Project Insight for Trello: Getting Started

Install the Project Insight for Trello in Project Insight > Administration > Get Add Ons: 

Click Install

Click Configure

You'll need to authenticate and allow Project Insight to connect:

Configuration Options

Easy configuration options include:

1. Your Trello Team URL
2. Nickname for App
   • You can change this default
3. Users
   • Map Trello users to Project Insight
   • Do you want this integration to automatically create INACTIVE users in PI if we don't find a matching email address?
4. Project Insight Statuses for Default Trello Lists
   • Don't know what this does yet, sit tight

Default Options

Trello to Project Insight Settings

1. Should Trello Boards and Cards update Project Insight tasks?
2. Should Trello's cards own the description?
3. Trello comments make PI comments?

Project Insight to Trello Settings

1. Should Project Insight tasks update Trello cards?
2. Is the Task End Date Trello's due date?
3. Should PI's tasks own the description?
4. Should PI comments make Trello comments?
5. Do PI work statuses create new lists within Trello?

You may need to occasionally need to Resync the integration from this page, but this should be rare: