Our Trello integration lets you create and link Trello cards right from your Harvestr Discoveries. You will then be able to follow the evolution of these cards and their status in Trello, without leaving Harvestr.

Prerequisites

In order to use our Trello integration, all you need is:

a Trello account with one of the following permissions: "Admin"
a Harvestr account

How to integrate Harvestr to your company's Trello account

Connecting your Trello account to Harvestr is super simple:

go to your Harvestr settings -> integrations -> Trello
click on "Connect to Trello"
in the OAuth window that pops up, log in to your Trello account
authorize Harvestr and grant us the rights that are listed

Once this is done, you will be automatically redirected to your Trello integration settings in Harvestr and you should now see the option "Remove Trello integration".

How to use the Trello integration in Harvestr

Now that the integration is set up, you will see a Trello section appear in each and every Discovery in Harvestr.

You will now be able to :

create and link one or more new Trello cards to a Discovery
link one or more existing Trello cards to a Discovery

Create and link one or more new Trello cards to a Discovery

Once you have decided to launch a Discovery to production, you can create cards in Trello that correspond to what needs to be developed.

When you press "Create card" in a Discovery in Harvestr, it pops up a window where you will be able to enter the attributes of the card you want to create, namely: its project, its type, its status, one assignee, a summary and a description.

Once the card is opened, it will be created in Trello with the attributes you have entered and with an additional link to the Discovery in Harvestr. This gives your software team access to the valuable content that's in your Discovery, like user feedback for example.

In your Discovery in Harvestr, you will also have the link to the newly created card and you will be able to keep track of the evolution of its statuts in Trello.

2. Link one or more existing Trello cards to a Discovery

Sometimes, you will also want to link Trello cards that already exist to a Harvestr Discovery.

You can do that by clicking on the "Link card" button in your Discovery. This will open a search bar where you will be able to search a Trello card by its name or by its key. The search by key only works when you type the exact entire key in the search bar.

Once you have linked the card to your Discovery, you will also be able to follow the evolution of its status from Harvestr.

Note: you can link as many cards as you like to a Discovery.

If you have requests or ideas about how we could improve our Trello integration to fit your workflow better, shoot us a message!