Add sources

How-to: Add Jira Sources

To add Jira cloud sources to TrelloBoard, please follow these steps:

1. Navigate to the Board Settings Screen on the TrelloBoard platform. Look for the "Sources" tab within the Board Configuration Screen and click on it. 
2. Click on the "Create" → "Jira Source" button.
   
3. Press on the "Connect" button under the "URL" field.

After establishing a connection with the Jira source in TrelloBoard, it's essential to provide the authorisation credentials.

1. 1. User Email: Input the email address linked to your Jira Cloud account. 
   2. API Token: Generate an API token in your Jira Cloud account settings and provide it in the specified field. The API token acts as a password for access to your Jira account. (Follow this link to generate API token)

After authorization, follow these steps to complete the process:

1. Once you have provided the required authorization fields (such as user email and API token for Jira Cloud), click the "Authorize" button to initiate the authorization process.

To sort your issues in TrelloBoard using JQL (Jira Query Language) filters, follow these steps:

1. Click the search/filter bar to activate it and enter your JQL query.
2. Enter your JQL query based on the sorting criteria you need.
3. Push "Validate JQL query". TrelloBoard will then validate your JQL query, providing feedback or error messages if any issues arise with your query.

Fill in the source name (provide a descriptive name for your source), fill in the source key, and select the color of your source (choose a color that visually represents your source).
Locate the "Save" button and click on it to add the source to TrelloBoard. Complete the source name field (provide a descriptive name for your source), fill in the source key, and select the colour for your source (choose a colour that visually represents your source). Find the "Save" button and click on it to add the source to TrelloBoard.

How-to: Add Trello sources

To add Trello sources (both cloud and server) to TrelloBoard, please follow these steps:

1. Navigate to the Board Configuration Screen in the TrelloBoard platform. Look for the "Sources" tab within the Board Configuration Screen and click on it. 
2. Click on the "Create" → "Trello Source" button.
3. Enter the API Key into the "API Key" field
4. Enter the API Token into the "API token" field
5. Push the "Authorize" button

How to generate API token.

After authorizing the Trello source in TrelloBoard, you have to select the Trello board that you want to connect to.

1. Click on the Board drop-down
2. Click on the name of the desired Trello board to select it.

Complete the source name field (provide a descriptive name for your source), fill in the source key, and select the colour for your source (choose a colour that visually represents your source). Find the "Save" button and click on it to add the source to TrelloBoard.

Actions

After adding sources in TrelloBoard, they will be displayed in the sources tab. From this point, you can perform various management actions on the added sources:

• Configure: Clicking on the "Configure" option allows you to access each source's settings and configuration options. 
• Delete: If you want to remove a source from TrelloBoard, select the "Delete" option.
• Change order: If you have multiple sources added in TrelloBoard, you can typically change their order to determine how the data from each source is presented on the board or within the TrelloBoard interface.