How to Create Kantree Projects from New Trello Boards

Introduction to Kantree and Trello Integration

With so many productivity tools available today, integrating them can bring a new level of efficiency to your
workflow. Kantree and Trello are two such tools that, when used together, can amplify your project
management capabilities. If you’re juggling multiple projects, integrating Kantree with Trello might just be
the game-changer you need. But how does one create a Kantree project directly from a new Trello board?

Kantree is a flexible work management platform that shines in adaptability, perfect for teams needing a
tailored approach. Trello, on the other hand, is a straightforward project management tool that many love
for its simplicity and visual appeal. By combining these tools, you can enjoy the best of both worlds,
streamlining your tasks and project tracking.

Understanding the Basics of Trello

Trello offers a simple, visual way to manage tasks and projects using boards, lists, and cards. Each board
represents a project, with lists organizing stages and cards symbolizing tasks. It’s easy to use and highly
intuitive, making it a favorite for both personal and professional task management.

Whether you’re mapping out a marketing campaign or planning a family holiday, Trello’s flexibility fits
almost any scenario. Its drag-and-drop interface allows users to easily move tasks around as they progress
through different phases of a project. This simplicity, combined with powerful integration options, makes
Trello a staple in the project management toolkit.

Getting to Know Kantree

Kantree takes a more structured approach to project management, offering a customizable workspace to fit any
workflow or process. With Kantree, teams can design their own workflows, adapting to the specific needs
without limitations. It provides robust tools to visualize projects, track progress, and collaborate more
effectively.

Unlike Trello’s card system, Kantree provides detailed customization options, including hierarchical
structures and relational data management. This makes it ideal for complex projects where more information
needs to be tracked and managed. Kantree’s integrations and API options further enhance its capability,
allowing seamless connectivity with other tools.

Why Integrate Trello with Kantree?

So why consider integrating Trello with Kantree? The answer lies in leveraging each tool’s strengths.
Trello’s quick setup and ease of use make it excellent for brainstorming sessions and initial project
outlines. Conversely, Kantree can handle complex project execution and tracking once the basic framework is
established.

This integration is particularly beneficial for teams that require an organized approach but also wish to
maintain flexibility. Transferring data from Trello to Kantree allows you to start simple and scale up
efficiently. You can focus on planning in Trello, then move to Kantree for detailed execution and monitoring.

Steps to Set Up the Integration

To create a Kantree project from a new Trello board, you’ll first need a Make (formerly Integromat) account.
Once you’re set up, you can automate the process of copying new Trello boards into Kantree projects. This
automation ensures that all your project data remains synchronized and updated without manual intervention.

After setting up your Make account, create a new scenario. Connect Trello and Kantree to this scenario, then
specify the trigger and actions. For example, set Trello’s new board creation as a trigger and the
subsequent action to create a new project in Kantree based on the Trello board’s details. Finally, customize
the fields and project settings according to your needs.

Benefits of Automating Project Creation

Automating the project creation process between Trello and Kantree saves a significant amount of time,
reducing the operational workload for team members. With this automation, you eliminate repetitive tasks,
freeing up resources for more critical thinking and creative tasks.

Moreover, automation minimizes the chances of human error during data transfer. When creating projects
manually, details can get lost or misinterpreted, potentially leading to project delays. Automation ensures
the data is replicated accurately and consistently across platforms, enhancing reliability and performance.

Common Challenges and How to Overcome Them

While the integration sounds seamless, some common challenges may arise, such as data mismatches or
connection issues. These can often be resolved by checking the configuration settings and ensuring both
platforms are connected correctly. Always ensure both Kantree and Trello accounts have the required
permissions to perform necessary actions.

If you encounter problems with syncing specific fields or project statuses, review your scenario setup in
Make. Fine-tuning field mappings and actions within the scenario can help address most issues. It’s also
essential to keep software versions updated to avoid compatibility issues.

Conclusion

Integrating Trello with Kantree using automation tools like Make offers a streamlined approach to managing
projects. By bridging the gap between Trello’s simplicity and Kantree’s advanced features, teams can drive
efficiency and creativity, ensuring projects stay on track and within scope.