When connecting a card, after selecting the Trello board you want to use, select 'Create a new card.'. If a card is already connected, there is a button to link a different card instead. To connect a card to a note either use the Connect Trello card command or click the 'Connect Trello Card' button in the Trello Pane. If the Trello pane is not automatically opened, use the Show Trello view command and it will be created. Once installed and set up with a Trello API token (see prerequisites below) you can connect a card to a note. There are plenty of features on the horizon and you can track progress on the Trello board for the project. On the Idea Canvas now, there will be a link to the Trello ticket in the External Links section, and the ticket in Trello will link back to the ProdPad idea.Connect your Trello cards with your Obsidian notes to see and update labels, comments, and checklists from within Obsidian. You will see a confirmation message letting you know that a ticket was created in Trello. In the Idea Canvas page, click on Push at the top right. This will open up a modal window where you can choose to push the Idea via the Trello integration you've set up, or any of your other integrations. Head to your Ideas List, and pick an idea that's ready for development. Now that you've got an active integration with Trello set up, it's time to start pushing finished ideas from ProdPad to Trello. Your Trello integration is now ready to use! Part 2: Pushing Ideas to Trello This effectively allows you to use ProdPad as a window into your Trello board, which is particularly useful for non-developer folks on your team who want to keep up to date on the product, but aren’t going to watch the Trello development board for each and every update. For example, if you have a 'Finished' list/column in Trello, you can set it up so that when a card is dropped into that list, the corresponding idea back in ProdPad is updated to 'Released'. In this step, you'll set a status per list on your chosen Trello board. If the card was originally pushed from ProdPad, then it'll be linked to that ProdPad idea, and therefore you can update the status of that idea whenever it moves in Trello. Trello 'statuses' are set based on which list the card happens to be in. You can also pre-fill the Description in your Trello cards with the description, business case and functional specs in ProdPad, or any combination of them.įinally, you can set your field mapping to include mockups and files from ProdPad, which will be added as Attachments to your new card in Trello, once you push. At the very least, you need to select something for the Name field in Trello – we recommend using the Title field from your ProdPad idea for this. In this step, you'll pick which fields from your Ideas page you want to send to Trello. Next, it's time to map your fields from ProdPad to Trello. Select the list you want your ProdPad ideas to appear in once they've been pushed to Trello. Once the authorization is complete, you will be able to select a list from your Trello boards. We require access to read your organizations and boards create and update cards, lists and boards and make comments on your ideas. If you aren't already logged into Trello, you will be prompted to enter your credentials. Once you're logged into Trello you’ll be prompted to allow ProdPad limited access to your Trello profile. Trello Dev Queueand and a quick description, then click Create. On the module page, click on +Create Integration and select Trello to get started.Įnter a name for the integration e.g. To start, log in to ProdPad as an Admin, and head to the Integrations & API module. Part 1: Setting up the Trello integration in ProdPad Getting the integration with Trello set up is easy, and just requires you to follow these steps: The integration allows you to push ideas or individual user stories to Trello, once you’ve completed fleshing out your product specs in ProdPad. If you use Trello to manage your development workflow, you can set up a direct integration between ProdPad and Trello. Setting up a Trello Integration ← Back to Trello section
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