Attaching an email from Gmail to a Trello card is a convenient method for consolidating important communication and tasks in one location. In this article, I will provide a walkthrough on how to attach a Gmail email to a Trello card, and also offer personal tips and insights throughout the process.
Step 1: Install the Trello Add-on for Gmail
To begin, you will need to install the Trello add-on for Gmail. Open your Gmail account and click on the gear icon in the top right corner. Select “Get add-ons” from the drop-down menu.
In the G Suite Marketplace, search for “Trello” and click on the Trello add-on. Click the “Install” button and follow the prompts to grant the necessary permissions.
Once the add-on is installed, you will see a new Trello icon in the right panel of your Gmail interface.
Step 2: Create a Trello Card
Next, you need to create a Trello card to attach the Gmail email to. Open your Trello board and click on the “Add a card…” button. Enter a title for the card and click “Add Card”.
Now that you have a Trello card ready, let’s move on to attaching the Gmail email.
Step 3: Attach the Gmail Email to the Trello Card
Open the Gmail email you want to attach to the Trello card. On the right side of the email, click on the Trello icon. A pop-up window will appear with a list of your Trello boards and lists.
Select the board and list where you want to attach the email. You can also add a title and description for the card directly from the Gmail interface.
Click the “Attach” button to attach the email to the Trello card. You will see a confirmation message once the attachment is complete.
Step 4: Add Personal Touches and Commentary
Attaching a Gmail email to a Trello card is not just about organizing tasks, but also about adding personal touches and commentary. When attaching the email, you can provide additional context, insights, or instructions in the Trello card description.
For example, you can summarize the email content in your own words, highlight key points, or mention any action items or deadlines. Adding your personal touch helps you and your team members understand the email’s significance and the next steps to take.
Conclusion
Attaching a Gmail email to a Trello card is a simple process that can greatly enhance your productivity and organization. By following the steps outlined in this article, you can keep all your important communication and tasks in one place.
Remember to install the Trello add-on for Gmail, create a Trello card, and attach the Gmail email to it. And don’t forget to add your personal touches and commentary to provide additional context and clarity.
Give it a try and see how this integration can streamline your workflow and help you stay on top of your tasks. Happy organizing!
