Keep Trello in sync via Automations

Purpose

Trello Automations let you control how your cards in Trello should be updated when you take actions inside like Sunsama like checking off the task or importing the task.

Walkthrough

How to use

Import Automations · 0:38

Import automations control how Sunsama updates your Trello cards, inside Trello, when you import a card into Sunsama. The automations you select will apply to cards in all of your boards.

• Assign to me in Trello: If toggled on, Sunsama will add you as an assignee on the Trello card upon import.
• Assign to channel: If toggled on, you can further control how Sunsama auto-assigns a channel to imported tasks.
  • Assign channel based on project: If toggled on, Sunsama will set the channel of the imported task based on the Trello board. You can configure how Trello boards and channels are connected from your channel edit menu.
  • Assign to the same channel: If toggled on, any task imported into Sunsama will always get the specified channel.
• Show prompt to move card to new list in Trello: If toggled on, Sunsama will ask you which list to move a task to when you import it. This is useful for making sure tasks move from a "To do" to "Doing" list inside Trello.
• Move to next column in Trello: If toggled on, Sunsama will move the card to the next column (to the right) in your Trello workflow. This is useful if all of your boards follow a linear right to left flow.

Completion Automations · 2:22

Completion automations control how Sunsama updates your Trello cards, inside Trello, when you check off an associated task inside Sunsama. The automations you select will apply to cards in all of your boards.

• Show prompt to move card to new list in Trello: If toggled on, Sunsama will ask you which list to move a task to when you complete it. This is useful for making sure tasks move from a "Doing" to "Done" list inside Trello.
• Move to next column in Trello: If toggled on, Sunsama will move the card to the next column (to the right) in your Trello workflow. This is useful if all of your boards follow a linear right to left flow.
• Archive in Trello: If toggled on, Sunsama will archive the card inside Trello. Use this if completing a task means you are done with the task in Trello.

Best practices

• If you are not sure where to start, we recommend toggling on "Show prompt to move card to a new list in Trello" for both automation types.
• If you want to configure how channels map to Trello projects, you can do that from the channel edit menu. · 3:24