For the purpose of this example we will assume we have the following Trello board.

As you can see we have a board named Backlog as well as a couple of list defined (ToDo, In Progress, Done, Deleted) with some cards in them.

Connect to your Trello account.

The initial connection can be established following the guide available here.

Add the cards from the backlog board.

  • Navigate to Setup -> Data Sources -> Add new data source
  • Go to the Product tab and select Trello.
  • From the list with already available connections select the one you previously added (for the purposes of this example the connection name is myTrello)
  • Select the Cards in Board directory. This represents all the boards your account has access to. Selecting any of the boards will import all cards from this board as a data source (for the purposes of this example we will be selecting the Backlog board but you can choose any one that you want to use)

  • Give a meaningful name to your new data source as well as a sync schedule (note that the default name of the board is the unique identifier that trello uses, so in the most cases it will be a random string. Its highly advisable to give it a human readable representation as it will be easier when writing the future insights boards)
  • Click the add my data source

Adding the lists from the Backlog Board

As you may have noticed we also had 4 separate lists defined in the Backlog board. In order to use them we need to add them as a different data source. To do so follow the same procedure as with the Backlog board but instead of navigating to Cards in Board and then Backlog go to Lists in Board and then navigate to Backlog.

Adding the lists as an insightboard parameter.

  • Navigate to Setup -> Configuration -> Insightboard parameters
  • Click on the add new parameter button.
  • Name the parameter as Backlog Lists
  • Give a unique key name that is not yet used (for the purpose of our example we will use backlog_lists)
  • Choose the selector as List
  • Switch on the Use connected entity value
  • from the entity type drop down select backloglists
  • For title select name
  • For key select ID

In the end your parameter should be configured like this.

Writing your first insight

  • Navigate to setup -> Insights
  • Click on Build Insight
  • Paste the following for your insight sql
SELECT count(*) as backlogitems from backlogcards
where idlist = '%%backlog_list%%'
  • Paste the following as your insight html
<div class='title'>{{ data.backlogitems }}</div>

Adding your insight to a board

  • Navigate to Insightboards and click Create an Insightboard
  • Fill the necessary details and click create my insightboard
  • click on add new Insight and add your newly created insight.

From now on when you open your SampleTrelloBoard you will see the item count that matches the BacklogList you have selected. In our sample the possible values for the filters will be ToDo, In Progress, Done and Deleted.

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