When a card is registered in Trello, add a record to Microsoft Excel.

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  3. When a card is registered in Trello, add a record to Microsoft Excel.
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■Overview

This is a flow that adds a record to Microsoft Excel when a card is registered in Trello.

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■Recommended for

1. Members of teams using Trello

・Those who want to list and analyze tasks and information managed in Trello using Microsoft Excel

・Those who want to reduce the effort of manually transferring additional information from Trello to Microsoft Excel

・Those who want to always check the latest Trello information in Microsoft Excel

‍

2. Team leaders and managers

・Those who want to visualize task information in Microsoft Excel to aid in progress management and understanding the team's situation

・Those who want to process and analyze Trello data in Microsoft Excel for business improvement and decision-making


■Benefits of using this template

Trello is a tool for project and task management, but there are often cases where you want to utilize the information in other systems. By integrating with a versatile spreadsheet software like Microsoft Excel, you can analyze task information in various ways and create reports. However, if Trello and Microsoft Excel are operated separately, there is a need to manually transfer card information registered in Trello to Excel, which can lead to transcription errors and information omissions.

By utilizing this flow, the information linkage between Trello and Microsoft Excel is automated, eliminating the need for manual transcription, significantly improving work efficiency and reducing human errors.

‍

■Notes

・Please integrate Trello and Microsoft Excel with Yoom.

・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.

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Trello
Yoom allows you to integrate with Trello's API without any code, enabling you to automate various tasks. You can automatically register cards in Trello, retrieve cards from specific boards, and send notifications to platforms like Slack and Chatwork.
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