Join Zack Arnold for an in-depth discussion in this video Integrating cloud services: Google Drive, Dropbox, etc., part of Trello Essential Training.
- [Zack] In an earlier lesson, I briefly touched upon the ability to integrate Trello directly with Google Drive, or another cloud-based server via the attachment function, but in this lesson, I'm going to show you how to use several different cloud-based servers, like Dropbox, Box, OneDrive, and Google Drive, but using the Power-Up function instead. This allows a lot more flexibility than simply using the attachment function, because when you use the Power-Up extension, you have a live connection to your documents and your folders, meaning that when they update via the cloud, they also update in Trello.
Ah, the magical world we live in. So, to briefly review, if I were to attach something via a card, I would open up the card, and I would go to the add menu, and I would select attachment, this is how I did it in a previous lesson, via your computer, via other Trello cards and boards, Google Drive, Dropbox, Box, OneDrive, they all pretty much work the same way. However, doing it via the Power-Ups is even more powerful, here's how it's going to work. We're going to go to the menu, choose our Power-Ups, and you're going to find these under file management, so you can see that we have Box, Dropbox, Egnyte, Google Drive, and OneDrive, these are the five options that are currently enabled in Trello, but as I've mentioned, these are constantly changing and updating, so by the time you watch this, or in the future, there might be other options as well that suit your specific needs.
For the sake of this tutorial, I'm going to go ahead and I'm going to use Google Drive, because that is my cloud service of choice. So I enable it, and you can see that I now have the Google Drive Power-Up up here in my menu, so in order to use this Power-Up, now I'm going to find this inside my card, so I go to my card, and you can see, there is now a brand new menu. We have the add menu, we have the actions menu, but now we have a Power-Ups menu. So when I click on the Google Drive Power-Up, it's going to give me a few options, the first of which is I can just attach a file, the second of which is I can attach an entire folder, or I can actually create a brand new Google file, be it a document, a slide presentation, a form, and I can directly attach it to this card.
So to start, let's going to go ahead and choose the Google Drive Power-Up, and attach a file, and you can see that the first time you do this, you're going to have to link your Google Drive account. So I'm going to click link, and you're just going to choose your account, and you want to make sure that you allow access, and once it authorizes, you can see that it brings up your entire Google Drive folder structure. So let's just say I want to attach a script, so I go into scripts, I go into chapter one, and I choose the introduction.
So far, this really doesn't look any different. You can see that right here I have the Power-Up version of the script, and I have the linked version, if I go to view all attachments, here's the linked version. There's really no difference whatsoever. But where it gets powerful is the ability to add folders. So instead of the file, now I want to attach an entire folder. What I'm going to do is attach the master Trello Essential Training folder, and what I'm going to have is a live-updating directory of my most recent files as well as all of the folders that I have in Google Drive, and you can see that I can go directly to this folder, by opening right here using this link, which means I no longer have to have multiple tabs, or multiple windows open, I can always have direct access to my cloud-based files in specific Trello cards.
And a further option is when you go to your Google Drive, or your cloud-based service of choice to the Power-Up, you can create and attach something new, so it's asking me to create a Google document, a drawing, a slide, a sheet, or a folder. So if I just want to create a Google document, it's automatically going to attach a brand new document, and you can see that it gives it the name of the card. And the final option that you have after adding this custom document to your card, which as you can see, is named after the Trello card, you can also click on this if you want to edit that document directly in Google Docs.
So if cloud-based workflows are an essential part of your team and your collaboration workflow, Trello is a fantastic way to keep everything organized. It really is that simple, no matter if you're using Google Drive, Dropbox, or other cloud-based services.
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- Building teams in Trello
- Understanding the anatomy of a Trello card and board
- Managing notifications
- Linking cards and boards
- Forwarding to cards and boards
- Assigning due dates and calendars
- Cleaning up complete and unused cards, lists, and boards
- Bonus tips for project management on Trello