Workflows for Project Planning With Trello and OmniFocus

Apr 23

Trello is a lovely service which offers Kanban boards for planning - and I often like to plan out projects there, especially ones that need to be done in multiple stages or have many areas of focus. OmniFocus is my task manager of choice though which means I need my tasks to end up in there to have any hope of accomplishing them. To this end I have created a few Workflow workflows to get the data out of Trello and into OmniFocus, they’re not very sophisticated - but they function very well.

Single Trello List to OmniFocus

Trello List To OmniFocus Maybe you just have one list in Trello and you want to get the tasks and put them in OmniFocus. This workflow does exactly that.

Steps:

  • Get Trello Items Get Trello Items: This gets all of your Trello boards.
  • Choose from List Choose from List: You choose the board you want to get data from.
  • Get Trello Items Get Trello Items: Then we get all of the lists in the board you just chose.
  • Choose from List Choose from List: Now you choose which list you want to grab the cards from.
  • Get Trello Items Get Trello Items: We get all of the cards.
  • Repeat with Each Repeat with Each: We go through each card.
    • Text Text: We format the title and the description of the card to be the name of the text and the note (in TaskPaper format notes are indented on a new line after their task).
  • Combine Text Combine Text: We put all of the cards together.
  • Add TaskPaper to OmniFocus Add TaskPaper to OmniFocus: The data gets added to OmniFocus.

You can get the workflow here: Trello List To OmniFocus

Multiple Trello Lists to OmniFocus

Multiple Trello Lists To OmniFocus If you have several lists on a board you want to get into OmniFocus then this Workflow will allow you to do that. It will create a task or action group for each list with sub tasks for each card in that list in Trello.

Steps:

  • Get Trello Items Get Trello Items: Get your Trello boards here.
  • Choose from List Choose from List: Choose the Trello board you want to get the lists from.
  • Get Trello Items Get Trello Items: Get the lists.
  • Choose from List Choose from List: Choose one or many lists
  • Repeat with Each Repeat with Each: With each list
    • Set Variable Set Variable: Set the list variable to be the name of the list. Working with multiple repeats can get a bit tricky, hence not using the Repeat Item variables here.
    • Get Trello Items Get Trello Items: Get the cards
    • Repeat with Each Repeat with Each: For every card
      • Set Variable Set Variable: Set the card variable to be the card.
      • Get Details of Trello Item Get Details of Trello Item: Get the name of the Trello card.
      • Get Variable Get Variable: Get the card variable back.
      • Get Details of Trello Item Get Details of Trello Item: Get the description of the Trello card
      • Text Text: Format this in TaskPaper format.
    • Combine Text Combine Text: Put all of the TaskPaper together
    • Text Text: Add the name of the list to the top of this TaskPaper format
  • Combine Text Combine Text: Put all of the lists of TaskPaper tasks together.
  • Add TaskPaper to OmniFocus Add TaskPaper to OmniFocus: Put it all into OmniFocus.

You can get the workflow here: Multiple Trello Lists To OmniFocus

Trello Board to OmniFocus

Trello Board To OmniFocus Project If you have planned your whole project in Trello and want to move it over to OmniFocus then this Workflow will help you do so. It makes the whole board into one project, with each list becoming an action group and the cards becoming tasks inside of those.

Steps:

  • Get Trello Items Get Trello Items: This gets all of your Trello boards.
  • Choose from List Choose from List: You choose the Trello Board you want to make into an OmniFocus project.
  • Get Trello Items Get Trello Items: This gets all of the lists in the Trello Board.
  • Repeat with Each Repeat with Each: For every list.
    • Set Variable Set Variable: Set the variable to the list - multiple repeats can be a little tricky to follow.
    • Get Trello Items Get Trello Items: Get all of the cards inside of this list.
    • Repeat with Each Repeat with Each: For each card
      • Set Variable Set Variable: Set the variable to the card.
      • Get Details of Trello Item Get Details of Trello Item: Get the name of the card.
      • Get Variable Get Variable: Get the card back.
      • Get Details of Trello Item Get Details of Trello Item: Get the description of the card
      • Get Variable Get Variable: Get the card back again
      • Get Details of Trello Item Get Details of Trello Item: Get the due date of the card
      • Text Text: Combine the name, due date and the description into TaskPaper format.
    • Combine Text Combine Text: Put all of those tasks together.
    • Text Text: Put the name of the list together with the cards inside of it.
  • Combine Text Combine Text: Put all of the lists together.
  • Text Text: Put the name of the board with all of the lists together.
  • Add TaskPaper to OmniFocus Add TaskPaper to OmniFocus: And send everything to OmniFocus

You can get the workflow here: Trello Board To OmniFocus Project

These Workflows are very helpful to me - and get more use than I thought they would! I hope you find a use for them too.

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