This article details the default field mappings and scheduled strategies installed with the Trello to OnePlan integration.
Integration Information
OnePlan Changes
Once the install is complete, two things will occur in the OnePlan integration page:
- Integration Line-Item Creation.
- Trello Availability in Connected Systems.
Integration Line-item Details
Each entry in the Integration section provides an overview of OneConnect Integrations associated with the OnePlan Work Plan, offering a comprehensive list of connected systems.
Identifying Connected Systems
Any item connected to Trello will display the Trello icon on both the My Portfolio page and the Work Plan Schedule page, indicating the association between plans/tasks and Trello.
Connecting Items
To link an item from OnePlan to Trello:
- Navigate to the Work Plan – Schedule page.
- Click on the plug icon (Connected Systems Icon).
- Select the option to connect to an existing item in Trello.
Once connected, the Connected Systems window allows for Import, Export, or Opening of the Trello board/card item.
Default Field Mappings
Plans - Boards
| OnePlan Fields | Trello Fields | Direction |
| Description | Desc | Both |
| Name | Name | Both |
| Owner | Owner | Both |
Tasks - Cards
| OnePlan Fields | Trello Fields | Direction | Notes |
| Assigned To | Members | Both | |
| Due | Due | Both | |
| Name | Name | Both | Required |
| Start | Start | Both |
Lookup Tables – Lookup Tables
| OnePlan Fields | Trello fields | Direction | Notes |
This table is intentionally left blank.
Available Strategies
OnePlanUpdate
Publish data from Trello to OnePlan.
This strategy has a default filter within the Trello - OnePlan > Boards – Plans section. This filter will only sync items that are already mapped to OnePlan. Please talk to your OnePlan Contact about filtering the information being brought into OnePlan. If this filter is removed (and not replaced with an alternative filter), all items will be brought into OnePlan.
This strategy will bring all Trello Boards as plans into OnePlan. Any Workspaces the API token has access to will be used to find Boards. The strategy will also import all cards associated with the projects into the Schedule in OnePlan. It is recommended that a filter be put in place to limit what work item types are desired to be brought over. To facilitate large-scale data manipulation, this strategy efficiently processes multiple records simultaneously. Additionally, for consistency and accuracy alignment between Trello and OnePlan, the strategy will automatically remove tasks from OnePlan if they are deleted in Trello. This deletion specifically applies to workplan items and does not affect plans within OnePlan.
Filters can be applied to this strategy on the Trello -> OnePlan section, within the Boards -> Plans table.
OnePlanPublish
Publish data from OnePlan to Trello.
This strategy has a default filter within the OnePlan - Trello > Plans – Boards section. This filter will only sync items that are already mapped to OnePlan. Please talk to your OnePlan Contact about filtering the information being brought into Trello.
Filters can be applied to this strategy on the OnePlan ->Filter section, within the Plans -> Boards table.
Note: Creating new Boards directly within Trello is currently not supported through the OnePlan Publish Strategy.
SynchLookups
Sync lookups from Trello to OnePlan.
This strategy will sync over choice field values in Trello that are mapped in the Lookup Tables field mappings to a choice field in OnePlan. This strategy should be used to synchronize over the defined Lists in Trello. The List is a key component that should be specified when creating tasks in OnePlan, ensuring the system knows where to place tasks when updating them in Trello. This is especially important when it comes to moving the tasks between lists.
Related to