Source: https://es.atlassian.com/software/trello

Use Case

Many of us use Kanban and Scrum Boards with our Jira projects. The capability to visualize issues and their status simultaneously is very powerful. But did you know this is also possible with Trello? Here’s a use case for you: a team is interested in providing their customers with an overview of their issues, similar to a Kanban board. The team is worried about having to redo too many permission schemes and fear the UI may be too complicated for the customer to understand. Instead, the team integrates Jira into their Trello board to display information and communicate with the customer.

Here’s how they do it:

Trello

Trello offers both free and paid versions. The free version of Trello is great for individuals who are using boards for personal reasons. The paid version of Trello is a better option for teams that will be collaborating. It offers additional features. For our use case, the team is utilizing the Trello Business Class because it offers privacy controls, unlimited power-ups, admin controls, priority support and supports SAML 2.0 SSO.

Once you’ve created your Trello account, it’s time to create a board.

Power-up

In Jira, you have several options for Trello integration add ons. For our use case, we will be exploring the capabilities of Trello Sync for Jira. Head over to your Trello account, navigate to your board and download the Jira power up. In Jira, you will also need to download Trello Sync for Jira from the Atlassian marketplace. Once everything is downloaded and synced, it’s time to have fun! (Warning: Board Administration & Jira Administration permissions are required.)

The United Front

Here are a few best practices when synchronizing Trello and Jira. We find that configuring Trello and Jira to have a “Two-way” synchronization to be the most valuable. Any comments added in Jira and/or Trello appear in both tools. This is a great way to communicate with users who are not familiar with Jira and find the UI of Trello to be friendlier. The add-on also provides another great option in Trello, allowing the administrator to choose which fields populate. This allows for a cleaner, more minimalistic view. So let’s say you do not want all of the issues to populate on your Trello board. Jira allows administrators to use JQL filters to narrow down the issues that appear on the Trello board. Last but not least, we recommend listing issues by status. Very similar to a Kanban board, adding columns like Open, In Progress and Done provide a great visual for where each issue stands in the workflow.

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