Overview

The Trello data connector for WorkBoard enables users to select boards they have access to, along with optional filters for the assignee, board lists, and date ranges. The completion progress of the Key Result is measured by completed cards, progress is updated in WorkBoard on the specified update cadence.

Requirements

• The IT admin for your organization may need to approve the connector for the first time if the App is configured to require approval.

Add a Trello Key Result

1. Hover over your Objective and click the Kebab.
   
2. Select Edit Settings.
3. Select Add another Key Result.
4. Select Advanced Options.
5. Choose Pull data from external applications.
6. Pick Trello from the list of integrations.
   
   
7. Sign in using your Trello credentials or through SSO.
   
   
8. Select the board dropdown to choose a board.

12. (Optional) Filter by board list(s), board owner(s), or card label(s) and make intended selections.
    
13. (Optional) For real-time validation of data before connecting, select a timeframe on which to filter data and click Preview results
14. Choose Save to set up Trello integration. 
15. Fill out or edit the remaining Key Result details such as Start Value, Result Value, Target Value, Committed Result, Unit of Measurement and how to Calculate Overall Progress.
16. Choose your Update Cadence, which determines when or how often WorkBoard will sync with Trello to pull the latest value for your Key Result.
    • Note: Update cadence has the same options you would find for Key Results updated by a person (i.e., Daily, Weekly, Monthly, and Quarterly).
      

15. Select Save.

Synchronize Data from Trello

WorkBoard will pull data for the KR directly from Trello following the cadence specified.  The Business Result Owner also has the ability to “sync data now” to pull data in real-time.

There are two ways to sync data for your Key Results.

Force a Sync on a Single Trello Key Result:

1. Select Key Result to go to the Key Results Details page.
2. Choose the Kebab menu in the upper right-hand corner.
3. Select Sync Integration Data.

Force a Sync for all Key Result Integrations:

1. From the My Objectives Page, select the Kebab icon in the upper right-hand corner.
2. Select Sync Integration Data.