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.

Installation

To enable and set up the integration in individual access mode, an admin or architect will need to do the following:

1. Login to FullStory
2. Navigate to Settings > Integrations > Manage

Click the Install button next to Trello.

After it’s installed, each user can manage their own integration by doing the following:

1. A box on the right side will prompt you to authorize Trello. Clicking Authorize 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.
   
   
   
   
2. Now, FullStory has permission to post to Trello and you'll be able to choose a board and list where FullStory sessions will be shared. This is also where you’ll enable and disable the integration.

Now that you're up and running with Trello, there are two methods for sharing sessions to your board:

Sharing from Notes:

When viewing a session, click the Note and Share button to bring up the sharing dialogue. Type your note and click Save to publish your note and a link to the session to your team's Notes.

Click on Notes in your sidebar to view your team's notes. 

Within each note, you'll see Send to: Trello. Click Trello and the note will instantly be shared!

Sharing from inside a session:

1. Click "Note and Share" from the playback bar to type a note 
2. Once you've saved your message, find the note in the right-hand event list
3. Click the SHARE NOTE: Trello link to share your note out to the correct tool
   
   

Converting access mode for your Trello integration

FullStory’s Trello integration offers global access or individual access. When the integration is in global access mode, all options are managed by admins, then applied to every user within an org. In individual access mode, all FullStory users within an org can configure their own integration. 

By default, individual authorization is turned on. To change it, an admin can go to Settings > Integrations > Manage > Trello.

With individual access, users will need to authorize it within their own settings, through the same flow (Settings > Integrations > Manage > Trello). Once authorized, the integration can be configured following the same instructions at the beginning of this article.