Trello

Automatically create Trello cards from folder submissions, with templates, labels, assignees, and due dates.

Trello automations automatically create cards on your Trello boards when recordings or captures are added to a folder. Convert customer feedback, bug reports, and support tickets into visual, trackable cards with video evidence and full context.


When to Use Trello Automations

Trello automations are ideal for:

  • Bug Tracking β€” Create cards for customer-reported bugs with drag-and-drop workflow

  • Feature Request Management β€” Track customer suggestions visually on a roadmap board

  • Support Queue Management β€” Create support tickets as cards for easy triage

  • Team Collaboration β€” Share customer feedback across teams with visual context

  • Sprint Planning β€” Organize recorded issues into sprints and iterations

  • Lightweight Project Management β€” Simpler alternative to complex issue trackers

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Trello vs. Linear/GitHub/Jira

Use Trello when:

  • Your team prefers visual, Kanban-style workflows

  • You want simple drag-and-drop card management

  • You need lightweight project management (not complex enterprise workflows)

  • Team members are already using Trello

  • You want to share customer feedback visually with non-technical teams

Use Linear/GitHub/Jira when:

  • You need advanced workflow management

  • You want detailed issue tracking and reporting

  • You require custom fields and complex integrations

  • Your team needs code-level issue linking


Prerequisites

Before setting up Trello automations:

  1. Trello Account β€” With board access

  2. Trello Board β€” Where cards will be created

  3. Screendesk Plan β€” Pro or Enterprise plan to enable automations

  4. Folder β€” Created in Screendesk to trigger the automation


Setup

Connect Trello to Screendesk (First-time only)

Navigate to your integrations:

  1. Click your avatar in the top right corner

  2. Select Account Settings

  3. Go to Integrations & Automations β†’ Integrations

  4. Find Trello in the list

  5. Click Connect Trello

You'll be redirected to Trello to authorize access. You'll see the permissions Screendesk requires:

  • Create and read cards

  • Read boards and lists

  • Read organization members

  • Attach files to cards

Click Allow to proceed.

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Review Trello connection status

After authorization completes, you'll return to Account Settings β†’ Integrations.

You should see:

  • βœ… Trello Connected with your account name

  • List of accessible boards

  • Disconnect button (if you need to remove the integration)

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Open folder automations

Create an automation in any folder:

  1. Navigate to the folder you want to automate

  2. Click Settings (gear icon) in the top right

  3. Select the Automations tab

  4. Click + Add Automation

  5. Select Trello from the integration list

Select target board

Configure where cards will be created:

Board (required):

  • Select the Trello board where cards will be created

  • Only boards you have access to appear in the dropdown

  • Supports personal, team, and organization boards

  • Click Refresh to reload the board list

Board Types:

  • Personal boards β€” Private to your account

  • Team boards β€” Shared with team members

  • Organization boards β€” Shared across organization

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Board Selection

If you don't see expected boards:

  1. Verify you're a member of the board in Trello

  2. Check board isn't archived

  3. Click Refresh in the Trello integration settings

  4. Re-save your automation

Select target list

Configure where cards will be created in the board:

List (required):

  • Select the list where new cards will appear

  • Only lists in your selected board appear in the dropdown

  • Different lists can represent workflow stages

Common Lists:

List
Use Case

Inbox

New items for triage

To Do

Ready for work

Backlog

Prioritized for later

Bugs

Bug-specific list

In Progress

Currently being worked on

Done

Completed items

Example workflows:

  • Bug board: Inbox β†’ Investigating β†’ In Progress β†’ Testing β†’ Done

  • Support board: New Tickets β†’ In Review β†’ Waiting on Customer β†’ With Engineering β†’ Done

  • Feature board: Ideas β†’ Under Review β†’ Planned β†’ In Development β†’ Shipped

Configure card title

Customize how card titles appear on Trello:

Default title template:

Example outputs:

Other title examples:

For bug reports:

For feature requests:

Including customer context:

For folder-specific routing:

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View all available template variables β†’

Configure card description

Create a rich card description with recording context:

Default description template:

Example: Detailed bug report description

Example: Feature request description

Markdown Support

Trello card descriptions support Markdown formatting:

  • Bold β€” **text**

  • Italic β€” *text*

  • Links β€” [text](url)

  • Headers β€” ## Heading

  • Lists β€” * item or - item

  • Code blocks β€” ```

Use markdown to format important information effectively. {% endhint %}

View all available variables β†’ {% endstep %}

{% step %}

Apply labels automatically

Organize cards with Trello labels:

To add labels:

  1. Click + Add Label

  2. Select from board labels

  3. Add multiple labels as needed

Suggested labels:

  • from-screendesk β€” Track all automated cards

  • customer-reported β€” Mark customer submissions

  • needs-triage β€” Flag for manual review

  • bug or enhancement β€” Categorize card type

  • critical β€” For urgent items

  • customer-feedback β€” Specific to feature requests

Example configurations:

For bug reports list:

For feature requests list:

For critical issues list:

{% hint style="warning" %} Label Availability

Only labels that exist on your board appear in the dropdown. If you don't see a label you want:

  1. Create it on the Trello board first

  2. Return to Screendesk

  3. Click Refresh in the Trello integration settings

  4. The new label will appear in the dropdown {% endhint %} {% endstep %}

{% step %}

Assign team members (optional)

Auto-assign cards to board members:

Members dropdown:

  • Select specific team member(s)

  • Multiple members supported

  • Or leave unassigned for manual assignment

  • Only board members appear in the list

Recommended approach:

  • Leave unassigned for most automations

  • Use assignees for urgent or specialized items

  • Let team leads manually assign based on expertise

Example uses:

  • Assign critical bugs to on-call engineer

  • Assign feature requests to product manager

  • Leave general issues unassigned for triage

{% hint style="info" %} Multiple Assignees

Trello supports multiple assignees per card. Add team members to distribute work:

  • Bug triage: Assign QA and developer

  • Feature requests: Assign product and design

  • Critical issues: Assign on-call engineer and team lead {% endhint %} {% endstep %}

{% step %}

Configure card position

Control where new cards appear in the list:

Position options:

  • Top β€” New cards appear at top of list (newest first)

  • Bottom β€” New cards appear at bottom (oldest first)

Recommendation: Choose Top so new items are immediately visible at the top of your list.

{% endstep %}

{% step %}

Configure due date (optional)

Set automatic due dates on cards:

Due date options:

Option
Result

None

No due date

+1 day

Due tomorrow

+3 days

Due in 3 days

+1 week

Due next week

+2 weeks

Due in 2 weeks

When to use:

  • Set for support cards (due in 2 days)

  • Set for urgent bugs (due tomorrow)

  • Leave empty for backlog items

{% hint style="info" %} Due Date Reminders

Trello sends due date reminders to assignees. This keeps team members aware of approaching deadlines. {% endhint %} {% endstep %}

{% step %}

Test the automation

Before activating, create a test card:

  1. Click Create Test Card button

  2. Check your Trello board for the new card

  3. Verify all fields populated correctly:

If something looks wrong:

  1. Click Back

  2. Update the settings

  3. Click Create Test Card again

Delete test cards in Trello: After verifying, you can archive or delete test cards directly in Trello (they won't affect the automation).

{% hint style="success" %} Ready to Activate

Once testing passes, proceed to save. {% endhint %} {% endstep %}

{% step %}

Save and activate

Finalize the automation:

  1. Click Save Automation

  2. The automation is enabled by default

  3. You'll see it listed in the folder's Automations tab

Status indicators:

  • βœ… Green toggle β€” Automation is active

  • ⚫ Gray toggle β€” Automation is disabled

You can disable/enable the automation anytime without deleting it.

From now on, every recording or capture added to this folder will automatically create a card on your Trello board.

{% hint style="info" %} Automation Activity

View execution history:

  1. Go to Account Settings β†’ Automations β†’ Execution Log

  2. Filter by folder or automation type

  3. See success/failure details for each execution {% endhint %} {% endstep %} {% endstepper %}


Template Variables

Use these variables in card title and description templates:

Item Information

Variable
Description
Example

{{item.title}}

Recording or capture title

"Checkout crashes"

{{item.url}}

Link to recording/capture

Full HTTPS URL

{{item.type}}

Item type

"recording" or "capture"

{{item.duration}}

Length in seconds

"45"

{{item.created_at}}

Submission timestamp

"Feb 6, 2026 at 2:30 PM"

Creator Information

Variable
Description
Example

{{creator.name}}

Person who submitted

"Alice Johnson"

{{creator.email}}

Creator's email

Recording-Specific (if applicable)

Variable
Description
Example

{{recording.title}}

Recording title

"Checkout page error"

{{recording.url}}

Recording link

Full HTTPS URL

{{recording.browser}}

Browser info

"Chrome 121.0.6167"

{{recording.os}}

Operating system

"macOS 14.3"

{{recording.resolution}}

Screen resolution

"2560x1440"

{{recording.country}}

Geographic location

"United States"

{{recording.console_errors}}

JavaScript errors

Formatted list

{{recording.network_errors}}

Failed HTTP requests

Formatted list

Capture-Specific (if applicable)

Variable
Description
Example

{{capture.title}}

Capture title

"Bug description"

{{capture.url}}

Capture link

Full HTTPS URL

{{capture.type}}

Capture type

Screenshot or document type

Folder & Account

Variable
Description
Example

{{folder.name}}

Folder name

"Bug Reports"

{{account.name}}

Workspace name

"Acme Corp"

View complete variable reference β†’


Example Configurations

Example 1: Bug Tracking Board

Folder: Bug Reports Target: Create bug cards in development workflow

Configuration:

Setting
Value

Board

Development

List

Bugs

Labels

from-screendesk, customer-reported, needs-triage

Members

(Unassigned)

Position

Top

Card Title Template:

Card Description Template:

Result: Bug cards created in Bugs list, ready to be investigated and moved through your development workflow.


Example 2: Support Queue

Folder: Customer Support Target: Track customer support requests visually

Configuration:

Setting
Value

Board

Customer Support

List

New Tickets

Labels

from-screendesk, customer-request

Members

Support Lead

Due Date

+2 days

Position

Top

Card Title Template:

Card Description Template:

Result: Support tickets created at top of New Tickets list with 2-day due date, ready for triage and assignment.


Example 3: Feature Request Board

Folder: Feature Requests Target: Track customer feature suggestions for product team

Configuration:

Setting
Value

Board

Product Roadmap

List

Ideas

Labels

from-screendesk, enhancement, customer-feedback

Members

Product Manager

Position

Top

Card Title Template:

Card Description Template:

Result: Feature requests flow into Ideas list for product manager to review and prioritize.


Example 4: Critical Issues

Folder: Critical Incidents Target: Escalate urgent problems immediately

Configuration:

Setting
Value

Board

Production Incidents

List

Critical

Labels

from-screendesk, urgent, p0

Members

On-Call Engineer

Due Date

+1 day

Position

Top

Card Title Template:

Card Description Template:

Result: Critical cards created at top of Critical list with immediate due date and on-call engineer assignment.


Card Features

Checklists

Add a default checklist to every card:

  1. Edit the automation

  2. Enable Add Checklist

  3. Name the checklist (e.g., "Resolution Steps")

  4. Add checklist items:

    • Watch recording

    • Reproduce issue

    • Identify root cause

    • Implement fix

    • Test solution

    • Follow up with customer

Team members can check off items as they work through the card.

Cover Images

Use recording thumbnail as card cover:

  1. Edit the automation

  2. Enable Set Cover Image

  3. Recording thumbnail becomes the card cover

  4. Makes cards visually identifiable in the board

Attachments

Automatically attach to cards:

Attachment
Description

Recording Link

Clickable link to Screendesk recording

Thumbnail

Preview image of recording

Console Logs

Text file with full console output


Board Workflow Examples

Bug Tracking Board

Support Board

Feature Request Board


Butler Automation Integration

Combine Screendesk automations with Trello's Butler for advanced workflows:

Auto-move on Label

When card is labeled "Urgent":

Due Date Reminders

When due date approaches:

Archive Completed

When moved to "Done":

Escalation

When card has specific label:


Managing the Integration

View Integration Status

Check Trello connection status:

  1. Go to Account Settings

  2. Select Integrations & Automations

  3. Find Trello in the integrations list

  4. See connection status and account information

Disconnect Trello

Remove the Trello integration:

  1. Go to Account Settings β†’ Integrations & Automations

  2. Find Trello

  3. Click Disconnect

  4. Confirm disconnection

What happens:

  • All Trello automations are disabled (not deleted)

  • Existing cards on Trello remain unchanged

  • Automations can be re-enabled by reconnecting

Refresh Boards

If Trello boards aren't loading:

  1. Go to Account Settings β†’ Integrations & Automations

  2. Find Trello

  3. Click Refresh

  4. Boards update immediately

When to refresh:

  • New boards created in Trello

  • Board access changed

  • New lists added to board

  • Labels added to board

Change Board or List

To update an existing automation:

  1. Edit the automation

  2. Select new board

  3. Select new list (will reset to the new board's lists)

  4. Reconfigure labels (they're board-specific)

  5. Verify members are available on new board

  6. Save


Troubleshooting

Cards Not Creating

Symptom: Automations enabled but no cards appear on Trello board

Solutions:

{% stepper %} {% step %}

Verify Trello is connected

  1. Go to Account Settings β†’ Integrations & Automations

  2. Check Trello status shows "Connected"

  3. If disconnected, click Connect Trello to re-authorize {% endstep %}

{% step %}

Check board and list access

  1. In Trello, verify you're a member of the selected board

  2. Verify the list exists and isn't archived

  3. Try selecting a different list to test {% endstep %}

{% step %}

Verify automation is enabled

  1. Open folder Settings β†’ Automations

  2. Find the Trello automation

  3. Toggle should be green (on)

  4. If disabled, click to enable {% endstep %}

{% step %}

Check execution logs

  1. Go to Account Settings β†’ Automations β†’ Execution Log

  2. Filter by the folder or automation

  3. Look for error messages explaining why card creation failed

  4. Recent failures show detailed error information {% endstep %}

{% step %}

Test with a test card

  1. Open the automation

  2. Click Create Test Card

  3. If test fails, error message explains why

  4. Fix the issue and test again

{% hint style="info" %} Test cards show specific error messages that help diagnose problems. {% endhint %} {% endstep %} {% endstepper %}

Missing or Incorrect Fields

Symptom: Trello card created but fields are empty or wrong

Solutions:

{% stepper %} {% step %}

Verify template syntax

Check title and description templates:

  • Variables must be enclosed in double braces: {{variable}}

  • Variable names must be spelled exactly

  • No extra spaces or special characters

Correct: {{item.title}} Incorrect: {{ item.title }} or {{item.Title}} {% endstep %}

{% step %}

Check Markdown formatting

  1. Verify Markdown syntax is correct

  2. Common issues:

    • Missing line breaks between sections

    • Unescaped special characters

    • Incorrect link syntax

  3. Test formatting in Trello card directly {% endstep %}

{% step %}

Test with sample data

Create a test recording/capture with the data you're referencing:

  1. Add test item to folder

  2. Create test card

  3. View the result

  4. Adjust templates based on what's missing {% endstep %} {% endstepper %}

Wrong Board or List

Symptom: Card created on wrong board or in wrong list

Solutions:

  1. Open the automation settings

  2. Verify Board dropdown shows correct board

  3. Verify List dropdown shows correct list

  4. Click Save to update

  5. Create a test card to verify

Note: Changes only affect new cards, not previously created ones.

Labels Not Applied

Symptom: Card created but labels are missing

Solutions:

{% stepper %} {% step %}

Verify labels exist on board

  1. Open Trello board

  2. Open any card and check available labels

  3. Labels must be created on the board first

  4. They're board-specific, not shared across boards {% endstep %}

{% step %}

Refresh label list in Screendesk

  1. Go to Account Settings β†’ Integrations & Automations

  2. Find Trello

  3. Click Refresh

  4. Wait for labels to update

  5. Edit automation and verify labels appear {% endstep %}

{% step %}

Re-add labels to automation

  1. Open the automation settings

  2. Remove old labels

  3. Click + Add Label to re-select

  4. Choose labels from the refreshed list

  5. Save and test {% endstep %} {% endstepper %}

Members Not Assigned

Symptom: Card not assigned to selected team member

Solutions:

  1. Verify the selected person is a member of the board in Trello

  2. Non-members can't be assigned to cards

  3. Go to Trello board settings β†’ Members

  4. Check if the person is listed

  5. If not, invite them to the board first

  6. Select a different assignee in automation and test again

Formatting Issues

Symptom: Card description formatting looks wrong on Trello

Solutions:

  1. Test your Markdown template in a Trello card directly

  2. Verify Markdown syntax is correct

  3. Common issues:

    • Inline HTML not supported (use Markdown instead)

    • Emoji may render differently on different devices

    • Very long text may wrap unexpectedly

  4. Test with a test card to verify before activating


Best Practices

Use Consistent Card Naming

Keep naming conventions consistent:

{% columns %} {% column %} ❌ Inconsistent:

{% endcolumn %}

{% column %} βœ… Consistent:

{% endcolumn %} {% endcolumns %}

Consistent naming makes cards easier to scan in lists.


Use Meaningful Labels

Create labels for quick identification:

Organizational labels:

  • from-screendesk β€” Track all automated cards

  • customer-reported β€” Issues from customers

  • internal-report β€” Issues from your team

Type labels:

  • bug, enhancement, documentation

  • performance, security, ui, backend

Priority labels:

  • urgent, high-priority, low-priority

  • critical, p0, p1

Apply 2-4 labels per card for effective organization.


Make accessing customer evidence easy:

{% columns %} {% column %} ❌ Buried:

{% endcolumn %}

{% column %} βœ… Prominent:

{% endcolumn %} {% endcolumns %}

Put the recording link near the top where team members will see it first.


Set Due Dates for Accountability

Use due dates to keep items moving:

  • Support cards β€” Due in 2 days

  • Urgent bugs β€” Due in 1 day

  • Feature requests β€” No due date (backlog)

  • Critical issues β€” Due today or tomorrow

Due dates create accountability and prevent items from stalling.


Add Checklists for Process Consistency

Create standard checklists for different card types:

For bug cards:

  • Watch recording

  • Reproduce issue

  • Debug and identify root cause

  • Implement fix

  • Test thoroughly

  • Follow up with customer

For support cards:

  • Read and understand issue

  • Attempt to reproduce

  • Test workaround

  • Provide solution or escalate

  • Follow up with customer

For feature cards:

  • Review request

  • Discuss with team

  • Estimate effort

  • Plan for sprint

  • Implement and test


Position Cards at Top

Create new cards at the top of lists:

  • New items are immediately visible

  • Team doesn't miss new submissions

  • Encourages processing inbox-style (top to bottom)


Create Dedicated Automation Lists

Separate automation target from manual cards:

Keep automated cards separate to track what came from Screendesk vs. manual input.


Monitor Automation Success Rate

Regularly check execution logs:

  1. Go to Account Settings β†’ Automations β†’ Execution Log

  2. Filter by Trello automations

  3. Look for patterns in failures

  4. Address common issues

Target success rate: 99%+


Test Before Large Deployment

Before creating many automations:

  1. Create one automation

  2. Add a test recording

  3. Verify card appears on Trello

  4. Check title, description, labels, members

  5. Adjust templates as needed

  6. Then create additional automations

Testing first saves time fixing issues later.


Document Your Workflow

Keep notes on your automation setup:

  • Why each automation exists

  • What folder triggers it

  • What board and list it targets

  • How cards flow through your workflow

  • Who manages the board

This helps new team members understand the system.


  • Template Variables Reference β€” Complete list of available variables

  • Linear Automation β€” More advanced issue tracking alternative

  • Jira Automation β€” Another issue tracker option

  • GitHub Automation β€” Code-focused issue tracking

  • Slack Integration β€” Send notifications to Slack

  • Troubleshooting Guide β€” Common issues and solutions

  • Trello API Documentationarrow-up-right β€” Trello developer reference

  • Trello Best Practicesarrow-up-right β€” Trello official guide

  • Butler for Trelloarrow-up-right β€” Trello automation capabilities

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