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Configuring Trello

Buooy edited this page Jan 26, 2021 · 20 revisions

If you have not created a Trello account, please do so at https://trello.com before proceeding.

1. Clone the "Template Board" into your own account

a. Visit our template board at https://trello.com/b/pft9xKlh/template-board

b. Open the board's menu, then click "More" and choose "Copy Board." When a board is copied, we'll copy cards and their descriptions.

2. Change your Board Name

a. Click your board name (in the image below, the name is "MPS"), and change it to your queue name.

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b. This queue name will be shown to the participants within the queue and in the SMS reminders.

Pro Tips:

  • Choosing a name that is short and easy to read.
  • The length of the name should ideally be less than 30 characters long.

3. Get the API key, API token and Board ID

a. To retrieve the API Key and API Token, please refer to and complete the walkthrough found in the section titled "Authentication and Authorization" at https://developer.atlassian.com/cloud/trello/guides/rest-api/api-introduction.

b. To retrieve the Board ID, you can look at the URL of your board, which would look similar to https://trello.com/b/zlksMWQT/mps. Note that the board ID in this instance is "zlksMWQT"

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Summary

At this stage, you should

  1. Have created a template Trello board that you will be using as the admin panel for your queue
  2. Know your API Key, API Token and Board ID

You are now ready for the next step: Deploy To Netlify