Trello is a powerful project management tool that helps teams and individuals stay organized and focused. One of its most useful features is the ability to attach emails to cards, allowing users to keep all relevant information in one place. In this article, we’ll explore the different ways to attach an email in Trello, including using the Trello browser extension, forwarding emails to Trello, and using third-party integrations.
Why Attach Emails to Trello Cards?
Attaching emails to Trello cards can greatly improve your productivity and workflow. Here are just a few benefits:
- Centralized information: By attaching emails to Trello cards, you can keep all relevant information in one place, making it easier to access and reference later.
- Reduced clutter: Attaching emails to Trello cards can help declutter your inbox and reduce the number of emails you need to keep track of.
- Improved collaboration: When working with a team, attaching emails to Trello cards can help ensure that everyone has access to the same information, reducing misunderstandings and miscommunications.
Method 1: Using the Trello Browser Extension
The Trello browser extension is a convenient way to attach emails to Trello cards without having to leave your email client. Here’s how to use it:
Installing the Trello Browser Extension
To install the Trello browser extension, follow these steps:
- Go to the Trello website and click on the “Get Started” button.
- Click on the “Browser Extension” button and select your browser from the dropdown menu.
- Click on the “Add to Browser” button to install the extension.
Attaching Emails with the Trello Browser Extension
Once you’ve installed the Trello browser extension, you can attach emails to Trello cards by following these steps:
- Open your email client and select the email you want to attach to a Trello card.
- Click on the Trello browser extension icon in your browser toolbar.
- Select the board and list where you want to attach the email.
- Click on the “Attach Email” button to attach the email to a new Trello card.
Method 2: Forwarding Emails to Trello
Another way to attach emails to Trello cards is by forwarding them to a unique email address provided by Trello. Here’s how to do it:
Enabling Email-to-Board
To enable email-to-board, follow these steps:
- Log in to your Trello account and go to the board where you want to attach emails.
- Click on the “Menu” button and select “More.”
- Click on “Email-to-Board” and toggle the switch to enable it.
Forwarding Emails to Trello
Once you’ve enabled email-to-board, you can forward emails to Trello by following these steps:
- Open your email client and select the email you want to attach to a Trello card.
- Forward the email to the unique email address provided by Trello.
- Trello will automatically create a new card with the email attached.
Method 3: Using Third-Party Integrations
Trello also integrates with a number of third-party apps and services, including email clients like Gmail and Outlook. Here’s how to use these integrations to attach emails to Trello cards:
Integrating Trello with Gmail
To integrate Trello with Gmail, follow these steps:
- Log in to your Trello account and go to the board where you want to attach emails.
- Click on the “Menu” button and select “Power-Ups.”
- Search for “Gmail” and click on the “Enable” button.
- Follow the prompts to authorize Trello to access your Gmail account.
Attaching Emails with the Gmail Integration
Once you’ve integrated Trello with Gmail, you can attach emails to Trello cards by following these steps:
- Open your Gmail account and select the email you want to attach to a Trello card.
- Click on the “Trello” button in the Gmail toolbar.
- Select the board and list where you want to attach the email.
- Click on the “Attach Email” button to attach the email to a new Trello card.
Best Practices for Attaching Emails to Trello Cards
Here are some best practices to keep in mind when attaching emails to Trello cards:
- Use clear and descriptive subject lines: When attaching emails to Trello cards, use clear and descriptive subject lines to help you quickly identify the email.
- Use relevant keywords: Use relevant keywords in the email subject line or body to help you search for the email later.
- Attach emails to the right card: Make sure to attach emails to the right Trello card to keep all relevant information in one place.
Conclusion
Attaching emails to Trello cards is a powerful way to boost your productivity and workflow. By using the Trello browser extension, forwarding emails to Trello, or using third-party integrations, you can keep all relevant information in one place and reduce clutter in your inbox. By following the best practices outlined in this article, you can get the most out of attaching emails to Trello cards and take your productivity to the next level.
What is the purpose of attaching an email in Trello?
Attaching an email in Trello allows users to centralize their communication and project-related information in one place. This feature helps teams to streamline their workflow, reduce clutter, and increase productivity. By attaching emails to Trello cards, users can keep all relevant information and discussions related to a specific task or project in a single location, making it easier to track progress and collaborate with team members.
Attaching emails in Trello also helps to eliminate the need to constantly switch between email and project management tools. This integration enables users to focus on the task at hand, rather than wasting time searching for relevant information in their email inbox. Additionally, attaching emails in Trello allows users to add context to their tasks and projects, making it easier to understand the requirements and objectives of each task.
How do I attach an email in Trello using the Trello email address?
To attach an email in Trello using the Trello email address, users need to forward the email to a unique email address generated by Trello. This email address is specific to each board and can be found in the board’s settings. Once the email is forwarded to this address, Trello will automatically create a new card with the email attachment. Users can then add the card to a specific list and board, and add comments, due dates, and other relevant information.
It’s essential to note that the Trello email address is unique to each board, so users need to make sure they are using the correct email address for the specific board they want to attach the email to. Additionally, users can customize the email address to include specific keywords or tags, which can help to automate the process of adding the email to a specific list or board.
Can I attach an email in Trello using the Trello browser extension?
Yes, users can attach an email in Trello using the Trello browser extension. The Trello browser extension allows users to attach emails from their email inbox directly to Trello cards. To do this, users need to install the Trello browser extension and then click on the Trello icon in their browser toolbar. From there, they can select the email they want to attach and choose the board and list where they want to add the card.
The Trello browser extension supports popular email providers such as Gmail and Outlook, and allows users to attach emails with a single click. This feature is particularly useful for users who spend a lot of time in their email inbox and want to quickly add emails to their Trello boards. Additionally, the browser extension also allows users to create new cards and add comments directly from their email inbox.
How do I attach an email in Trello using the “Attach File” feature?
To attach an email in Trello using the “Attach File” feature, users need to save the email as a file and then upload it to Trello. To do this, users need to open the email they want to attach and save it as a file on their computer. Then, they need to open the Trello card where they want to attach the email and click on the “Attach File” button. From there, they can select the saved email file and upload it to Trello.
The “Attach File” feature allows users to attach emails in various formats, including EML and MSG files. This feature is particularly useful for users who need to attach emails that contain sensitive information or large attachments. Additionally, the “Attach File” feature also allows users to attach other types of files, such as documents and images, to their Trello cards.
Can I attach multiple emails in Trello at once?
Yes, users can attach multiple emails in Trello at once using the Trello email address or the “Attach File” feature. To attach multiple emails using the Trello email address, users can forward multiple emails to the Trello email address at once. Trello will then create a new card for each email attachment.
To attach multiple emails using the “Attach File” feature, users can save multiple emails as files and then upload them to Trello at once. This feature allows users to attach multiple emails to a single card, making it easier to keep track of multiple emails related to a specific task or project. Additionally, users can also use the “Attach File” feature to attach multiple files of different types, such as documents and images, to their Trello cards.
How do I view attached emails in Trello?
To view attached emails in Trello, users need to open the Trello card where the email is attached. Once the card is open, users can click on the attachment to view the email. The email will be displayed in a preview window, allowing users to read the email content without having to leave Trello.
If the email contains attachments, users can click on the attachment to download it. Additionally, users can also use the “Open in Email Client” feature to open the email in their default email client. This feature allows users to respond to the email or forward it to others directly from Trello.
Can I detach an email from a Trello card?
Yes, users can detach an email from a Trello card. To do this, users need to open the Trello card where the email is attached and click on the three dots next to the attachment. From there, they can select the “Delete” option to detach the email from the card.
Detaching an email from a Trello card does not delete the email from the user’s email inbox. Instead, it simply removes the attachment from the Trello card. Users can then reattach the email to the card if needed. Additionally, users can also use the “Delete” feature to delete other types of attachments, such as documents and images, from their Trello cards.