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You can connect with platforms to plan and coordinate work of your team's work if they prefer to use different tools such as Trello. Currently, you can connect to Trello Boards, other platforms will be supported in the upcoming version of the App.
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Each connection has dedicated sections to define the scope and types of tasks to synchronize, as well as the task structure.
Security and access
You can manage your connections in one of the following:
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Box type configuration - go to Administration > Box types > choose the Box type you want to edit > Tasks > Task structure, requires App admin security role.
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Set up
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a new Trello connection
You can add or remove connections from the Box configuration or the App configuration pages. Once added, new sections appear on the Scope definition and Tasks structure pages of the Box configuration and the Task structure page of the Box type configuration.
To add a new tool using using the Box configuration page, click on the , go to the box configuration (Scope definition section), click 'Add new toolintegration' buttons , and select Trello platform to connect with.
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Once you chose choose the platform, click the 'Add new connection' box.
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To add a new tool you need to integration, allow pop-ups in you your browser as the authentication screen opens in a new windowswindow:
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You can connect your Atlassian and Trello accounts so there is no need for additional authorization but you can also switch to a different Trello account. The next step is to accept the relevant policies and grant access to your Trello account:
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Next, select the Team a Trello workspace to connect with, let's select the 'BigPicture' team and click the connect button. The connection name is generated based on the team name but you can rename it at any time.
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The .
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The app indicates that field mapping is needed:
Start working - continue the process of adding Trello to your box.
Map fields - takes you to field mapping (Trello hasn’t been added to a box yet. You’ll have to go back to a box to finish the process). You can configure the field mapping later.
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A new connection is now established on appears in the connection box. Select the connection and click the 'Add' button:
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You can now select from the list of available Boards and add different task types such as Cards, Lists, Checkitems, Boards and Checklists. Let's select the BigPicture Power-Up Public Board:
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Make sure to verify the advanced configuration section to determine what data is pulled into BigPicture and shown as tasks.
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Add an existing Trello connection to a box
On the scope definition screen in box configuration:
Click Add new integration
Select Trello integration
Select an existing connection from a list
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Task structure
To structure your Trello tasks, go to Box configuration box Configuration > Tasks > Task structure page and activate the structure builder. Let's structure the tasks using the Boards and Lists structure builders so it resembles the Trello board:
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There are different fields specific to the platform you connect which you can add using the /wiki/spaces/BIGGANTTDRAFT/pages/406290975. Use the built-in fields added by the App which show the information from all connected platforms. |
Trello Board:
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Terminating connections
You can remove the connection from the list by clicking the '...' button next to the connection name > remove.
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Field mapping
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Field mapping is performed per Trello connection. |
Go to the Fields tab in App Configuration):
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Open the Trello mapping:
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Only start and end date fields can be mapped for Trello.
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Remove Trello
Connection from a box
To remove a Treello connection from a box scope, go to Box Configuration > Tasks > Scope definition.
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Before you terminate a connection make sure that users confirm that it is not longer used otherwise they will be required to redefine the scope and loose some lose the current Trello task structure. |
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Connection from BigPicture
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Connected Tool Requires your attention
The app works together with the connected tools (such as Trello). Certain situations may render this connection unusable - the App app is unable to properly communicate with the connected tool properly.
Causes:
Authorization failed, for example:
token expired
application permissions have been revoked
A valid installation of the App can't be detected:
the App The app hasn't been installed
the license expired or is otherwise invalid
the license is valid, but the pricing plan doesn't match it