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Discover ways to create a Trello card for mission administration by sending an e-mail to your account.
Trello is arms down my favourite kanban resolution. Not solely due to how straightforward it’s to create and use efficient boards, however due to what number of options it consists of. Even with the free account, you’ll discover extra bells and whistles than you’ll ever in all probability use.
SEE: Hiring kit: Project manager (TechRepublic Premium)
One very helpful function present in Trello is the flexibility to ship an e-mail to a board to routinely create a brand new card. That is extremely helpful once you’re on the go or spend extra time in your e-mail utility than Trello itself. I’ve began utilizing this function and it’s significantly simplified my workflow.
What you’ll must create a Trello card from an e-mail
The one stuff you’ll want for this are valid Trello and e-mail accounts. It doesn’t matter what e-mail service you’re utilizing, and it doesn’t matter if you happen to’re utilizing a free or paid Trello account.
The best way to find your board e-mail handle
The very first thing you need to do is find your board e-mail handle. To do that, log into Trello and navigate to the board in query. From there, click on the three-dot menu after which click on Extra.
From the brand new menu (Determine A), click on E-mail-to-board settings, which is able to reveal the e-mail handle you’re to make use of to ship an e-mail to the board in query.
Determine A
The e-mail handle will look one thing like this:
It’s a sophisticated e-mail handle, so it is best to in all probability create a contact with an easy-to-remember alias.
Now that you’ve the e-mail handle, let’s see how these emails are created.
The best way to create a Trello board from an e-mail
The necessary factor about this function is understanding what items of the e-mail map to the cardboard fields. Right here’s the way it works out:
- The Topic of the e-mail is the cardboard’s title.
- The Physique of the e-mail is the cardboard’s description.
- Any attachments are routinely added to the cardboard.
- Labels might be added within the topic within the type of #label. It’s necessary to know you can not have an area in a label. As an alternative of #To Do, you’d wish to use #ToDo or #To_Do.
- Members might be added to the topic through the @username format. Trello will strip the username out of the topic and add them as members to the cardboard.
For instance, you may ship the next e-mail to your board handle:
Topic: That is my new card #TechRepublic @jackwallen
Physique: I’m writing an article titled “Jack Wallen reveals you create a Trello card by sending an e-mail to your account.”
Attachment: Screenshots
When you ship the e-mail, the cardboard will seem on the board in just a few seconds and will seem precisely as you’d anticipate (Determine B).
Determine B
While you use labels, be mindful the label should exist already. If the label doesn’t exist in your Trello board, it can stay within the card title.
The connected photographs additionally grow to be the duvet for the cardboard in addition to an attachment, and there’s a restrict to the dimensions of attachments you possibly can ship. In case your attachments are bigger than 10MB, the cardboard won’t be created from the e-mail.
One other cool function is that Trello will generate an e-mail handle for every card. Yow will discover that e-mail handle by clicking the Share icon throughout the card and copying the e-mail handle below E-mail For This Card.
Should you ship an e-mail to that handle, the topic of the e-mail will grow to be the title of a word and the physique will grow to be the physique of the word. That word will seem below the Exercise part throughout the card (Determine C).
Determine C
Conclusion
That’s all there’s to create a Trello card from an e-mail. This function makes working with Trello much more environment friendly. Should you spend a great deal of time out and in of your Trello account, you possibly can simplify that workflow with a easy e-mail consumer.
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