How to use Portant's Trello Power-up

Portant's Trello power up is a great way to create Google Docs or Presentations from Trello Cards. You can add multiple templates to a Trello board and then all you need to do is click a button and the document will be generated from the Card data.

In this article you’ll learn how to:

1. Install Portant Document Merge Trello Power-up.
2. Add a template
3. Open a template
4. Select an exisiting file as a template
5. Customise the template
6. Create a document using the Template and Card
7. Delete a template

How to Install Portant Document Merge Trello Power Up

1. Open the Trello Board you would like to install the Power-up on
2. Click 'Show menu' on the right hand side
3. Click 'Power-ups"‍
4. Search 'Portant' in the top left search box
5. Click 'Add' on the Portant Document Merge tile and then "Add' on the next screen
6. Portant Document Merge Power-up is now installed 🎉

How to add a template and create a document

1. Open a card on your board and click 'Portant' in the Power-up menu.
2. Click'Create Google Docs/Slides Template' ‍
3. The first time you click 'Create Google Docs/Slides Template' you will need to Authorise your Google Account.
4. Click 'Link Google Drive Account'
5. Then select the Google Drive account you would like to link with the Power-up
6. Then after you have checked the permissions Portant needs, click 'Allow'
7. Then click either one of the 'Create Google Docs/Slides Template'. This will then create a document template with the same name as the board.
8. Woohoo you just made your first template! 📄

How to open a template

1. Click on the 'Pencil Icon' (✏️) next to the template to open the edit options
2. Click on the 'document name'. This will open the template document in a new tab. Here you can see how {{tags}} look in a template.

There are two {{tags}} that work with any card:

• {{Name}} - This is the name of the card
• {{Description}} - This is the description of the card

You can also use {{tags}} from the Custom Fields power-up: https://trello.com/power-ups/56d5e249a98895a9797bebb9/custom-fields

How to select an exisiting file as a template

1. Click 'Add Another Template'
2. Click 'Select an Existing File', then a new window will open with the Google Drive file picker.
3. Select the file you want to add
4. Click 'Select'
5. Aaaaand you're done, the file has been added to the Portant Document Merge Power-up

How to customise the template

You can customise the template by manually adding the {{Name}} & {{Description}} (or the Custom fields) tags.

However, the easiest way to customise the template it is to install the Portant Add-on to Google Workspace. We have written a couple of articles on how to use the Google Worksspace Add-on:

• How to install the Portant Workspace Add-on - https://www.portant.co/articles/installing-and-opening-portant-data-merge
• How to customise the template with the Add-on - https://www.portant.co/articles/customising-your-template

How to create a document using the Template and Card

1. Open the card you want to merge and click on 'Portant' in the Power-up menu
2. Then click on the 'Merge *document name* button'
3. This creates a document with the card data and adds it to the attachment section of the card. Open the document to see the customised version.

How to delete a template

1. Open 'Portant Document Merge'
2. Click on the 'Pencil icon' (✏️) next to the template document you want to remove
3. Then click the 'Trash can icon' (🗑️) next to the template document you want to remove
4. Then click the 'Remove' button
5. Now your document has been deleted

Feedback and feature suggestions

We created Portant only a few months ago, so any feedback or suggestions you have for us would be greatly appreciated. Please feel free to send us an email at contact@portant.co or use our contact form here: https://www.portant.co/support

Thanks,

Blake and James