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Connect Trello and you can send tasks from the Task management board straight onto a Trello board. Each task becomes a card with its full brief in the description. When a task’s status changes on either side, the other side can follow.
The Trello integration is in Beta. If you don’t see the Trello row, it isn’t switched on for your organization yet.

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Before you start

  • You need edit access to the brand in 3RD. View-only members don’t see the Connect button.
  • You connect per brand. Each brand links its own Trello account.
  • You need a Trello account that can see the board you want cards on.

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Connect Trello

1

Open Integrations

In 3RD, open Settings → Integrations for the brand. Trello is under Task management. You can also click Integrations on the Task management board.
2

Click Connect

In the Trello row, click Connect. Sign in to Trello and allow 3RD to read and write your boards.
3

Check it's connected

Back in 3RD, the row shows Connected and the account you linked. If you cancel in Trello, nothing is connected and the row says so.

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Choose where cards go

Open the ⋯ menu in the Trello row and click Sync settings. On the Task management board, click the Trello button instead. The How 3RD works with Trello window opens.
  • Board: the board the Send window opens on.
  • To do, In progress, Done: the list a card moves to for each status. Pick Leave where it is to keep it in place.
Each board keeps its own choices. Click Save when you’re done.

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Send tasks to Trello

1

Select tasks

On the Task management board, tick the box on each task you want to send. The box shows when you hover over a card.
2

Click Send to Trello

In the bar that appears, click Send to Trello.
3

Pick the board and list

Choose the Board and the List. With List for the task’s status, each card goes to the list you set for its status, or to the board’s first list. Click Send.
3RD shows how many tasks it sent. Each card gets: A task that’s already on that board isn’t sent twice. Sent tasks show a small Trello icon on their card in 3RD. Click it to open the card in Trello.

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Keep status in step

From 3RD to Trello. When you change the status of a sent task in 3RD, 3RD asks Update Trello too? Click Update Trello to move the card to the list you set for that status, or Not now to leave it. From Trello to 3RD. When you move a sent card into a list you matched to a status, the task in 3RD moves to that status. A list you didn’t match, or matched to more than one status, changes nothing. The newest change wins, whichever side made it.

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What 3RD never does

3RD only creates cards and moves the cards it sent between lists on their board. It never:
  • deletes or archives anything in Trello
  • changes a card’s name, description or anything else
  • renames lists or changes board members
  • touches a card that was archived or moved to another board

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Disconnect

Open the ⋯ menu in the Trello row and click Disconnect, then confirm. You can also click Disconnect in the How 3RD works with Trello window. 3RD stops sending anything to Trello and status changes stop coming back. Cards already in Trello stay where they are.

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Troubleshooting