Email for Trello - How to Turn Trello Into a Shared Inbox

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Күн бұрын

Want to work smarter with email in Trello? SendBoard’s ‘Email for Trello’ transforms your shared inbox into a shared workspace. Connect your email address to Trello so that you can organize workflows, coordinate teamwork, and automate messages. In this video, Scott Friesen shows you why SendBoard is the perfect Power-Up for help desks, CRM, HR, bookings, and much more.
Limited offer! Get 30% off SendBoard for 12 months: www.sendboard.com/simpletivity
00:00 Why forwarding email in Trello sucks
00:48 Who is SendBoard for and how does it work?
02:35 Email replies and how they work with SendBoard
04:04 Viewing all messages and merging emails
06:33 Templated messages with SendBoard
07:49 SendBoard settings and advanced features
09:39 Using SendBoard with Butler automation
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Scott Friesen is a productivity specialist and founder of Simpletivity training and consulting. He is also a prolific public speaker, workshop leader, and time management coach.
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Пікірлер: 14

@Simpletivity 2 жыл бұрын

Limited offer for Simpletivity viewers! Get 30% off Email for Trello for 12 months: www.sendboard.com/simpletivity

@stillcelestial Жыл бұрын

most helpful video about Trello I've seen so far thank you so much!

@matthewsankey817 Жыл бұрын

You just saved me hours of work at my job thank you so much!

@Simpletivity Жыл бұрын

You are very welcome, Matthew. So glad that you found this helpful!

@tisaane 2 жыл бұрын

Thanks, that's really clear. What happens to the emails in the actual email inbox? Are they still there but marked as read?

@lozmatic Жыл бұрын

Is there a way to forward emails - received and sent - to a separate inbox (eg. Gmail) as a back up?

@robertkowton5875 2 жыл бұрын

Great video Scott as this will help my workflow by 1000%. However, when I activated the power up, not as easy as one would think. To add a custom email you need to make some sort of forwarding rule or other option is modify your DNS server. Scott, could create a second video to explain how to set up advanced custom email feature? I looked their help section but still cannot figure out.

@sendboard7156 2 жыл бұрын

Hi Robert, Mark from SendBoard here. You can find an overview of how to set up a custom email address here: help.sendboard.com/en/articles/3239424-custom-email-addresses and feel free to reach out to our support team for more info. You're right that a video would really help to explain the process though. Watch this space :)

@yendinh1440 2 жыл бұрын

Hi. How can i see email of who sent me request? How can who sent request for me can receive status if i input in trello?

@michaelforrest5320 2 жыл бұрын

Very helpful! If you want to use the Butler automation replies, do all the users have to have the Pro version or just one?

@sendboard7156 2 жыл бұрын

Hi Michael. Mark from SendBoard here - I noticed your query so thought I'd jump in. When you choose a plan, it applies to your whole Trello workspace. So you unfortunately can't have some users on one plan and others on a different plan. But you only need to pay for those users who need to send emails - not every user in your workspace.

@timbushell8640 2 жыл бұрын

Nice integration... ... But, is there something similar to say Evernote? Using Evernote as the home of the big heavy chunks of lists, data, clippings (ignoring the never tasks features for the moment) given Evernote and Trello both have to or from Gmail tools?

@fidelmavdvdoshea1021 2 жыл бұрын

Finance Bill Amendment