Forwarding Email to Trello

Quick reference

• 00:05 Trello makes it very easy for us to add new cards to any Trello board,
• 00:09 even if we are not within the Trello application.
• 00:13 Many of us use email as a part of our daily work and
• 00:17 Trello makes it very, very easy to add new cards through email.
• 00:22 Let's take a look at where we need to adjust our settings so
• 00:26 that we can email cards to our Trello board.
• 00:28 By selecting Menu and
• 00:30 selecting More we have an option entitled Email-to-board Settings.
• 00:36 By clicking this, you will see your unique email address for this particular board.
• 00:43 Now this email address shouldn't be shared with anyone else, because anything sent
• 00:49 to this email address will show that you created this particular card.
• 00:55 So each and every Trello user gets a unique email address for
• 01:00 each and every Trello board.
• 01:02 Now if you feel that you ever need to generate a new email address,
• 01:07 let'res say that this address has been shared and you don't want
• 01:10 someone to have access to it, you can always choose this option here.
• 01:15 And it may be helpful that the first time you go to email a card to Trello,
• 01:19 that you email this address directly to yourself.
• 01:23 In that case, most email clients will save the address so
• 01:26 that you can use it with ease in the future.
• 01:30 The last option we wanna make here within the settings
• 01:32 is to where will these emailed cards appear?
• 01:36 You can choose from any list within your board, and
• 01:40 you can choose what position that new emailed card will appear in.
• 01:44 Do you want it to appear at the top of the list or
• 01:47 do you want it to appear at the bottom?
• 01:49 I am gonna select top in this particular case.
• 01:53 So here's our unique email address.
• 01:55 We can either copy and paste this or
• 01:59 we can email this address directly to our email client.
• 02:03 Now I already have this email address saved as a contact here.
• 02:07 So let's say I want to create a new card from my email.
• 02:13 First, I'm gonna find my unique email address,
• 02:16 there it is and I'm gonna add a subject.
• 02:19 Now, the subject of your e-mail will be the title of the card.
• 02:23 I'm just gonna say New Project Test in this example and then you can add anything
• 02:30 you want in the body of the email, which will appear as the description.
• 02:35 Can we talk about this today?
• 02:40 I'm going to send my email, and
• 02:42 now let's go back to our Trello board to see what happens.
• 02:48 And there it is, New Project Test at the top of our list.
• 02:53 Remember, this is the list that we decided and
• 02:55 we wanted to see that email at the top.
• 02:58 So there's the subject of the email and
• 03:01 within we have the contents of the description.
• 03:05 Now remember,
• 03:07 everything within the contents of your e-mail will show up in the description.
• 03:11 So often an email signature or some other links,
• 03:15 anything else that may be at the footer of your email will also come across.
• 03:19 So you may want to come in and clean that up a little later.
• 03:22 But a very quick and effective way to get email in a card.
• 03:27 Now this also works for forwarding an email.
• 03:29 Let's go back and pick another email.
• 03:32 Let's say that I would like to convert this email into a Trello card.
• 03:38 I can select to forward this email.
• 03:43 Let me find my unique Trello address, and I can change the subject if I like.
• 03:48 I can change some of the description if I like.
• 03:51 I'm just gonna select Send in this example.
• 03:54 And now lets go back to our Trello board and there it is at the top of our list.
• 04:00 Here is the email that I forwarded and now it appears as a card.
• 04:06 Again, you may want to go in and clean up some of the contents of the body
• 04:10 of the email because everything including links will be included in that card.
• 04:16 And if we scroll down to the bottom, you will see in the Activity Feed,
• 04:20 Trello will keep a record of who created this card and how it was created.
• 04:25 Here you see it lists Scott Friesen emailed this card to New Ideas.
• 04:31 So get familiar with the email to board settings.
• 04:34 A very quick and simple way to email cards directly to your Trello boards.

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