Using our Trello plugin you are able to create and link Trello cards to each reply of a conversation. Created cards can be continuously updated with comments. Add a link to easily navigate back to the email conversation.
Activating Trello on Helpmonks
- To enable this plugin, go to Administration on your mailbox settings, select Plugins and go to the Trello tab and click on Connect your Trello Account
- You would then need to configure this with your Trello account.
Click on the link to access your Trello account and it would generate a unique code to authorize Helpmonks. Enter the Trello token then click on the Authorize button.
- Once done you will be routed to a page where you can select which mailbox and trello board to show on your emails within helpmonks. Click on Update Configuration for this to be activated on your account.
Add cards to Trello from Helpmonks
When Trello plugin is activated, at the bottom of each message you have the option to add a card to any (activated) board. In Trello, have the card link back to the Helpmonks conversation.
You may now create a new card on your Trello account
It will also show on Helpmonks when a card has been created
And cards get automatically updated in Trello…