Trello

Sync your Trello account to Momentum's Tasks, so you can view, add, edit and complete your Trello cards directly from your Momentum page. The changes you make to your Trello cards within Momentum's Tasks appear in Trello and vice versa.

Connecting the integration

Before connecting to the Trello integration you'll need a Trello account. If you don't have a Trello account, you can create one for free on Trello's official website.

To connect to Momentum's Trello integration, visit the Tasks section of Momentum's Settings ⚙️, click + Add Integration, select Trello, click Connect and then login to/authorize your Trello account.

Once connected, you'll be able to access your Trello boards and cards in Momentum's Tasks.

1. Click the Settings ⚙️icon at the bottom left corner of Momentum.
2. Click Tasks on the left side of Momentum's Settings ⚙️menu.
3. Scroll down to the Integrations section of the Tasks Settings ⚙️, and then click the + Add Integration button.
4. Select Trello and then click Connect. A secure window will open for you to login to/authorize your Trello account.
5. Log in to your existing Trello account's Email Address & Password (or choose to login to a Google account) and then click the Allow button.
6. Click Tasks at the bottom right corner of Momentum to access your Trello boards and cards within Momentum.

If your Trello cards and boards aren't displaying after connecting, click Tasks at the bottom right corner of Momentum to open the Tasks menu, click ••• at the top right corner of the Tasks menu, click the Switch to... option and then select a connected Trello board from the drop-down.

Adding and removing Trello boards

With Momentum's Trello integration you get to choose which Trello boards you see (and don't see) within Momentum's Tasks.

To add a Trello board, visit the Tasks section of Momentum's Settings ⚙️, hover your mouse cursor over the Trello option, click the Configure option that appears to the right, click the Add Board button, and then click the Trello boards that you want to add.

To remove a board, hover your mouse cursor over one of your Connected Boards in the Configure menu and then click Disconnect. 

• If your connected Trello boards don't update right away, try refreshing your Momentum page.

Adding, editing, archiving/deleting and reordering Trello cards

You can add, edit, archive, delete and reorder your Trello cards in the same way that you would your Momentum tasks.

Adding a new card

To add a new Trello card, click New Card at the bottom of Tasks, type in your card/task name and then press the enter/return ↵ key on your keyboard.

Editing a Trello card

To edit a Trello card, double-click on it, make your changes and then press the enter/return ↵ key on your keyboard.

Archiving/deleting a card

To archive or delete a Trello card, hover your mouse cursor over a card, click ... that appears to the right of it, and then select the Archive or Delete option from the drop-down.

Reordering cards

To move a Trello card to a different spot in your list, click, drag and drop it up or down the list.

Moving Trello cards between lists

To move a card to a neighboring list, click, drag and drop it on either side. The list name will appear along the side when you're in the 'drop zone' and when you release it, that card will move into that list.

You can also quickly move a card to the next list on the right by clicking the Checkbox to the left of the card.

Switching between your Trello lists and boards

Switching between lists

To switch between your Trello lists, click the List name at the top, and then select the list that you want to switch to from the drop-down.

Pro tip: You can also press the ← or → arrow keys on your keyboard while your Tasks is open to quickly switch between your lists.

Switching between boards

To switch between your connected Trello boards, click ••• at the top right of Tasks, click the Switch to... option and then select the board that you want to switch to from the drop-down.

Pro tip: You can also hold Shift and then press the ← or → arrow keys on your keyboard while Tasks is open to quickly switch between your boards.

Using the 'Assigned to me' filter

The Assigned to me filter displays only the Trello cards that are assigned to you.

To enable this filter, click ••• at the top right and then select the Assigned to me option. Clicking the Assigned to me option again will disable it.

Viewing in Trello

The View in Trello options redirect you to Trello's website, so you can take a closer look at and make more detailed changes to your boards and cards in Trello's native environment.

Viewing a board in Trello

To view a board in Trello, click ••• at the top right of Tasks and then select the View in Trello option.

Viewing a card in Trello

To view a single card in Trello, hover your mouse cursor over the card, click ••• that appears to the right, and then select the View in Trello option.

Having problems connecting to this integration?

If you've connected to the wrong Trello account, or get stuck setting up the integration, you can try reconnecting the integration. For detailed instructions, see our Reconnecting an integration help article.