Notion

How to Embed Trello in Notion

Spencer LanoueSpencer Lanoue
Notion

Bringing your project management tools together can make a world of difference in how smoothly your work goes. One popular combination that many productivity enthusiasts rave about is embedding Trello boards directly into Notion. If you're juggling multiple tasks or projects, this duo can be your best friend. Let's walk through how you can seamlessly integrate your Trello boards into Notion to keep everything in one place.

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Why Combine Trello and Notion?

Before we get into the nitty-gritty, you might be wondering why you'd want to combine these two tools in the first place. Trello is fantastic for visual project management, offering a card-based system that's intuitive and easy to use. You can track tasks with due dates, add team members, and even attach files. On the other hand, Notion is a versatile note-taking and organization tool that lets you create databases, wikis, and more. By embedding Trello in Notion, you get the best of both worlds: Trello's powerful task management combined with Notion's organizational prowess.

Imagine having a dashboard in Notion where you can view your Trello boards alongside your notes, documents, and databases. This setup can streamline your workflow and save you from constantly switching between tabs. Plus, it's an awesome way to keep your team on the same page if you're collaborating on projects.

Getting Started: Setting Up Your Trello Board

First things first, you need a Trello board. If you already have one, great! If not, creating a Trello board is straightforward. Simply log in to Trello, click on the "Create new board" button, and give your board a name. You can choose a background color or image to personalize it. Once your board is set up, you can start adding lists and cards to organize your tasks.

For those new to Trello, here's a quick rundown:

  • Lists: These are vertical columns on your board. You might use lists to represent different stages of a project (e.g., To Do, In Progress, Done) or categories of tasks.
  • Cards: These are the individual tasks or items within your lists. You can add details to cards, such as descriptions, attachments, due dates, and checklists.

Once your board is ready, you're all set to embed it in Notion. But first, you'll need the link to your Trello board.

To embed a Trello board in Notion, you'll need the board's URL. Here's how to find it:

  1. Open your Trello board.
  2. In the address bar of your browser, you'll see the URL of the board. It should look something like https://trello.com/b/XXXXXXXX/your-board-name.
  3. Copy this URL, as you'll need it to embed the board into Notion.

That's all there is to it. With the link in hand, you're ready to bring your Trello board into Notion.

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Embedding Trello in Notion: The Step-by-Step

Now that you've got your Trello board link, it's time to embed it in Notion. This process is quite simple. Once you've done it, you'll wonder how you ever managed without it. Here's how you do it:

  1. Open Notion: Navigate to the page where you want to embed your Trello board. If you don't have a specific page in mind, you can create a new one.
  2. Add a New Block: Click the + button or simply start typing /embed to insert a new block. A dropdown menu will appear with options for different types of content you can add.
  3. Select the Embed Option: From the dropdown menu, choose the Embed option. A pop-up will appear asking for the URL you want to embed.
  4. Paste the Trello URL: Paste the Trello board URL you copied earlier into the URL field and click Embed Link.
  5. Adjust the Display: Once embedded, you can resize the Trello board display in Notion by dragging the corners of the embedded window to your liking.

And there you have it. Your Trello board is now embedded in Notion, allowing you to interact with it directly from your Notion page. This setup provides a seamless way to manage tasks and projects without constantly switching between apps.

Customizing the View and Layout

Once your Trello board is embedded in Notion, you might want to tweak how it looks to fit your workflow better. While Notion doesn't offer extensive customization options for embedded content, there are still a few tricks you can use to enhance your experience.

For starters, you can adjust the size of the embedded Trello board by clicking and dragging the sides or corners of the embedded window. This feature is particularly useful if you want to see more columns or cards at once without scrolling.

Another tip is to organize your Notion page to complement the Trello board. For instance, you could add a text block above the embedded board to provide context or instructions for your team. Alternatively, you could add a database or checklist alongside the Trello board to track related tasks or notes.

On a related note, if you're using Notion to track multiple projects, consider creating a master dashboard with multiple Trello boards embedded. This approach can give you a bird's-eye view of all your projects, making it easier to prioritize tasks and manage your workload.

Troubleshooting Common Issues

While embedding Trello in Notion is generally a smooth process, you might run into a few hiccups along the way. Here are some common issues and how to resolve them:

  • Issue: The Trello board isn't displaying correctly or appears blank in Notion.
    Solution: Double-check the Trello board URL you pasted. Ensure it's the correct link and that the board is set to public. If the board is private, only users with access will be able to view it in Notion.

  • Issue: You're unable to interact with the Trello board (e.g., moving cards or adding new ones).
    Solution: This could be due to browser settings or Notion permissions. Make sure you're logged into Trello in the same browser and that your permissions allow editing the board.

  • Issue: The embedded board is too small, and resizing doesn't seem to help.
    Solution: Try adjusting the layout of your Notion page to provide more space for the embedded board. You can also check your browser zoom settings, as they might be affecting the display size.

If you're still having trouble, consider refreshing the page or restarting your browser. Sometimes, a simple refresh can resolve display issues.

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Collaborating with Your Team

One of the best parts about embedding Trello in Notion is how it facilitates collaboration. If you're working with a team, having everything in one place can improve communication and keep everyone on the same page. Here are some tips for collaborating effectively:

  • Share the Notion Page: Ensure all team members have access to the Notion page with the embedded Trello board. You can do this by clicking the Share button at the top of the page and inviting team members via email.
  • Assign Tasks: Use Trello's card assignment feature to designate tasks to specific team members. This approach ensures everyone knows their responsibilities and can easily track progress.
  • Communicate Clearly: Utilize Notion's commenting feature to leave notes or feedback on tasks. This way, team members can discuss tasks directly within the context of the project.

By combining Trello and Notion for team projects, you create a centralized hub for communication and task management. This setup can lead to more efficient workflows and fewer miscommunications.

Why Consider Using Spell?

While we're on the topic of productivity, it's worth mentioning how Spell can enhance your document management experience. Spell is an AI-powered document editor that helps you create and edit high-quality documents in a fraction of the time it might take otherwise. Think of it as Google Docs with a built-in AI assistant that helps you write, edit, and collaborate seamlessly.

With Spell, you can generate drafts quickly, edit using natural language prompts, and collaborate with your team in real time. This integration can save you a lot of time, especially if you find yourself frequently switching between document editing and project management tasks. By using Spell, you can focus on your work while relying on AI to handle the more tedious aspects of document creation.

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Making the Most of Your Productivity Setup

Now that you've embedded Trello in Notion and explored the benefits of using Spell, it's time to think about optimizing your productivity setup. Here are a few tips to get the most out of this powerful combination:

  • Regularly Update Your Boards: Keep your Trello boards up to date by regularly reviewing and adjusting tasks. This habit ensures that all team members are aware of the latest project developments.
  • Use Templates: Both Trello and Notion offer templates to streamline your workflow. Take advantage of these templates to save time when creating new projects or organizing tasks.
  • Integrate Other Tools: Consider integrating other tools you use (like Google Calendar or Slack) with Trello and Notion to centralize your workflow even further.
  • Review and Reflect: Set aside time to review your projects and reflect on what's working and what needs improvement. This practice can help you make informed decisions about your workflow and adjust as needed.

By staying organized and leveraging the right tools, you can enhance your productivity and keep your projects on track.

Final Thoughts

Embedding Trello in Notion is a fantastic way to streamline your workflow and keep your projects organized. By combining the visual task management of Trello with the organizational features of Notion, you create a centralized hub for all your project needs. Plus, using Spell can further enhance your productivity by simplifying document creation and collaboration. With these tools at your disposal, you're well on your way to achieving your project goals efficiently and effectively.

Spencer Lanoue

Spencer Lanoue

Spencer has been working in product and growth for the last 10 years. He's currently Head of Growth at Sugardoh. Before that he worked at Bump Boxes, Buffer, UserTesting, and a few other early-stage startups.

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