Trello Integration

Pull in Trello cards as you plan your day and use Trello as a backlog for your Sunsama tasks.

Bring your Trello cards into your daily plan. Browse your boards in a panel beside your task list, drag in what you’ll work on today, and update the card without leaving Sunsama.

Installation

Go to Settings > Integrations > Trello, or open Trello in the right hand panel, and click Add Trello account. To connect another Trello account, click Add Trello account again.

The same settings page has an Include your activity from this tool in your Daily Highlights? toggle, and lets you Reconnect or Remove each account.

Browsing and importing tasks

Open Trello in the right hand panel (keyboard shortcut Shift E).

Changing Trello workspace or account

If you’ve connected more than one account, click the avatar in the top right corner of the panel and choose another account.

Browsing Trello boards

The panel shows every board your Trello account can see, across all your Trello workspaces. Click the board dropdown at the top of the panel to choose one.

Importing cards

When you’re ready to work on a Trello card, pull it into your plan:

  1. Drag the card from the Trello panel onto your task list.
  2. To timebox it right away, switch to calendar view (J) and drag the card onto your calendar at the time you’ll work on it. Sunsama adds the task to that day and creates a working session on your calendar.
  3. Click the card and choose Add to today (or hover and press S), pick another date, or add it to your backlog.

Filtering your view

Hiding and showing lists

Click Lists: All to choose which lists (columns) to show. It helps to hide lists like “Done” that you never import from.

Hiding or showing previously imported tasks

By default, a card you’ve imported disappears from the panel, so the panel shows only what you haven’t planned yet. Click Imported: Hide to show imported cards again; the button then reads Imported: Show, and clicking it hides them.

Searching for a task by title

Type in the search box and press Enter to search the selected board.

Interacting with imported tasks

An imported Trello card becomes a Sunsama task linked to the original. Click the Trello icon on the task (or hover and press G) to open the card in Trello.

Editing the Trello card from Sunsama

Open the Sunsama task to see the Trello card inside it. Changes you make there are saved straight to Trello. You can:

  • Move the card to another list
  • Add or remove labels
  • Set the start date and due date, and mark the due date complete
  • Tick checklist items, and hide checked items
  • Edit the description and post comments

Members and attachments are shown but are changed in Trello. If your role on the board doesn’t let you edit the card, the preview says so. Click the title to open the card in Trello.

The Sunsama task works like a worksheet for the Trello card. Add notes, subtasks, time tracking and comments there without touching what your collaborators see in Trello.

Understanding synced fields

  • Date: when you import a card, its Trello due date becomes the Sunsama task’s due date. After that the two aren’t kept in sync, and the card’s dates don’t change the day the task shows on. Change the Trello dates from the preview inside the task.
  • Completion: completing the task in Sunsama can mark the card’s due date complete, move the card, or archive it, depending on your automations. Completing a card in Trello doesn’t complete the task in Sunsama.

Keep Trello in sync via automations

Open the Trello panel and click the Automations tab.

Import automations

What actions should Sunsama take when you import a Trello task? These apply to cards on all your boards.

  • Assign to me in Trello: adds you as a member of the card when you import it.
  • Assign to channel: sets the channel of the imported task.
    • Assign channel based on project: picks the channel from the Trello board. You can configure how Trello boards and channels are connected from your channel edit menu.
    • Assign to the same channel: gives every imported task the channel you choose.
  • Show prompt to move card to a new list in Trello: asks which list to move the card to when you import it, for example from “To do” to “Doing”.
  • Move to next column in Trello: moves the card one list to the right. Useful if your boards flow left to right.

Completion automations

What actions should Sunsama take when you complete an imported task?

  • Show prompt to move card to a new list in Trello: asks which list to move the card to when you complete it, for example from “Doing” to “Done”.
  • Move to next column in Trello: moves the card one list to the right.
  • Archive in Trello: archives the card. Use this if completing the task means you’re done with the card.
  • Complete due date in Trello: marks the card’s due date complete. Un-completing the task in Sunsama marks it not complete again.

When you connect Trello, both Show prompt to move card to a new list in Trello toggles, Assign channel based on project, and Complete due date in Trello are on.

Task export to Trello

Export task to Trello

Drag a task into Trello to file it away for later, for example when you aren’t finding time for it.

Drag and drop a task into your Trello panel to export it. This removes the task from Sunsama and creates a card in the list you drop it under, with the title, notes, due date, and subtasks (as a checklist) carried over.

Copy a task to Trello

Hold ⌘ (Mac) or Ctrl (Windows) while you drag to copy the task instead. The task stays in Sunsama, linked to the new card, and the card gets a comment linking back to the task.

To undo an export, press ⌘ Z (Mac) or Ctrl Z (Windows) within a minute. The first time you export, Sunsama also shows an Undo button.

Sunny and Autoplan

Sunny can read your Trello cards when you ask about them, for example “what’s due in Trello this week?”. Autoplan also looks at Trello when it drafts your day. To stop Autoplan from using Trello, open Integrations on the daily planning screen and turn Trello off.

Troubleshooting

Trello is not loading tasks in desktop app or web app

If Trello loads in the desktop app but not the web app, or the other way around:

  1. Remove your Trello account in Settings > Integrations > Trello
  2. Go to Settings > Account Management
  3. Use Logout all sessions
  4. Sign back in to Sunsama
  5. Reconnect your Trello account

If this does not solve the problem, please chat with us in support.