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
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:
Trello Account β With board access
Trello Board β Where cards will be created
Screendesk Plan β Pro or Enterprise plan to enable automations
Folder β Created in Screendesk to trigger the automation
Setup
Connect Trello to Screendesk (First-time only)
Navigate to your integrations:
Click your avatar in the top right corner
Select Account Settings
Go to Integrations & Automations β Integrations
Find Trello in the list
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.
Trello Account Required
You must be logged into your Trello account. If you don't see your boards, verify your Trello account is the one you want to use.
Review Trello connection status
After authorization completes, you'll return to Account Settings β Integrations.
You should see:
β Trello Connected with your account name
List of accessible boards
Disconnect button (if you need to remove the integration)
Connection Verified
If you see your username and board list, Trello is successfully connected. You can now create automations in any folder.
Open folder automations
Create an automation in any folder:
Navigate to the folder you want to automate
Click Settings (gear icon) in the top right
Select the Automations tab
Click + Add Automation
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
Board Selection
If you don't see expected boards:
Verify you're a member of the board in Trello
Check board isn't archived
Click Refresh in the Trello integration settings
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:
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:
Title Length
Keep titles under 100 characters for clarity. Trello displays full titles but very long titles may wrap.
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
## HeadingLists β
* itemor- itemCode 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:
Click + Add Label
Select from board labels
Add multiple labels as needed
Suggested labels:
from-screendeskβ Track all automated cardscustomer-reportedβ Mark customer submissionsneeds-triageβ Flag for manual reviewbugorenhancementβ Categorize card typecriticalβ For urgent itemscustomer-feedbackβ 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:
Create it on the Trello board first
Return to Screendesk
Click Refresh in the Trello integration settings
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:
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:
Click Create Test Card button
Check your Trello board for the new card
Verify all fields populated correctly:
If something looks wrong:
Click Back
Update the settings
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:
Click Save Automation
The automation is enabled by default
You'll see it listed in the folder's Automations tab
Status indicators:
β Green toggle β Automation is active
β« 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:
Go to Account Settings β Automations β Execution Log
Filter by folder or automation type
See success/failure details for each execution {% endhint %} {% endstep %} {% endstepper %}
Template Variables
Use these variables in card title and description templates:
Item Information
{{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
{{creator.name}}
Person who submitted
"Alice Johnson"
Recording-Specific (if applicable)
{{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)
{{capture.title}}
Capture title
"Bug description"
{{capture.url}}
Capture link
Full HTTPS URL
{{capture.type}}
Capture type
Screenshot or document type
Folder & Account
{{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:
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:
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:
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:
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:
Edit the automation
Enable Add Checklist
Name the checklist (e.g., "Resolution Steps")
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:
Edit the automation
Enable Set Cover Image
Recording thumbnail becomes the card cover
Makes cards visually identifiable in the board
Attachments
Automatically attach to cards:
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:
Go to Account Settings
Select Integrations & Automations
Find Trello in the integrations list
See connection status and account information
Disconnect Trello
Remove the Trello integration:
Go to Account Settings β Integrations & Automations
Find Trello
Click Disconnect
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:
Go to Account Settings β Integrations & Automations
Find Trello
Click Refresh
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:
Edit the automation
Select new board
Select new list (will reset to the new board's lists)
Reconfigure labels (they're board-specific)
Verify members are available on new board
Save
Troubleshooting
Cards Not Creating
Symptom: Automations enabled but no cards appear on Trello board
Solutions:
{% stepper %} {% step %}
Verify Trello is connected
Go to Account Settings β Integrations & Automations
Check Trello status shows "Connected"
If disconnected, click Connect Trello to re-authorize {% endstep %}
{% step %}
Check board and list access
In Trello, verify you're a member of the selected board
Verify the list exists and isn't archived
Try selecting a different list to test {% endstep %}
{% step %}
Verify automation is enabled
Open folder Settings β Automations
Find the Trello automation
Toggle should be green (on)
If disabled, click to enable {% endstep %}
{% step %}
Check execution logs
Go to Account Settings β Automations β Execution Log
Filter by the folder or automation
Look for error messages explaining why card creation failed
Recent failures show detailed error information {% endstep %}
{% step %}
Test with a test card
Open the automation
Click Create Test Card
If test fails, error message explains why
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
Verify Markdown syntax is correct
Common issues:
Missing line breaks between sections
Unescaped special characters
Incorrect link syntax
Test formatting in Trello card directly {% endstep %}
{% step %}
Test with sample data
Create a test recording/capture with the data you're referencing:
Add test item to folder
Create test card
View the result
Adjust templates based on what's missing {% endstep %} {% endstepper %}
Wrong Board or List
Symptom: Card created on wrong board or in wrong list
Solutions:
Open the automation settings
Verify Board dropdown shows correct board
Verify List dropdown shows correct list
Click Save to update
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
Open Trello board
Open any card and check available labels
Labels must be created on the board first
They're board-specific, not shared across boards {% endstep %}
{% step %}
Refresh label list in Screendesk
Go to Account Settings β Integrations & Automations
Find Trello
Click Refresh
Wait for labels to update
Edit automation and verify labels appear {% endstep %}
{% step %}
Re-add labels to automation
Open the automation settings
Remove old labels
Click + Add Label to re-select
Choose labels from the refreshed list
Save and test {% endstep %} {% endstepper %}
Members Not Assigned
Symptom: Card not assigned to selected team member
Solutions:
Verify the selected person is a member of the board in Trello
Non-members can't be assigned to cards
Go to Trello board settings β Members
Check if the person is listed
If not, invite them to the board first
Select a different assignee in automation and test again
Formatting Issues
Symptom: Card description formatting looks wrong on Trello
Solutions:
Test your Markdown template in a Trello card directly
Verify Markdown syntax is correct
Common issues:
Inline HTML not supported (use Markdown instead)
Emoji may render differently on different devices
Very long text may wrap unexpectedly
Test with a test card to verify before activating
Best Practices
Use Consistent Card Naming
Keep naming conventions consistent:
{% columns %} {% column %} β Inconsistent:
{% endcolumn %}
{% column %} β Consistent:
{% endcolumn %} {% endcolumns %}
Consistent naming makes cards easier to scan in lists.
Use Meaningful Labels
Create labels for quick identification:
Organizational labels:
from-screendeskβ Track all automated cardscustomer-reportedβ Issues from customersinternal-reportβ Issues from your team
Type labels:
bug,enhancement,documentationperformance,security,ui,backend
Priority labels:
urgent,high-priority,low-prioritycritical,p0,p1
Apply 2-4 labels per card for effective organization.
Include Recording Links Prominently
Make accessing customer evidence easy:
{% columns %} {% column %} β Buried:
{% endcolumn %}
{% column %} β 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:
Go to Account Settings β Automations β Execution Log
Filter by Trello automations
Look for patterns in failures
Address common issues
Target success rate: 99%+
Test Before Large Deployment
Before creating many automations:
Create one automation
Add a test recording
Verify card appears on Trello
Check title, description, labels, members
Adjust templates as needed
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 Documentation β Trello developer reference
Trello Best Practices β Trello official guide
Butler for Trello β Trello automation capabilities
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