If there are completed blog post cards in the Finished column of your Trello board, you can select Finished from the list of options in the Board List dropdown. Cards with a specific completion statusįor example, say you want to measure the number of blogs completed as a key performance indicator (KPI) in Viva Goals.
If there are no connections already created or shared, Viva Goals will prompt you to add a new connection.Īfter you select or add a connection, select the Trello Board that has the cards data that you want to connect to an OKR.Īfter you select the Trello board, you can further filter the list of cards by selecting one or more of the following criteria: If you already created a Trello connection or an administrator in your organization shared a Trello connection with you, that connection will be automatically selected for you. When you create (or edit) an objective or key result, select Connect data source to auto-update progress.įrom the list of integrations, choose Trello.
#Moosend trello integrations how to#
How to use Trello integrationĪfter setup is complete, users in your organization can link their OKRs to Trello boards. These names are displayed to users when they link their OKRs to Trello boards. The connections are differentiated by name. Select New connection to add another connection. Viva Goals lets you connect with multiple Trello accounts.
#Moosend trello integrations update#
Next, configure Trello connections to link to your OKRs to update progress. In the dialog that follows, sign in to your Trello account. Go to Viva Goals integrations page: Admin -> Integrations. How to set up Trello integrationĪn admin follows these steps to set up the Trello integration in Viva Goals: Viva Goals will sync the values for you and chart your progress toward your OKR, saving time while keeping your OKRs current. Use can use Trello integration to easily keep track of completed posts. Let's consider this example: You're a marketer who uses a Trello board to keep track of blog posts you want to publish.
To refresh the available connections, click. The Trello connection to use to retrieve the details of a list. Select the List you want to retrieve details for.Ĭonnection Credentials and other settings required to pass data between the workflow and the indicated service, which could be a cloud service, business application, or content store.If you do not have a connection, see Add a connection. For more information, see Add, rename, and copy actions. Trello - Get a list action fields, buttons, and settingsĪdd the action to the workflow and open the action configuration panel. Learn about Handling files in your workflow
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