How to do asynchronous Scrum standups using Discourse?

Our project currently does synchronous IRC-based daily (M-F) Scrum standups for people who:

  • Are currently hacking on the project, and
  • Are available at the designated time.

This is less than ideal for a global team for various reasons, so I’m trying to think of how to re-create something like Flock but using Discourse. (The less tools, the better!)

For those not familiar with the report, the standard items mentioned include:

  • What was done the previous day
  • Plans for the upcoming day
  • Any issues blocking the person from proceeding with their work

I’ve been thinking about how to use the following features to make it happen:

  • Dedicated sub-category
  • Auto-close topics after N hours for the sub-category
  • Category-based topic templates
  • Specifying content in URL’s to pre-populate topics

The problem seems to be conceptualizing how this should look. Should each person create a topic for each day they have a report to make? A topic for each day that everyone contributes to? Ideally, someone could just go to a standard link or URL to create their report with minimal clicks.

Is this interesting to anyone else who would like to brainstorm a way forward? Thanks in advance. :smile:

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Seems like a topic per “stand up” with multiple replies, one from each team member, would work fine. Use a unique category and put a category template in so people have some idea of what info to include.

I personally dislike any “mandatory meeting every day” scheme as we try to keep mandatory meetings to an absolute minimum.

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Howdy @downey 3 years later … wondering how this has been working out for you?

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also wondering @downey. Our volunteer community have:

  • Slack for our Dev’s (as they are there for work anyway)
  • Discourse for the rest of the community, which i plan to sync with the main channel in Slack so the devs are more a part of the community
  • Trello for project management.
  • Timetreeapp for a team calendar.
  • Github for issues, coding, and often conversations occur here also

It is definitely not optimal spreading the team across so many platforms. By design Discourse is the central hub, and ways of bringing our team closer into it would be very useful.

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And in stark contrast our team have

  • Discourse for our devs
  • Discourse for the rest of the company
  • Discourse for the rest of the community
  • Discourse for project management
  • Discourse for our team calendar
  • Discourse for issues
  • Mattermost for ephemeral chat and system alerts
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We’re pretty much the same except we’re looking at using another solution for project management.

Do you handle gantt charts, subtasks, and kanban layouts in discourse?

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+1 this is what i’d like to know.

Our main issue is being a community of volunteers. Devs want to remain on the platform they use as standard for work, getting them to switch proved difficult. syncing the main channels between the two seems the best middle-ground.

I’ll add to the mix that the Edgeryders community look to be using Discourse quite effectively for documentation, but that requires switching to the Categories view homepage, which would take away from the interaction on our forum. I’m looking now to see if there’s a way to combine the two views on the homepage so we can have our documentation on Discourse

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You can do some charting with the Discourse Graphviz plugin, but we usually avoid that. I have not seen a kanban plugin yet, but it does sound like an interesting idea for a theme component or plugin.

At Discourse we do our project management very differently to the traditional sense. We kick off TODOs on our dev instance or just directly assign topics from meta. In our weekly calls managers and team leaders help prioritise stuff. We are always shipping features so there is not “deadline in 3 months” we are working towards.

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how do you use it exactly or what do you mean by ephemeral, respectively. I ask as we got a non-provite licence as you folks. Now, the discussion is, what shall happen where, so chat vs forum.

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Ephemera is the stuff which doesn’t matter tomorrow.

“There are cakes in the breakroom” is ephemera, once the day is over or cakes are gone nobody needs to know. That kind of stuff is far better thrown into a chat product than posted onto platforms such as discourse.

Anything which has legitimate value in the medium to long term isn’t ephemeral, so post it somewhere you can structure it for easy future access.

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所以,四年多过去了,以下是我所在的团队如何使用 Discourse 进行每日站会的概况。

组织背景

  • 一个项目团队,作为“外部客户”参与各种开源项目,但隶属于一个大型组织内部。
  • 该大型组织拥有自己的专有工具,用于文档管理、项目管理、聊天(Slack)等,历史上一直不愿转向开源工具,也不愿公开组织内部的工作内容。
  • 该团队的工作必须同时满足:(a) 符合大型组织的汇报标准;(b) 向公众开放。

技术设置

  • 为团队工作设立一个 Discourse 论坛,用于与公众及其他外部方进行交互。
  • 设立一个专门的项目管理分类,对所有人可读,但仅团队可写。
  • 在该分类下设立一个“每日站会”子分类,同样仅团队可写,并设置为 23 小时后自动关闭主题。
  • 我们重命名了 @discobot,并确保其拥有对该分类的访问权限。

(目前)解决方案

  • 由于现有的 Discourse 插件或可用的开源工具尚不充分,我们不得已使用 Zapier 进行自动化。
  • 周一至周五,Zapier 每天在指定时间以机器人用户身份在“每日站会”子分类中创建新主题,主题标题中包含当前日期。
  • Zapier 向每位站会参与者在各自工作日开始前后发送 Slack 提醒(这是 Slack 的一项支持延迟和关闭的功能),并附上当天特定站会主题的链接。
  • Zapier 监控该分类中的帖子,过滤掉来自机器人的内容、任何主题的首帖,以及自动关闭操作(否则也会触发)。帖子内容会通过 Zapier 工具进行大幅重写,然后发布到 Slack 频道,模仿其他团队成员使用的格式,但在 Slack 消息的第一行添加帖子链接(即自动生成的日期)。我们之所以这样做,是因为聊天集成插件会附带过多元数据,导致噪音过大,烦扰了该频道中的其他用户。
  • 在某个时间点,我们会手动将日期添加到事件插件中,使站会报告出现在主 /calendar 页面,与其他活动一同展示。
  • 我们确保聊天集成插件排除(静音)该站会分类,避免在相关 Slack 工作区的其他地方重复显示同一站会内容。

Discourse 愿望清单

如果未来有一天能实现以下功能,我们就不必再使用 Zapier 了:

  • 支持定期自动发布主题,且文本内容可通过变量(如日期)进行模板化。
  • 聊天集成插件:允许编辑发送到各个频道的消息模板,类似于电子邮件模板的设置方式。
  • 分配功能:支持为同一主题分配多个负责人,按分类设置提醒间隔,并允许通过 API 或上述自动创建模板来设置分配。
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