youngmon/atlassian-qna huggingface dataset:
What is the best/most seamless CRM integration with Trello? We are a residential real estate firm
Asked by Ray Alexander:

Need to find the best and easiest CRM that best integrates with Trello. Prefer a CRM that has some strong communication features via text, email and/or video email.


Answers:
author: Brittany Joiner
body: [@Ray Alexander](/t5/user/viewprofilepage/user-id/4184381) have you looked at [Crmble](https://trello.com/power-ups/5e5e8b4b55a4ea5fedc0dafa)? It's a power-up that turns Trello boards into CRMs! Currently the only communication ability inside the board is being able to send emails, so we don't have text or video available yet, but we can add that to the list of feature requests! (I work with the Crmble team, and they're very receptive to user feedback.)

Other than the email feature, you'll have out of the box features for managing contacts and keeping track of details, moving them between lists, reporting on performance across your pipeline, and some integrations to automatically bring leads into your boards (through Google Forms, Typeform, Facebook Leads, Zapier, and others!)


author: Mido
body: Hi Ray,

Can you elaborate more on the features needed? We're currently in the process of building a CRM to manage Trello for Project Managers.

comments: author: Nikolay
body: Hi Mido,  

I can share more on what we need. Since we communicate with our clients for a long period of min 2 years, we try to do that wherever comfortable for them - usually, by email, WhatsApp and phone. Then we copy-paste this information in the clients' dedicated Trello cards (each client has one). And this takes time of my team.  
=\> I would be really happy to see a tool that can bring all that communication automatically to Trello. There are more things that might be useful too, but that's the main one.  

Would appreciate it, if you send me more info about the tool you building, once it is ready.  

Thanks!


author: Pete
body: Mido

have you built the CRM as you described above

Peter
Trello API 401 error with POST
Asked by silvio:

Hi, I'm working with Trello API on a PHP project. I'm trying to write a comment or put a label on a card following the example on the documentation (<https://developer.atlassian.com/cloud/trello/rest/api-group-cards/#api-cards-id-actions-comments-post>), but the only result is I got is error 401.

The error doesn't occur with the *Unirest\\Request::get*example

I'm quite sure that my token has all the authorizations. On the authorization page, I can see that the token can do everything but read my password.

Any suggestions?

Thanks


Answers:
author: Garrett
body: Hey Silvio,

This would be a really good question to post over in our dev community.

We have some engineers that keep an eye out there, and I'm sure they or some champions would be able to talk through this in a bit more detail with you.

<https://community.developer.atlassian.com/c/trello>

comments: author: silvio
body: Thank you Garrett, I wil post on dev comunity


Tags: error

post
Is it possible to work offline?
Asked by Klutmann:

I would like to work with Trello without internet


Answers:
author: Soumyadeep Mandal
body: Hi [@Klutmann](/t5/user/viewprofilepage/user-id/4184214) ,

Welcome to the community!

Yes, you can work offline with Trello!

Trello is online available offline on mobile devices through the Trello app!

First You have to create a board online then using the Trello app you have to make the board available offline! But make sure to sync your board online so that your data stay safe from getting deleted by mistake!!

Here are some resources, read it to know more!

<https://help.trello.com/article/1095-trello-desktop-apps>

<https://blog.trello.com/trello-mobile-offline>


author: Stephen Addis
body: Only as far as you can email in cards to the board, so you can set up emails to send and post on the board once your back online. You can also add comments directly on a card.  

You can find the email address of board on the right "more" and on each card under "share".
Butler rules sending error and not moving cards
Asked by QOVF Trello Administrator:

I have Butler rules set on the calendar to move completed cards from multiple boards (15) for the week to a completed board (master if you will) and a completed list. The rules for each board are same but tailored to each board and list name. They run in sequential time periods. The rules run OK but not all the cards are moved from some boards. The log shows the rules were run and cards were moved but they are still on the original board. When I try to move them manually, I receive the following error: "Too many labels on this board. Remove some to add more." I am not adding any labels in the move rule.

I also tried to move the cards in bulk manually with Booklet by Vince with same result. It says they were moved, but they were not.

Some cards only have one label. After manually removing all labels on each card, I can then move the card as needed. Have tried using Booklet to remove all the labels on the cards as they are on the same list but that is not always successful. There over 100 possible labels that could be used on cards, mostly to identify the workcenter or special category. However, most cards have 4 or fewer labels.

Total cards moved (completed) in a week average 300 or less.

Any suggestions on how to get this running smoothly welcome


Answers:
author: Michael Pryor
body: There is a label limit in trello. When you move a card to another board it adds the labels on that card to the other board. If your master board has reached the label limit then you could make a new master board or delete labels on the master board.

comments: author: QOVF Trello Administrator
body: Thanks Michael,

I am relatively new to Trello rules coding. Do you mean deleting labels on the cards or Labels that show can be chosen on the label list when I add or remove labels on a board. We have a lot of labels across all our boards. Does deleting a label from the list in one board remove it from other board? How do I find out what our label limit is?


author: Michael Pryor
body: It's 1000 labels per board.

<https://trello.com/1/resource/limits>
Exporting custom fields
Asked by glory stamper:

We currently use the free version of Trello but would like to export custom fields. Does the business class upgrade include the functionality to do this? If not, what type of license is needed for this functionality?


Answers:
author: Soumyadeep Mandal
body: Hi [@glory stamper](/t5/user/viewprofilepage/user-id/4184165) ,

Welcome to the community!  
Please visit the link and install the power-up and then you will able to export your boards!

<https://trello.com/power-ups/5c9418019e56bd8abf98d83f/board-export-excel-csv-pdf>

comments: author: glory stamper
body: Hi [@Soumyadeep Mandal](/t5/user/viewprofilepage/user-id/3861721) , I already have the ability to export my board but it does not include custom fields we have added to cards. How can I ensure my export will include custom fields? Thank you!!


author: Dan Ivory
body: Hey [@glory stamper](/t5/user/viewprofilepage/user-id/4184165)

I'm part of the team working on this Power-Up, but just to note this Power-Up does export custom fields and checklists :)  
(Note this is different to Trello's build-in export functionality).

Let me know if you have any questions!

Thanks,  
Dan


author: Srikant
body: Hi,

Is this paid? As it is asking me to take a yearly or monthly subscription and yearly subscription is for $24.

Pls reply. Thank You.


author: Soumyadeep Mandal
body: Hi [@glory stamper](/t5/user/viewprofilepage/user-id/4184165) ,

You can try this chrome extension <https://chrome.google.com/webstore/detail/trelloexport/kmmnaeamjfdnbhljpedgfchjbkbomahp?hl=en>

The extension is third-party so can't say whether it will work or not but you can give it a try!

comments: author: glory stamper
body: It worked!! Thank you!!!
I can't open excell files (XLS or XLSX) on my android phone?
Asked by Nick Van leeuwen:

-I have google spreasdsheets and office app on my phone. My colleagues with android have the same problem

- I can find anything in settings about it?

- Is there a solutions for this?


Answers:
author: Valeria Batalka
body: Hey Nick Van Leeuwen,

I totally get your frustration with trying to open Excel files on your Android phone. It's one of those seemingly simple things that can turn into a real headache. I've been there myself, and it's not fun when your colleagues are facing the same issue.

First off, let's try to troubleshoot this. It's great that you have Google Spreadsheets and the Office app on your phone. Here's a solution that might work:

1. **Sync Offline Data**: If you have any offline data in your Excel app, make sure it's synced first. Sometimes, issues can arise if there are unsynced changes.

2. **Log Out and Clear Cache** : Next, log out of your Excel app, and then go to your phone's settings. [Find the](https://andersenlab.com/services/mobile-development) app in the list, clear its cache and data. This essentially resets the app to its default settings.

3. **Restart and Log In**: After clearing the cache and data, restart your app and log in again. This clean slate approach often helps in resolving such issues.

Give this a shot, and hopefully, it should solve your problem. Android can be a bit quirky sometimes, but this method often does the trick.


author: Soumyadeep Mandal
body: Hi [@Nick Van leeuwen](/t5/user/viewprofilepage/user-id/4094266) ,

Welcome to the community!

So the problem was with the default app set!

Just sync any offline data if you have, then log out of your account, clear cache \& data from the app and then restart your app and log into your account and then give it a try!

Also clear cache \& data of the excel viewer app that you are using in your android device!
Trello Email Notifications
Asked by Sande Olson:

Options for receiving emails are limited.

Emails on specific action items are great but would like to have a setting option of being notified ONLY when a new card is created or archived.

I understood work was being done on Trello notification options. What can we expect from that effort?


Answers:
author: Tim Hayes
body: One option you could try is setting up a butler rule. Something like:

"When a card is added to list (or board), send an email notification to \[email address\]..."

Using this condition in butler rules actually opens up the receiving email notification options tremendously. They have to be set up manually this way though.

comments: author: Sande Olson
body: Perfect. Thank you.


author: Mohamed Fouad
body: That was very helpful   

Thanks a lot!


Tags: bitbucket-pipelines
Business Class payment for people in different teams
Asked by Hern?n Manzur:

I understood the BC upgrade is applied at Team level (not individual level). I mean, every people in that team will pay a BC license. What if a same person is working in 2 different BC teams? Will we pay 2 licenses for the same person?


Answers:
author: Soumyadeep Mandal
body: Hi [@Hern?n Manzur](/t5/user/viewprofilepage/user-id/4184063) ,

Welcome to the community!

Well, I think you have to pay twice if the person is in 2 different Business class Teams!

You can verify from Atlassian Team [**HERE**](https://support.atlassian.com/contact/)

comments: author: Hern?n Manzur
body: Thanks for your quick response [@Soumyadeep Mandal](/t5/user/viewprofilepage/user-id/3861721) !!


author: Sylvain Legault
body: Hi! where can we talk to someone because ive been charged 3 times on my credit card. Look for a refund but dont find anything
How to make a user profile confidential
Asked by Olivier:

How should I proceed to the account and the user profile is not visible to everyone on the internet?  
By default, do whatever is typed in Trello is visible only by those authorized it?


Answers:
author: Stephen Addis
body: Just make the account name some arbitory nick name, or use initals etc.


author: Soumyadeep Mandal
body: Hi [@Olivier](/t5/user/viewprofilepage/user-id/4184046) ,

Welcome to the community!

Basically, you can't make a profile hidden from the invite search!
One email with Admin and Normal accounts
Asked by andrewrandrade:

I have an admin account with boards/cards/activities in it. I sent an invite to the same admin account, click on the invite.

back in trello, i can now see two accounts one is Admin and the other is Normal. **both have different usernames but are under the same email address**. When I log in now in Trello (even in different browsers) I can only see the one board assigned to the Normal account. I cannot see the boards/cards/activities under the Admin account.

![xxx.PNG](https://community.atlassian.com/t5/image/serverpage/image-id/120854i7C456469D3F8613C/image-size/large?v=v2&px=999 "xxx.PNG")

Is there a way to remove the Normal account, and restore access back to Admin account? Please advise. Thank you!


Answers:
author: Ryan
body: Hi Andrew,

It normally isn't possible to create two separate accounts with the same email address, so we'd like to look into this and understand what is happening with your accounts. As this is specific to your accounts, it would be great if you could reach out to our Support team at trello.com/contact with the two usernames of your accounts, and we can figure out what is happening here.

Thanks!

Ryan

comments: author: andrewrandrade
body: Hi Ryan,

Support is now working on my issue and I have provided as much details as possible to facilitate their investigation.

TRELLO-24759 \<email removed for privacy\> have admin and normal account

Thank you!

Andrew


author: Stephen Addis
body: Think outside the box ... the normal user account, change that email address in the settings to say your personal one, then you can login to the admin version and set that to something ... I use the general filing \& archive email address for the admin, so my "working profile" is same as everybody else, then if there is an issue with the board, I spot before everybody complains.  

Plus, add the file user back on cards as a watcher, and it will get a copy in the email of every action on the card, which is great to search when there is a dispute and somebody might of deleted a card ... you have a copy.

comments: author: andrewrandrade
body: Thanks Stephen. But my issue is different. I have an Admin account where all the boards are set up. I sent an invite to the email address of the Admin account. WHen I saw the email i just clicked on the invite link. That brought me to Trello.

In Trello I suddenly have another account which is in the picture above is "A". And noticed that I do not have Admin access anymore. I was still able to see both account settings and discovered that the 2 accounts have different username but both are under the same email address

So I logged out, logged back in, credential not recognized, created a new password. then logged in. Then I discovered that I only have one board that i previously shared. all my other boards disappeared."AA" is also gone.

I went back to my brower's history and clicked on the links of the missing boards, Trello said "board not found"
fui cobrada duas vezes no mesmo m?s, quais seraim os motivos para isso?
Asked by Caroline de Souza Ribeiro:

fui cobrada duas vezes no mesmo m?s, gostaria de saber as poss?veis raz?es para isso acontecer.


Answers:
author: Soumyadeep Mandal
body: Hi [@Caroline de Souza Ribeiro](/t5/user/viewprofilepage/user-id/4183943) ,

Welcome to the community!

Well, I think you have been charged for 2 users, not 2 times!

You need to contact Atlassian Team because it's about billing!

[Visit HERE](https://support.atlassian.com/contact/)

comments: author: Caroline de Souza Ribeiro
body: j? entrei em contato, estou esperando desde ontem, espero conseguir resolver hoje ainda, obrigada!
How I can synk or put together different cards.
Asked by Anneli Salminen:

I have a card that I want split for two subtask. And later put this information together again on the one card. Is it possible or not?

Thanks advance,

BR

Anneli


Answers:
author: Soumyadeep Mandal
body: Hi [@Anneli Salminen](/t5/user/viewprofilepage/user-id/4183939) ,

Welcome to the community!

Splitting a card is not possible but you can link 2 different cards in 1 card!

comments: author: Anneli Salminen
body: Thank you, Soumyadeep

Could you please help me more, how i can link 2 different cards?

Thanks advance!

Anneli


author: Stephen Addis
body: Have one card for the general heading, set two sub tasks on it ... each of these sub tasks are the other two cards.  

Essentially, means you have 3 cards, once being the umbrella the other two are under.

comments: author: Anneli Salminen
body: Thank You, Stephen!


author: Anneli Salminen
body: Dear Stephen

I'm sorry, but I would ask more tips from you. How I can add sub tasks to the umbrella task?

Thanks advance!

BR

Anneli


author: Stephen Addis
body: You basically set up a card for every sub task, then reference them (call them in) to the parent, and that card can become a child to another parent.  

CARD 1 --\> CARD 3 -- \> CARD 4  
CARD 2  
CARD 5 --\> CARD 7 --\>4  
CARD 6  

Just think of all the cards as a family tree ... and break every task down regardless of how small, to a new card.  

You can link them together with a checklist, so can check them off as they are done, and use the card link in the list to pop through to the applicable card to find out more about that.  

Keeps it all segmented ... sounds more hassle, but is actuall less, as keeps all the messages etc compartmentalised so you dont have to sift through anything.

.


author: Soumyadeep Mandal
body: Hi [@Anneli Salminen](/t5/user/viewprofilepage/user-id/4183939) ,

You can follow these resources

<https://blog.trello.com/related-cards-related-boards>

<https://trello.com/power-ups/5c534a297fcd2973a69d8132/card-family>

<https://blog.trello.com/trello-card-dependencies-hello-epics-power-up>

<https://help.trello.com/article/1165-task-dependencies>
Reverse deletion
Asked by Anna-Karin Lingham:

I accidentally deleted a checklist in Trello. I understand that it his not been possible to regret that before, but has a function been released for that recently? Thanks!


Answers:
author: Soumyadeep Mandal
body: Hi [@Anna-Karin Lingham](/t5/user/viewprofilepage/user-id/4183848) ,

Welcome to the community!

Please read this documentation and follow the steps <https://help.trello.com/article/783-recovering-the-description-of-a-card-that-has-been-changed>

comments: author: Anna-Karin Lingham
body: Thank you!

I will have a go at this.


author: Stephen Addis
body: Get into the habit of duplicating your board in yoru workspace, and put before/after the board name BAK boardname 20201205-2058   

Then if you need, you can go to the back up copy and copy the card over. Especially if you know you are doing some deletion, then make the BAK ... keeps it in your control.  

Think outside the box.
I want to remove the scrum buttom in trello
Asked by GHISLAINE ACUNA ZAMORANO:

Hi, I already tried disabling the extension but it keeps showing up


Answers:
author: Soumyadeep Mandal
body: Hi [@GHISLAINE ACUNA ZAMORANO](/t5/user/viewprofilepage/user-id/4183650) ,

Welcome to the community!

You can clear the cache and then try to disable the power-ups if any related to scrum!


Tags: jira

scrum
Which is better in working as real estate professional or realtor using Trello or Atlassian system?
Asked by Vincent Brown:

which is better to working as real estate professional or realtor using Trello or Atlassian system?


Answers:
author: Nic Brough -Adaptavist-
body: Trello is an Atlassian system, but that's not the real question.

I can only tell you to look at the process that you would like to go through for your work items or data items, and compare the needs of that with what Trello (and presumably) Jira can do for you.


author: Clark Everson
body: What are you trying to do with it? Are you trying to setup a task list if so trello. You can also use checklists in your tasks and automate repeat tasks

if you're trying to setup project boards and you a run a real estate business then using Jira cloud and using next gen will give you similar benefits to trellis. However it better links to confluence if you want to create on boarding documentation etc

honestly depends what end goal is
Quadros de Times
Asked by Ewerton Dias:

Boa noite! Atualmente s? estou conseguindo criar quadros de time. Ao criar um novo quadro, automaticamente o aplicativo cria um time para ele. N?o estou conseguindo criar mais quadros pessoais. Isso ? alguma atualiza??o do app? Agora funcionar? somente dessa forma?


Answers:
author: Vero Rivas
body: Boa noite [@Ewerton Dias](/t5/user/viewprofilepage/user-id/4183373)

Se voc? deseja ter um quadro pessoal para voc?, crie uma equipe onde o ?nico membro seja voc? e, assim, atribua-a aos quadros que deseja apenas para voc?.

Com licen?a meu portugu?s ruim

Cumprimentos
I removed a board by mistake, how can i recover it?
Asked by merlin:

The activity board says i removed the board. I must have done this unitentionally.

I would like to recover it.

Thanks,

Merlin


Answers:
author: Brant Schroeder
body: Also welcome to the community.


author: Brant Schroeder
body: If you've just Closed a board (the action available when you're in the settings on the board itself), you can recover it.

If you've really deleted the board from the Closed Boards list then it's really gone! No coming back from permanently deleted. For more detail about deleting or recovering closed boards, [check out the KB page](https://help.trello.com/article/801-deleting-a-board).
Using connectors in teams - log in issues
Asked by Tom Dale:

When we try and add a Trello connector to a Team channel it puts us in this loop to sign in. Then errors with Need admin approval

![Trelloerror.png](/t5/image/serverpage/image-id/120754i6A3CD0676A48D7A6/image-size/large?v=v2&px=999 "Trelloerror.png")

The app is working but not the bot / connector.


Answers:
author: Ryan
body: Hi Tom,

Based on that error message, it looks like your team admin will need to set up the Trello bot within your team. Would you be able to reach out to them to ask them to do this?

If you continue to run into problems, feel free to reach out to our Support team at trello.com/contact.

Thanks!

Ryan
Refund of Cancelled Business Class Subscription
Asked by shraddha sojitra:

I signed up to discover the free version of business class for my developer team, but I didn't necessarily want to subscribe. As I had filled in my credit card details, it was debited on December 03, 2020

I cancelled the automatic activation of my subscription to business class, but it was too late; my bank account was debited without the possibility to ask for it to be credited again.  
No contact available for such a request.  
How do I proceed with refund of it?  
Thank you very much


Answers:
author: Soumyadeep Mandal
body: Hi [@shraddha sojitra](/t5/user/viewprofilepage/user-id/4182937) ,

Welcome to the community!

You can talk with the Atlassian team and tell them in detail.

As it was about billing the community can't about it! Contact the Atlassian Team they are able to help you in the best possible way!

Please visit [HERE](https://support.atlassian.com/contact/#/)


Tags: billing

business-class

subscription
can I make custom fields required?
Asked by Sadie:

Hello, I would like require that certain custom fields are completed before a card can be moved to a list. How do I do that? Can I set that up in Butler?


Answers:
author: Brant Schroeder
body: Also welcome to the community


author: Brant Schroeder
body: Sadie,

I believe the solution posted here using butler is the only way to do this. <https://community.atlassian.com/t5/Trello-questions/Mandatory-Fields/qaq-p/1275854>