Trello is a cloud-based project management tool that uses a kanban-style board to help you organize tasks and projects visually. Trello allows users to create boards, lists, and cards to manage their work.
With OnePlan, organizations can create a strategic plan that aligns with their business goals and objectives. This plan can be broken down into initiatives, programs, and projects, which are then managed within Trello. OnePlan extends the capabilities of Trello to enable strategic portfolio management.
Use Cases
The Trello integration has the following use cases:
Visibility into Execution Across Teams
Use Case: Portfolio managers need visibility in OnePlan into work being tracked in Trello by product, marketing, or design teams to ensure alignment with strategic initiatives.
Value: Keeps leadership informed on execution status without needing teams to change tools or update multiple systems.
Strategic Initiative Tracking
Use Case: Tasks and boards in Trello once loaded into OnePlan can be mapped to specific strategic initiatives.
Value: Ensures that day-to-day activities in Trello are contributing to broader business goals, enabling better prioritization and resource allocation.
Cross-Team Resource Allocation
Use Case: Tasks in Trello are linked to specific team members, and their effort is synced into OnePlan to analyze workload across multiple teams and regions.
Value: Enables portfolio leaders to balance workloads, avoid over-allocation, and plan staffing needs based on real-time execution data.
Forecasting Future Resource Needs
Use Case: Upcoming Trello work (cards with due dates) is used to forecast resource demand in OnePlan by skillset, team, or location.
Value: Helps PMOs and HR teams plan hiring or reallocation ahead of bottlenecks, based on actual demand signals from delivery teams.
Budget vs Actual Tracking
Use Case: Planned budgets and actuals are tracked in OnePlan for projects that are executed via Trello.
Value: Provides early indicators of over or under-spend and supports better financial forecasting and reallocation.
Unified Reporting and Dashboards
Use Case: Data from Trello is aggregated with information from other tools (like Jira, Asana, etc.) in a single dashboard in OnePlan.
Value: Offers executives a holistic view of project progress across the organization, regardless of where the work is being tracked.
Features
The Trello integration supports the following features:
- Create OnePlan plans from Trello boards
- Connect an existing OnePlan plan to an existing Trello board
- Update OnePlan tasks from Trello cards
- Create and update Trello cards from OnePlan tasks
- Synchronize choice field options from Trello to OnePlan
- Import and export data manually, plan by plan, using OnePlan
- Import and export data automatically, using scheduled jobs
- Filter the data you want to automatically synchronize
Review the different OneConnect subscription types to determine which fits your requirements.
Setup Requirements
Setup requirements for the Trello integration:
- A user account in Trello that is licensed that can be used by the integration
- An API token for the user account
Setup
To set up the integration, see the Trello Setup article.
Next Steps
After you installed the integration:
- Adjust the field mappings and setup scheduled jobs as required.
- Load your data from Trello into OnePlan. Your Trello boards will become OnePlan plans.
- Create a portfolio of projects using the plans you loaded from Trello.
Mind the Gap
This integration has the following known limitations:
- Boards cannot be created from OnePlan plans
- Lists cannot be created from OnePlan data
Good to Know
Review the best practices article for useful tips.
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