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Trello Integration

Integrate Trello with Forecast

Reading time: 5 minutes 


Main Takeaways:

  • The integration with Trello lets you import all of your boards and users from Trello into Forecast
  • This is a simple migration tool, and will thereby not synchronize new data on the fly
  • Users from Trello will be imported without an email address attached to them, and function as Virtual users until further activated with an email address
  • To activate users, follow the guide below

Migrate your Boards and Users

Step 1: Go to your Admin Panel, and click Integrations

integrations-2
 

Step 2: Select the Trello integration, or click here.

forecast_appcatalog-trello

 

Step 3: Click Migrate

forecast_appcatalog-trello-migrate

 

Step 4: Authorize the connection

authorise trello-2

 

Migration of Trello boards and users will begin and should appear as new projects in Forecast within a few minutes.

 

NOTE:

As mentioned above, new users imported from Trello will function as Virtual users until further activation.

Activate Users Imported from Trello

Step 1: Go to your Admin Panel, and click People

people

 

Step 2: Find the user(s) on the list, and click each person

forecast_teammembers-users

 

Step 3: Enter their email address in Team member's email

forecast_teammember-profile

 

Step 4: Click Invite Team Member

 

Step 5: Continue the process with each person