Versions Compared

Old Version 1

changes.mady.by.user Jaramy Conners

Saved on

compared with

New Version Current

changes.mady.by.user Jaramy Conners

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Getting Started with Trello

Anchor
link
link
Linking

...

Strategic Roadmaps to your Trello Instance

...

In order to connect your Roadmaps to your instances & boards in Trello, an Account Admin on your Roadmunk Strategic Roadmaps account will need to establish the connection between Roadmunk Strategic Roadmaps and Trello first. Once this connection is established, users will be able to view and select this integration option during their on-roadmap setup and save both instance & credential details for future setup of additional roadmaps.

Expand
titleCreate a New Trello Integration

To create a new Trello integration in RoadmunkStrategic Roadmaps:

  1. Click into your avatar in the bottom-left and navigate into the Account Settings menu.

  2. Once in Account Settings, navigate to the Integrations tab along the top.

  3. Select the + Add an integration button and choose Trello from the configuration menu.

  4. In the setup window that appears, enter the following details:

    • Trello Integration Name: The reference name which describes to yourself and your team the Trello instance you're connecting to.

    • Trello Integration URL is shown but cannot be edited due to the static nature of this pathway. Unlike other Roadmunk Strategic Roadmaps integrations, the instance being accessed is defined at the roadmap level, not the account level.

  5. Once these details have been entered, click the Create Integration button to finalize the setup.

Expand
titleUpdate an Existing Trello Integration

To update an existing Trello integration in RoadmunkStrategic Roadmaps:

  1. Click into your avatar in the bottom-left and navigate into the Account Settings menu.

  2. Once in Account Settings, navigate to the Integrations tab along the top.

  3. Select the Edit button in the Trello Integration you're looking to update.

  4. In the edit window that appears, the administrator who created the integration can update:

    • Trello Integration Name: The reference name which describes to yourself and your team the Trello instance you're connecting to.

  5. Once these details have been changed, click the Update Integration button to finalize the setup. Changes are applied immediately for all users across the account.

Expand
titleRemove an Existing Trello Integration

To delete an existing Trello integration in RoadmunkStrategic Roadmaps:

  1. Prior to deletion, ensure that no roadmaps are currently using this particular integration.

  2. Click into your avatar in the bottom-left and navigate into the Account Settings menu.

  3. Once in Account Settings, navigate to the Integrations tab along the top.

  4. Select the Delete button in the Trello integration you're looking to remove.

  5. Once selected, the integration will be deleted immediately and will be removed from the menu.

Anchor
credentials
credentials
Generating Credentials for

...

Strategic Roadmaps in Trello

In order to authorize the data transfer between Roadmunk Strategic Roadmaps and Trello, Roadmunk Strategic Roadmaps relies on a user-generated credential which allows the user to view and pull their data from their projects. In this case, we require a Personal Access Token (PAT) generated in Trello as your credential and during the roadmap setup will allow you to set a Credential Label so you can easily differentiate this particular token from others you may use (in the case of teams working across multiple active Trello deployments).

...

  • On the Trello Power-Ups and Integrations Admin Management page, click the New button.

  • In the New Power-Up or Integration field, type a name for the integration you are setting up. It can be anything but to be helpful, we recommend something along the lines of “Roadmunk Strategic Roadmaps Integration”.

  • In the Workspace drop-down, select the Workspace that you want the roadmap to integrate with.

  • Don’t add or modify anything in the Iframe connector URL field.

  • Click the Create button.

  • On the API key page, click Generate a new API key. In the pop-up window, click Generate API Key.

  • Click the Copy to clipboard button next to the API key field and paste that value into the API Key field in RoadmunkStrategic Roadmaps.

  • To the right of the API key field, there is some text and towards the end of that text is the word “Token” that is hyperlinked. Click that Token link.

  • Scroll down and click the Allow button.

  • Manually copy the token string in red font and paste that into the Personal Access Token field in RoadmunkStrategic Roadmaps.

Connecting your Roadmaps to Trello

...

It's a quick and easy process to set up an integration between your Trello boards and your team's roadmaps in RoadmunkStrategic Roadmaps. The setup process can be broken down into three stages: triggering the integration, applying synchronization settings, and applying field and filter settings. Once those have been completed, your roadmap will be set to pull and visualize data from Trello as needed.

...

  • All fields pulled from Trello are Account-Level by default - Since the properties and values of these synchronized fields are managed in Trello, we automatically promote them to account-level so they can be accessible as common fields in Portfolio roadmaps.

  • There is an External ID field that appears in the Items Table view - When synchronizing data from Trello, we pull in the ID of each task for reference on your roadmap. This is clickable and linked out to your team's Trello instance, so you can quickly access the respective work item from either your Table view and Item Card.

  • Unable to change or add new boards on a single roadmap - As with our other integrations, we limit connections between roadmaps and third-party tools to be a 1:1 connection. This means that you will be unable to sync multiple boards into a single roadmap; however, you will be able to create multiple roadmaps for each board and use those as sources in a Portfolio roadmap.

  • Additional Date fields will be read-only - Due to a variance in field formatting between Roadmunk Strategic Roadmaps and Trello, any additional Date fields selected which are not mapped to Start and End Dates will be pulled in as read-only text fields.

...