By itself, the team collaboration messaging platform Slack is a great way to organize workflow. Because of Slack’s flexibility and integrate-ability, the addition of third-party applications makes it an even more convenient way to work. Not every app is worth the integration, but certainly, many enhance a user’s Slack experience. One such application is the visual collaboration tool Trello. Users of Slack can optimize their workflow by introducing Trello in their Slack interface.
What is Trello?
Trello takes to-do lists, priorities, and project workflows and organizes them into boards and cards. This way, all tasks that a team may need to accomplish can be quickly and easily visualized without having to scroll through endless lines of conversation.
By integrating Trello into Slack, you can keep your team not only linked but on the same page — or board, rather. The integration makes it so you can take information directly from Slack and add it to Trello, eliminating the need to switch to an entirely new window every time you want to add something to a card. You can also:
- Make new Trello cards from due dates and attach conversations directly from your Slack chat.
- Invite members to see your Trello board
- Collaborate with coworkers using Trello boards to keep track of progress
- Edit and organize your lists
- Automate calendar and due-date commands
Whether you’re planning a startup or a wedding, adding Trello to your Slack account gives you the ultimate organizer at the tip of your fingers.
How to Integrate Trello
As with other Slack integrations, integrating Trello is quite simple, though there are a few steps. You will need a Trello account. Signing up is free. You’ll also have to be a part of a Trello team.
Install the App
- Go to the Slack App directory for Trello.
- Underneath the Slack icon, click “Add to Slack.”
- You will be redirected to the Trello-Slack integration landing page. Once again, click “Add to Slack” and log in to your Trello account.
- Once in, choose the Trello team you would like to link into your Slack account.
- Select “Install.”
Link to Slack
Once you have installed the Trello app, you must complete the process to link it to your Slack account. Grant access to Trello to your Slack account by first going to the Apps screen.
- On your Slack dashboard, select “more.”
- Click the Apps option on the toolbar to the left-hand side.
- Search and select Trello.
- In the message field that appears, type in /trello.
- Select “Link Trello account.”
Add the Bot
A few more steps to follow, and you’re in! Once you add the bot to your Slack channels, you can attach and create Trello cards directly from those channels.
- In the desired channel’s message field, type in /invite @trello and send the message.
- To link a Trello board to the channel, send /trello link [name of board/URL].
- Link to Channel.
Tips for Using Trello Integration
As mentioned before, at the beginning of this article, one of the great benefits of integrating Trello with Slack is that you don’t have to switch between tabs. Just enter in commands into your Slack message field, and it will be sent over to your Trello board.
To create new cards in conversations, type in /trello add [name of card]. After the confirmation of the card’s creation appears on the Slack conversation chain, you can attach an archive of the conversation leading up to it. When you do open up the card’s settings, you’ll be able to edit those involved, labels, checklists, due dates, and other notes.
When you send a link to a Trello card or board to a Slack conversation, you can share all the updated details and priorities attached. This way, your coworkers don’t have to go far to find out what they have to do. They can even edit due dates and update their progress notes.
If you use Trello and Slack, why not join the two together? Not only will you save time switching between tabs and redirecting your coworkers and employees to priority lists, you’ll be able to act immediately on new ideas and potential collaborations. Best of all — it’s free!