How to Use Trello in Shift

Trello is a task management tool that helps you organize and collaborate on projects, to-do lists, or your next vacation in a fun and flexible way. Trello lets you integrate more than 100 apps like Slack, Jira, Google Drive, etc. to power your productivity.

This feature is available for all Shift Advanced users.

Shift uses the web app version of Trello. Add Trello in Shift as an app and experience the same functionality of the tool in Shift as in your web browser. 

How to Add Trello in Shift?

  1. Tap on 'Add Application' (plus sign in a box) towards the bottom-left corner.
  2. Look for Trello under 'Featured Apps' OR Click on the 'Search' bar and type in Trello.
  3. Click on the app. Enter your account name, choose your preferred color and 'Save'.
  4. Find the app added to the Shift sidebar.
  5. Existing users can log in with their credentials and new users can sign up with their email accounts.

What features are available in Trello?

If you are using Trello for the first time, after you sign up you will find yourself at the welcome page. Here:

  • You name your Trello board with what needs to be done
  • Structure your lists with tasks that are 'To-do', 'Doing', and 'Done'
  • Add tasks to your lists
  • Add details to each task such as description, attachments, and comments

As seen in the video...

  • You can create a board by adding lists, tasks, and description
  • You can add new members to grant access to the board
  • You can edit your list and tasks
  • You can keep the board 'Private' or decide otherwise
  • You can create a team and add a particular board to it

Have issues with your Trello account? Get in touch with their Help Center here.

To get started with Shift, click here.

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  • 31-Oct-2019
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