Integrate Trello and Atlassian JIRA - step by step guide
TaskAdapter is a stand-alone application that transfers tasks between various task management systems (see list of supported systems). TaskAdapter supports Trello - a popular task management system.
Download and install TaskAdapter
First, Download TaskAdapter application and follow simple installation steps. This will only take couple minutes. Once you have TaskAdapter app running on your computer, proceed to the next step.
Configure Task Adapter for Trello integration
You will need the following info to use Trello with TaskAdapter:
- Trello user name - can be found in your Trello Profile
- Api key - shown on https://trello.com/app-key
- Token - create it on Trello site: https://trello.com/app-key - see
“manually generate a Token” link near the top of that Trello web page, then click “Allow” on the next Trello page
(screenshot):
Once you collected Trello credentials, you can create a new TaskAdapter synchronization config for Trello and your other system - say, Atlassian JIRA.
Create a new “synchronization config”
A “synchronization config” is a concept in TaskAdapter app that links two systems together. Here we will use Trello and Atlassian JIRA, but it can be any combination among supported systems.
Start by clicking “New config” on TaskAdapter app home page:
You can select Trello as your first system.
Note - it does not matter if you want to load tasks from Trello or save to it, or both - the order of systems in your TaskAdapter
config is not important, you can always export from/to either system. You can configure Atlassian JIRA first
and Trello afterwards.
Anyway, let’s start with Trello first.
Fill out Trello credentials
See previous chapter on how to find your Trello user name, api key and token.
Select and configure your other system - Atlassian JIRA
Save the new synchronization config
Give it an optional description, like “My Epic tasks in open status” and save your TaskAdapter synchronization config.
Sample fields mapping between Trello and Atlassian JIRA
Sample task fields mapping between Trello and Atlassian JIRA. Here Atlassian JIRA “Task status” field is mapped to “List name” in Trello, so for example tasks in “To Do” status in JIRA can be saved to Trello list with name “To Do” (which you need to create manually in Trello for now).
Note that not all JIRA projects support all fields. E.g. a sample default “Scrum” JIRA project template will not have “Due date” field. But a full-scale development project will have it. You will need to check what fields your JIRA project has to make sure field mappings make sense for your specific case.
Now click on the button representing your Trello system for the next step.
Configure Trello board
Select a Trello board where your tasks will be created
Configure Atlassian JIRA project and query id
Select your Atlassian JIRA project where tasks will be saved to. Also, the current TaskAdapter version requires
JIRA Query ID (Filter ID) to load data from JIRA. Once you have a search filter in JIRA available to your JIRA account,
you can select it in TaskAdapter “Configure JIRA” dialog.
Export tasks from JIRA to Trello - confirmation step
Export result - tasks are created in Trello.
Trello board view:
Now save updated Trello tasks back to Atlassian JIRA
Once you updated some tasks in Trello, let’s send updates back to JIRA.
And now you can see your updated tasks in JIRA.
