Litmus Power-Up for Trello

The Litmus Power-Up for Trello enables you to keep all stakeholders up-to-date on the status of email projects—without having to hop between tools. Attach a Litmus email to a Trello card and an overview of the email will seamlessly sync from Litmus to Trello.

Table of Contents

• Getting Started: Adding the Litmus Power-Up to Your Trello Account
• Connecting Your Litmus + Trello Accounts
• How to Attach a Litmus Email to a Trello Card
• How to Create a New Litmus Email from a Trello Card
• Disconnecting Your Litmus + Trello Accounts
• FAQs

Getting Started: Adding the Litmus Power-Up to Your Trello Account

1. To enable the Litmus Power-Up, select “Power-Ups” from the board menu. 

2. The will open the Power-Ups directory. Search for Litmus and click on the “Add” button. 

3. The Power-Up will now be available on the board. It will appear both in the side menu of the board and under the “Power-Ups” section on each individual card.

Here’s what it looks like in the sidebar once the Litmus Power-Up is connected:

Connecting Your Litmus + Trello Accounts

You’ll need to connect your Litmus + Trello accounts within the Trello interface. Here are the steps to follow:

1. Ensure that the Litmus Power-Up has been added to Trello account and board you are working in (as described above).

2. Open up a Trello card and click on “Litmus” under the Power-Ups section. 

3. In the modal that pops up after clicking on “Litmus”, select  "Connect a Litmus account.”

4. Then, enter your Litmus credentials.

That’s it! Your Litmus + Trello accounts are now connected.

You can connect multiple Litmus accounts to the Trello Power-Up. As an account is connected it becomes available for selection within the Power-Up. If multiple accounts are added, users will be asked to select which account they would like to access (or to connect a new account) during the “Select a Litmus account” step. 

How to Attach a Litmus Email to a Trello Card

Once you have connected your Litmus account you can begin attaching existing Litmus emails to cards in Trello.

1. Open up a Trello card and click on “Litmus” under the Power-Ups section. You can see this in the screenshot below:

2. Choose “Attach an email”

3. Select the account that the email belongs to (or connect it, by following the steps above)

4. From here you see a list of the last 10 emails created in the account, as well as a search box. If the email you wish to attach appears in the list, simply click on it. If not, begin typing the title of the email in the search box until it appears in the results, and then select it.

5. The selected email will now be attached to the card and display an overview to all users who have connected their accounts in Trello.

It will display the following:

• Title of email in Litmus. This title is also a link to the email in Litmus
• Overview of the email in Litmus
• Due date assigned in Litmus
• Status in Litmus
• Number of tasks completed / total in Litmus

Any updates to the above fields in Litmus will automatically sync to Trello.

How to Create a New Litmus Email from a Trello Card

Once you have connected your Litmus account you can create a new email in Litmus directly from a Trello card.

1. Open up a Trello card and click on “Litmus” under the Power-Ups section. You can see this in the screenshot below:2. Choose “Create new Litmus email”

3. Select the account you want the email to be created in (or connect it if it is not already available)

4. Once the account is chosen the email will automatically be created and attached to the card.  

The email is created in the Inbox in Litmus and can be moved to a specific folder as required. The name of the email will adopt the name of the Trello card it was created under. This can be updated in Litmus at any time and will be reflected in Trello upon a page refresh.

As the email details are fleshed out in Litmus, the overview in Trello will update.

Disconnecting Your Litmus + Trello Accounts

You can disconnect your Litmus + Trello accounts in either the Litmus or the Trello interface.

Disconnecting in Trello:

1. Click on the Litmus Power-Up within the “Menu” of the Trello board 

2. Choose “Remove my personal settings”

Disconnecting in Litmus: 

1. Visit: Settings →  Apps → Authorized Applications 

2. Click on the trashcan icon next to the Trello listing

Doing either of the above will remove the ability for the user to attach emails and view the overview summaries for emails the are already attached to cards. Users will still be able to see the URLs to any attached emails.

FAQs

Who can see the emails I attach to a card?

All Trello users that have access to the board/card will be able to see a URL to the email in Litmus. This URL will take the user to Litmus to view the email (they will be required to sign in to access it).

Only Trello users that have connected their Litmus accounts to Trello via the Litmus Power-Up will be able to the rich-content overview of the Litmus project—including a visual of the email, status, and due date—from within the Trello card

Why can’t I see the full Litmus Email overview on a Trello card?

This can occur for a couple of reasons:

1. The email attached to the card has been created in an account you either:

• Have not connected to Trello 
• Do not have access to the account the email belongs to

2. The email project itself has been deleted within Litmus

I created a new email in Litmus via the Litmus Power-Up, where does it live?

When using the “Create new Litmus email” option in Trello, a new Litmus email is created, given the title of the Trello card that it was created under, and is placed in the Litmus ‘Inbox’.

From here this email can be relocated to any folder in Litmus without disrupting the sync of status updates to Trello.

What if I have access to multiple accounts?

You can connect multiple Litmus accounts to the Trello Power-Up. As an account is connected it becomes available for selection within the Power-Up. If multiple accounts are added, users will be asked to select which account they would like to access (or to connect a new account) during the “Select a Litmus account” step. 

Where does the Trello integration live in Litmus? I can’t find it. 

This integration is built out inside Trello, using their Power-Up infrastructure. In order to connect Litmus and Trello, users need to install the Litmus Power-Up on a Trello board and connect their Litmus account through it. You cannot connect your accounts within the Litmus interface.

Do all Litmus users have access to the Power-Up?

All full users and above on paid Litmus plans (Basic, Plus, Enterprise) can access the Power-Up. They can connect their Litmus accounts, attach existing emails, and create new emails. Read-Only or Reviewer users will only be able to see the URL of the Litmus email in Trello, not the other details (status, due date, etc.). They will not be able to connect their Litmus account to Trello.