Our favorite project management app Trello has been a secret weapon for many Design Pickle users. We decided to create a guide to help get people started with using Trello and our unlimited graphic design service. This takes a bit of knowhow with Trello and Zapier, but nothing too complicated, we promise!
Here's what you can accomplish from this guide:
- Create a simple – but powerful – project management Trello board to manage your graphic design requests
- Easily submit requests to Design Pickle directly from Trello
Ready to get started? Let's get pickling!
We assume you already have a working knowledge and active accounts with the following apps/services:
- Design Pickle - The #1 unlimited and flat rate graphic design service
- Gmail- A personal or professional Gmail account you're using with Design Pickle
- Zapier- An easy way to sync/automate different applications
- Trello- The most flexible project management tool on the planet
Part 1 - Build Your Trello Board
One reason Trello is our project/organizational tool of choice is its blank canvas simplicity. You can create any type of workflow in a snap. Did we mention the tool is free?
To build your board, simply create four lists that follow the Design Pickle workflow:
Inbox- The list for preparing your request cards. Here you'll add in all the details, attachments and inspiration your designer will need for your request.
Request Submitted- The list to which you'll move request cards when ready to actually submit the request to your designer.
Needs Revisions - The list to which you'll move request cards when revisions are needed.
Completed- The list for completed requests.
Here's a screenshot of our board:
Part 2 - Connect Trello & Design Pickle via Zapier
Zapier is where all the magic happens. By syncing your Design Pickle email and the Trello board from Part 1 you can auto-magically submit design requests right from Trello. The only catch here is your email needs to be powered by Gmail.
Step 1: Create a new Zapier zap
Setup Your Trigger with Trello whenever a New Card is created
Step 2: Setup your Trello card
- Choose the board from Part 1 (we named it "Slack")
- Choose the list "Request Submitted"
- Leave everything else as is
Step 3: Test Trello (Optional)
Go back to Trello and create a test card in your "Request Submitted" column. Make sure you add a title and description to the card.You're also welcome to add an attachment if you would like. This will make sure you pass the sync test. If you skip this step, just make sure you're a Zapier pro and have it connected right.
Step 4: Setup your action as Gmail to "Send Email"
Step 5: Select your Design Pickle Gmail account
The important part here is to make sure your Zapier Gmail account is the same email you're using with Design Pickle. If it's not, either a) connect the right Gmail account to Zapier or b) change your email settings in Design Pickle.
Step 6: Setup your Gmail Email
- Set the To:to email@example.com
- Set the Subject:as the Name of the Trello Card
- Set the Body Type:to HTML
- Set the Body:to Desc
- Set the Attachment:to Attachment
- Leave the rest of the fields as-is
Step 7: Test your trigger
Your test should successfully submit an email to Design Pickle and you'll shortly receive a confirmation message from our system. Please let your designer know that was just a Trello test!
Step 8: Name and turn on your ZAP!
Part 3 - Create Your Request
Now that your Trello board is setup to trigger emails into Design Pickle, head over to Trello and create a new request in the Inboxlist.
Think of your Inboxas the holding bucket for your requests to gather all information and assets beforeyou submit your request.
Add in all of your request details (dimensions, target audience, copy, links to inspiration, etc) in the Description field and make sure to hit SAVE.
Attach any relevant files the designer will need (fonts, copy documents, logos, past work, etc.)
Important: Only the name of the card, the description and attachments fields can be used. Any other features of the card ( like due-dates, tags, checklists or members) will be ignored.
Part 4 - Submit Your Request
When your request is ready to be submitted, simply drag and dropthe card from your Inbox list to your Request Submitted list.
This will trigger the Zap we created above and you'll soon receive an email confirmation from Design Pickle.
How fast you receive your confirmation depends on your Zapier plan. Paid Zapier plans trigger faster than free accounts.
Getting Your Request To The Finish Line
From here the regular Design Pickle process takes over. You'll soon be emailed your design files and as with any request, the files may be perfect or they might need a revision. All edits and feedback are handled via email, but you can easily track the status of your requests with your handy-dandy Trello board.
- If a request comes back complete, and requires no revisions, move the request card to the Complete list.
- If a request needs revisions, move the request card to the Revisions Needed list.
This will keep everything organized in a simple manner to know where your requests are.
Best of luck setting this up! We've been using a Trello board internally for sometime and it's been a great addition to our own creative workflow. If you have any issues or questions getting this setup, just contact us and we'll help in any way possible.