Trello Integration Detailed Documentation

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Introduction

The Trello Integration Add-On helps you connect your Trello account with the system so you can manage tasks and projects more easily. It lets you bring your Trello boards, lists, and cards into one place, so you don’t have to switch between different platforms to stay updated. Whether you’re handling daily tasks or planning big projects, this Add-On makes it easier to organize and work with your team. This documentation will guide you through the setup and explain how to use the features of the Trello Integration Add-On in a simple and clear way.

How To Install The Trello Add-On?

To Set Up the Trello Add-On you can follow this link: Setup Add-On

How To Use the Trello Add-On?

After you buy the Trello Add-On, go to the System Settings section of your platform where you’ll find an option to enter your Trello API key and token so that the platform can connect with your Trello account.
To get your Trello key, you can simply watch this short YouTube video which explains it clearly: https://www.youtube.com/watch?si=3cpIX2EiBCfHgw3I&v=ndLSAD3StH8&feature=youtu.be
After you get the API key and token, copy them and paste them into the given fields on the platform.
Once both details are filled in, click on Save to connect Trello with your platform.

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.
At the top of that page, you will see a System Setup button which allows you to manage everything related to Trello, such as your boards, lists, and labels, without needing to go to Trello’s website.

Boards, Lists, and Labels Manage

To create a new board, click on the Create button at the top of the Trello page, type in the name you want to give your board, and then save it to finish the process.
You can also edit or delete the Board whenever you want.
To create a list, click on the Create button again, choose the board where the list should go from the dropdown, enter the list’s name, and then save it. You can also drag and drop the list within the boards easily.
You can also edit or delete the list whenever you want.
To create a label, click on the Create button once more, select the board where the label belongs, type in the name of the label, pick a color for it, and then save your label.
You can also edit or delete the label whenever you want.

View and Switch Between Boards

On the Trello page inside your platform, you will be able to see all the boards you have made, whether they were created directly on Trello or from within the platform itself.
If you want to switch between different boards, you can use the dropdown menu at the top of the page to choose the one you want to work on.

Manage Cards

When you choose a board from the dropdown menu, all the lists that belong to that board will appear on your screen so you can see what’s inside each one.
Under every list, there is a Create button you can click to add a new card, where you will be asked to fill in the card’s title, start date, due date, assign members from the dropdown, choose labels, and add a description.
After the card is created, it will show up under that list, and the number of cards in that list will be shown at the top so you know how many tasks are there.
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.
You can also add comments to a card when you open it in view mode, which is helpful for adding updates or notes and also edit and delete the comment.

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.
You can also mark the card as complete with the help of a check mark given at the bottom of each card. Similarly, you can also mark it as incomplete, with the help of a cross mark.

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.

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