Trello Integration

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

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. You can also bring the custom fields from your Trello cards:

• 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 Trello, enable the toggle for Send tracked time data from WebWork

Working with tasks in both directions

The integration is two-way, so work flows between WebWork and Trello no matter where it starts:

• Creating tasks: tasks you create in WebWork appear as new cards in Trello.
• Editing tasks: edits to a task’s title, description, dates, or priority in WebWork are written back to the matching card.
• Status changes: moving a task to a new status moves its Trello card into the matching list.
• Deleting tasks: deleting a task in WebWork removes its card in Trello.
• Assignees: adding or removing an assignee in WebWork adds or removes that member on the Trello card.
• Tracked time: time you track in WebWork is posted to the card as a comment, so logged hours are visible right on the board.

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.