We are huge fans of Trello and it is one of the most widely-used and best web-based project management apps ever built. With this integration, we make a great product even better by providing Trello users with a real-time whiteboard and planning wall where they can plan, strategize, prioritize, and brainstorm all of their projects. Use the links below to skip ahead or simply read on.
Importing Trello Boards into a Cnverg Space
- Anatomy of a Trello Card
- Using Trello Cards to Plan in Cnverg
- What Comes Next
Connecting Trello to Cnverg
- In Cnverg, open the side panel by clicking the icon in the top-left corner and navigate to the My Account page.
- Open the Connections tab and click on the Connect button next to Trello.
- You will be taken to the Trello OAuth page. Make sure you are logged in to the correct Trello account.
- Trello will ask you to let Cnverg use your account. Click on the Allow button.
- You will be returned to the Connections tab. You should see the email address you connected with listed under Trello along with a time stamp
That's it. You're Trello account is now connected and ready to use in Cnverg!
Importing Trello Boards into a Cnverg Space
Now that you have Trello connected, it's time to start using your Trello cards in Cnverg to plan and strategize your projects. Let's go through the process of setting up a new space and importing your Trello boards.
- Create a new space by clicking the round blue button on the Active Spaces page.
- Give your space a name and then click the Create button.You will be taken immediately to your new space.
- Open the side panel by clicking the icon in the corner and then click on the Settings button
- When the Settings modal opens, click on the Connections tab and check Trello. Click OK when you're done.
- The Trello Boards container will now be visible. Open it and click on Manage Boards.
- The Boards Selection modal will open. Check the box for each Trello board you wish to import into the Space and then click OK. Team boards will be listed separately from personal boards.
- The Trello Boards container will populate with all of the cards for each of the boards you selected. Cards will be grouped together with the name of the board the cards came from. Cards will share the color of their corresponding board.
- Pull Trello cards out onto the work area by clicking and dragging them. Here you can see two cards from each board are already in the Space.
You can import as many Trello boards as you want into a Space. Next, we will examine the Trello cards and see how they work.
PLEASE NOTE: Cnverg collaborators will only be able to see the cards in the side panel if they are also a member of the Trello boards that you import. If you are collaborating in Cvnerg with someone who is not already a member of your Trello board, they will only be able to see the cards that you drag out into the work area. In addition, they will not be able to update any of the information on the Trello cards.
Anatomy of a Trello Card
Let's take a look at the different pieces of the Trello card and how they work. Each Trello card is divided into 5 sections: the Header, Name Field, Assignees, Dates, and Labels.
The Header has two parts. On the left is the Trello List drop down. This lets you see which List this card is in. Clicking on the List drop down will show you all of the Lists included in that Board. To change the List, open the drop down and choose a new List. The card will move automatically to the selected List in Trello.
On the right is the Trello favicon. Clicking on the favicon will open that card in Trello in a new tab.
The Name Field is where you will find the name of the Trello card. Double clicking inside the Name Field will allow you to edit the name of the card. Click off the card to complete your edit. The name of the card will be updated automatically in Trello.
The Assignees section is where you can add team members to each card. Click on the grey plus icon and a drop down list will show everyone who is a member of that card's board. Check or uncheck which team members you want to assign to the card. Team members will be added or removed as you check them off.
If you have a large team, you can use the filter to easily find specific individuals. Each team member assigned to the card will be denoted by a dark grey circle with their first initial. Hovering over the user's icon will show their full name. Click off the card when you are finished. The team members will be updated automatically in Trello.
There are two date fields on each card: a Start Date and a Due Date. To select a date, double click on the field. You will be presented with a calendar. Select the date you want and it will be added to the card. Hovering over the Start or Due Date will show you the exact date and time in long form.
This is where we depart slightly from Trello. Trello currently only supports Due Dates, so our Start Date will not appear in Trello and is merely for your convenience and use. Start Dates may be useful, however, if you use project tracking tools such as Elegantt.
In addition, Trello allows you to select the exact time of day your card will be due. Our picker only allows you to select the date. It will appear in Trello as 12:00AM on the date you selected
At the bottom of each card is the Labels section where you can add Trello labels to each card. Click on the grey plus icon and a drop down list will show every label associated with that card's particular board. Check or uncheck which labels you want to assign to the card. Labels will be added or removed as you check them off.
If a Label has been given a name, such as Zendesk above, it will appear in the list. If you have many Labels associated with your board, you can use the filter to easily find specific ones. Each Label assigned to the card will be denoted by a circle the same color as the Label. Hovering over the Label's icon will show its name, if it has one. Click off the card when you are finished. Labels will be updated automatically in Trello.
Using Trello Cards to Plan in Cnverg
So you've imported your Trello board (or multiple boards) into your Cnverg space. What next? Let's explore a hypothetical use case where a Software Company wants to use Cnverg and Trello to improve communication between the various departments.
Here, the company wants to sort and prioritize a large set of feature requests received by the Marketing Department that they will then hand over to the Development Team for implementation.
Here's the unsorted list of features in Trello:
The first thing the team does is create a new Cnverg space and dump all of the feature requests out onto the work area. This is analogous to writing all of the feature requests down onto sticky notes by hand and posting them up onto a whiteboard. Here's the Cnverg space after we've dumped all the feature requests out:
The team next begins to do an initial sort, moving cards around and trying to find patterns. After several minutes of moving cards around and discussing, they discover that cards are beginning to cluster into one of three broad categories. As they discover these categories, they create the appropriate Lists in Trello. Here's what the Trello board looks like before they begin the final sorting activity:
The team selects a 3-column template background from the Cnverg template library and labels the columns with the List titles from Trello. The team then begins to move the cards into their respective columns, discussing and debating along the way.
In short order, all of the feature requests have been properly categorized and placed into their respective columns. The team assigns the appropriate label to each card using the Label drop down list at the top the card.
The team now wants to prioritize the feature requests in each category. They copy the sorting space and remove everything except the category they want to prioritize. The team selects a prioritization matrix from the template library and begins the process of prioritizing the feature requests.
This exercise usually includes a lot of lively discussion and debate as each team member argues their choices based on the criteria in the matrix. The company's management encourages this discussion and debate because it means that there will be agreement and alignment among the team members when the exercise is completed.
After the prioritization is completed, the team selects the top 3 features that they will hand off to the development team. They tag those cards with a green label so that those end up at the top of the prioritized Trello list. They also tag the bottom ranked cards with red. Those issues will be placed in an ice box or may be removed entirely. Here's what the prioritization looks like when they finish:
When the team finishes prioritizing the feature requests in the first category, they move on and prioritize the others. Of course, all of the changes have been updating Trello automatically. When the team is finished and ready to hand off the sorted and prioritized feature requests to the development team, everything is in its place and ready for the next steps. Here's what the Trello board looks like at the hand-off:
What Comes Next
Any Trello power-users will instantly recognize that this integration, while extensive, is by no means exhaustive. What about comments, images, and files? How do I set list position or filter cards in the side panel? Why can't I create new boards or lists or labels from within Cnverg?
We know, we know. Believe me, we want all of these things too! Every great integration, however, begins with a solid foundation of features and functionality and that's what we've delivered. We have unleashed the power of free-form planning for all Trello users and we're incredibly proud of what we've accomplished.
Over the following months, you will see a ton of additional features added to make this integration even better. To stay up to date on the latest developments, please subscribe to our mailing list.
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