How To Convert Email To Outlook Trello Card

Productivity Software

Have you ever received a crucial email that you wished to transform into a task on your Trello board? Being a Trello user myself, I understand the importance of having all tasks and information centralized. In this article, I will walk you through the process of converting an email into an Outlook Trello card, making it effortless to merge your email communication with your Trello process.

Step 1: Install the Trello Add-In for Outlook

The first step in converting an email to a Trello card is to install the Trello Add-In for Outlook. This add-in allows you to create Trello cards directly from your Outlook inbox, making it easier than ever to turn emails into actionable tasks.

To install the Trello Add-In for Outlook, follow these steps:

  1. Open Outlook and go to the “Store” section of the Ribbon.
  2. Search for the “Trello” add-in and click on it.
  3. Click on the “Add” button to install the add-in.
  4. Follow the prompts to connect your Trello account to Outlook.

Step 2: Convert an Email to a Trello Card

Now that you have the Trello Add-In installed, you can easily convert an email into a Trello card. Here’s how:

  1. Open the email you want to convert to a Trello card.
  2. Click on the “Trello” button in the Outlook Ribbon.
  3. A sidebar will appear on the right side of the screen, showing your Trello boards and lists.
  4. Select the board and list where you want the Trello card to be created.
  5. Customize the card title and description if needed.
  6. Click on the “Create Card” button to convert the email to a Trello card.

Once you click “Create Card,” the email will be transformed into a Trello card and will appear on the board and list you selected. The card will include the email subject as the card title and the email content as the card description. Any attachments in the email will also be added to the Trello card.

Personal Touch:

One of my favorite features of converting email to Trello cards is the ability to include comments from the email in the card’s activity feed. This allows me to keep all relevant information and discussions in one place, making it easy to track progress and collaborate with my team members.

Conclusion

Converting emails to Trello cards is a powerful way to streamline your workflow and keep all your tasks organized in one place. By following the steps outlined in this article, you can seamlessly integrate your email communication with your Trello boards, saving time and increasing productivity. Give it a try and experience the benefits of turning your emails into actionable Trello cards!