Integrations

Trello

Our Trello integration includes all the features you need to use Trello as your main project management tool. Morris will create cards, move cards, add comments, and even add attachments for you automatically! This way all your information in Morris and Trello are 2-way synced and always have the same information between the two. This even means that comments you add in Basecamp will appear in Morris as well!

 

Setup Process

Requirements
  • A Trello account (preferably a dummy account specifically for Morris)
  • A Trello board with 2 lists 

 

Under each project settings is a switchable option to turn on our Trello integration. Click the switch to turn the integration on and start the setup process.

 

Step 1: Allow Morris access to your Trello account

On the first step you will be brought to Trello.com to authorize Morris to post, comment, and edit cards. Please login to Trello and click the “Allow” button at the bottom of the prompt. You will be redirected back to Morris after clicking “Allow”.

 

Step 2: Choose a board

You will now see a list of your Trello boards that your account is attached to. Simply click on the Trello board that your project should belong to. (If you do not have any boards, please create one and add 2 lists to the board. Then refresh the Morris setup page.)

 

Step 3: Choose a starting list

Any new tasks in Morris will be immediately added to the “New task” list. Simply click on the list that you want new tasks to appear in.

 

Step 4: Choose an ending list

Any resolved tasks in Morris will be immediately added to the “Resolved task” list. Simply click on the list that you want resolved tasks to automatically move to.

 

Step 5: Confirm your settings

Now that everything is ready to go, please double check that you picked the correct boards and lists (you can come back and edit these later if needed). If all is well click the blue “Save” button to complete the setup.

 

Your project is now integrated with Trello! Morris will take care of the rest. If you run into any problems or have any questions about the integration please feel free to contact us.