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Collect and hand out tasks

Tim Keen I'm New Here Aug 04, 2022

Hi guys, im looking for a workflow where i can collect tasks via email or directly in Trello throughout the day, save them all in the same folder or board. And the next morning put the cards on the right board and hand out tasks. I have different people working on different projects and we collect feedback on a daily basis. I would like to evaluate everything in the morning and set up tasks for all ongoing projects from one specific starting point (a bin, board, folder, etc). This would definitely help me to keep an overview of all projects. Is this possible? 

2 answers

Hi @Tim Keen and welcome 👋

I agree with Hannah, it should definitely be possible. I'd suggest checking out the Email for Trello PowerUp - have a look at this video for an overview.

You could also use some Trello Automations to help with your workflow (e.g. when you add a certain label automatically assign a certain member, send an email when a card is dragged to a certain list or automatically send a follow up/overdue email based on the due date etc.)

Hope that helps! You're welcome to pop over any questions to hello@sendboard.com or simply add the Email for Trello PowerUp to give it a try with the free trial.

0 votes
Hannah Morgan Community Leader Aug 04, 2022

Hi @Tim Keen ! Welcome to the community :) it should definitely be possible. Have you explored any integrations yet with email-->Trello? 

Here are some links to get you started:

https://support.atlassian.com/trello/docs/creating-cards-by-email/

And some gmail-specific ones:
https://workspace.google.com/marketplace/app/trello_for_gmail/710372432947
https://zapier.com/apps/gmail/integrations/trello

Happy to answer any follow-up questions :) 

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