What is Power-Up?

Pre-requisites

Adding Zoho Desk as a Power-Up to the Trello Board

1. Click Show Menu on the Trello board.
   
2. Click Power-Ups.
   

3. Click Sales & Support in the left navigation pane of the Power-Ups page.

4. Select Zoho Desk.

5. Click Add.

6. Close the Power-Ups page.

Authorize Service to your Organization

1. Open a card from a list on the Trello board.
   
2. Select Zoho Desk in the POWER-UPS section.
   
3. Select Authorize Account from the displayed options.
   
   

4. Select the portal that you want to link to your Trello board and click Submit.

5. Click Accept in the Desk Trello Integ page to allow Desk Trello Integ to access data in your Zoho account.

Attach a Ticket to the Trello Card

1. Open a card from a list on the Trello board.
   
2. Select Zoho Desk in the POWER-UPS section.
   
3. Select Attach Tickets.
   
4. From the displayed list of ticket views, select the required view.
   
5. From the displayed list of tickets, select the required ticket.
   

6. Notice that the ticket appears under Zoho Desk Tickets. 

Attach Ticket Views to the Trello Card

1. Select a card from a list on the Trello board.
   
2. Select Zoho Desk in the POWER-UPS section.
   
3. Select Attach Ticket Views.
   
4. Select the required ticket view.
   

5. Notice that the selected ticket view is displayed on the card.

Add Default Portal and Department

1. Select Zoho Desk in the POWER-UPS section.
   
2. Click Set Defaults.
   
3. In the Set defaults box, choose the following:
   
• Portal - The portal from where you want to choose your tickets/ticket views
  
• Department - The department from where you want to choose your tickets/ticket views
  

4. Click Set as default to set the selection as your default selection.

1. Log in to your Zoho Desk account with Administrator privileges.
   
2. Click the Setup icon (  ) in the top bar.
   
3. Click All under Marketplace.
   
4. Search for Trello in the search bar on the right-hand side of the screen.
   
5. Select the Trello extension.
   
6. In the Trello installation setup page, do the following:
   
• Select Profiles and Departments whose agents can access the extension in Zoho Desk.
  
• Agree to Terms of Use.
  
• Click Install.
  The extension will be installed for the specified profiles and departments.
  
7. Click Authorize in the pop-up window to activate the extension.
   
8. Click Accept to allow Zoho Workflow to access data in your Zoho Desk account.
   Your Trello extension is now ready for use.
   
   
   

Accessing Trello Board from Zoho Desk

1. To view Trello board:
   
• Click Tickets from the menu bar and open a ticket.
  
• Click the Extensions icon (  ) on the right side of the ticket's detail page.
  
• You can view the Trello extension in the right panel.
  
2. To create a Trello card auto-attached with a Desk ticket:
   
• Select the appropriate board to which you want to add a card from the Board drop-down list.
  
• Select the status ( To do, Doing, Done ) of the card from the List drop-down list.
  
• Click Add New to create a new card.
  
  
  
  
• Enter the description of the card in the Description area.
  
• Enter the date by when you want the ticket to be resolved from the Due Date drop-down list.
  
• Click Add.
  
  
  
  You have created a new Trello card. Notice that relevant information about the card will appear alongside the associated ticket in Zoho Desk.
  
  
  
  
3. To delink the Trello card:
   
• Click the Delink icon that appears to the right of the card.
  
  
  
  The card is delinked from the ticket.
4. To link an existing Trello card with a ticket:
   
• Select the appropriate board to which you want to add a card from the Board drop-down list.
  
• Select the status ( To do, Doing, Done ) of the card from the List drop-down list.
  
• Select a card to which you want to attach the ticket from the Cards drop-down list.
  
• Click Add.
  
  
  

Uninstall the Extension

1. Click the Setup icon (  ) in the top bar.
   
2. In the Setup Landing page, click All under Marketplace.
   
3. In the Marketplace page, select the Installed Extensions tab.
   
4. Choose Trello from the list of extensions.
   
5. Click the More Actions icon (  ) at the upper-right corner of the Trello extension setup page.
   
6. Select Uninstall Extension.
   
7. Click Confirm to uninstall the extension.​