The Trello app for Slack

The Trello app for Slack lets you:

• Create cards from Slack

• Preview Trello links in Slack

• Save important messages from Slack to your Trello Inbox

• Allow non-guest members of the Slack Workspace to join the linked Trello Workspace

• Get notifications in Slack for activity in Trello, when combined with the Slack Power-Up

Link a Trello and Slack account

To use the features of the Trello app for Slack, each person must link their Trello and Slack accounts from the Trello app’s Home tab in Slack. Open the Trello app in Slack

To link your Trello and Slack accounts:

1. Open Slack

2. Type /trello login in any Slack channel

3. Select Link account

4. Select Allow to let Trello access Slack

5. Select Allow to let Slack access Trello

Troubleshooting

If you see the message, “Uh oh! There was an error adding Trello to Slack.” or if some of the Trello app’s features aren’t working, try this to start from the beginning:

1. Choose Settings from the Account menu in Trello, or go to https://trello.com/my/account

2. Find the Trello Slack App in the Applications section, and select Revoke

3. Open Slack then open the Trello app from the Apps section

4. Open the Trello app’s Messages tab

5. Message the Trello app with /trello logout then /trello login

6. Select Link account then follow the prompts to allow access to both Trello and Slack

If you don’t see the Trello app in the Apps section in Slack, work with your Slack and Trello Workspace admins to link the Trello and Slack Workspaces first.

Trello for Slack is currently only available in English. For an explanation of the Slack scopes we request: Requested scopes for the Trello app for Slack.

Preview Trello links

When a Trello link is shared in a Slack, members of the channel will see a preview or that board or card even if they don’t have a Trello account.

The Trello app won’t automatically join any channels on its own. To invite the Trello app to a channel:

1. Open the channel in Slack

2. Message the channel with /invite @Trello

If you don’t want links you paste to generate previews, message any channel with /trello previews and turn the setting off.

For security reasons @Trello will only show details from cards and boards that Workspace visible and in the linked Trello Workspace. @Trello will not unfurl content on boards that are private).

Save Slack messages to Inbox

Use the Trello app for Slack’s quick capture options to save important messages from Slack to your Inbox so you can read, process, and prioritize them later.

• Save for later: Use Slack’s Save for later feature to save a copy of a message to your Trello Inbox.

• Emoji reaction: React to a message with the :inbox_tray: emoji to save a copy of the message to your Trello Inbox.After the Trello card is created, the emoji reaction is automatically removed.

• Create card from message: Use the Create card from message shortcut in any Slack message’s More actions menu () to save a copy to your Trello Inbox.

Once your Trello and Slack accounts are linked, open the Trello app’s Home tab in Slack to configure your quick capture settings.

Summarize saved messages with AI

AI summary uses Atlassian Intelligence to automatically summarize a Slack message, extract due dates, create a relevant title, and put action items in a checklist. It will also attach the original Slack message to the card, allowing you to compare the AI-generated card to the original message.

AI summary is on by default, and works independently of Workspace AI settings.

To enable or disable AI summary for Slack messages you send to your Inbox:

1. Open Slack then go to the Trello app

2. Open the Trello app’s Home tab

3. Turn the AI card builder on or off

Get notifications for activity in Trello

When combined with the Slack Power-Up, you can get Slack notifications for activity in Trello.

To configure Slack notifications:

1. Link your Trello and Slack Workspaces from the Workspace settings in Trello

2. Add the Slack Power-Up to the Trello board you want Slack notifications for. It should be a board from the Trello Workspace linked with Slack

3. Open the Slack Power-Up from the board header

4. Select Add Slack alert

5. Choose the Slack Workspace and channel where you want to receive notifications. If you haven’t selected a Workspace to use with the Power-Up before, you’ll be asked to link your Trello and Slack Workspace again. This gives additional permission to the Slack Power-Up. Once complete, choose Add Slack alert and the channel where you want to receive notifications.

6. Choose the Trello actions you want notifications for: New cards, changed due dates, etc. Each action can be selected individually by checking the box next to it

7. Select Done to save the alert

Trello slash commands

The Trello app for Slack includes slash commands so you can interact with the app without going to the App’s home tab. Slash commands can be entered in any channel in Slack.

Link a Trello and Slack Workspace

Linking a Slack Workspace with a Trello Workspace will automatically add the Trello app to the Slack Workspace.

To link a Trello Workspace with a Slack Workspace:

1. Click on the Trello logo to return to the Home page, or select ‘Switch board' from the navigation bar and select your Workspace name.

2. Open the Workspace settings for the Trello Workspace you want to link with a Slack Workspace

3. Select Add to Slack in the Slack workspaces linking section

4. Choose the Slack Workspace you want to link to from the Workspace selection dropdown in the top-right corner.

5. Select Allow to let Trello access Slack

6. Select Allow again to let Slack access Trello

7. Open Slack and check the selected Workspace for a DM from the Trello app saying, “You’re all set!”

Allow Slack Workspace members to join the linked Trello Workspace

The Trello app for Slack makes it easy for non-guest members of the Slack Workspace to join the linked Trello Workspace. This can be controlled via a Trello Workspace setting if your Workspace has Trello Premium.

• Self-join: Slack Workspace members can join this Trello Workspace.

• Invite only: Slack Workspace members must be invited to join this Trello Workspace.

To change between self-join and invite only:

1. Click on the Trello logo to return to the Home page, or select ‘Switch board' from the navigation bar and select your Workspace name.

2. Open the Workspace settings for the Trello Workspace linked with the Slack Workspace

3. Select Change in the Slack workspaces linking section

4. Choose Self-join or Invite only