The ultimate guide to Trello Power-Ups

Boost your business workflows with our ultimate guide to Trello Power-Ups

Trello is the perfect tool for managing all the different aspects of your business. It’s a super-flexible platform that you can use to build a customized, all-in-one workflow for your team – from sales and support, to finances and HR, and everything in between.

Trello's native functionality is already a powerful starting point, and it becomes even more powerful when you begin to use Power-Ups.


What is a Trello Power-Up?

A Trello Power-Up is an integration that connects your favorite tools and apps to your Trello board. Power-Ups also add extra features to Trello, like time tracking, voting or reporting. One example is Email for Trello, which enables you to send and receive emails directly from your Trello boards.

Why use Trello Power-Ups?

  • Trello Power-Ups help you connect third-party apps to your Trello board for a seamless bridge between Trello and your favorite work tools.

  • They enable you to consolidate your work in one central workspace, and transform your Trello boards into your team’s single source of truth.

  • Power-Ups help you get more out of Trello by powering your board up with extra features so that you can make the most of your Trello workspace.


Your business runs on email

For many businesses, email is central to almost every critical workflow. Which means, if you want to make Trello the hub of your business operations, it needs to handle email.

The Email for Trello Power-Up makes it possible to connect a shared email address (like help@example.com or sales@example.com) and receive all your incoming emails as new cards in Trello.

💡 TIP Find out more about how to implement a shared inbox in Trello for any business function.

How to use this guide to Trello Power-Ups

In this guide, we’ve broken down use cases where email is central to business operations, so that you can see how to use Email for Trello and other Power-Ups to level up your workflows.

There are lots of Power-Ups in the Trello directory so this guide is designed to help you choose Power-Ups that will add value and functionality to your Trello board based on the work your team does with that board.

You can jump straight to a section if you're looking for Power-Ups to help you level up that area – or explore other sections for inspiration to get more value from Trello across other parts of your business.


Trello Power-Ups for every aspect of your business

Help and support Power-Ups

Alongside Email for Trello, these Power-Ups help you stay organized and respond faster when managing a centralized help desk in Trello.

  • Set up a form with Blue Cat Forms to manage requests. Form submissions are created as new cards – with full support for all Trello fields, including Custom Fields and attachments. We think it’s the best way to get form submissions into Trello!

  • Limit your work in progress and make sure your team stays on top of potential bottlenecks with the List Limits Power-Up.

  • Add a new dimension to your Trello help desk with Swimlanes by Blue Cat. Visually distinguish to-dos by team member, project or priority – and get more done! Find out more about how use swimlanes for your support workflow in Trello.

  • The Intercom Power-Up adds context to bug reports or feature requests by attaching conversations, companies or users to your Trello cards.

  • Try the Card Repeater Power-Up for regular tasks that need to be completed on a monthly, quarterly, or annual basis. It can also be used to prompt proactive outreach (helping you increase long-term customer retention), and to manage operational activities for customer support (like checking that databases are backed up).

  • Make sure your team delivers on your SLAs with the Time in List Power-Up.

  • Use the Voting Power-Up to let customers vote on feature requests.

 

Sales Power-Ups

Alongside Email for Trello, these Power-Ups help you to track leads, close deals and keep your CRM funnel moving.

  • See which leads are going cold with the Card Aging Power-Up. Inactive cards fade over time, making them easy to spot and attend to.

  • Leverage the power of Custom Fields in Trello for things like sales value or customer data. You can use these values as variables in Email for Trello, or in Trello automations. Get some ideas in our handy beginner’s guide to Trello automation rules!

  • For even more power, try the Smart Fields Power-Up to add extra sales data to cards with Excel-style formulas.

  • Use Forms by Blue Cat to create forms for assessments like needs analysis and deal qualification. Every form submission is created as a new card on your Trello board, with full support for all Trello fields including Custom Fields and attachments.

  • Create new Trello cards when you start, close or move a deal to a certain stage in your pipeline with Pipedrive. Find out more about how to turn your Trello board into a CRM powerhouse.

  • Keep your Trello board synced with the latest data from your Salesforce pipeline with the Salesforce Power-Up.

  • Use the Card Repeater Power-Up to manage your deal renewals.

  • Never miss a deadline with Google Calendar Sync! View due Trello cards from your sales board right inside your Google calendar.

  • Working towards client deadlines or quarterly goals? Keep your team motivated with the Countdown Timer Power-Up.

 

Finance Power-Ups

Every business needs a streamlined system to handle bill management and payments.

Alongside Email for Trello, these Power-Ups help you to process invoices, stay on top of regular accounting tasks, and improve team collaboration.

  • Need sign-off on invoices before you can proceed with payment? Try the Approvals for Trello Power-Up to add approvals to individual Trello cards.

  • Delaying a payment and need to come back to it later? Snooze any Trello card with Card Snooze. It will reappear later at your specified date and time.

  • Connect accounting software like Xero or Quickbooks directly to Trello with the Automate.io Power-Up.

  • Preview Excel spreadsheets, Microsoft Word documents and PowerPoint presentations right from Trello with Office File Viewer.

  • Monitor your budget at a glance with Expense Trackello. See credits and debit totals on the front of your cards, export expenses directly to Excel, and more.

  • Use Card Repeater for recurring tasks like quarterly tax filings, or monthly invoicing.

  • Handle invoices and files across cards with File Manager by Tiny Power-Ups Club.

  • Collaborate with suppliers and team members with the Slack Power-Up. Attach Slack conversations to Trello cards, configure Slack alerts for activity in Trello, and more.

 

Hiring and HR Power-Ups

Trello is great choice for managing your recruitment and HR processes. Its flexible system of ‘cards in lists’ helps you to track the movement of candidates as they progress through your hiring pipeline – from application and interview, right through to evaluation and offer. You can also create separate Trello boards for onboarding and ongoing team management.

Alongside Email for Trello, these Power-Ups help you do more with your HR workflow in Trello.

  • Set up meetings and interviews with Whereby and jump straight into a video conversation right from your Trello board.

  • Save time on your hiring and onboarding procedures with Process Templates for Trello. This Power-Up allows you to quickly populate a card based on a template, without the need for active ‘template cards’ clogging up your lists.

  • Set reminders for contract renewals, employee certifications and more with the Expiration Reminder Power-Up.

  • Quickly access important documents like resumes or portfolios with File Manager by Tiny Power-Ups Club.

  • Sync Trello with your Notion database in real-time with Notion + Trello 2-Way Sync. For example, this would useful if you maintain a wiki in Notion with information and resources like onboarding documentation and company policies.

  • Attach documents like contracts or team satisfaction surveys to specific Trello cards with the Google Drive Power-Up.

  • Approve candidates that you’ve vetted already with Card Approvals by Tiny Power-Ups Club.

 

Project management Power-Ups

A good project management workflow should make planning and executing projects simple and efficient. Whether you’re looking to manage project timelines, plan events, develop new products or oversee marketing campaigns, Trello makes it possible to coordinate multiple to-dos in one single dashboard.

Alongside Email for Trello, these Power-Ups help you to establish clear work processes for better team collaboration and communication.

  • Make sure your team stays on track! Keep an eye on metrics and team capacity with the Dashcards Power-Up.

  • Use Card Repeater to set reminders for recurring tasks like weekly meetings or regular social media posts.

  • Make sure your team isn’t overloaded with the List Limits Power-Up. Set card limits for your lists so that your team is alerted when they’re reaching full capacity.

  • Get input from your team or clients with Trello’s easy to use Voting Power-Up.

  • Manage your calendar and track time spent with Planyway. Trello also has built-in Timeline and Calendar views that you can use to visualize your work differently.

  • Add context to your Trello to-dos with Confluence Cloud. Link Confluence pages to Trello, or create a new Confluence page right from your Trello card.

  • Have a big project that you want to split down into smaller related tasks? Card Relationships by Hello Epics can help you manage complex projects by creating linked groups of Trello cards.

  • Automatically keep items in your workflow up to date and organized with the Statuses & Workflow Power-Up.

 

Reservations and bookings Power-Ups

Stay on top of customer service for your guest house, hotel or venue with a reservations board in Trello. Trello’s visual interface makes it easy to quickly process enquiries and get an overview of your bookings at a glance. Plus, if you’re working in a team, everyone has access to the same information, so there’s no confusion about your schedule or to-dos.

Alongside Email for Trello, these Power-Ups help you to offer great, consistent customer service.

  • Add bookmarks for links that you need to find quickly with Bookmarks by Tiny Power-Ups Club. Great for links you access often like directions to your venue, Airbnb listing pages, or backend logins for your bookings engine.

  • Keep everyone in your team on the same page with the Read Me Power-Up. For example, you could write instructions for how to use your Trello board, and set it to pop up when a team member visits the board for the first time.

  • Display the amount of time a card has been sitting in a list with Card Time in List. Handy for helping your team be more proactive and making sure new enquiries are seen to quickly.

  • Import a CSV file to Trello and Blue Cat’s Import to Trello Power-Up will create cards from the data for you! Great for spreadsheets of bookings or other data that you need to get into Trello quickly.

 

eCommerce Power-Ups

Manage your eCommerce business effectively, no matter the size of your online store! Running an eCommerce board in Trello makes it possible to track orders, manage packaging, and collaborate with team members – all from one central dashboard.

Alongside Email for Trello, these Power-Ups help you to spot backlogs, organize your to-dos, and get orders out faster.

  • Got lots of similar orders? Quickly get control of your Trello cards with the Bulk Actions Power-Up. Multi-select cards to change labels, due dates, Custom Fields and more, in just a few clicks.

  • Simplify task management across multiple boards with 2 way Card Mirror & Sync by Placker. For example, if you have different boards for eCommerce orders and fulfilment, you can still make sure your to-dos are synced across your Trello workspace.

  • Keep track of when orders came in with the Creation Date Power-Up and make sure nothing gets overlooked.

  • Need more fields for organizing your orders? Add extra card data and customize your formatting with Amazing Fields. A good free plan alternative to Trello Custom Fields.

  • The Package Tracker Power-Up lets you attach tracking numbers right to the back of Trello cards to see an up-to-date shipping status and expected delivery date on the card front to track your orders.

 

Board utility Power-Ups

Add extra functionality to your workspace with these Trello Power-Ups that work well across all boards.

  • Delete a card without having to archive it first with the Card Delete Power-Up.

  • Automate actions between Trello and other apps based on activity in one or the other with the Zapier Power-Up.

  • Assign unique keys and short-links to a board and its cards with the Board and Card Keys Power-Up.

  • Keep up with changes on your Trello board from your Discord server with Discord Notifications.

  • Try the Board Chat Power-Up for conversation and comments that aren’t specific to a single card.

  • Collaborate with your team using the Slack Power-Up. Attach Slack conversations to Trello cards, configure Slack alerts for activity in Trello, and more.

  • Get a printable overview of your Trello board with the Pretty Print Power-Up.

  • No Trello? No problem! Securely share specific cards, lists, and attachments with external stakeholders using the External Share Power-Up.

  • Make beautiful covers for your Trello cards with Advanced Card Covers. Use color, text, photos and more – without adding extra attachments.

  • Sync cards between boards with 2-Way Card Mirror by Unito.

  • Set-up automated Trello backups & on-demand recovery with Backups for Trello.


Managing Power-Ups in Trello

How do you install a Trello Power-Up?

To add a Trello Power-Up, click on the ‘Power-Ups’ button (the rocket icon) at the top of your Trello board. Then click ‘Add Power-Ups’ to open the Trello Power-Up directory.

A screenshot of a Trello board with an arrow pointing to 'Add Power-Ups' in the Power-Up menu

Browse Power-Ups from the Power-Up menu on your Trello board

Find the Power-Up you want in the Trello Power-Up directory and click ‘Add’.

A screenshot of the Power-Up directory with an arrow pointing to the 'Add' button beneath the Email for Trello Power-Up

Add Power-Ups from the directory

You will be asked to grant the Power-Up permissions, after which you can configure the individual Power-Up.

How do you uninstall a Trello Power-Up?

To remove a Trello Power-Up, click on the ‘Power-Ups’ button (the rocket icon) at the top of your Trello board.

A screenshot of a Trello board with an arrow pointing to 'Settings' in the Power-Up menu

To remove a Power-Up, click on the settings option for that individual Power-Up.

Under the Power-Up you wish to remove, click ‘Settings’, then ‘Disable’. You have the option to check the box to ‘Keep all Power-Up data’ before clicking ‘Disable Power-Up’ to permanently remove it from your board.

A screenshot of a Trello board with an arrow pointing towards the 'Disable Power-Up' button

Click the ‘Disable Power-Up’ button to permanently remove a Power-Up from your board.


Join the Trello Trailblazers

Ready to take your Trello Power-Up game to the next level? There’s an amazing comunity around Trello Power-Ups who can help you learn and get more out of Trello.

Join the Trello Trailblazers on the Atlassian Community. Take a deep-dive into Power-Ups, use case ideas and more with super-users Brittany Joiner and Mike Day, along with guest speakers.

Here are a few of their events in the Mighty Morphin Power-Up Rangers series.

Episode 1: Get info in Trello. Let's learn about Power-Ups that will help you get information in your Trello boards via forms! We have demos from popular Power-Ups like Forms by Blue Cat, Google Forms Sync, and Forms by Tiny Power-Ups Club.

Episode 2: Syncing with Calendars. Want to keep Trello synced with your calendar? We talk about Power-Ups that do just that.

Episode 3: Email in Trello. We want to use Trello, but we can't escape email. Is it possible for the two to work together?! (Short answer: Yes. Long answer: Also yes, come watch this episode to learn how.)

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