內容簡介
Keyideas Connect for Trello 是一款將 Trello 轉變為客戶專屬入口的 WordPress 外掛，提供即時工作追蹤、雙向訊息交流及檔案交換，並可根據企業品牌進行自訂。此外掛特別適合電子商務企業，讓客戶能夠安全地查看工作狀態而不需暴露 Trello 的憑證或看板存取權限。
【主要功能】
• 客戶專屬工作追蹤入口
• 即時訊息交流與檔案上傳
• 自訂工作類型與流程階段
• 報價估算與保存功能
• WooCommerce 登入整合
• 安全的 Trello 整合
外掛標籤
開發者團隊
原文外掛簡介
Turn Trello into a client portal: live job tracking, two-way messaging, and file exchange, branded to your business.
Keyideas Connect for Trello Overview
A WordPress plugin that bridges Trello and your clients. E-commerce businesses using Trello to manage manufacturing and production jobs can give customers a branded portal showing live job status, messaging, file exchange, and new-order submission – all without exposing Trello credentials or board access.
Client Job Tracking
Transform your Trello board into a secure customer portal where clients can monitor job progress, upload files, exchange messages, and submit requests. Keep customers informed with real-time manufacturing updates while managing every project directly from Trello.
Track Every Job with a Live Client Portal
Display customer-specific Trello cards securely using their login email and provide a complete view of every job. Clients can monitor production stages, view important details, search projects, and stay informed throughout the manufacturing process.
Collaborate with Clients Without Leaving Trello
Allow customers to upload files, send messages, request specification changes, and create new manufacturing jobs directly from your website. Every interaction is automatically synchronized with the appropriate Trello card for efficient project management.
Customize Your Workflow & Client Experience
Configure job types, custom forms, workflow stages, branding, notifications, and customer actions to match your business process. Create a professional self-service portal that improves communication while reducing manual project updates.
Price Estimator and Saved Estimations
Clients build a quote from an admin-configured pricing grid, then save, email as PDF, download, or submit it as a new manufacturing request – all from the same portal.
Free Version Features
✔ Secure Trello integration
✔ Client job tracking portal
✔ Manufacturing request forms
✔ File uploads & attachments
✔ Client messaging
✔ Job progress timeline
✔ Search & stage filters
✔ Custom branding
✔ WooCommerce login integration
Trello External Service
This plugin connects to the Trello API to automatically create and manage Trello cards based on WooCommerce events. This external connection is essential for the plugin’s core functionality and cannot be disabled while the plugin is active.
This plugin is not affiliated with, endorsed by, or sponsored by Trello or Atlassian. Trello is a trademark of Atlassian Pty Ltd. This plugin connects to Trello’s publicly documented API using an API key and token that you provide.
Trello’s terms of service: https://trello.com/legal/terms-of-service
Atlassian’s privacy policy (Trello is owned by Atlassian): https://www.atlassian.com/legal/privacy-policy
