Use the Trello handoff when your team wants to keep Sensra as the approved scope and task-review workspace, then move reviewed delivery tasks into a Trello board for execution.
What Sensra sends
Sensra creates Trello cards for approved tasks. Sensra sends reviewed task details only, such as task title, description, phase, priority, delivery status, due date, Done means, owner/suggested owner label, and source section label.
Sensra does not send comments, client responses, source excerpts, AI drafts, internal rationale, files, public links, tokens, or private project history.
This is a one-way handoff. Sensra does not sync changes back from the PM tool, and it does not update external tasks after they are created.
Before you connect
- Choose the Trello board that should receive approved tasks.
- Make sure the Trello account you connect can read that board and create cards in it.
- Decide which Trello List should receive each delivery status, or let Sensra create the standard delivery-status lists during handoff.
Trello's API introduction covers boards, lists, and cards used by this handoff.
Connect Trello in Sensra
- Open a Sensra project and go to Overview.
- Open Project tools, then open Send to PM tool.
- Select Trello and choose Connect Trello.
- Complete the Trello authorization screen and return to Sensra.
- Choose the Trello board and List in the handoff panel.
After authorization, Sensra stores the connected app securely. You choose the project destination from the handoff panel before previewing or sending tasks.
Run the handoff
- Approve the tasks you want to send.
- Preview approved tasks from the PM handoff panel.
- Review the count of tasks that will send and tasks already sent.
- Select Send approved tasks to Trello.
Sensra creates or fetches delivery-status lists named Todo, In progress, Waiting on client, Blocked, and Done, then creates cards in the matching list. Done means appears in the card description. Sensra does not create Trello comments or attachments.
Duplicate and skipped tasks
If a task was already sent to Trello from this project handoff connection, Sensra marks it as already sent and skips it on later runs. The result summary shows created, skipped, and failed counts.
Disconnect Trello
Open the PM handoff panel, select Trello, and choose Disconnect. This removes the saved Sensra connection. It does not delete Trello cards that were already created.
Troubleshooting
- Connection failed: Reconnect Trello and confirm the account can access the destination board.
- Destination required: Choose a Trello board and List before previewing or sending.
- No tasks to send: Approve at least one task in Sensra first.
- Tasks are skipped: Skipped tasks were already handed off from this connection.