer the following questions:

What are your goals?

Get high level, ask yourself WHY you’re doing this, and what success looks like. If it’s a freelance project, establish this with your client.  If it’s a side project, by straight up about it. Are you developing a minimum viable product to test a business idea or is it just something you think would be cool to see or make your life easier.

Who are the stakeholders?

Whose input is important to guide your project to success? Maybe it’s just you, maybe it’s potential customers or a client.  How will you communicate with these people? How much influence will they have?

What will the product enable you to do?

This is akin to an epic user story for your product. Don’t talk about how the product will do what you want,  focus on what you want.

A basic user story format is:  "As a <role>, I want <goal/desire> so that <benefit>". This keeps the focus on solving the problem and avoiding tunnel vision around specific features for solving the problem.  For example the epic user story for your product might be “As a bowler, I want to know how what I eat for breakfast correlates with my bowling score, so that I can always eat the right pre-bowling breakfast”

How much time are you willing to spend on this?

Particularly if this is a side project, it will almost inevitably take longer than you think. At the outset, we tend to see the work breakdown at very low resolution. Once you’re face to face with a particular task, you see the fine details and nuances much more closely. In one of the most popular quora answers ever, Michael Wolfe deals with the reasons for this very astutely.

When it’s no longer fun and exciting, will you keep plugging away, or will you accept the sunk costs and move on? Decide beforehand how far down the rabbit hole you’re willing to go.

2. Doing it and Managing it

Planning

Since you’ve already created a scope now you just have to break it down into manageable tasks, ideally things which aren’t much more than what you can do in a given evening or two worth of project time.  Keeping your tasks small will help you to see your progress and feel great when you check something off.   

Tasks that are further down the road, will inevitably be more ambiguous; no problem, as they come closer to being executed on, you can split them up further.

Write each of these tasks on a sticky note, we’re going to use them to fill up your personal kanban board.

Tools


The Kanban Board


Find a visible place in your workspace and put up a whiteboard. Keep your kanban board really simple with three columns: Backlog, Doing and Done.

There are two simple rules for using personal kanban:

  1. Keep your work somewhere easy to see
  2. Limit your work in progress. Typically no more than 5 tasks at a time in the “Doing” column.   

Both of these rules would make Zeigarnik happy; they ease the burden of how much you have to store in your limited grey matter and put it somewhere you can trust you’ll see it.

Even when there is extra space in your “Doing” column, have a bias towards finishing a task over starting a new one.  Only introduce new tasks into “Doing”, if everything else is stalled, and there’s absolutely nothing you can do to move it forward.  

If you’re waiting on a domain transfer, go ahead and start working on wireframing. Don’t create a separate column for stalled or waiting items, even if you’re not working on it right now, it’s occupying precious brain cycles.

Time Tracking

No one likes tracking their time, and most time tracking software makes the process even less fun, but if you keep it simple, it can help to give you very valuable data and improve your sense of how long a task really can take.

Use your personal kanban to track when you moved a task into “Doing”, when you moved it into “Done”, and how many hours you spent on it.  You can do this just by writing it on your stickies like so:


Setting up these tools adds minimal extra time to the initiation of the project, and will pay huge benefits by releasing your mind from having to track all these items and allow you to focus on the execution.

Wireframing


I do believe that wireframing and mapping out the workflow of your product are very much worth your time. We use Moqups, which is really user friendly and takes no time to figure out.

Version Control


Even though it’s just you, using version control will help you to undo your mistakes and create an easily trackable history of your progress.

Git Immersion is a great tutorial for setting up a git system. If you want a cloud based repository, with pretty graphics illustrating your branches and merges, Bitbucket’s free plan should be totally adequate for you.

Execution


Here’s the fun part, I hope that creating the charter and setting up your tools only got you more excited about the awesome code you’re going to write.  

This is your project, it’s not my place to tell you which languages, frameworks and other technologies to use, you know what works for you. Unless this is a project intended to help you learn some new technologies and frameworks, you probably just want to get going with the least amount of new learning required.

Scope creep is the great enemy of getting things done. If your imagination, your client or other stakeholders are introducing new and wonderful features to distract you, nip that in the bud.  This is why you created your project charter. Keep it beside your Kanban board, where you can see it and remember what you’d first set out to do. If the project drifts from the charter, make sure there’s good reason for it.

Keep moving, do what you can to make some progress every day to stay motivated.  

3. Releasing 1.0 and/or Closing


Maybe you release your 1.0 and this project blow up into a huge success and becomes your life’s work.  Or perhaps you’ve met the goals of your original charter, but you see potential to go further.

On the other hand, maybe you’re completely done with this piece of software;  it’s served its purpose of satisfying a client, or teaching you what you set out to learn, or is now serving you as a handy little tool.

Either way, upon completing the first version of your project, it’s worth doing some work to close it out.  The scale of this effort really depends on the project.

At a minimum, you should archive your post it notes somewhere safe.  When starting your next project, they’ll be useful for remembering what tasks and time commitments were required last time.

Now sit down, have a beer, and contemplate how awesome your shiny software is.


From D.A.K Photography




References and inspiration:





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Friday, February 8, 2013

Too much going on? No problem, you can sort it out.

Now it's easier to get your priorities in order
We're always working to make what's already a great project management app even better and more user friendly.

Now you can spend less time managing and more time getting things done.



Drag and drop your tickets anywhere in the queue


You no longer have to click arrows to move the ticket from one column to the next. The updated sorting saves time, and makes it much easier to get everything laid out in just the right way.  If you haven't seen it, take a look: https://pmrobot.com/tickets/sort


About PM Robot

PMRobot keeps everything in one place, making your job easier.

No more information scattered across 7 different tools.
With PMRobot, there's only one tool to learn, and one place to search for all your files, tasks, and project information.

Questions or ideas? Contact us at http://feedback.pmrobot.com/


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Monday, July 23, 2012

New: Clean and simple navigation


PMRobot has a great new menu and navigation system!

We've always had the most features, but sometimes it's been a bit difficult to actually find them. :)

Those days are over.

Everything is now right at your fingertips.

We've crunched through over a year of logs and statistics to determine the most frequently used pages, and put them right up front.

The less popular (but equally useful) pages have been moved to a secondary menu.

They're still easy to access, but don't get in the way of your day-to-day work.

We've also improved the "quick submit" box by moving it to the left and sprucing it up:


...and don't forget -- PMRobot works great on mobile devices like smartphones and tablets!

We hope these improvements help save you even more time, and make your day just a bit more pleasant :)

We're continuing to work hard every day to make PMRobot faster and easier for you.

What do you think of the new navigation?

Monday, July 2, 2012

Drag and Drop Sorting + Gantt Charts

This week we introduced two great new features!

Now you can spend less time managing and more time getting things done.

Drag and Drop Sorting


Instead of dealing with the abstract notions of high, normal, and low, we now use the Agile concepts of Current, Backlog, and Icebox to give an indication of the order in which groups of tickets will be worked on.

Within these main priority levels, you can simply drag tickets up and down to fine-tune the exact ordering of individual tickets.

Try it now at: https://pmrobot.com/tickets/sort

Gantt Chart


This week we also introduced a new beta feature: the Gantt Chart.

A Gantt Chart gives you a quick, visible overview of upcoming milestones and resource allocations.

You can also see at a glance which tickets have not yet been assigned.

Give it a try right now at: https://pmrobot.com/chart/gantt

Don't forget...


PMRobot keeps everything in one place, making your job easier.

No more information scattered across 7 different tools.

With PMRobot, there's only one tool to learn, and one place to search for all your files, tasks, and project information.

Questions or ideas? Contact us at https://pmrobot.com/help


About the author: Jason Hanley slaves tirelessly, spending his days and nights devising new ways to make software project management faster and easier. While PMRobot is managing his projects, he enjoys riding camels in the Sahara desert, teaching English in Spain, and exploring the south of France.

Monday, June 18, 2012

How to: Manage Remote Projects


Managing a remote project is hard work!

Before starting Syllogistic Software, I worked for a large software corporation, and managed several remote teams. It was always a challenge to:
  1. Stay on top of remote workers' task status
  2. Communicate questions and answers
  3. Help the remote workers keep up with everything else happening in the project
So what tools did I employ to help the situation?
  1. Email
  2. Conference calls
  3. Microsoft Project
When I started my own software consulting company, I tried using these same tools, but found a few problems:

Problem 1: People don't answer email

Even back then, people were buried in email. They choose the easiest ones to answer and ignored the rest.

If you asked them a complicated question about the next steps of a project, it sat in their inbox for days, gradually pushed down the list by other incoming emails.

Problem 2: People forget what is said in meetings

To solve problem 1, I would often call or schedule a meeting. During the meeting, we would go over the questions, determine action items, and record them in meeting minutes.

Unfortunately, some of these actions items would sometimes still fall through the cracks, and not make it to a remote worker's todo list.

Problem 3: Microsoft Project only works for initial high-level planning

MS Project is a great tool for coming up with a "grand" plan before starting a project. But the pretty Gantt chart you create is only valid for a day or two before -- you guessed it -- something changes.

Then you have to go back and re-adjust everything, and your beautiful chart starts looking messy. A week later, there are 5 new scope items, and you're already well behind the planned schedule. Your project plan has essentially fallen to pieces, because you've been so busy putting out fires that you haven't had time to keep it current.

So how do we solve these problems?

After many years of iterating through various fixes, I came up with several techniques that worked:

Solution 1: Clarification questions

The very first version of PMRobot came with a feature called "Ask a clarification question." This remains one of the most important innovations.

When you ask someone a question, it tracks its status, and helps remind the person who has been asked the question. This way, they don't delay the entire project by forgetting to answer.

Solution 2: Track work items in one place

Instead of requiring people to keep track of everything they need to do on their own, create a central work repository that's easy to keep up-to-date.

PMRobot provides a dashboard for workers that shows them exactly what needs to be done, in the exact order they need to do it. After a quick glance, they know their next step.

In addition, if they ask a question about a particular feature, the answer isn't lost in some document called "Week 5 Meeting Minutes." The answer to their question is in the exact same place as all of the other work details.

Solution 3: Use a dynamic project management tool

Microsoft Project is great for static, high-level, upfront planning. If you need a rough overview of the "grand plan," it can help.

Once the project starts, however, you need a dynamic tool that makes it easy to add and update new information.

A major part of project management is change management. Clients change their minds, technology fails, people get sick, and generally -- things change.

Your project management tool needs to be built with change in mind.

PMRobot is built with change management at its core. Every feature helps you control the chaos, and manage each change one by one, getting you closer to meeting your project goals.

Summary

As you can see, many of the features built into PMRobot have been designed to solve very specific problems -- problems that are very common to software consulting.

If you're struggling to keep up with emails and conference calls, consider trying a new approach, and see how these techniques can help tame your chaotic project.


About the author: Jason Hanley loves bringing order to chaos. He travels around the world, manages a team of remote developers, and is constantly iterating and improving PMRobot.com.
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Saturday, April 21, 2012

New Feature: Two-step verification

The standard ticket workflow in PMRobot is very simple. For instance, if someone finds a problem:
  1. A bug ticket is submitted and assigned
  2. The bug is fixed and marked 'resolved'
  3. The ticket is returned to the original submitter to be verified
There are cases, however, when you need an extra level of verification.

For instance, if it's a very complicated problem that requires a lot of testing, you may want a member of your Quality Assurance team to check the resolution first.

As of this week's release, PMRobot now supports this workflow in two ways:
  1. A project can have a "default verifier" who will be required to verify tickets first, before they are returned to the original submitter
  2. Individual tickets can set the "verifier" field to require two-step verification for just that ticket
The new workflow looks like this:


This new workflow is very powerful, but completely optional. If you don't set a verifier, everything will work exactly as it always has.

If you'd like to learn more, check out the full tutorial at:
  http://help.pmrobot.com/2012/tutorials/two-step-verification/

And if you have questions, don't hesitate to contact us here.

Monday, February 20, 2012

New Video: PMRobot tour

We've updated our product tour video at https://pmrobot.com/tour

The new tour features a fictitious software consulting company working for "Fun Pet Games Inc." to create the new hit app "Angry Hamsters".

We show you how quick and easy it is to:
  • Create and assign tickets
  • Ask and answer clarification questions
  • Log and track time and use automatic timers

Check it out at http://youtu.be/4Oy4-P9ZRF8 or below:

Sunday, February 12, 2012

The history of issue tracking systems

Web-based issue tracking systems (often referred to as "bug tracking" systems) have been around for a long time. Let's take a trip down memory lane and review issue tracking software to date.

1998 - Bugzilla

Bugzilla is arguably the great-grandfather of all web-based bug tracking systems. Written in Perl in 1998, and still in active use today, it defined a lot of conventions used by the systems that followed.

A bug in the basic Bugzilla workflow can be in one of the following states:
  1. Unconfirmed
  2. New
  3. Assigned
  4. Resolved
  5. Reopened
  6. Verified
  7. Closed
Bugs can transition between these states in a number of standard ways. For example, when a developer completes work on a bug, it moves from Assigned to Resolved. A quality assurance (QA) person then tests and can put the bug into the Verified state if the developer's fix is confirmed.

This workflow has remained largely unchanged over the years.

In addition to bugs, Bugzilla allows "tickets" to track and prioritize feature requests in the same database.

2000 - Mantis Bug Tracker

Started in 2000, but not reaching version 1.0 until 2006, Mantis Bug Tracker (or "MantisBT") is a popular open source bug tracker written in PHP.

It introduced a much nicer user interface than Bugzilla, and offered more customization, including customization of the bug workflow and state transitions.

Although primarily meant for open source projects, Mantis is a very capable system. We used it for several years at Syllogistic Software prior to development of PMRobot.

2003 - JIRA

JIRA, a commercial product launched in 2003 and built in Java, represented another step forward for issue tracking systems, adding additional customization options, and a powerful plugin architecture.

In addition to issue tracking, Atlassian offers a number of products that integrate with JIRA to help with project management, documentation, and source control integration.

The JIRA platform tends to work best for large enterprise software projects.

2006 - Trac and Redmine

In 2006, two similar projects were born: Trac and Redmine. Both are open-source project management and issue tracking systems. Both offer web-based ticketing system similar to Mantis, along with support for milestones, Wiki-style documentation, and source integration.

Trac is written in Python (a language favored by Google), whereas Redmine was developed on the recently popular Ruby on Rails framework.

Both systems have a multitude of functionality, but their user interfaces can be confusing for beginners or non-technical users. They are targeted towards open source projects, or other highly technical teams.

2008 - Pivotal Tracker

Although it focuses more on agile feature tracking than issue tracking, Pivotal Tracker introduced a number of innovative user interface enhancements.

Its extensive use of multi-column drag and drop allows quick reordering of "stories" (similar to tickets). The UI also allows for one-click transitions between states with buttons such as "Finish", "Accept" and "Reject" easily accessible on the main story list.

Using Pivotal requires a through understanding of the Agile Methodology, and is best suited for organizations that have fully adopted it. The software uses many Agile terms in the interface, and assumes that your process mirrors the built-in states.

It is best suited for organizations that have a stable, fixed team working on long-term projects. Otherwise the "story point" estimation methodology, and overall workflow, tends not to work well.

2012 - What's next?

It's been nearly four years since the last major innovation in issue tracking.

We're seeing a lot of action in the mobile world, but mostly iOS and Android applications to access existing issue tracking systems.

What's the next big thing in issue tracking? Let us know in the comments below.