Trello

FullStory integrates with the popular team productivity tool, Trello, by allowing users to share noteworthy sessions directly to a Trello board as a card.

To enable and set up the integration:

  1. Login to FullStory
  2. Navigate to Settings > Integrations & API Keys
  3. Click the Add button next to Trello.
    Add Trello
  4. Click the Authorize button, which will launch a new window (you may need to temporarily disable ad blockers if you have them installed) and open a Trello permissions dialogue. Choose Log in to let FullStory use your Trello account.
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  5. Once you've given permission, return to the FullStory window to choose a board and list where new Trello cards will be created. You can also enable and disable the integration from this dialogue.
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Now that you're up and running with Trello, there are two methods for sharing sessions to your board:

Sharing from Highlights

  1. When viewing a session, click the green Note button to bring up the sharing dialogue. Type your comment and press Share to publish your note and a link to the session to your team's Highlights tab.
    Share dialogue
  2. Click on the Highlights tab in the left-hand sidebar to view your team's shares. Under the highlight, you'll see Send to:Trello. Click Trello and the note will instantly be shared!
    Highlights

Sharing from inside a session

  1. Like sharing from Highlights, it all starts with clicking Share inside a noteworthy session to create a note and a shareable moment.
  2. After sharing, find the green note in the right-hand actions timeline. You will see Send to: Slack • Trello once again. Click Trello and your work here is finished!
    Note in timeline



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