Integrate With TRELLO
Can you integrate with TRELLO in some way?? There is a FREE version and a BUSINESS version. This would COMPLETELY REVOLUTIONIZE task management, office management, workflows... TRELLO is colorful, highly functional, super easy to use, and totally customizable.
Matt Fuhrman
shared this idea
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Ryan
commented
As of September 17, 2024 support tells me they don't offer support for transferring Redtail Activities and Workflows to Trello. I've had to become an amateur armchair expert at SQL to manipulate the database to transfer Activities, Workflows, and their respective templates to Trello. Sharing this here in case it helps anyone (pasted from my support case email):
In case it's helpful to make the information available for others. I get the best results with these steps:
1. Request the backup in Redtail
2. Load the self-contained .SQL file in MySQL Workbench under a new schema on the local host
3. Export tables as HTML files
4. Open the HTML files in Excel
5. Use a combination of vlookup and if commands to associate database IDs with the rows with which they associate
6. Use textjoin with char(10) to bring descriptions in to 1 cell
7. Use concatenate with char(10) to join multiple parts of a row together for a complete Trello card descriptionProbably not that viable a route for someone with more Workflow than Activities or someone who isn't great with Excel functions (Microsoft Office Expert 2016 here).
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Chris Pratt
commented
Is Redtail ever going to answer this request?? Really need to start integrating with Trello
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Mike Jacobs
commented
Our firm uses Trello on a daily basis and would love to integrate finished cards into the contact notes on Redtail. We are considering switching to Salesforce who does integrate with Trello, but would really prefer to stay with Redtail who better fits our needs.
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Daniel Maxwell
commented
This definitely needs to happen. Trello makes practice management so much simpler.
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Rhonda Hitchcock
commented
Trello is great for task management and would complement well with the workflows in RedTail.