To use Placker features, the first step is to import a board from Trello or Planner to Placker. This gives Placker authorization to sync with your Trello board.

If you prefer to create a board in Placker only and later export to other platforms, that's also possible.

This article will show you the steps to get it done

There are two ways of importing a board from Trello. In case one of them doesn't work for you, trying the other option can make it work in most of the cases.

After installing one of the Placker Power-Ups (Projects by Placker or 2-way Card Mirror, for example), you will see a "Placker - Import" button. You can click it and follow the steps on the screen to import the board.

There will also be a button to import another board, which is a good idea when you plan to use also other boards in Placker. For example, if the intention is to mirror cards between Board A and Board B, it is required to import both boards.

After the board is imported, you will see a message with links to change the settings of your board. Make sure they are aligned to your way of working to get everything on the right track from the start.

It is also possible to sign in to Placker.com with your Trello account and import boards from there.

For this to work, you need to first make sure you are signed in with Trello or that your current Placker account is connected to Trello. If this is still not the case, follow these steps.

In the overview page of Placker, click Add board

Then select to import from Trello

When you import a board from Trello, you can select the board from the drop-down list. 

This list contains boards where:

If the board is already created in Placker but not in Trello, then you can use the export function.

To export the board, you can click on the top right menu icon and select export to Trello. When the export is completed, it is available with your boards in Trello.

Trello board needs to be in a workspace there. Hence, when you export a board, it's needed to select to which workspace it is going to be exported to. Make sure you haven't yet reached the limit of boards in the destination workspace.

Export to Trello

To export the board, you can click on the top right menu icon and select export to Trello. When the export is completed, it is available with your boards in Trello.

Trello board needs to be in a workspace there. Hence, when you export a board, it's needed to select to which workspace it is going to be exported to:

You can disconnect the link between Trello and Placker by selecting the disconnect board option, this will remove the synchronization between the two boards completely, though they will remain disconnected in both places.

Another way to disconnect a board is from the board settings. You will have the option to keep it separate in Placker (in the connectors area) or also delete it with the Delete board button (the board will remain not synced in Trello):

If you can't select the board you want to import, please check the following:

Importing a board from Microsoft Planner works the same way as importing a board from Trello at Placker.com: you must first connect your Planner account and select a board to import afterwards.

If you need more details on how the connection with your Microsoft account works, please check this article.

Notice that it may take a few minutes until information is totally synced with Microsoft.

You can also work with Placker standalone. To do so, when you are at the overview page at Placker.com and click to add a board, you can click to start with an empty board, existing board or template, and not the other importing options.

When you create a board in Placker, you will also see a success message with some settings to adjust and get everything set right from the get-go.

If the steps above weren't clear or if you followed them and couldn't get anything done, please reach out to us using the chat button at the lower right corner of this page.