Trello Integration

Setting up and using the Trello integration

Updated over a week ago

Here's how the Trello integrations works: you connect your Steady account and Trello, select Trello boards to monitor, and Steady will match up relevant Trello card updates to your team members. Their updates will appear on the Activity page and alongside their check-ins. (You'll need to be an Account Administrator to do this.)

Don't worry, only "team visible" and "public boards" are included. Activity from your private boards will remain private.

To set up this integration, visit the Account Management - Integrations section in Steady. Click open the Trello panel and click the "Connect Trello" button. You'll be prompted to authorize the integration by Trello.

Once connected, select the Trello boards you'd like to monitor on the integrations page.

When someone from your team adds, updates, or archives a Trello card, Steady will add the activity to their check-in.

Auto-complete

Once a few activities have been logged, you can use the auto-complete functionality in check-ins and comments to auto-link to issues on your Trello board.

Simply type "#" and a string of text that is part of your Trello item and you'll be able to

select and auto-insert a fully formatted link to the item!

Troubleshooting

  • Look for updates on the Activity page first. The check-ins on the dashboard will sum up commits from the previous period. (The check-ins essentially say "here's what I did yesterday, and here is the Trello activity to go along with that.

  • Make sure that the update authors match up by first and last name with people on your team in Steady.

  • Note that only team-wide boards will show up for selection in Steady, not private ones.

  • Steady won't be able to record data retroactively. Make sure you generate some activity in the boards you've selected in Trello in order to test things out after you've set up the connection.

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