Plan projects in Freehand with the Trello integration
  • 20 Apr 2023
  • 3 Minutes to read
  • Dark
    Light

Plan projects in Freehand with the Trello integration

  • Dark
    Light

Article Summary

Projects are complex, cross-functional efforts. Product managers need to keep everyone aligned, get the best information, and make the best decisions. Freehand brings together all the information and context teams need in one place.

The Trello integration for Freehand helps you run more inclusive and collaborative planning sessions and manage projects across your organization. Import existing Trello cards into Freehand, create new Trello cards from a freehand, and convert sticky notes and cards.

As a smart object, Trello cards in Freehandautomatically sync back to your Trello board. You no longer have to manually update both tools to keep them updated. 

Set up the Trello integration

The first time you use the Trello integration, you have to connect it to your Trello account.

  1. Sign in to InVision and open your freehand.
  2. On the bottom toolbar, select Explore > Trello. The Trello modal opens.
  3. Select Authorize. A new window opens.
  4. Sign in to your Trello account.
  5. Select Allow.

You'll now select your Trello workspace and board.

  1. Select the Workspace dropdown and choose your workspace.
  2. Select the Board dropdown and choose your board.
  3. Select Continue. All the items in your chosen board appear in the Trello modal.

Import Trello cards into Freehand

Once you've set up the Trello integration, you can import existing Trello cards into your freehands.

  1. On the bottom toolbar, select Explore > Trello. The Trello modal appears.
  2. Search or scroll through the list.
  3. Select the card or cards you want to add.
  4. Select Import item from Trello. The Trello cards appear on the canvas.

To open a card in Trello, select the Trello logo on the card.

Create Trello cards from Freehand

When sprint planning or handing off projects to another team, it's important to connect the work to your existing epics, and track the project in Trello. With the Trello integration, create new cards from your freehand so everyone sees what they need, where they need to see it.

  1. In the toolbar, select Trello. The Trello integration opens.
  2. Select Create Trello card and complete the fields.
  3. Review the selected workspace and board. If you wish to change either, do so now.
  4. Select the List dropdown and choose a list.
  5. Select Continue.
  6. Complete the fields.
  7. Select Create.

The new Trello task appears on the canvas. Updates you make to cards in freehand automatically sync back to Trello. 

To open the task in Trello, select the Trello logo on the card.

Convert sticky notes and cards into Trello cards

After a brainstorming or feedback session, your freehand is probably full of sticky notes and cards. Get these items into Trello by converting them to Trello cards.

  1. Select a sticky note or a card in your freehand. A contextual menu opens above the item.
  2. Select the sticky note or card icon and select Convert to Trello. The Trello modal appears.
  3. Review the selected workspace and board. If you wish to change either, do so now.
  4. Select the List dropdown and choose a list.
  5. Select Continue.
  6. Complete the remaining fields if desired. The summary field auto fills with the text from the card or sticky note.
  7. Select Create Card.

The sticky note or card is now a Trello card. Any changes you make to the card in Trello update in Freehand.

To open the card in Trello, select the Trello logo on the card.

Use Trello cards with other smart objects

Once you've added Trello cards to your freehand, you can use them with other smart objects to make the most of Freehand's intelligent canvas.

Drag people stickers ontoTrello cards to assign them. The assignee value is synced back toTrello, so you can do all your planning right in your freehand.

Try smart objects yourself!
Use our interactive template to learn about smart objects for task management.

Try template!


Switch to a different workspace and board

Every time you open the Trello integration, it defaults to the workspace and board you last chose. You can switch the workspace and board at any time.

To switch to a different workspace and board:

  1. In the Trello integration modal, next to the current board name, select Change.
  2. Select a new workspace and board.
  3. Select Continue.

Was this article helpful?