Available on: Personal, Professional, Business plans
Trello is a kanban board, a tool for tracking tasks. Each task is indicated by a card, which is moved from one vertical column to the next as the task advances through stages of completeness. Trello can be used for managing orders, tracking leads, or processing applications.
When you connect your form to a Trello board, each submission will create a new card. The card is initially assigned to the list, or column of your choice.
Before using the Trello Plugin you must create a form to collect new submissions. Any HTML form will work. Additionally, you can use the following special named inputs to customize the card ticket.
Adding an input named "_subject" will set the subject of the card. When implementing your form you may choose to use a text input and allow the user to provide their own subject line. For example:
<input type="text" name="_subject" placeholder="What's the subject of your request?">
Alternatively you may choose to use a select input, allowing your visitor to select from a list of predefined subjects. For example:
<option value="Technical Support Request">Technical Support Request</option>
<option value="Sales Request">Sales Request</option>
Adding an input named "_message", or alternatively "message" or "msg", will set the main text content of the card. In Trello this is also called the description. Normally it's best to use a textarea tag for the message, allowing the visitor to type in multiple lines.
Connecting to Trello
Once you've created and configured a form, you can connect to Trello using the Trello Plugin. To do so, first go to the Plugins tab of your form. Then click the Trello Plugin button.
Once you've signed in using your Trello username and password, you'll be prompted to select a board and list where new cards will be placed.
In the future if you'd like to change the list, you can do so by clicking on the Trello Plugin to adjust its settings. However, if you want to change the board, you'll need to disconnect and reconnect the plugin, selecting a different list.