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Trello

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trello.png Trello is a web-based project management application originally made by Fog Creek Software that is now part of Atlassian (2017). 

When properly configured, Greenhouse Onboarding tasks that are assigned to Trello will be automatically added as a card to the board via email. In this article, we will cover:

When finished, see Assign Task to 3rd-Party System for more information on how to assign Greenhouse Onboarding tasks to Trello.

 

Retrieve Trello Board Email

Greenhouse Onboarding uses a Trello board's email address to automatically add cards to the board when a task is generated in Greenhouse Onboarding. To enable Trello as a 3rd-party task system, your organization will need to provide Greenhouse Onboarding with this email.

Note: Whether a user is a member of a Trello board or not, any user can create cards on a Trello board via email as long as they have the Trello board's email address.

To retrieve your Trello board's email address, navigate to your Trello board and click Show Menu on the right-hand side.

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Select More from the Menu

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Click Email-to-board Settings and copy the email address for this board.

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This email address will be used to connect the Trello board as a 3rd-party task system in Greenhouse Onboarding. 

 

Enable Trello for Greenhouse Onboarding

Once the Trello board's email address is copied, navigate to Greenhouse Onboarding and click Settings from the navigation bar. 

Select 3rd-Party Task Systems from the left-hand panel.

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From the 3rd-Party Task Systems page, click Add New.

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Give the 3rd-party task system a name and select Trello from the provided System dropdown menu. 

Input the copied Trello board email address in the Email Address field.

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Since Greenhouse Onboarding allows tokens to be inserted into tasks (which can reveal personally identifiable information), you need to explicitly configure which fields Trello can view.

Use the Viewable Fields dropdown menu to select which fields Trello can view. If a task with a non-viewable token is assigned to Trello, Greenhouse Onboarding will block Trello from viewing the information.  

When finished, click Save and Close.

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The Trello board will be added as a 3rd-party task system in Greenhouse Onboarding. Repeat the above steps for any additional Trello boards that you need connected to Greenhouse Onboarding.

This Trello board (and any additional boards added to 3rd-Party Task Systems) can now be assigned tasks. To learn more, click here.