Trello for nonprofits and churches
Use a board export to prepare a checked program update and board action review.
Text it like this
Fictional example.
What Grantkeeper prepares
Program milestones: Summarize supplied cards without treating plans as results.
Action review: Compare actions with accepted decisions.
Missing inputs: Prepare a request for evidence behind a card’s claim.
What the owner provides
Send only the export or document needed for this job. You do not need to send an account password or API key for file-based work. Export it yourself from an account allowed to see the records, and include the export date and reporting period.
Limits to keep in mind
Trello supports JSON board exports; CSV export depends on a Premium workspace. Check whether archived cards and attachments are included. This route does not move live cards, add members or change the board.
Start with a limited sample. A vendor feature does not establish that a live connection is enabled for your account. Confirm access, cost and permitted actions during setup.
Sources: Trello documentation
Setup in three steps
Use a board export to prepare a checked program update and board action review.
- Choose the board and check which cards and attachments the export includes.
- Export JSON, or CSV if your workspace supports it, and supply the review period.
- Check the summary with program leads before changing cards in Trello.