Tips & tricks

Tips and tricks for streamlining your email workflow with SendBoard

11 articles in this collection
Written by Mark Fowles and Darryl Daniel

Manage your email contacts in Trello

Every contact that you email is saved under your SendBoard account. Learn how to update their name, email address and mobile number.

Written by Mark Fowles
Updated over a week ago

Use saved replies to respond faster

Set up saved replies for common scenarios so that it’s quick and easy to reply.

Written by Mark Fowles
Updated this week

Start a new conversation on an existing Trello card

Learn how to have multiple email threads, with different contacts, all on the same Trello card.

Written by Mark Fowles
Updated over a week ago

How to forward/attach an email to an existing Trello card

Learn how to forward an email from your email client and have it automatically attached to a conversation on an existing card.

Written by Mark Fowles
Updated over a week ago

Exclude past emails from your reply

If you add new contacts to an email thread, you might want to exclude previous messages from the email history.

Written by Mark Fowles
Updated over a week ago

Get a Shareable link to a conversation

Find out how to easily share the details of a conversation with anyone who has access to the internet

Written by Mark Fowles
Updated over a week ago

Outbound BCC Address

Set up a special email address to keep a backup on your own server of all emails you send from Trello.

Written by Darryl Daniel
Updated over a week ago

Message history formats

Previous messages from the thread are displayed below outbound emails you send. There are two message history formats to choose from.

Written by Mark Fowles
Updated over a week ago

Include variables in your emails and Saved Replies

Use special keywords in your emails that will be replaced by the relevant value when the email is sent.

Written by Mark Fowles
Updated over a week ago

Send an email with a Trello comment using @reply or @email

Send emails by adding a Trello comment so that you can automate emails using Butler or send emails in the Trello iOS or Android apps.

Written by Mark Fowles
Updated over a week ago

How to merge similar cards in Trello

Learn how to merge Trello cards so that you can group related information and continue correspondence on a single email thread.

Written by Mark Fowles
Updated over a week ago