The Trello for Gmail add-on keeps your boards and inbox connected for maximum productivity. You can create new cards without leaving your inbox, whether that's on the web or your Gmail mobile app. When you are tracking sales leads, managing customer feedback, or organizing an event, the Trello for Gmail add-on is a great way to tame the inbox onslaught and make sure nothing important gets lost in the mail.
There are two ways to install the Trello for Gmail add-on:
1. Directly from the G Suite Marketplace: while logged into the account you want to use the Trello for Gmail add-on with, visit the G Suite Marketplace. Click "Install" and then follow the prompts granting the add-on access. Return to your Gmail inbox, refresh the page, and then click on a message. The Trello for Gmail add-on will load in the panel on the right sidebar.
2. Directly from your new inbox: If you're using the new version of Gmail, you'll notice a plus icon on the right sidebar. Clicking this button will open the G Suite Marketplace and allow you to install the add-on without leaving your inbox.
Note: Trello, like all third-party add-ons, is only available for use while you're viewing an individual email and will not appear while you're viewing your inbox.
After the Trello for Gmail add-on has been installed, the Trello logo will appear in the right-side panel while you're viewing an individual email. Click on the Trello logo while inside of an email and it will open the add-on.
From there, you can select the board and list you'll want the card created in. To save a little time, the email subject automatically becomes the card title and the email body the card description. These can both be edited before the card is created.
Once you're ready, click the green "Add" button at the bottom and the card will be created on the specified board.
Logging out of the add-on
The Gmail add-on can support only one Trello account at a time, and you can swap to another account by logging out of Trello on the Gmail add-on first.
Open an email and click on the Trello logo to open the add-on. Click on the three dots on the add-on and choose "Logout".
Uninstalling the add-on
In order to uninstall the Trello for Gmail add-on, go to Manage Apps in the G Suite Marketplace, click on the three-dotted menu and click "Remove".
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