Trello is a project management application that lets you create, organize and streamline your tasks using boards, lists and cards.
With this extension, you can convert your emails to tasks in Trello. You can also view, edit or create new lists and cards in Trello right from your inbox.
To use Trello eWidget:
Login to Zoho TeamInbox.
Click the Discussions icon at the top right corner of the thread and select the Extensions tab.
Select the Trello app from the eWidgets list.
You will be redirected to the authentication page in Asana.
Enter your credentials and click Login to authenticate your account.
If you have already authenticated your account, you will be directed to this view in Trello.
Create a new card in Trello
Choose the Board > List you want to create the card in.
The essential details will be pre-filled in the appropriate fields if available.
If you want to add them on your own, enter the card title.
Enter further details and click Save Card to update it.
If you click the Home icon on the card, your list of projects in Trello will be displayed.
Your Personal and Team boards in Trello will be displayed.
Choose the board you want to add or edit the list and cards in.
You will have options to open, view, edit, add, and search lists and cards in eWidget.
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
Write to us: firstname.lastname@example.org
Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.
Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.
Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.
Make the most of Zoho CRM with these useful tips.