Trello Integration Detailed Documentation

Trello on the Platform

• After the setup is done, you will see a new Trello option in the sidebar menu of your platform which will take you to a dedicated Trello page inside the system.
• 

Manage Boards

To create a new board, navigate to the Manage Trello Boards page. At the top, you will see the page action buttons. Click the Create button.

The Boards table displays the following columns:

• Board Name
• Lists (Count)
• Labels (Count)
• Last Activity
• Actions: This column contains the following action buttons:
  • Manage Lists : Click to view and manage lists for this specific board.
  • Manage Labels : Click to view and manage labels for this specific board.
  • Manage Cards : Click to view and manage the Kanban board and cards.
  • Edit : Click to edit the board details.
  • Delete : Click to delete the board.

Enter the following fields for a new board:

• Name: Enter the name of your board.
• Description: (Optional) Enter a description for your board.

Click Save to complete the process.

You can also use the Edit button to update the board details or the Delete button to remove the board whenever you want.

Manage Lists

To create a list, navigate to the Manage Trello Boards page. Inside each board card, you will see the List icon/button. Click it to open the Board Lists page.

The Lists table displays the following columns:

• Name
• Cards (Preview/Count)
• Actions: This column contains the following action buttons:
  • Edit : Click to edit the list name.
  • Delete : Click to delete the list.

At the top of this page, you will see the page action buttons. Click the Create button to open the Create List form.

Enter the following fields:

• Name: Enter the name of the list.

Click Create. Your list will be added successfully.

You can also use the Edit button to update the list name or the Delete button to remove the list whenever you want.

Manage Labels

To create a label, navigate to the Manage Trello Boards page. Inside each board card, you will see the Label icon/button. Click it to open the Board Labels page.

The Labels table displays the following columns:

• Name
• Color
• Actions: This column contains the following action buttons:
  • Edit : Click to edit the label details.
  • Delete : Click to delete the label.

At the top of this page, you will see the page action buttons. Click the Create button to open the Create Label form.

Enter the following fields:

• Name: Enter the name of the label.
• Color: Choose a color for the label.

Click Create. Your label will be created.

You can also use the Edit button to update the label details or the Delete button to remove the label whenever you want.

Manage Cards

To create cards, navigate to the Manage Trello Boards page. Inside each board card, you will see the Trello icon/button. Click it to open the Board Cards page.

Under every list, there is a Create button you can click to add a new card.

Enter the following fields:

• Name: Enter the card’s title.
• Start Date: Select a start date for the task.
• Due Date: Select a due date for the task.
• Members: Assign members from the dropdown list.
• Labels: Choose applicable labels.
• Description: Add a detailed description.

After the card is created, it will show up under that list. If you want to make any changes to a card, you can click the Edit button, update the information, and then save your changes.

If a card is no longer needed, you can click the Delete button to remove it from the list.

To see all the details about a card, you can click the View button which will open a page showing the board name, list name, card title, description, start date, due date, labels, and assigned members.

Manage Comments

You can also view and add comments to a card when you open it in view mode.

• Comment Text: Enter your comment or update note.

This is helpful for adding updates or notes. You can also Edit and Delete your comments using the respective action buttons.

Move Cards Between Lists

You can easily move a card from one list to another by dragging it with your mouse and dropping it into the new list where it belongs, which helps you stay organized as tasks move forward.

Trello and the Platform Work Together in Real Time

• Any changes you make in Trello, such as adding or updating cards, will automatically appear inside your platform so you don’t have to do it twice.
• The same way, if you make any changes or create new boards, lists, or cards from within the platform, they will show up in your Trello account as well.