Trello integration

Notejoy offers a deep integration with Trello, a popular task management app, to make it seamless to keep your notes and tasks in sync.

With Notejoy's Trello integration, you can:

• Attach an existing Notejoy note to a Trello card
• Create a new Notejoy note from a Trello card
• See note details including authors, when it was edited, and more right in Trello
• Directly view & edit notes right in Trello

Get started by adding Notejoy from its Power-Up Page.

How teams can use Notejoy's Trello integration

We built this integration to address a common pain point where teams often need to link their Trello tasks with more details or content. Teams can use this integration to:

• Attach blog posts drafts to a Trello board for managing content
• Attach product specs to a Trello board for managing a product roadmap
• Attach customer feedback notes to a Trello board for onboarding customers
• And so much more!

Here's how to take advantage of each benefit of the Trello integration:

Attach a note to a Trello card

Attaching a note to a Trello card makes it easier than ever to keep tasks & their associated notes seamlessly in sync. From a Trello card, press the Notejoy power-up and select Attach a Note. You'll then be able to search your notes to find your desired one.

To make sure all board members can access the attached note, make sure the note is in a team library and you have given all board members access to the team library.

Create a new note from a Trello card

Sometimes you'll start your workflow with a Trello card. In that case, we've made it super quick to create a new Notejoy note where you can keep all the task details. Press the Notejoy power-up button on the Trello Card and select Create a Note. We'll even automatically suggest a name for you based on the card name.

See note details right in Trello

Once you've attached a note to a Trello card, whoever comes to the Trello card will always see the latest details of the note, including note authors, when it was last modified, its title, and description.

View & edit notes right in Trello

When you click on an attached note on a Trello card, you'll be able to see the full note right inside of Trello. You'll even be able to directly edit the note from Trello, including collaborating with other editors regardless of where they may be editing (Trello, Notejoy's web, desktop, or mobile apps).

If you need to go deeper, like comment or react to a note, you can click the Open in Notejoy link to be deep-linked to the note in Notejoy.

Troubleshooting

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