Trello is widely used for project management because of its easy-to-use and adaptable features. One lesser-known but highly useful feature of Trello is the capability to turn emails into cards, which can greatly increase efficiency. This article will walk you through the steps of forwarding emails to Trello.
Step 1: Find Your Trello Email Address
Each Trello board has a unique email address. To find it, open the board you wish to forward emails to, click ‘Show Menu’, then ‘More’, and finally ‘Email-to-board Settings’. Here, you will find your board’s email address. Be careful not to share this address, as anyone who has it can create cards on your board.
Step 2: Forwarding an Email
Now that you’ve obtained your Trello board’s unique email address, you can forward any emails to this address and they will appear as new cards on your board. The subject line of the email becomes the card’s title, and the body becomes the description.
Step 3: Customize Card Placement and Labels
By default, Trello places new cards at the bottom of the first list. However, you can customize this along with the labels that are applied to the card. This can be done by going back to the ‘Email-to-board Settings’ menu and adjusting the ‘Email Position’ and ‘Email Tags’ settings.
Step 4: Set up Email Forwarding in Your Email Account
The final step involves setting up an automated forwarding rule in your email account. This can usually be done in the settings menu, but the process may vary depending on your email provider. Here’s how you can do it on Gmail:
1. Open Gmail, click on the 'Settings' gear icon, and select 'See all settings'. 2. Go to the 'Forwarding and POP/IMAP' tab. 3. Click on 'Add a forwarding address' and paste your Trello board's email address. 4. Once Trello confirms the forwarding address, you can create a filter to decide which emails to forward.
Remember to replace ‘[trello email]’ with your Trello board’s unique email address.
Conclusion
By following these steps, you can forward emails to Trello and automate the process of turning emails into actionable tasks in your project boards. This can save you a lot of time and help you stay organized.
