Trello stands out as a widely used project management application that enables you to categorize your tasks and concepts into boards and cards. A notable functionality of Trello is its capacity to generate a card straight from an email. This feature proves to be remarkably beneficial when you get emails containing tasks or ideas that you wish to monitor within Trello.
Step 1: Install the Trello Extension
The first step is to install the Trello extension for your email client. This will allow you to create a card directly from an email without having to switch between apps. You can find the extension in the Chrome Web Store or the Firefox Add-ons library.
Step 2: Open the Email
Once you have installed the Trello extension, open the email that contains the information you want to create a card for. Look for the “Create Card” button in your email client’s toolbar or menu.
Step 3: Select the Information
When you click on the “Create Card” button, a pop-up window will appear. In this window, you can select the information from the email that you want to include in your Trello card. You can choose to include the subject line, the body of the email, or both.
Step 4: Add Details
Once you have selected the information you want to include in your card, you can add additional details such as a due date, labels, and comments. You can also assign the card to yourself or another team member.
Step 5: Save the Card
Finally, click on the “Save” button to create your Trello card. The card will be added to your board and you can start tracking your task or idea in Trello.
Conclusion
Creating a Trello card from an email is a quick and easy way to track tasks and ideas in Trello. By following these simple steps, you can streamline your workflow and stay organized with your projects.
