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      2. Integrations

      Trello Integration

      Follow these steps to enable and configure the Trello integration: Step-by-Step Guide to Enable Trello Integration

            1. Navigate to Integrations

              • Go to the Integrations section in your WebWork Tracker dashboard.
              • Select the Enable button next to Trello to get started.

            2. Review Permissions

              • The page that opens will display what WebWorkTracker will be able to do and what it will not be able to do with your Trello account. 

                WebWork -Trello Linking Interface

            3. Log in to Trello

              • Click the Log in button.
              • You will be prompted to log in to your Trello account.
              • Once you log in, your Trello account will be linked to WebWork Tracker.

            4. Authorize Workspace

              • After logging in, you will be redirected to the WebWork Tracker dashboard.
              • Authorize the workspace by clicking on the workspace name. 


      Check Settings

      From the Integrations > Trello page, you can check the existing settings to ensure everything is working correctly.

      • Members: Your Trello members will be reflected here. You can import them all or some by selecting with checkbox. Not imported members are marked with red, after importing they are marked with green. Members already registered in WebWork with the same email as in Trello, will be synced. Otherwise, members will be imported to WebWork, and an invitation will be sent to their email. After accepting the invitation, they will become active members of WebWork as well.


      • Projects: Navigate to the Projects tab. Select the projects you want to import. You have the option to import them with tasks and filter by status. All task statuses are selected by default, but you can choose specific ones by checking the boxes. Only tasks with the selected statuses will be imported.
      1. Not imported projects are marked in red.
      2. Importing projects are marked in blue. After toggling Import, it might take some time to import the projects.
      3. Imported projects are ****marked in green indicating that they have been successfully imported.

      All task statuses are selected by default, but you can choose specific ones by checking the boxes, and only the selected items will be imported. It might take a while to import projects so after toggling import please wait for a minute and refresh the page to check the current status.

      • Auto-Sync: Turn on Auto-Sync for each Member, Project, and Task.

      In the dropdown menu, several options are available for syncing Members, Projects, and Tasks

      1. No Sync
      2. Auto-sync: Projects and tasks will be added to WebWork when created on Trello
      3. Auto-sync & auto-remove: Any projects or tasks that are removed, updated, or created in Trello will also be removed, updated, or created in WebWork
      • To send the time data you track on WebWork to ClickUp, enable the toggle for Send tracked time data from WebWork

      Managing the Integration

          • Switch Accounts: If you need to switch Trello accounts, unlink your current account from the integration settings page, then re-enable the integration and log in with the new account.

            Trello Account Switching Interface