August is live! – all about Trello

Now you can truly enhance your Trello boards by adding Placker plan, track and report functionality. Did you ever want to re-order your board on who is doing what, how your items are progressing or the item priority. Do you need visual trackers of your board or need to extract reports from Trello, now you can with our extended Trello integration.

Please note that we have recently improved our interface and are in the process of updating these blog posts, please contact support for your questions.

Integrating Trello

We already had a one-way integration with Trello,  upon your many requests we have now completed the circle by allowing updates back to Trello. Now you can fully utilize the capabilities of Placker together with Trello. Our key principle is to keep Trello in the lead when in doubt, and to avoid irreversible updates where possible (so for example, we will never delete your cards, or lists from  Trello, only archive them). Now any update in Trello will be reflected in Placker and any update in Placker will be reflected in Trello.

Go to import in the right hand menu to import your boards by drag & drop, if you are not yet connected to Trello you can connect from this page as well.

import-boards-from-trello-into-placker

Find out below how you can use Placker integrated with Trello.

Focus by sorting

After importing, you can use Placker Sorting and Filtering to create any visual representation of the work you like, for example to create a visual overview of who is doing what in lists, order your items by progress to keep track of how it is going, or showing when items are due (or overdue) by viewing this in a list. All of this will be available right after your import, no future setup required.

One of the ways to use this feature is when you have your team meeting and switch perspectives to get and show the full picture.

order trello boards in different ways

Add more attributes

You can extend your Trello items with attributes in placker to track your attributes right from the source, automatically synchronized. Use placker attributes like start date or overall status to visualise your work in more ways or add custom attributes if you need to, you can for example also add effort, budget or duration in order to keep track of it accordingly.

One of the ways to use this feature is to add cost estimates in Placker in order to keep track of the open, in progress and completed estimated budget, if items are completed in Trello, they will be updated in Placker, moving the estimate from open to completed.

add-custom-attributes-to-trello

Track and report

Create real time trackers and trend reports from your Trello boards in Placker after the import, the trend reports will be automatically generated in time based on  the actual status of the board. You can also create custom reports by copying (or mirroring) your Trello items in a separate placker board to highlight those items to a different team.

Two ways this feature is used is to use a team-dashboard by using the trackers or to create an external status report based on some Trello items to discuss the status on specific items.

add-trackers-to-trello

Integration principles & your data

Our key principle is that your data is yours, this means that we will not access, update or store your information without your action. We will establish a read/write connection with Trello in order to process the updates from Trello in the right way, updates to Trello will always be triggered by the actual User and we will not issue any Delete actions if it is not needed.

For example, if you delete a list in Placker, the Placker items will be deleted, the Trello list will be set to Archived, you can always undo this action by sending the Trello list back to the board in Trello. An exception are deleting Trello Checklist or Checklist items as they cannot be archived. If you delete a board in Placker, we assume that you don’t want to use Placker for this board and will only delete Placker, not update Trello. 

We will establish a connection from Trello to Placker (through a ‘webhook’), using your authorisation token when the board is imported in Placker.