USE CASE

Project Management in Trello

Transform the way you manage projects with Email for Trello. Quickly spot bottlenecks and keep stakeholders up to date with a customized project management workflow.

 

Send emails in Trello

 

Send emails right from Trello

Engage with clients and suppliers over email – without ever leaving Trello! See all your emails alongside your project tasks and reply directly from Trello with our rich-text editor. Connect a shared inbox and get the whole team involved!

 

Saved Replies

 

Save time with email templates

Got lots of similar queries from clients or suppliers? Avoid errors and focus on what matters with Saved Reply templates.

Use Trello rules to automatically send out templated emails based on triggers

Reply with Trello automations

 

Work smarter with automations

Use Trello rules to automatically send out templated emails based on triggers. Less time spent typing means more time for meaningful work! For example:

  • Ask for a customer review when you drag a card into “Signed Off”

  • Create your own “Thank you” button to send an email with one click

  • Send a follow-up email after 48 hours

Email for Trello is a great way to receive requests and stay in touch with folks via email, without ever leaving Trello.

— Chris Marts, ABC Creative

 
ABC Creative's logo
 

Variables

 

Personalize your emails with variables

Use variables to insert contact names, checklists, due dates and more into your emails. Each variable will be automatically populated with the relevant value when you hit send.

Custom reply-to address

 

Use your own email address

Control the reply-to address for your contacts. You can receive emails to your own SendBoard subdomain (e.g. info@example.sendboard.com) or choose to use your own email address.

Trello Custom Fields

 

Custom Fields at your fingertips

Give your emails a human touch by including Custom Fields. You can also extract details from your emails into Custom Fields, to be used elsewhere in Trello.

Reply to emails with Trello mobile apps and the SendBoard power-up

Reply with Trello mobile apps

 

Keep up with email on the go

On site, out of office or in a client meeting? Reply to emails on the Trello mobile app! Simply type your response as a comment, starting with the keyword “@reply”.

An example of threaded conversations using the Email for Trello power-up

Threaded conversations

 

One card, multiple conversations

Got some sensitive information that you don’t want a client or supplier to see? Easily select which emails to include or exclude from your replies.