This guide was created with Scribe in 2 minutes. Sign in and create your own!
Trello + Cardbox Flow
Nathaniel McCallister |
0 step |
2 minutes
Click "Create new board"
Zoom Saved
2
Name your card and select "Create"
Zoom Saved
3
Name the first list. For simplicity, I use "Inbox (Start Here)"
Zoom Saved
4
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.
5
Click "Power-Ups"
Zoom Saved
6
Click "Add Power-Ups"
Zoom Saved
7
Type in "cardbox" and then click "Add"
Zoom Saved
8
Click "Add"
Zoom Saved
9
Exit out of confirmation page.
Zoom Saved
10
Click "Gmail by Cardbox"
Zoom Saved
11
If it's your first time setting up a Cardbox email, choose "sign-in with Google".
Zoom Saved
12
Choose your Gmail account.
Zoom Saved
13
Allow all access required.
Zoom Saved
14
Click Continue.
Zoom Saved
15
Click "Settings"
Zoom Saved
16
Click "Set up inbox list"
Zoom Saved
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.
17
Click "Or, add a filter."
Zoom Saved
18
Click save.
Zoom Saved
Have something to say?Create an account to leave messages for the author to see!Create an account
Feedback
This Scribe is in tip-top shape!Leave feedback if there are any issues with this Scribe