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  • Michael Freedman
  • By Michael Freedman27th August 2020

    Integrations

Schedule your Trello cards in Float with this new integration

If you're using Trello to manage your projects and Float to schedule your team, our new integration makes the process a whole lot easier.

Your Trello cards live in a handy sidebar in Float and can be accessed whenever you want to assign a task to your team or see an overview of your Trello boards.  


Connect your Trello account to Float

The Float account owner can connect to Trello from the integrations tab within your team settings.

You can choose to import all of your existing boards and people from Trello, or select just the ones you want to schedule in Float.

Assign your Trello cards in Float

Click the sidebar button at the top of the page to view your Trello boards. Simply drag and drop cards from the sidebar onto your team members' schedules to create new tasks.

Trello cards can be scheduled as often as needed and do not disappear from the sidebar.

Task hours are determined by the person's set work hours for the day. For example, if they normally work 8 hours a day, any task you assign to them will also be 8 hours long.

A white dot is displayed next to the card once it's been scheduled to help you keep track of which cards have been assigned.

You can collapse boards to hide their cards from the sidebar, sort your cards for easier viewing, and use the search bar to quickly locate a specific board, card, or assignee.

Cards can also be viewed directly in Trello by clicking them on the schedule to open the task menu and selecting "View in Trello".

Any changes you make in Trello are instantly reflected on the sidebar, but will not impact tasks that have already been scheduled in Float.

Drag and drop Trello cards to log time instantly

Time tracking also works with the Trello integration. When you drop a card onto a person's timesheet, the time is instantly logged in Float and available for review in your reports.

For additional info on how the Trello integration works, check out this help article.