Available Regions:

US, IN, EU, AU

Available Plans:

All plans.

Available To:

Business scenario:

An organization wants to create a website for its newly launched product.

Challenge:

Solution:

• Install Trello extension to manage your projects from Cliq

• Keep track of every minute detail about your project with Trello.

• Create your trello cards and assign tasks easily.

• Configure permissions and set up your default boards connection via Cliq

What this help page will cover:

• Getting started with Trello

• Trello in Cliq

• /trello command

• /createacard command

• Message Action (Create a card)

• Trello Widget

• Trello Bot

• Installation

Getting started with Trello

• Click here to go to Trello extension page in Marketplace.    (Or)

• Go to Cliq marketplace (https://marketplace.zoho.com/cliq) --> In the Categories displayed in LHS, select Collaboration --> Trello.

• The Trello extension page will open. Here, an overview of the extension will be displayed along with screenshots and reviews.

• Click on the Install button. 

Trello in Cliq

• The first time you perform any action that has to connect with Trello, you will get an authentication dialog requesting permission to connect with your Trello account. After authenticating your account, the connection will be established between your Trello and Cliq.
• Also on using any component of Trello integration the very first time, you will get a consents box requesting permission to access your data. This consents box is to ensure privacy by letting you know how your data will be handled. To know more, checkout the related link at the bottom of this page.

/trellocard command

/createacard command

Message Action

1. As you converse and come up with tasks and to-dos, you can send it as a card to your Trello board with just a simple click. Hover over the message, click on Actions (3 dots) -> Select (You can select up to 25 messages or 15 messages+ 10 attachments to upload as a card simultaneously) and then in the bottom-right corner, select the meatballs icon( 3 dots).

2. In the pop-up that appears, click the Create a card option. You will have to grant permission for Cliq API to access your Trello account. Fill in other details, pick the board and list, and hit the Create button to create your card in Trello.

Trello Widget

The Trello widget consists of the following tabs to manage the tasks with ease.

• Boards

• Help

Boards

When you click on the Board tab in the widget you will see a configure button, clicking on it will open a Set up Default Board dialog box.

Click on the Board drop down, search and select the board of your choice

Here are the insights you can get from the Boards tab

• Modify Board - Clicking on Modify Board will open Configure board set-up dialog, click on Choose a board dropdown and select the board you want to view.

• Modify List - Clicking on Modify List will open Configure Trello card dialog, click on Select a list and choose from the Choose a list dropdown, then click on Save.

Below the header you can see all the tasks created via Trello, the details of who it is assigned to and the due date of the task. The tasks are equipped with the following options.

• View comments : To view the comments added to a task click on Viewcomments button. On clicking it, the comments added to the task can be seen along with the name of the user adding the comment and the time of the comment.

• Add comment : To add a comment to a task, click on the Add comment button, an Add comment dialog will appear, enter your comment and click on Add comments.

There is a Link button made available adjacent to each task, on clicking on it, the board will open in Trello.

Help

The Help lists out all the capabilities available in Trello to help you use it better.

Trello Bot

Installation

Now that you know how Trello integration works in Cliq, install it to manage your tasks, and to turn your conversations into actions—right from within Cliq.

INSTALL IN MY CLIQ