Installation & Setup

Absolutely, Processes for Trello works perfectly with most mobile browsers. Just open Trello.com on your mobile device and use our Power-Up as usual. For technical reasons by Trello, Power-Up support is very limited in the native Trello apps on Android and iOS. Unfortunately, you cannot use our Power-Up with these apps.

You can use the Processes for Trello Power-Up on any kind of board. Just make sure that every user who wants to see process and task information authorizes the Power-Up in the Power-Up settings.

Process Templates

Process templates are predefined sets of tasks which can be used accross one or multiple boards of a workspace to quickly start new process instances. They reside on a dedicated “template board”, which basically is just an ordinary board in your workspace with follows a particular structure as described below.

To start using process templates, follow these simpe steps:

  1. In the workspace that you want to use process templates with, create a new board and give it a name of your choice, e.g. “Process Templates”.
  2. For each process template you want to have, create a new list on this board. The name of the list will become the name of the template, e.g. “Onboard new customer”.
  3. For each task that you want to have in a template, create a card in the corresponding list. Whenever you will use a template later, all cards with their titles, descriptions, attachments, assigned members, etc. will be duplicated on the target board and linked as tasks to the respective parent (process) card.
  4. To create a holding point in the template, simply create a card with name “—” (3x minus).
  5. On the board that you want to use the previously defined templates with, go to the board’s Processes for Trello Power-Up menu and then select “Power-Up Settings” (or use the setup wizard if you are freshly installing the Power-Up). In the settings window, on the second last slide, you can set the template board to be the one created in step no. 1 above.

Now, the templates should be displayed whenever you click the “Attach Process” button on a card. Note that all workspace members need to have at least read access to the template board to make it work. Give selected workspace members write privileges in order to allow them to add new process templates or change existing ones.

Processes for Trello allows you to handle complex, reoccurring processes in a consistent way by defining process template like “employee onboarding”, which you later can attach to repeating tasks (like, in this example, on every new employee hire).

By design, templates are flexible enough to support deviations or improvements on the fly. If after attaching a template to a card, or even during execution, you feel a need to adapt a process, you are absolutely free to do so by adapting the process on the parent card.

Automatically recurring processes, like weekly or monthly reports, etc., are an interesting extension to this idea, which we are currently looking into and which we may include in future releases. However, as of today, they are not supported by the Power-Up.

Template Variables are a way to automatically copy selected information from a parent card to certain child cards. This is done by including one or more of the following placeholders in a template card’s “name” or “description” fields.

Whenever a template is attached, placeholders are replaced by the value given in the following table:

PlaceholderReplaced byOther effects
{{parent:name}}parent card’s name
{{parent:desc}}parent card’s description
{{parent:labels}}empty stringCopies the parent card’s labels to the child card
{{parent:members}}empty stringCopies the parent card’s members to the child card
{{parent:due}}emptry stringCopies the parent card’s due date to the child card (read below to get important additional info on this one)

With {{parent:due}}, you can optionally append a time span to shift the date by, e.g. {{parent:due-1w6h}} will set the due date of the created card to be one week and six hours before the parent card’s due date.

Allowed time indicators are y (year), ‘M’ (month), ‘w’ (week), ‘d’ (day), ‘h’ (hour), and ‘m’ (minute). You can have ‘-‘ (before) and ‘+’ (after) as modifiers before the interval.

Trello recently introduced a new feature called board and card templates. Don’t get confused, they are not related to the Processes for Trello Power-Up and work in a different way.

Trello’s board templates provide a predefined list structure, which can be applied to newly created boards, so you don’t have to start from scratch. Processes for Trello is flexible enough to work with any structure, be it from a Trello template or your own, battle-proven structure.

Trello’s card templates are single, copyable cards for your most common tasks, which allow to predefine certain card fields and duplicate them on demand. Processes for Trello‘s process templates are way more powerful. Instead of single cards, they allow you to predefine whole sets of temporarily ordered tasks (cards), which you can duplicate and link to a parent card with only two clicks.

Process templates live on a separate workspace board, which can be configured in the Power-Up settings. By changing the according permissions for members to the template board, you can control who is allowed to edit or create new process templates.

In order to instantiate new processes from a template, members need to have at least read access to the template board.

Troubleshooting

There are a couple of things you can try:

  • Do you have any script blocking plugins installed? If so, try to temporarily disable them and see if this fixes the problem. Maybe your settings are too restrictive and exclude essential scripts of our Power-Up.
  • Do you have third-party cookies or web data storage disabled in your browser config? We need those to cache process information in the Power-Up. Please allow access for host “app.processesfortrello.com” in your browser settings. If these terms don’t have a meaning to you, then these settings are most probably okay.
  • On Power-Up activation, have you seen the config wizard? If yes, have you successfully performed the authorization step on the wizard, where you are asked by Trello if you want to grant the Power-Up access to your boards? If not, look for the “Authorize Account” sub-menu when clicking on “Processes for Trello” in the board’s “Power-Ups” section to grant the Power-Up access.

Despite extensive testing, there are sometimes special configurations and circumstances which may cause problems that we haven’t discovered so far. Don’t hesitate to use the contact form below and ask for support!