Trello

You can connect Tability to Trello to automatically pull board activity into your check-ins.

Once you add Trello as a data source for an outcome/Key Result, Tability can:

• Pull the latest value when you open the check-in form.

• Automatically sync your metric while the plan is active on Premium subscriptions.

Available on Plus and Premium subscriptions

How to enable the integration

Step 1. Open the integrations page

Go to Workspace Settings > Integrations.

Step 2. Connect Trello

1. Find Trello in the Data connectors section

2. Click Connect to Trello

3. Complete the Trello authorization flow

The Trello connection is stored at the workspace level.

How to add a data source to an outcome/key result

Step 1. Open the outcome or KPI editor

Open your outcome or KPI, then go to the Data Source tab.

Step 2. Select Trello

Choose Trello from the list of available data sources.

Step 3. Select the board and list

Tability lets you choose:

• The Trello board

• The Trello list inside that board

The current preview returns the number of cards in the selected list.

Step 4. Save and preview

Click Save & preview to confirm the setup and preview the current count.

How the data source is used in check-ins

Once the connector is saved, Tability will display the current number of cards from the selected list in the check-in form.

If auto-sync is enabled on a Premium subscription, Tability will also create synced check-ins automatically while the plan is active.