The Corrello Blog

Thoughts on Scrum and Agile with Trello

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How to create recurring tasks in Trello

Update: If you are looking for a simple way to create recurring tasks and whole lot of other cool automation within Trello you should check out Butler bot.

Something I’ve seen over and over again is people creating recurring tasks in Trello. There’s a joke somewhere in that last sentence. Maybe not a good one admittedly, but it was only a short sentence.

There are a couple of manual work-arounds people adopt to deal with these situations. Let’s not worry about those, because today I’m going to show you how to automate recurring tasks in Trello. There are two versions of the story I’m going to tell. Firstly, the longer one for those of you who have 5 minutes to learn how to use If This Then That (IFTTT), and secondly a quicker one for those of you who just want to get your recurring tasks set up already and aren’t interested in any of my jibber jabber! Take pity on a fool and scroll down to the bottom if that’s you.

For both you’ll need an account on IFTTT, a free service which works as a kind of magical web glue for sticking your internets together. Clear? Fear not, it will be.

The long(er) version

Get an IFTTT account (free) by clicking the signup link on their homepage, which should take you here.

They will walk you briefly through how IFTTT works. It’s pretty simple. You pick two events, a this and a that. If this happens then we want that to happen. For example:

  • If ‘the weather is sunny’ (this)
  • Tweet ‘weather looks nice, let’s all go to the beach!’ (that)

Or in our instance, if the time is 9am on a Monday create a new card in Trello. Each of those is called a recipe by IFTTT.

So now you’re logged in, click on ‘My account’ and then ‘Create a recipe’ to get started. Or, you can go here which should do the same thing. You should see something like this

ifttt-onboard-ifttt

IFTTT has a bunch of what they call Channels which can trigger your recipes. Click on this and you will see some of them. Now, stop looking at all the channels and idly imagining the possibilities of wiring up every service you’ve ever heard of. We know we need the time channel, so type time in the search box and select ‘Date & Time’.

ifttt-time

You now need to choose how frequently you want to create your new Trello card. Daily? Monthly? Annually? I’m sure you can work it out, you got this far!

ifttt-time-trigger

I’m using the “Every day of the week at” trigger which doesn’t fire every day of the week, but every day of the week which you select. Ie, every Monday or every Tuesday and Friday.

ifttt-choose-day-time

Pick the time of day you want your trigger to fire on, and the days of the week (or whatever is appropriate for the frequency you selected) and click on create trigger.

ifttt-that

We’re half way there! Click on that and search for the Trello channel.

ifttt-trello

When you click on Trello you will need to log in to your Trello account and let IFTTT access your boards. You will then need to choose which action you want to take in Trello when the trigger fires. Luckily there’s only one action…

ifttt-create-card

So let’s choose ‘Create a card’.

From there you get to set which board and list to create your card in. Choose a title and description as well as assign members, add labels and link attachments. All pretty handy.

Finally you’ll be asked to confirm your choices and create your recipe. You should end up back on your My Recipes page and see your new recipe there. Now, just sit back, relax and wait for 9am Monday morning to roll around and your new robot overlord will tell you what to do :).

The quick version

Head over to IFTTT using one of these links, depending on the frequency of your recurring task

If you’ve got an IFTTT account sign in and add the relevant recipe. If not, click the signup link and follow the instructions.

Need a dashboard to keep on top of your Trello boards? Check out Corrello – Dashboards for Agile teams using Trello

Burndowns! CFDS! cycle time! label counts! all for Trello – It’s Corrello V2

I’m happy to announce a slew (is that the correct collective noun?) of new features in Corrello.

Trello is a popular tool for managing agile projects and it works great for the teams day to day work. However, it could be a bit better on the reporting side of things. The new features in Corrello V2 further close the gap between Trello and other Scrum/Kanban focussed project management tools. Here’s a look at some of the bigger ones.

For Scrum teams

Burndown charts

Choose which list holds your sprint backlog and you can get a burndown chart showing the ideal burdown vs how you’re currently progressing. Learn more about Corrello burndown charts for Trello or about Corrello for Scrum teams.

burndown_dash

For Kanban teams

Cumulative flow diagrams

Does what it says on the tin. A cumulative flow diagram showing how many cards (or points) were in each list historically. Learn more about Corrello cumulative flow diagrams.

cfd

Cycle time scatter plots

A cycle time plot showing how long completed cards were in progress for vs they day they were completed. There is also a table showing cycle time percentiles. You can learn more about our Cycle time for Trello or all Kanban for Trello features on the main site.

cycle_time_scatter cycle_times

For everyone

Count story points or cards

Corrello now integrates with story point data from the popular Scrum for Trello plugin.

Stats on your labels

Get counts of bugs, important tasks or any other label important to you.

v2stats

Backlog delivery date estimates

Need a rough delivery date for a card, or want to know how long the next version will take. You can now get all that by including your backlog in Corrello.

backlogv2

If you’ve not tried Corrello yet give it a go for free over at getcorrello.com.

Build your own Dashboard on the Trello API

Once upon a time someone created a Trello board and invited their team to it. Over time they added cards, moved old ones and archived those they’d finished. One day they started adding labels to their cards (‘Bug’, ‘High priority’, ‘Blocked’). Their use of Trello grew as the team grew, their project grew and others started using Trello. As the team’s use of Trello expanded, managers wanted to get updates on how the team was doing. Are we closing as many bugs as we opened? What’s our velocity? How about a cumulative flow diagram? There was much scratching of heads and “well I suppose we could…”. Until finally one intrepid developer took a look at the Trello API. You are that developer, and here is where you start building your first dashboard on the Trello API.

Wasn’t that a nice story? 🙂 It’s not too far from what I’ve seen at a lot of the companies I’ve been talking to while building Corrello – Dashboards for agile teams using Trello. Today we’re going to build a very simple dashboard which will show a count of cards with each label. The code is all available on Github but I’d encourage you to follow along as we build your dashboard here. It really is extremely simple, but it also shows the key concepts you need to learn about the Trello API to build anything you want on top of it.

First off – The Trello API

Trello have created a fantastic API. In fact, their own mobile apps are built against their API. They did this to show that they aren’t holding anything back from their public API. You get full access to everything their own apps do. You can make 100 requests every 10 seconds which is pretty good. We’ll be able to load the information we need for our dashboard without making people wait. If you were caching data locally obviously things would be even faster.

Trello have also published some very good Trello developer documentation which is worth bookmarking for future reference.

Our blank dashboard

If we’re going to have an empty dashboard, it may as well be a good looking one! So let’s get bootstrap. I’m using v3 but go with whatever you’re happy with. You will need to host this html file somehow. Use whatever you’re happiest with, we won’t be writing any back end code so it really doesn’t matter 🙂

Connecting to the API

Next we need to connect to the API and authenticate a user. The first thing to do is get your app key from here. We will need the key field in the next step where we add the client.js file from Trello to our dashboard, and authenticate our user.

If you look at where we are loading the client.js file from api.trello.com and you will see we pass in a parameter key=[AppKey]. Take [AppKey] and replace it with they key you got for your app.

If you reload your page you should be presented with this popup (if it doesn’t appear check that your browser isn’t blocking popups).

Authorize Trello API

This shows we’re asking for read permission only and that we want access forever. You can choose to get write permission as well when you call Trello.authorize(). Don’t worry, due the the magic of local storage you will only need to authenticate once 🙂

Selecting the board to report on

Now we’re authenticated we can access the Trello API as the user and start loading the data we want. We’ll start by loading all of their boards and asking the user to choose one for us to create a dashboard for. This is where things get a little more interesting.
There is now a select element which we will put our boards in and a loadBoards() function which gets the boards for the current user from the Trello API.

All the loadBoards() function does is call Trello.get() with the path we want to load and tell it to call loadedBoards() when it’s done. All resources in the Trello API are structured in the same way, so if you want to load a specific board you ask for ‘/boards/[id]’ where [id] is the id of the board you wish to load. To get the lists for a board you request ‘/boards/[id]/lists’. What we’re requesting here is all the boards the currently authenticated user can see ‘/members/me/boards’. Simple right?

Getting the counts for the labels

Not long to go now, but we’ve already connected to someone’s Trello account and loaded some data for them. Now we want to let them select a board to report on and get the labels for that board along with the counts of cards with each label. You’ve probably already guessed that we need to call ‘/boards/[id]/labels’ to get the labels we are interested in.

The JSON we get back from that request actually gives us all the information we need! Including the label name, how often it’s used and the colour to use.

Get the full final version of the code here.

What next?

That’s it. Your dashboard may not be anything too fancy (yet) but you now know how to get whatever data you want from the Trello API. If you want to check out the full documentation for the API head here, and if you want to see what is returned from any request checkout the sandbox. You could take your dashboard above and extend it to add the features you want, or move some of the code server side and start storing data in a database. It would be pretty simple to load the cards for a board and display the actual cards linked to each label if you wanted to.

Want a more advanced Dashboard?

If you’re looking for something more comprehensive without all the coding (where’s the fun in that?) do check out Corrello. It’s got cumulative flow diagrams, burndown charts, counts of bugs etc. and lots more.

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