Ally can integrate with boards in Trello to automatically update your OKRs inside Ally. Say, for example, you are a marketer using an Trello board to keep track of the blog posts you want to publish. You would set an objective to complete a certain number of blog posts within the time period. Use the Trello integration to easily keep track of completed posts. Ally will sync the values for you and chart your progress toward the goal, thus saving time while keeping your OKRs current.

Setting up

An admin can set up the Trello integration on Ally. To do so:

  1. Navigate to Ally’s integrations page through Admin -> Integrations.
  2. ‘Enable’ the Trello integration.
  3. Click on ‘New Connection’ and in the popup that follows, sign into your Trello account. Next, configure Trello connections that can be used by Ally users to link their OKRs and update progress.

4. Click ‘Next’ to finish the setup

Ally allows you to connect with multiple trello accounts. Click ‘New connection’ to add another and differentiate them using names. These names are displayed to members when they link their OKRs to Trello boards.

Using Trello Integration

Once the setup is complete, users in your organization can link their OKRs to Trello boards.

  1. While creating (or editing) an Objective or Key Result, click on ‘Connect data source to auto-update progress’.
  2. From the list of integrations, pick Trello.

3. If you already created a Trello connection or an administrator in your organization shared a Trello connection with you, that will be automatically selected for you. If there are no connections created or shared already, Ally will prompt you to add a new connection.

4. Once the connection is selected, select the Trello 'Board' that has the cards data that you wish to connect to an OKR.

5. After you have selected the Trello Board, You can further filter the list of cards by selecting one or more of the following criteria,

  1. Cards belonging to a specific list.
  2. Cards assigned to a specific Owner.
  3. Cards with a specific label.
  4. Card with specific completion status.

For example, if you want to measure the number of blogs completed as a KPI inside Ally and if you have all the completed blog post cards in your Trello board in the "Finished" column list in Trello, you can choose "Finished" from the list of options in the 'Board List' dropdown.

If you have the completed blogs marked as labels in Trello instead, you can choose the label that you use to mark cards as completed from the "Labels" dropdown. Labels can also be used for filtering specific cards belonging to a category or sub-category.

You can also filter based on Completion status that will let you filter on cards that have due dates and marked as completed or cards that have due dates and is not completed. To select all the cards, just choose "Any" which will include cards of any status whether it has a due date or not.

Ally lets you filter based on more than one criteria that will help you easily get to the list of cards inside Trello based on which you want to measure the objective in Ally.

% Completed vs KPI

Ally will track progress based on whether the objective was selected to be measured as a KPI or Percent Complete. For KPI based objectives, the progress will simply be computed based on the number of cards matching your filters and the configuration. An objective like "Complete 10 blog posts" falls into this category.

For percent complete based objectives, Ally will compute the progress based on the percentage of cards that has a completion status as "Completed" to the total number of cards matching the filters and the configuration. In this case, a good example will be a board with a list of cards that maps to a project and you want to measure the ongoing progress of the project over time.

In the example below, we are counting the number of completed blog posts.

6. Hit next to finish and save your OKR. You should now see an Trello icon next to the OKR - now Ally will automatically count up the finished blog posts. The OKR syncs automatically every hour, but you can refresh it manually by clicking on ‘refresh’.

The colors of the progress bars indicate the status of the Objective.

  • If the progress is 0-25% less than expected progress at any point in time, the status is Behind (orange)
  • If the progress is over 25% less than expected progress at any point in time, the status is At-Risk (red)

Learn more about Ally’s other integrations here.

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