Trello + Cardbox Flow | Scribe

    Trello + Cardbox Flow

    • Nathaniel McCallister |
    • 0 step |
    • 2 minutes
      Click "Create new board"
      Name your card and select "Create"
      Name the first list. For simplicity, I use "Inbox (Start Here)"
      Name and create additional lists (steps) you want.
      For this example, I just used Step #1 and Step #2, but yours will be specific. They might be "initial contact made," and "pending approval" etc.
      Click "Power-Ups"
      Click "Add Power-Ups"
      Type in "cardbox" and then click "Add"
      Click "Add"
      Exit out of confirmation page.
      Click "Gmail by Cardbox"
      If it's your first time setting up a Cardbox email, choose "sign-in with Google".
      Choose your Gmail account.
      Allow all access required.
      Click Continue.
      Click "Settings"
      Click "Set up inbox list"
      You can set up more customized features later like the name format for cards and subject lines that are added as cards, etc. For now, just use the defaults.
      Click "Or, add a filter."
      Click save.
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