Trello

Connect your Trello account to Float

Justyna Kawalec avatar
Written by Justyna Kawalec
Updated this week

Trello is a collaboration tool that organizes your projects into boards. It tells you what’s being worked on, who’s working on what, and where something is in a process.

This integration makes it easy to sync your Trello boards with Float and drag and drop cards directly onto your teams' schedules to assign them as tasks.

Setting up the integration

The Account Owner can set up and manage the Trello integration in Team settings > Integrations.

Once you click Connect, you will need to Allow Trello to access your Float account.

Trello integrations menu.

Specify the people and boards you want to import to finalize the integration setup. All existing boards and members are imported to Float by default. If you want to import only specific boards, click Select boards. You can also choose to Connect boards added to Trello in the future.

Imported selected Trello boards.

💡 Here's a tip: You can disconnect individual projects similarly.

Trello Members will be automatically added to your Float schedule as people and matched with their assigned cards to make scheduling easy. They won’t be invited to use Float just yet, but you can give them access rights at any time. You can also choose to Import members added to Trello in the future.

Importing people from Trello.

Schedule your boards

To schedule your Trello cards, click the Integrations icon in the top right corner of the Schedule to open the integrations sidebar.

Integrations sidebar on the Schedule.

Scroll or search for the card you'd like to add, and then drag and drop it onto a team member's schedule to allocate a new Float task.

Scheduling Trello cards.

Task hours are determined based on the person's individual work hours for the day. If they normally work 8 hours, the task will also be 8 hours long. If they work 4 hours on Fridays, any task you schedule on Friday will be 4 hours long, etc.

💡 Here's a tip: You can adjust any task directly on the Schedule by dragging it horizontally to increase its days or vertically to decrease its hours.

Your Trello cards can be scheduled as often as you'd like and do not disappear from the sidebar. Once a card has been scheduled in Float, a white dot appears next to it on the sidebar to make it easy to identify.

White dot indicator in the integrations sidebar menu

Changes you make in Trello are reflected on the sidebar but do not impact tasks you’ve already scheduled. The same is true when editing tasks on the schedule - for example,  if you edit the name of a scheduled task, it will not change the card's name on the sidebar.

You can collapse boards to hide their cards or use the search to quickly find the board, card, or assignee you are looking for.

💡 Here's a tip: Any task you create can be viewed directly in Trello by opening the task menu and clicking View in Trello.

Reviewing the allocation details in Trello.

Synced projects are easily identified in Float by the sync icon on the Projects page.

Projects integrate with Trello.

Time tracking

You can also log time using cards from the sidebar. Just drag and drop a card onto a team member's schedule when in the Log team view, and the hours are recorded instantly.

Task hours for time tracking are based on the last hour setting used in the Log team view (rather than the person's maximum work hours for the day).

You can easily adjust the logged time by dragging it vertically to decrease/increase its hours. 

Logging time using Trello cards.

Disconnecting the integration

To disconnect Trello, navigate to Team settings > Integrations > Edit > Disconnect Trello.

Disconnecting Trello from Float.

You can choose to keep the boards and people you’ve imported in Float or archive them.

Disconnecting Trello integration.

Additional notes

  • Projects, people, and tasks created in Float are not synced to Trello.

  • The Account Owner is automatically set up as the Project Owner of the Trello boards.

  • All existing/future boards and people are imported by default. You can change your import settings from the Trello integrations settings.

  • Synced tasks won't appear in the task modal menu until schedule them from the integration sidebar.

  • Additional fields synced from Trello to Float include board description (imported as notes), created/modified dates, member avatars, card descriptions (imported as notes), and created on dates.

  • If you disconnect a board with scheduled tasks, the board and its cards are removed from the sidebar, and a copy of the board and its cards remain in Float. Boards without scheduled tasks are removed completely.

  • Locking a project's task list in Float will not prevent new tasks from being imported to the sidebar.

  • You can only sync with one project management tool at a time in Float.

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