Export to Google Sheets
Exporting your Trello data to Google Sheets with Cross-Board Export allows you to manage and collaborate on your data directly in the cloud. Google Sheets exports are perfect for real-time updates, team collaboration, and easy sharing within your organization.
Step 1: Access Cross-Board Export
Open your Trello board where the Cross-Board Export is installed.
Click on the Cross-Board Export icon located at the top of your board to access the export menu.
Step 2: Select Boards and Workspaces
In the Cross-Board Export interface, select the Trello boards and workspaces you want to export data from. You can choose multiple boards to consolidate data efficiently.
Use the search or filter options to quickly locate and select the relevant boards.
Step 3: Choose Google Sheets Format
In the Export Format section, select Google Sheets as your export format.
You will be prompted to connect your Google Drive if it’s not already linked.
Step 4: Connect Your Google Drive
Click Connect to Google Drive and follow the prompts to log in to your Google account.
Authorize Cross-Board Export to access your Google Drive, allowing it to create and save files automatically.
Step 5: Set the Target Folder in Google Drive
After connecting, choose the folder in Google Drive where you want your Google Sheets files to be saved automatically.
You can create a new folder or select an existing one, providing an organized location for your exports.
Step 6: Customize Your Export
Select Fields: Choose the standard Trello fields you want to include in your Google Sheets export, such as card titles, descriptions, due dates, labels, and members.
Include Custom Fields: Add custom fields to capture specific data tailored to your workflow.
Export Checklists: Include checklists to ensure all task-level details are captured in your export.
Step 7: Set Export Options (Optional)
Data Range: Specify a date range to filter your data and export only the most relevant information.
Filter by Labels or Members: Refine your export to include specific labels or members to focus on key data points.
Step 8: Start the Export
After configuring your settings, click the Export button to start the export process.
Your Google Sheets file will be created in the specified Google Drive folder, and you’ll receive a confirmation once the export is complete.
Step 9: Access Your Exported Google Sheet
Access your Google Sheet directly from your Google Drive in the folder you set up.
Tips for Using Google Sheets Exports
Real-Time Collaboration: Share your Google Sheets with team members for real-time collaboration and updates.
Cloud Storage: Keep your data securely stored in Google Drive, accessible from any device with internet access.
Integration with Other Google Tools: Easily integrate your Trello data with other Google Workspace tools, enhancing your workflow.
Need Help? If you encounter any issues or need further assistance, please contact our support team at admin@rabbit-exp.com.
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