Trello stands out as an effective project management platform, enabling teamwork and efficient task organization. Yet, if you’re using Outlook, integrating Trello with your email system could enhance your organizational skills and productivity. This article aims to walk you through the steps of linking Trello with Outlook.
Step 1: Install the Trello Add-in for Outlook
The first step to integrate Trello with Outlook is to install the Trello add-in for Outlook. To do this, open Outlook and go to the File tab. From there, select Manage Add-ins. In the Add-ins section, click on Get Add-ins. Search for “Trello” in the search bar and install the Trello add-in for Outlook.
Step 2: Connect Your Trello Account to Outlook
Once you have installed the Trello add-in for Outlook, you need to connect your Trello account to Outlook. To do this, open a new email in Outlook and click on the Trello icon in the toolbar. This will take you to the Trello dashboard within Outlook. From there, click on the Connect button to connect your Trello account to Outlook.
Step 3: Create a New Card in Trello from an Email
One of the most useful features of integrating Trello with Outlook is the ability to create a new card in Trello directly from an email. To do this, open an email in Outlook and click on the Trello icon in the toolbar. From there, select the Create Card option. This will take you to a new window where you can enter the details of your new card, such as the title, description, and due date.
Step 4: Add Attachments to Trello Cards from Outlook
Another useful feature of integrating Trello with Outlook is the ability to add attachments to Trello cards directly from Outlook. To do this, open an email in Outlook and click on the Trello icon in the toolbar. From there, select the Add Attachment option. This will take you to a new window where you can select the attachment you want to add to your Trello card.
Step 5: View Your Trello Boards and Cards in Outlook
Once you have connected your Trello account to Outlook, you can view your Trello boards and cards directly from Outlook. To do this, open a new email in Outlook and click on the Trello icon in the toolbar. From there, select the View Boards or View Cards option to view your Trello boards or cards within Outlook.
Conclusion
Integrating Trello with Outlook can be a game-changer for teams who use both tools. By following the steps outlined in this article, you can easily integrate Trello with Outlook and enjoy the benefits of better organization and productivity.