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Sync an action item to Trello
Sync an action item to Trello

Steps to send action items from Fellow into Trello

Julia avatar
Written by Julia
Updated over 8 months ago

Sync action items that come up in meetings directly with your other tasks in Trello. One way to do is to link the action item to Trello directly from a Fellow note.

Steps

  1. Create an action item in Fellow.

  2. Click on the three dot drop down at the end of line next to the avatar. Select Link to Trello

  3. Specify where you would like the information to go including the board and list.

  4. Press Create card

  5. That's it! That action item will show up with an icon demonstrating that it has been synced to Trello. The status (complete/incomplete), the due date, and assignee will stay in sync with Trello.

    In Trello, the card will show as being created in Fellow.


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