Technology

Introducing Cardbox : Go-To Solution for Gmail-Trello Integration

Gmail to trello

Are you tired of switching between your Gmail inbox and Trello boards? Do you wish there was a seamless way to integrate your emails with your Trello tasks? Look no further, because Cardbox is here to revolutionize the way you work! Cardbox is a powerful tool that brings together the best of Gmail and Trello, offering you a unique and streamlined workflow. With Cardbox, you can transform your emails into actionable Trello cards with just a few clicks, saving you time and effort.

Gmail-Trello integration:

Effortless Email-to-Card Conversion: With Cardbox, you can easily convert any important email into a Trello card. Whether it’s a task, a project update, or a client request, simply click a button, and Cardbox will automatically create a card in your desired Trello board and list.

Two-Way Sync: Cardbox ensures that your Gmail conversations and Trello cards stay in sync. Any updates made to the Trello card will reflect in the corresponding email thread, and vice versa. Say goodbye to manual updates and stay on top of your tasks effortlessly.

Customizable Card Creation: Cardbox allows you to define how your email content is transformed into Trello cards. You can choose which parts of the email to include, such as subject, sender, body, attachments, and more. Tailor the card creation process to match your workflow preferences.

Email Context within Trello: With Cardbox, you no longer have to jump back to your email to gather information. Each Trello card created from an email includes a direct link to the original message, enabling you to access the complete context and reply directly from Trello.

Advanced Filtering and Sorting: Cardbox provides powerful filtering and sorting options to help you organize your cards efficiently. You can categorize cards based on sender, subject, labels, or any other criteria that suits your needs. Find the information you need in seconds.

Collaborative Workflows: Collaborate seamlessly with your team by sharing Trello cards directly from Cardbox. You can assign cards to team members, add due dates, and even track progress—all without leaving your Gmail or Trello interface.

Privacy and Security: We understand the importance of data privacy and security. Cardbox encrypts and protects your emails and Trello data, ensuring that your sensitive information remains safe at all times.

How do I integrate Trello with Gmail?

To integrate Trello with Gmail, follow these points:

Install the Trello for Gmail Add-On: Start by installing the Trello for Gmail add-on from the G Suite Marketplace. This add-on enables seamless integration between Gmail and Trello, allowing you to create Trello cards directly from your emails.

Enable the Trello Add-On in Gmail: Once installed, open your Gmail account and click on the settings (gear) icon in the top-right corner. Select “Get add-ons” and search for Trello. Enable the Trello add-on from the list and save the changes.

Connect Trello to Gmail: After enabling the add-on, open any email in your Gmail inbox. You’ll find a new Trello icon in the right-hand sidebar. Click on the Trello icon to connect your Trello account to Gmail.

Authorize Trello Access: A pop-up window will appear, asking for authorization to access your Trello account. Click “Allow” to grant access. This step is essential for the integration to work properly.

Create a Trello Card from an Email: Once authorized, go back to the email you want to convert into a Trello card. Click on the Trello icon in the sidebar. You can select an existing board and list or create a new card directly from the email. Customize the card details, such as title, description, labels, due dates, and attachments.

Add Card Links to Emails: To maintain the connection between Trello cards and Gmail conversations, you can add card links to your emails. Simply copy the link to the Trello card and paste it into your email as needed. This allows you and your team to navigate between the two platforms effortlessly.

Track Trello Cards from Gmail: With the integration in place, you can easily track the progress of your Trello cards from within Gmail. The Trello add-on provides a summary of your assigned cards, due dates, and board activity, keeping you informed without leaving your inbox.

Update Trello Cards from Gmail: If you need to make changes or updates to a Trello card, you can do so directly from Gmail. Open the email associated with the Trello card, click on the Trello icon in the sidebar, and select the card you want to update. Make the necessary changes, and they will be reflected in Trello.

Does CardBox integrate with Gmail?

Yes, Box integrates with Gmail to provide seamless file management and collaboration within the Gmail interface. Here’s how you can integrate Box with Gmail:

Install the Box for Gmail Add-On: Start by installing the Box for Gmail add-on from the G Suite Marketplace. This add-on allows you to access and manage your Box files directly within Gmail.

Enable the Box Add-On in Gmail: After installing the add-on, open your Gmail account and click on the settings (gear) icon in the top-right corner. Select “Get add-ons” and search for Box. Enable the Box add-on from the list and save the changes.

Connect Box to Gmail: Once enabled, open any email in Gmail, and you’ll find a new Box icon in the right-hand sidebar. Click on the Box icon to connect your Box account to Gmail.

Authorize Box Access: A pop-up window will appear, asking for authorization to access your Box account. Click “Allow” to grant access. This step is necessary for the integration to work properly.

Access and Manage Box Files: Once authorized, you’ll be able to access your Box files and folders directly within Gmail. The Box add-on sidebar will display a list of your Box files, allowing you to browse, search, and attach files to your emails without leaving the Gmail interface.

Share Box Files via Email: With the integration in place, you can easily share Box files via email. When composing a new email, click on the Box icon in the email toolbar. Select the desired file from your Box account and choose the appropriate sharing settings. The recipient will receive a link to access the file stored in your Box account.

By integrating Box with Gmail, you can streamline your file management and collaboration processes. The integration allows you to access, share, and attach Box files directly within Gmail, eliminating the need to switch between different platforms.

Chandra Shekar

I'm a tech enthusiast who loves exploring the world of digital marketing and blogging. Sharing my thoughts to help others make the most out of their online presence. Come join me on this journey to discover the latest trends in technology and digital media.

Related Articles

Back to top button