When we conduct moderated research, like user interviews or usability tests, for our clients, we encourage them to observe as many sessions as possible. We find when clients see us interview their users, and get real-time responses, they’re able to learn about the needs of their users in real-time and be more active participants in the process. One way we help clients feel engaged with the process during remote sessions is to establish a real-time communication backchannel that empowers clients to flag responses they’d like to dig into further and to share their ideas for follow-up questions.

There are several benefits to establishing a communication backchannel for moderated sessions:

• Everyone on the team, including both internal and client team members, can be actively involved throughout the data collection process rather than waiting to passively consume findings.
• Team members can identify follow-up questions in real-time which allows the moderator to incorporate those questions during the current session, rather than just considering them for future sessions.
• Subject matter experts can identify more detailed and specific follow-up questions that the moderator may not think to ask.
• Even though the whole team is engaged, a single moderator still maintains control over the conversation which creates a consistent experience for the participant.

If you’re interested in creating your own backchannel, here are some tips to make the process work smoothly:

• Use the chat tool that is already being used on the project. In most cases, we use a joint Slack workspace for the session backchannel but we’ve also used Microsoft Teams.
• Create a dedicated channel like #moderated-sessions. Conversation in this channel should be limited to backchannel discussions during sessions. This keeps the communication consolidated and makes it easier for the moderator to stay focused during the session.
• Keep communication limited. Channel participants should ask basic questions that are easy to consume quickly. Supplemental commentary and analysis should not take place in the dedicated channel.
• Use emoji responses. The moderator can add a quick thumbs up to indicate that they’ve seen a question.

Introducing backchannels for communication during remote moderated sessions has been a beneficial change to our research process. It not only provides an easy way for clients to stay engaged during the data collection process but also increases the moderator’s ability to focus on the most important topics and to ask the most useful follow-up questions.

In my last post, I covered what LiveView is at a high level. In this series, we’re going to dive deeper and implement a LiveView powered Markdown editor called Frampton. This series assumes you have some familiarity with Phoenix and Elixir, including having them set up locally. Check out Elizabeth’s three-part series on getting started with Phoenix for a refresher.

This series has a companion repository published on GitHub. Get started by cloning it down and switching to the starter branch. You can see the completed application on master. Our goal today is to make a Markdown editor, which allows a user to enter Markdown text on a page and see it rendered as HTML next to it in real-time. We’ll make use of LiveView for the interaction and the Earmark package for rendering Markdown. The starter branch provides some styles and installs LiveView.

Rendering Markdown

Let’s set aside the LiveView portion and start with our data structures and the functions that operate on them. To begin, a Post will have a body, which holds the rendered HTML string, and title. A string of markdown can be turned into HTML by calling Post.render(post, markdown). I think that just about covers it!

First, let’s define our struct in lib/frampton/post.ex:

Now the failing test (in test/frampton/post_test.exs):

Our render method will just be a wrapper around Earmark.as_html!/2 that puts the result into the body of the post. Add {:earmark, "~> 1.4.3"} to your deps in mix.exs, run mix deps.get and fill out render function:

Our test should now pass, and we can render posts! [Note: we’re using the as_html! method, which prints error messages instead of passing them back to the user. A smarter version of this would handle any errors and show them to the user. I leave that as an exercise for the reader…] Time to play around with this in an IEx prompt (run iex -S mix in your terminal):

Great! That’s exactly what we’d expect. You can find the final code for this in the render_post branch.

LiveView Editor

Now for the fun part: Editing this live!

First, we’ll need a route for the editor to live at: /editor sounds good to me. LiveViews can be rendered from a controller, or directly in the router. We don’t have any initial state, so let's go straight from a router.

First, let's put up a minimal test. In test/frampton_web/live/editor_live_test.exs:

This test doesn’t do much yet, but notice that it isn’t live view specific. Our first render is just the same as any other controller test we’d write. The page’s content is there right from the beginning, without the need to parse JavaScript or make API calls back to the server. Nice.

To make that test pass, add a route to lib/frampton_web/router.ex. First, we import the LiveView code, then we render our Editor:

Now place a minimal EditorLive module, in lib/frampton_web/live/editor_live.ex:

And we have a passing test suite! The ~L sigil designates that LiveView should track changes to the content inside. We could keep all of our markup in this render/1 method, but let’s break it out into its own template for demonstration purposes.

Move the contents of render into lib/frampton_web/templates/editor/show.html.leex, and replace EditorLive.render/1 with this one liner: def render(assigns), do: FramptonWeb.EditorView.render("show.html", assigns). And finally, make an EditorView module in lib/frampton_web/views/editor_view.ex:

Our test should now be passing, and we’ve got a nicely separated out template, view and “live” server. We can keep markup in the template, helper functions in the view, and reactive code on the server. Now let’s move forward to actually render some posts!

Handling User Input

We’ve got four tasks to accomplish before we are done:

1. Take markdown input from the textarea
2. Send that input to the LiveServer
3. Turn that raw markdown into HTML
4. Return the rendered HTML to the page.

Event binding

To start with, we need to annotate our textarea with an event binding. This tells the liveview.js framework to forward DOM events to the server, using our liveview channel. Open up lib/frampton_web/templates/editor/show.html.leex and annotate our textarea:

<textarea phx-keyup="render_post"></textarea>

This names the event (render_post) and sends it on each keyup. Let’s crack open our web inspector and look at the web socket traffic. Using Chrome, open the developer tools, navigate to the network tab and click WS. In development you’ll see two socket connections: one is Phoenix LiveReload, which polls your filesystem and reloads pages appropriately. The second one is our LiveView connection. If you let it sit for a while, you’ll see that it's emitting a “heartbeat” call. If your server is running, you’ll see that it responds with an “ok” message. This lets LiveView clients know when they've lost connection to the server and respond appropriately.

Now, type some text and watch as it sends down each keystroke. However, you’ll also notice that the server responds with a “phx_error” message and wipes out our entered text. That's because our server doesn’t know how to handle the event yet and is throwing an error. Let's fix that next.

Event handling

We’ll catch the event in our EditorLive module. The LiveView behavior defines a handle_event/3 callback that we need to implement. Open up lib/frampton_web/live/editor_live.ex and key in a basic implementation that lets us catch events:

The first argument is the name we gave to our event in the template, the second is the data from that event, and finally the socket we’re currently talking through. Give it a try, typing in a few characters. Look at your running server and you should see a stream of events that look something like this:

There’s our keystrokes! Next, let’s pull out that value and use it to render HTML.

Rendering Markdown

Lets adjust our handle_event to pattern match out the value of the textarea:

def handle_event("render_post", %{"value" => raw}, socket) do

Now that we’ve got the raw markdown string, turning it into HTML is easy thanks to the work we did earlier in our Post module. Fill out the body of the function like this:

If you type into the textarea you should see output that looks something like this:

Perfect! Lastly, it’s time to send that rendered html back to the page.

Returning HTML to the page

In a LiveView template, we can identify bits of dynamic data that will change over time. When they change, LiveView will compare what has changed and send over a diff. In our case, the dynamic content is the post body.

Open up show.html.leex again and modify it like so:

Refresh the page and see:

Whoops!

The @post variable will only be available after we put it into the socket’s assigns. Let’s initialize it with a blank post. Open editor_live.ex and modify our mount/3 function:

In the future, we could retrieve this from some kind of storage, but for now, let's just create a new one each time the page refreshes. Finally, we need to update the Post struct with user input. Update our event handler like this:

Let's load up http://localhost:4000/editor and see it in action.

Nope, that's not quite right! Phoenix won’t render this as HTML because it’s unsafe user input. We can get around this (very good and useful) security feature by wrapping our content in a raw/1 call. We don’t have a database and user processes are isolated from each other by Elixir. The worst thing a malicious user could do would be crash their own session, which doesn’t bother me one bit.

Check the edit_posts branch for the final version.

Conclusion

That’s a good place to stop for today. We’ve accomplished a lot! We’ve got a dynamically rendering editor that takes user input, processes it and updates the page. And we haven’t written any JavaScript, which means we don’t have to maintain or update any JavaScript. Our server code is built on the rock-solid foundation of the BEAM virtual machine, giving us a great deal of confidence in its reliability and resilience.

In the next post, we’ll tackle making a shared editor, allowing multiple users to edit the same post. This project will highlight Elixir’s concurrency capabilities and demonstrate how LiveView builds on them to enable some incredible user experiences.

As the world works to mitigate the impact of the COVID-19 pandemic, our thoughts are foremost with those already ill from the virus and those on the frontlines, slowing its spread. The bravery and commitment of healthcare workers everywhere is an inspiration.

While Viget’s physical offices are effectively closed, we’re continuing to work with our clients on projects that evolve by the day. Viget has been working with distributed teams to varying degrees for most of our 20-year history, and while we’re comfortable with the tools and best practices that make doing so effective, we realize that some of our clients are learning as they go. We’re here to help.

These are unprecedented times, but our business playbook is clear: Take care of each other. We’re in this together.

Our People Team is meeting with everyone on our staff to confirm their work-from-home situation. Do they have family or roommates they can rely on in an emergency? How are they feeling physically and mentally? Do they have what they need to be productive? As a team, we’re working extra hard to communicate. Andy hosts and records video calls to answer questions anyone has about the crisis, and our weekly staff meeting schedule will continue. Recognizing that our daily informal group lunches are a vital social glue in our offices, Aubrey has organized a virtual lunch table Hangout, allowing our now fully-distributed team to catch up over video. It ensures we have some laughs and helps keep us feeling connected.

Our project teams are well-versed in remote collaboration, but we understand that not all client projects can proceed as planned. We’re doing our best to accommodate evolving schedules while keeping the momentum on as many projects as possible. For all of our clients, we’re making clear that we think long-term. We’re partners through this, and can adapt to help our clients not just weather the storm, but come through it stronger when possible. Some clients have been forced to pause work entirely, while others are busier than ever.

Viget has persevered through many downturns -- the dot com crash, 9/11, the 2008 financial crisis, and a few self-inflicted close-calls. In retrospect, it’s easy to reflect on how these situations made us stronger, but mid-crisis it can be hard to stay positive. The consistent lesson has been that taking care of each other -- co-workers, clients, partners, community peers -- is what gets us through. It motivates our hard work, it focuses our priorities and collaboration, and inspires us to do what needs to be done.

I don’t know for certain how this crisis will play out, but I know that all of us at Viget will be doing everything we can to support each other as we go through it together.

Working on website front ends I sometimes use MAMP PRO to manage local hosts and Sequel Pro to manage databases. Living primarily in my text editor, a terminal, and a browser window, moving to these click-heavy dedicated apps can feel clunky. Happily, the tasks I have most frequently turned to those apps for —starting and stopping servers, creating new hosts, and importing, exporting, deleting, and creating databases— can be done from the command line.

I still pull up MAMP PRO if I need to change a host's PHP version or work with its other more specialized settings, or Sequel Pro to quickly inspect a database, but for the most part I can stay on the keyboard and in my terminal. Here's how:

Command Line MAMP PRO

You can start and stop MAMP PRO's servers from the command line. You can even do this when the MAMP PRO desktop app isn't open.

Note: MAMP PRO's menu icon will not change color to reflect the running/stopped status when the status is changed via the command line.

• Start the MAMP PRO servers:

• Stop the MAMP PRO servers:

• Create a host (replace host_name and root_path):

MAMP PRO-friendly Command Line Sequel Pro

Note: if you don't use MAMP PRO, just replace the /Applications/MAMP/Library/bin/mysql with mysql.

In all of the following commands, replace username with your user name (locally this is likely root) and database_name with your database name. The -p (password) flag with no argument will trigger an interactive password prompt. This is more secure than including your password in the command itself (like -pYourPasswordHere). Of course, if you're using the default password root is not particular secure to begin with so you might just do -pYourPasswordHere.

Setting the -h (host) flag to localhost or 127.0.0.1 tells mysql to look at what's on localhost. With the MAMP PRO servers running, that will be the MAMP PRO databases.

• Create a local database

or

    MAMP PRO's databases are stored in /Library/Application Support/appsolute/MAMP PRO/db so to confirm that it worked you can

• Delete a local database

• Export a dump of a local database. Note that this uses mysqldump not mysql.

• Export a local dump from an external database over SSH. Note that this uses mysqldump not mysql.

• Import a local database dump into a local database

• Import a local database dump into a remote database over SSH. Use care with this one. But if you are doing it with Sequel Pro —maybe you are copying a Craft site's database from a production server to a QA server— you might as well be able to do it on the command line.

For me, using the command line instead of the MAMP PRO and Sequel Pro GUI means less switching between keyboard and mouse, less opening up GUI features that aren't typically visible on my screen, and generally better DX. Give it a try! And while MAMP Pro's CLI is limited to the essentials, command line mysql of course knows no limits. If there's something else you use Sequel Pro for, you may be able to come up with a mysql CLI equivalent you like even better.

Professional certifications have become increasingly popular in this age of career switchers and the freelance gig economy. A certification can be a useful way to advance your skill set quickly or make your resume stand out, which can be especially important for those trying to break into a new industry or attract business while self-employed. Whatever your reason may be for pursuing a professional certificate, there is one question only you can answer for yourself: is it worth it?

Finding first-hand experiences from professionals with similar career goals and passions was the most helpful research I used to answer that question for myself. So, here’s mine; why I decided to get Scrum certified, how I evaluated my options, and if it was really worth it.

A shift in mindset

My background originates in brand strategy where it’s typical for work to follow a predictable order, each step informing the next. This made linear techniques like water-fall timelines, completing one phase of work in its entirety before moving onto the next, and documenting granular tasks weeks in advance helpful and easy to implement. When I made the move to more digitally focused work, tasks followed a much looser set of ‘typical’ milestones. While the general outline remained the same (strategy, design, development, launch) there was a lot more overlap with how tasks informed each other, and would keep informing and re-informing as an iterative workflow would encourage.

Trying to fit a very fluid process into my very stiff linear approach to project planning didn’t work so well. I didn’t have the right strategies to manage risks in a productive way without feeling like the whole project was off track; with the habit of account for granular details all the time, I struggled to lean on others to help define what we should work on and when, and being okay if that changed once, or twice, or three times. Everything I learned about the process of product development came from learning on the job and making a ton of mistakes—and I knew I wanted to get better.

I was fortunate enough to work with a group of developers who were looking to make a change, too. Being ‘agile’-enthusiasts, this group of developers were desperately looking for ways to infuse our approach to product work with agile-minded principles (the broad definition of ‘agile’ comes from ‘The Agile Manifesto’, which has influenced frameworks for organizing people and information, often applied in product development). This not only applied to how I worked with them, but how they worked with each other, and the way we all onboarded clients to these new expectations. This was a huge eye opener to me. Soon enough, I started applying these agile strategies to my day-to-day— running stand-ups, setting up backlogs, and reorganizing the way I thought about work output. It’s from this experience that I decided it may be worth learning these principles more formally.

The choice to get certified

There is a lot of literature out there about agile methodologies and a lot to be learned from casual research. This benefitted me for a while until I started to work on more complicated projects, or projects with more ambitious feature requests. My decision to ultimately pursue a formal agile certification really came down to three things:

1. An increased use of agile methods across my team. Within my day-to-day I would encounter more team members who were familiar with these tactics and wanted to use them to structure the projects they worked on.
2. The need for a clear definition of what processes to follow. I needed to grasp a real understanding of how to implement agile processes and stay consistent with using them to be an effective champion of these principles.
3. Being able to diversify my experience. Finding ways to differentiate my resume from others with similar experience would be an added benefit to getting a certification. If nothing else, it would demonstrate that I’m curious-minded and proactive about my career.

To achieve these things, I gravitated towards a more foundational education in a specific agile-methodology. This made Scrum the most logical choice given it’s the basis for many of the agile strategies out there and its dominance in the field.

Evaluating all the options

For Scrum education and certification, there are really two major players to consider.

1. Scrum Alliance - Probably the most well known Scrum organization is Scrum Alliance. They are a highly recognizable organization that does a lot to further the broader understanding of Scrum as a practice.
2. Scrum.org - Led by the original co-founder of Scrum, Ken Schwaber, Scrum.org is well-respected and touted for its authority in the industry.

Each has their own approach to teaching and awarding certifications as well as differences in price point and course style that are important to be aware of.

SCRUM ALLIANCE

Pros

• Strong name recognition and leaders in the Scrum field
• Offers both in-person and online courses
• Hosts in-person events, webinars, and global conferences
• Provides robust amounts of educational resources for its members
• Has specialization tracks for folks looking to apply Scrum to their specific discipline
• Members are required to keep their skills up to date by earning educational credits throughout the year to retain their certification
• Consistent information across all course administrators ensuring you'll be set up to succeed when taking your certification test.

Cons

• High cost creates a significant barrier to entry (we’re talking in the thousands of dollars here)
• Courses are required to take the certification test
• Certification expires after two years, requiring additional investment in time and/or money to retain credentials
• Difficult to find sample course material ahead of committing to a course
• Courses are several days long which may mean taking time away from a day job to complete them

SCRUM.ORG

Pros

• Strong clout due to its founder, Ken Schwaber, who is the originator of Scrum
• Offers in-person classes and self-paced options
• Hosts in-person events and meetups around the world
• Provides free resources and materials to the public, including practice tests
• Has specialization tracks for folks looking to apply Scrum to their specific discipline
• Minimum score on certification test required to pass; certification lasts for life
• Lower cost for certification when compared to peers

Cons

• Much lesser known to the general public, as compared to its counterpart
• Less sophisticated educational resources (mostly confined to PDFs or online forums) making digesting the material challenging
• Practice tests are slightly out of date making them less effective as a study tool
• Self-paced education is not structured and therefore can’t ensure you’re learning everything you need to know for the test
• Lack of active and engaging community will leave something to be desired

Before coming to a decision, it was helpful to me to weigh these pros and cons against a set of criteria. Here’s a helpful scorecard I used to compare the two institutions.

For me, the four areas that were most important to me were:

• Affordability - I’d be self-funding this certificate so the investment of cost would need to be manageable.
• Self-paced - Not having a lot of time to devote in one sitting, the ability to chip away at coursework was appealing to me.
• Reputation - Having a certificate backed by a well-respected institution was important to me if I was going to put in the time to achieve this credential.
• Access - Because I wanted to be a champion for this framework for others in my organization, having access to resources and materials would help me do that more effectively.

Ultimately, I decided upon a Professional Scrum Master certification from Scrum.org! The price and flexibility of learning course content were most important to me. I found a ton of free materials on Scrum.org that I could study myself and their practice tests gave me a good idea of how well I was progressing before I committed to the cost of actually taking the test. And, the pedigree of certification felt comparable to that of Scrum Alliance, especially considering that the founder of Scrum himself ran the organization.

Putting a certificate to good use

I don’t work in a formal Agile company, and not everyone I work with knows the ins and outs of Scrum. I didn’t use my certification to leverage a career change or new job title. So after all that time, money, and energy, was it worth it?

I think so. I feel like I use my certification every day and employ many of the principles of Scrum in my day-to-day management of projects and people.

• Self-organizing teams is really important when fostering trust and collaboration among project members. This means leaning on each other’s past experiences and lessons learned to inform our own approach to work. It also means taking a step back as a project manager to recognize the strengths on your team and trust their lead.
• Approaching things in bite size pieces is also a best practice I use every day. Even when there isn't a mandated sprint rhythm, breaking things down into effort level, goals, and requirements is an excellent way to approach work confidently and avoid getting too overwhelmed.
• Retrospectives and stand ups are also absolute musts for Scrum practices, and these can be modified to work for companies and project teams of all shapes and sizes. Keeping a practice of collective communication and reflection will keep a team humming and provides a safe space to vent and improve.

Parting advice

I think furthering your understanding of industry standards and keeping yourself open to new ways of working will always benefit you as a professional. Professional certifications are readily available and may be more relevant than ever.

If you’re on this path, good luck! And here are some things to consider:

• Do your research – With so many educational institutions out there, you can definitely find the right one for you, with the level of rigor you’re looking for.
• Look for company credits or incentives – some companies cover part or all of the cost for continuing education.
• Get started ASAP – You don’t need a full certification to start implementing small tactics to your workflows. Implementing learnings gradually will help you determine if it’s really something you want to pursue more formally.

Though I usually enjoy working from Viget’s lovely Boulder office, during quarantine I am now working from home while simultaneously parenting my 3-year-old daughter Audrey. My husband works in healthcare and though he is not on the front lines battling COVID-19, he is still an essential worker and as such leaves our home to work every day.

Some working/parenting days are great! I somehow get my tasks accomplished, my kid is happy, and we spend some quality time together.

And some days are awful. I have to ignore my daughter having a meltdown and try to focus on meetings, and I wish I wasn’t in this situation at all. Most days are somewhere in the middle; I’m just doing my best to get by.

I’ve seen enough working parent memes and cries for help on social media to know that I’m not alone. There are many parents out there who now get to experience the stress and anxiety of living through a global pandemic while simultaneously navigating ways to stay productive while working from home and being an effective parent. Fun isn’t it?

I’m not an expert on the matter, but I have found a few small things that are making me feel a bit more sane. I hope sharing them will make someone else’s life easier too.

Truths to Accept

First, let’s acknowledge some truths about this new situation we find ourselves in:

Truth 1: We’ve lost something.

Parents have lost more than daycare and schools during this epidemic. We’ve lost any time that we had for ourselves, and that was really valuable. We no longer have small moments in the day to catch up on our personal lives. I no longer have a commute to separate my work duties from my mom duties, or catch up with my friends, or just be quiet.

Truth 2: We’re human.

The reason you can’t be a great employee and a great parent and a great friend and a great partner or spouse all day every day isn’t because you’re doing a bad job, it’s because being constantly wonderful in all aspects of your life is impossible. Pick one or two of those things a day to focus on.

Truth 3: We’re all doing our best.

This is the most important part of this article. Be kind to yourselves. This isn’t easy, and putting so much pressure on yourself that you break isn’t going to make it any easier.

Work from Home Goals

Now that we’ve accepted some truths about our current situation, let’s set some goals.

Goal 1: Do Good Work

At Viget, and wherever you work, with kids or without we all want to make sure that the quality of our work stays up throughout the pandemic and that we can continue to be reliable team members and employees to the best of our abilities.

Goal 2: Stay Sane

We need to figure out ways to do this without sacrificing ourselves entirely. For me, this means fitting my work into normal work hours as much as possible so that I can still have some downtime in the evenings.

Goal 3: Make This Sustainable

None of us knows how long this will last but we may as well begin mentally preparing for a long haul.

Work from Home Rules

Now, there are some great Work from Home Rules that apply to everyone with or without kids. My coworker Paul Koch shared these with the Viget team a Jeremy Bearimy ago and I agree this is also the foundation for working from home with kids.

1. When you’re in a remote meeting, minimize other windows to stay focused
2. Set a schedule and avoid chores*
3. Take breaks away from the screen
4. Plan your workday on the calendar+
5. Be mindful of Slack and social media as a distraction
6. Use timers+
7. Keep your work area separate from where you relax
8. Pretend that you’re still WFW
9. Experiment and figure out what works for you

In the improv spirit I say “Yes, AND….” to these tips. And so, here are my adjusted rules for WFH while kiddos around: These have both been really solid tools for me, so let’s dig in.

Day Planning: Calendars and Timers

A few small tweaks and adjustments make this even more doable for me and my 3-year-old. First- I don’t avoid chores entirely. If I’m going up and down the stairs all day anyway I might as well throw in a load of laundry while I’m at it. The more I can get done during the day means a greater chance of some down time in the evening.

Each morning I plan my day and Audrey’s day:

When we make the schedule together it also helps me understand her favorite parts of the day and reminds me to include them.

Once our days are planned, I also use timers to help keep the structure of the day. (I bought a great alarm clock for kids on Amazon that turns colors to signal bedtime and quiet time. It’s been hugely worth it for me.)

Work from Home Rules: Updated for Parents

Finally, I have a few more Work from Home Rules for parents to add to the list:

1. Minimize other windows in remote meetings
2. Set a schedule and fit in some chores if time allows
3. Take breaks away from the screen
4. Schedule both your and your kids’ days
5. Be mindful of Slack and social media as a distraction
6. Use timers to track your own time and help your kids understand the day
7. Keep your work area separate from where you relax
8. Pretend that you’re still WFW
9. Experiment and figure out what works for you
10. Be prepared with a few activities
    • Each morning, have just ONE thing ready to go. This can be a worksheet you printed out, a coloring station setup, a new bag of kinetic sand you just got delivered from Amazon, a kids dance video on YouTube or an iPad game. Recently I started enlisting my mom to read stories on Facetime. The activity doesn’t have to be new each day but (especially for young kids) it has to be handy for you to start up quickly if your schedule changes
11. Clearly communicate your availability with your team and project PMs
    • Life happens. Some days are going to be hard. Whatever you do, don’t burn yourself out or leave your team hanging. If you need to move a meeting or take a day off, communicate that as early and as clearly as you can.
12. Take PTO if you can
    • None of us are superheroes. If you’re feeling overwhelmed- take a look at the next few days and figure out which one makes the most sense for you to take a break.
13. Take breaks to be alone without doing a task
    • Work and family responsibilities have blended together, there’s almost no room for being alone. If you can find some precious alone time don’t use it to fold laundry or clean the bathroom. Just zone out. I think we all really need this.

Last but not least, enjoy your time at home if you can. This is an unusual circumstance and even though it’s really hard, there are parts that are really great too.

If you have some great WFH tips we’d love to hear about them in the comments!

Setting it up

First, here's the config setup you need to even allow for such a radical concept.

1. Define the global gitignore file as a global Git configuration:

   git config --global core.excludesfile ~/.gitignore
   

   If you're on OSX, this command will add the following config lines in your ~/.gitconfig file.

   [core]
     excludesfile = /Users/triplegirldad/.gitignore
   

2. Load that ~/.gitignore file up with whatever you want. It probably doesn't exist as a file yet so you might have to create it first.

Harnessing its incredible power

There are only two lines in my global gitignore file and they are both fairly useful pretty much all the time.

$ cat ~/.gitignore
TODO.md
playground

This 2 line file means that no matter where I am, what project I'm working on, where in the project I'm doing so, I have an easy space to stash notes, thoughts, in progress ideas, spikes, etc.

TODO.md

More often than not, I'm fiddling around with a TODO.md file. Something about writing markdown in your familiar text editor speaks to my soul. It's quick, it's easy, you have all the text editing tricks available to you, and it never does anything you wouldn't expect (looking at you auto-markdown-formatting editors). I use one or two # for headings, I use nested lists, and I ask for nothing more. Nothing more than more TODO.md files that is!

In practice I tend to just have one TODO.md file per project, right at the top, ready to pull up in a few keystrokes. Which I do often. I pull this doc up if:

• I'm in a meeting and I just said "oh yeah that's a small thing, I'll knock it out this afternoon".
• I'm halfway through some feature development and realize I want to make a sweeping refactor elsewhere. Toss some thoughts in the doc, and then get back to the task at hand.
• It's the end of the day and I have to switch my brain into "feed small children" mode, thus obliterating everything work-related from my short term memory. When I open things up the next day and know exactly what the next thing to dive into was.
• I'm preparing for a big enough refactor and I can't hold it all in my brain at once. What I'd give to have an interactive 3D playground for brain thoughts, but in the meantime a 2D text file isn't a terrible way to plan out dev work.

playground

Sometimes you need more than some human words in a markdown file to move an idea along. This is where my playground directory comes in. I can load this directory up with code that's related to a given project and keep it out of the git history. Because who doesn't like a place to play around.

I find that this directory is more useful for long running maintenance projects over fast moving greenfield ones. On the maintenance projects, I tend to find myself assembling a pile of scripts and experiments for various situations:

• The client requests a one-time obscure data export. Whip up some CSV generation code and save that code in the playground directory.
• The client requests a different obscure data export. Pull up the last time you did something vaguely similar and save yourself the startup time.
• A batch of data needs to be imported just once. Might as well stash that in the chance that "just once" is actually "just a few times".
• Kicking the tires on an integration with a third party service.

Some of these playground files end up being useful more times than I can count (eg: the ever-changing user_export.rb script). Some items get promoted into application code, which is always fun. But most files here serve their purpose and then wither away. And that's fine. It's a playground, anything goes.

Wrapping up

Having a personal space for project-specific notes and code has been helpful to me over the years as a developer on multiple projects. If you have your own organizational trick, or just want to brag about how you memorize everything without any markdown files, let me know in the comments below!