Trello

Trello

Integrate Trello with Zoho Cliq to stay on top of your boards, cards, and team updates without leaving your conversations. Receive real-time notifications, view card details, and perform key Trello actions directly from Cliq, helping your team collaborate and manage work more efficiently.

How to install Trello? 

  • Click on Settings and then More apps in the left side bar.

  • Go to Marketplace and search for Trello and click Install.

  • Select who can install this extension and start installing.

  • Click Take me to Cliq once the installation is complete. 

Widget 

i. Boards: You can view all the Trello Boards in this tab.

  • Create Card - Click on Create to create Trello cards without leaving Cliq. You can name the card, assign to a board, list and an assignee, set due date, select a label and give a brief description.

  • Switch Board - You can switch board using this option to view the cards and lists in it.

  • Modify List - Modify and change list using this option.

  • Search Cards - You can search and find cards using keywords via the Search Cards option.

  • The card with the keyword will be filtered and displayed.

  • Update - You can update your cards in this tab by clicking on Update.

  • Comment - You can comment on the cards by clicking on Comment. Now, click on Add Comment and enter the comment in the pop-up box.

 

ii. Dashboard:

  • This tab visualizes cards assigned to you and the total cards in that board.

  • You have two options in this tab—Clear Thread Database and Change Board.

  • Clear Thread Database - You can clear the data of closed threads or all threads within the selected time frame.

  • Change Board - You can change boards to visualize the cards in it.

 

iii. Help - This tab guides you through the slash commands, bots & message actions, hashtags, unfurl, and follow-up.

 

 

 Slash Commands 

  • Use slash commands to create and search for Trello cards within the chat window.

  • /trello - Search for any card using this command.

  • The card will be displayed in the chat, which can be posted for everyone to see.

  • /trellocard - Search and view a Trello card using View Trello card window.

  • /trellocreate - Create a new board, list, and cards without leaving the chat.

  • After all the details are added, click Create.

  • You can post the created card for all the participants to see.

 

Bot 

Trello bot has the following options—Create, Configuration, Cards Filter and Help.

 

i. Create:

  • You can create boards, lists, and cards using Trello bot.

  • Choose an option and you will get a pop-up where you can create a board/list/cards.

  • Click Create to create the list.

ii. Configuration:

  • Default Board: Set a default board using this option.

  • Map Channels: Map a Trello board to a channel and post notifications as threads in the channel.

  • Unmap Channels: Unmap or update connected channels.

  • Notify to bot: Select events for which you want to be notified via the bot.

  • You will receive a notification for these actions in the Trello bot.

 

iii. Cards Filter: You can filter Trello cards based on—My Cards, Overdue Cards and Upcoming Cards.

 



iv. Help: Explore the integration's features, capabilities, and use cases through a guided walkthrough.

 

 

 Message Actions 

  • Hover over a message and click on the three dots.

  • Click on More... and search for Trello.

  • The message will automatically added as the description.

 

  • Pasting a Trello link in the message composer will automatically unfurl and preview the card details in Cliq.

  • Once the link is sent, it will preview the card details.

  • Click on Follow Up to receive updates in reply to this message.

  • If you Follow Up in a channel, then you will receive threaded updates in that channel.