Setting up synchronization with Trello

Step by step guide to setup Trello integration and learn about integration settings.

Tamás Párványik avatar
Written by Tamás Párványik
Updated over a week ago


StoriesOnBoard & Trello integration overview

Integrating a story map with a Trello board allows teams to plan more effectively, utilizing the visual power of story mapping to achieve transparency and shared understanding among stakeholders. Bring the team around to the story map to see the big picture and take advantage of real-time and bidirectional sync with Trello to keep everyone up to date at all time. The integration makes it possible to plan releases on the story map and push cards to Trello for execution. With the powerful integration between StoriesOnBoard and Trello you can build and manage amazing products from the very beginning. This allows to do product discovery with user centric approach to build great products that users love.

How to setup Trello integration

  1. Open the story map

  2. Go to “Integration settings“

  3. Select “Tool integration with Trello”

  4. Click on “Connect to Trello”

  5. Allow application access to your account

  6. Select a Trello board

  7. Click on “Link board”

Step-by-step guide to link a story map to a Trello board

Open the story map you want to connect to a Trello board and select “Integration settings”.

Select Trello as a tool to integrate with and proceed with “Connect to Trello”.

In order to be able to take advantage of the real-time bidirectional sync you need to provide access to proceed.

Once you provided the access you will be able to access “Integration settings” on StoriesOnBoard to customize your connection. You can accept the default settings or edit settings according tot you preferences and save it. These are the default settings:

After saving your settings you will be notified that you are free to import card from Trello or push cards from StoriesOnBoard to your Trello board.

Integration settings for Trello

Once you successfully connected to your Trello instance, you will be able to access Integration Settings for Trello as following:

Select Trello list for export

To be able to push cards from StoriesOnBoard to Trello, you need to select which Trello list the cards should be pushed. You can set this up in the integration settings under the “Trello lists” option.

Please keep in mind if you wish to push cards to another lists you need to open Integration settings and modify the “Trello list“ option and select the targeted list from the drop down menu and click on ”Save” to apply your new settings.

Map Trello lists to StoriesOnBoard card statuses

To have great advantage of tracking changes over time you can map StoriesOnBoard card statuses to your Trello lists. This can be done in “Integration settings“ under the ”Status mapping“ option.

Please note once you established the connection between StoriesOnBoard and Trello, card statuses will be only editable from Trello. This is a built in security to allow teams to execute the project without any interruption. To modify link card statuses simply move the item to another list on Trello. Thanks to the status mapping, that will be applied automatically on the story map as well according to your settings.

You can also create your custom workflow on StoriesOnBoard according to your workflow preferences. Then you can match your statuses with your Trello lists.

💡 Tip - Learn more about Setting up custom workflows.

Real-time card synchronization

Cards from StoriesOnBoard will be synchronized with Trello in real-time and bidirectional if you enable the following options:

  • Synchronize name changes (card title)

  • Synchronize description changes

Import settings

By allowing editors to import cards from Trello a new menu appears on the board where non-admin collaborators can also import new cards from Trello.

You can also ignore importing cards from archived lists by selecting this option in integration settings.

Learn more about Trello integration:

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