This post is aimed at the freelancers and professionals out there who use Trello to organise their work but still receive change requests and client feature requests by email! If you’re sick of constantly copy-pasting or retyping client emails into a Trello card, read on for a much quicker way!
Forward emails straight to Trello
The key to getting emails into Trello fast is that each Trello board has its own, unique email address. Any emails that you send to that address will end up as a Trello card, in a specific list.
You can find the email address for a particular board by navigating to the board Menu (top right of the screen), then select More and then Email-to-board settings.
Here is a screenshot of the correct place:
The email address is a jumble of words and letters. In the same place, you can adjust where the Trello card will be created. In the example above, they end up in a list called To Do, at the bottom of the list, in last place.
Add this address to your email address book, with a useful name. If your client is called ‘Sweet Biscuits Inc’, I’d suggest ‘Trello: Sweet Biscuits’.
Whenever your client sends you a new change request or details on a new feature, simply forward that email to the appropriate Trello email address — and hey presto, the card will be added to your to-do list without typing or copy+paste!
Pro-Tip: Automate via email filters
Another great time-saver is to set up an email filter so that all emails from a particular client are automatically forwarded to the relevant Trello board. The filter can also mark the original email as read and archive it / move it to a client subfolder. The result: Your email inbox is less full and you can continue to use Trello as the main tool to manage your client projects.
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