All settings in the header and footer section are saved automatically when the report is created and will be available the next time the tool is called up.
If settings are changed without creating the document, these settings will not be saved.

If participants and distribution lists are to be used, it can be of advantage to create master data lists, see below. It is advisable to first create a list for the entire team. For each team member a card with the name in the card title and the person's email address in the description of the card needs to be created. It is important to be careful with the naming syntax: first name + space + last name. Optionally, a department or company name can be added (separated in brackets), i.e. first name + space + last name + space + open bracket + suffix + close bracket, e.g.
John Doe (Clark Inc) or James Smith (Sales)

Lists

1. Location/room

This option allows you to show the meeting location in the document. Since this is an attribute that is assigned at document level, the property is taken from the first card of a prepared list. The following steps have to be prepared:

What to do?

1. Create a new Trello List
2. Give the new list a meaningful name, e.g. Meeting location or Locations
3. Add a card to this list with the name of the meeting location in the title
4. Open the Trello Power-Up Meeting Minutes
5. Tick the Meeting Location/Room check box in the Custom mappings section
6. Select the previously created Trello list from the drop-down list
   
7. Click Create document (this will save your settings)

It is recommended to prepare a list of all potential meeting locations (master data) and then to take the correct meeting location from it, i.e. to move cards from the master data list to the meeting location list and, if necessary, to move an earlier, already assigned meeting location back to the master data list. Advice: The list of all meeting locations should be excluded when creating the document (see Basic features: Exclude lists ).

It is also possible to define all meeting locations in one list and to determine the entry to be used by order (always the first).

Notes

• The associated list is automatically excluded when the document is created
• A master data list does not necessarily have to be created if, for example, meetings are always held online or the location of the meeting generally does not change. In this case first card of the associated list is always used
• If the assigned Trello list contains multiple cards, the meeting location will be taken from the first (top) card
• If settings are made without subsequently creating the document, these settings will not be saved

2. Distribution list

In addition to the Output options section, where the document can be emailed to a defined distribution list, this option here enables the distribution list to also be displayed in the document. If the option is activated, a list of people's names is taken from a predefined Trello list and output in the document.
The following steps must be prepared for this:

What to do?

Please note: If you have already created a distribution list for "Send email to distribution list", this list can be used here just like this. In this case, it is particularly important that the recommended naming specification (order of first name and last name) was used consistently.

1. Create a new Trello List
2. Give the new list a meaningful name, e.g. Distribution list
3. To this list, add Trello cards that have the person's name in the title in the order First name Space Last name
   If a company or a department name is to be specified, then it can be added with another space and the name in parentheses, e.g.
   John Doe (Smith Inc.)
   
4. Open the Trello Power-Up Meeting Minutes
5. Tick the Distribution list check box in the Custom mappings section
6. Select the previously created Trello list from the drop-down list
   
7. Click Create document (this will save your settings)

It is recommended to prepare a list with all team members (master data) and then take members from this list, i.e. move cards between the master data list and the distribution list back and forth. This list could be named e.g. Distribution list (all) or Team (distribution list).
Advice: The list of all distribution list members should be excluded when creating the document (see Basic features: Exclude lists ).

Notes

• The associated list is automatically excluded when the document is created
• Optionally, the e-mail address of the person can be saved in the description of the card
• The distribution list is sorted in ascending order in the document. This can only succeed if the order of the recommended naming convention was used consistently
• If settings are made without subsequently creating the document, these settings will not be saved

3. Participants list

With this option you can display the list of participants in the document. This function is similar to Distribution lists. If the option is activated, a list of people's names is taken from a predefined Trello list and output in the document.
The following steps must be prepared:

What to do?

Note: It is particularly important that the recommended specification (order of first name and last name) is used consistently.

1. Create a new Trello List
2. Give the new list a meaningful name, e.g. Participants or Participants list
3. To this list, add Trello cards that have the person's name in the title in the order First name Space Last name
   If a company or a department name is to be specified, then it can be added with another space and the name in parentheses, e.g.
   John Doe (Smith Inc.)
   
4. Open the Trello Power-Up Meeting Minutes
5. Tick the Participants list check box in the Custom mappings section
6. Select the previously created Trello list from the drop-down list
   
7. Click Create document (this will save your settings)

It is recommended to prepare a list with all team members (master data) and then take members from this list, i.e. move cards between the master data list and the list of participants back and forth. People (and associated cards) who actually attended the meeting can be moved from the master data to the participant list; People who may still be in the list from former meetings can be moved back to the master data list. This list could be called Participants (all) or Team (participants), for example.
Advice: The list of all participants should be excluded when creating the document (see Basic features: Exclude lists ).

Notes

• The associated list is automatically excluded when the document is created
• Optionally, the e-mail address of the person can be saved in the description of the card
• The participants list is sorted in ascending order in the document. This can only succeed if the order of the recommended naming convention was used consistently
• If settings are made without subsequently creating the document, these settings will not be saved

Custom Fields

All of the options below are only available if you have Custom Fields unlocked in Trello. Custom fields are not available in the free version of Trello (as of 09/2022) not available, thus it requires at least a Standard License for Trello.

The field names in the following section are fixed, i.e. only if a Custom Field with the exact name is prepared, these features can be used.

4. Task type

This option allows task acronyms to be defined and displayed in the document. Task types are abbreviated with a single character (letter or symbol),
e.g. T for task or D for decision.

Valid Custom Field name:

Task type

What to prepare?

1. Click ... (Show Menu in Trello)
2. Click Custom Fields
3. Click + New field
4. Create a field titled Task type and of type Dropdown
5. Create task acronyms that you want to use in this board (See recommended task types) by adding one task type at a time
6. The Show field on front of card check box is selected by default. It causes the task type to be seen on each card (front). This setting has no effect on Meeting Minutes for Trello and can be used as needed
7. Finally, click on Create
8. Close New field and also the Menu
9. Open the Trello Power-Up Meeting Minutes
10. If the Custom Field was found, the Meeting Minutes for Trello dialog shows the note available and the field can be switched on:
    To do this, activate the corresponding check box
    
11. Use the Custom Field in your Trello cards by opening the back of the card (details) and assign the desired task type there
    
12. If required, enable the Task type (Custom Field) toggle in the Premium Features: Output Details to also display the field in the meeting minutes document

Recommended task types:

The following list of task types is recommended, additional abbreviations can be added as needed.

Abbr.	Task type
T	Task
D	Decision
I	Information

Notes

• If task types that are longer than one character are added, these will be truncated after the first character
• The list of letters for task types must be unique, i.e. free of duplicates
• If settings are made without subsequently creating the document, this setting will not be saved. This only applies to Settings in the Meeting Minutes dialog, not to Trello Custom Fields
• Advice: Custom Fields can also be used for grouping and sorting in documents

5. Subject

This option allows you to define a list of subjects that can be assigned to tasks. In particular, this Custom Field is suitable for grouping similar tasks in the document (also see Category).

Valid Custom Field Name:

Subject

What to prepare?

1. Click ... (Show Menu in Trello)
2. Click Custom Fields
3. Click + New field
4. Create a field with title Subject and type Dropdown
5. Create a list of subjects you want to use in this board, by adding one item at a time
6. The Show field on front of card check box is selected by default. It causes the subject to appear on the front of each card. This setting has no effect on Meeting Minutes for Trello and can be used as needed
7. Finally, click on Create
8. Close New field and also the Menu
9. Open the Trello Power-Up Meeting Minutes
10. If the Custom Field was found, the Meeting Minutes for Trello dialog shows the note available and the field can be switched on:
    To do this, activate the corresponding check box
    
11. Use the Custom Field in your Trello cards by opening the back of the card (details) and assign the desired subject there:
    
12. If needed, enable the Subject (Custom Field) toggle in the Premium Features: Output Details to also display the field in the meeting minutes document

Notes

• The list of topics should remain unique, i.e. free of duplicates
• If settings are made without subsequently creating the document, this setting will not be saved. This only applies to Settings in the Meeting Minutes dialog, not to Trello Custom Fields
• Advice: Custom Fields can also be used for grouping and sorting in documents

6. Category

This option allows you to define a list of categories that can be assigned to tasks. In particular, this Custom Field is suitable for grouping similar tasks in the document in addition or instead of subjects (also see Subject).

Valid Custom Field Name:

Category

What to prepare?

1. Click ... (Show Menu in Trello)
2. Click Custom Fields
3. Click + New field
4. Create a field with title Category and type Dropdown
5. Add the list of categories you want to use in this board, by adding one item at a time
6. The Show field on front of card check box is selected by default. It causes the category to appear on the front of each card. This setting has no effect on Meeting Minutes for Trello and can be used as needed.
7. Finally, click on Create
8. Close New field and also the Menu
9. Open the Trello Power-Up Meeting Minutes
10. If the Custom Field was found, the Meeting Minutes for Trello dialog shows the note available and the field can be switched on:
    To do this, activate the corresponding check box
    
11. Use the Custom Field in your Trello cards by opening the back of the card (details) and assign the desired category there:
    
12. If required, enable the switch for Category (Custom Field) in the Premium Features: Output Details to also display the field in the meeting minutes document

Notes

• The list of categories should remain unique, i.e. free of duplicates.
• If settings are made without subsequently creating the document, this setting will not be saved. This only applies to Settings in the Meeting Minutes dialog, not to Trello Custom Fields.
• Advice: Custom Fields can also be used for grouping and sorting in documents

7. Urgent

With this setting, Trello cards can be marked as urgent. This is suitable as an additional attribute that is output in the document and can be used to group/categorize tasks.

Valid Custom Field Name:

Urgent or urgent

What to prepare?

1. Click ... (Show Menu in Trello)
2. Click Custom Fields
3. Click + New field
4. Create a field with title Urgent and type Checkbox
5. The Show field on front of card check box is selected by default. It causes the Urgent flag to appear on every card front. This setting has no effect on Meeting Minutes for Trello and can be used as needed.
6. Finally, click on Create
7. Close New field and also the Menu
8. Open the Trello Power-Up Meeting Minutes
9. If the Custom Field was found, the Meeting Minutes for Trello dialog shows the note available and the field can be switched on:
   To do this, activate the corresponding check box
   
10. Use the Custom Field in your Trello cards by opening the back of the card (details) and use the check box there:
    
11. If required, enable the Urgent (Custom Field) toggle in the Premium Features: Output Details to also display the field in the meeting minutes document

Notes

• If settings are made without subsequently creating the document, this setting will not be saved. This only applies to Settings in the Meeting Minutes dialog, not to Trello Custom Fields
• Advice: Custom Fields can also be used for grouping and sorting in documents

8. Confidential

This setting allows Trello cards to be marked as confidential. This attribute is useful for cards that should not be output in the document (only available to users with access to the Trello board).

Valid Custom Field Name:

Confidential or confidential

What to prepare?

1. Click ... (Show Menu in Trello)
2. Click Custom Fields
3. Click + New field
4. Create a field with title Confidential and type Checkbox
5. The Show field on front of card check box is selected by default. It causes the Confidential check box to appear on every card front. This setting has no effect on Meeting Minutes for Trello and can be used as needed.
6. Finally, click on Create
7. Close New field and also the Menu
8. Open the Trello Power-Up Meeting Minutes
9. If the Custom Field was found, the Meeting Minutes for Trello dialog shows the note available and the field can be switched on:
   To do this, activate the corresponding check box
   
10. Use the Custom Field in your Trello cards by opening the back of the card (details) and use the check box there:
    
11. If required, enable the switch for Confidential (Custom Field) in the Premium Features: Output Details to also display the field in the meeting minutes document

Notes

• If settings are made without subsequently creating the document, this setting will not be saved. This only applies to Settings in the Meeting Minutes dialog, not to Trello Custom Fields

9. Completed

With this setting, Trello cards can be marked as completed. This is suitable as an additional attribute indicates the completion of a task and that is output in the document and can be used to group/categorize tasks.

Valid Custom Field Name:

Completed or completed

What to prepare?

1. Click ... (Show Menu in Trello)
2. Click Custom Fields
3. Click + New field
4. Create a field with title Completed and type Checkbox
5. The Show field on front of card check box is selected by default. It causes the Completed property to appear on every card front. This setting has no effect on Meeting Minutes for Trello and can be used as needed
6. Finally, click on Create
7. Close New field and also the Menu
8. Open the Trello Power-Up Meeting Minutes
9. If the Custom Field was found, the Meeting Minutes for Trello dialog shows the note available and the field can be switched on:
   To do this, activate the corresponding check box
   
10. Use the Custom Field in your Trello cards by opening the back of the card (details) and use the check box there:
    
11. If needed, enable the Completed (Custom Field) toggle in the Premium Features: Output Details to also display the field in the meeting minutes document

Notes

• If settings are made without subsequently creating the document, this setting will not be saved. This only applies to Settings in the Meeting Minutes dialog, not to Trello Custom Fields
• Advice: Custom Fields can also be used for grouping and sorting in documents

10. Original due date

With this option an initial due date can be added. This field offers the possibility to keep track of the initial due date, even if the current due date should change during the course of the project. The field can help to calculate the duration until completion or show the period between the original and the current due date. This attribute is suitable for obtaining information about whether and how far a deadline of a task was postponed.

Valid Custom Field Name:

Due date

What to prepare?

1. Click ... (Show Menu in Trello)
2. Click Custom Fields
3. Click + New field
4. Create a field with title Due date and type Date
5. The Show field on front of card check box is selected by default. It causes the Due property to appear on every card front. This setting has no effect on Meeting Minutes for Trello and can be used as needed
6. Finally, click on Create
7. Close New field and also the Menu
8. Open the Trello Power-Up Meeting Minutes
9. If the Custom Field was found, the Meeting Minutes for Trello dialog shows the note available and the field can be switched on:
   To do this, activate the corresponding check box
   
10. Use the Custom Field in your Trello cards by opening the back of the card (details) and pick a date and time via dialog:
    
11. If required, enable the Original due date (Custom Field) toggle in the Premium Features: Output Details to also display the field in the meeting minutes document

Notes

• If settings are made without subsequently creating the document, this setting will not be saved. This only applies to Settings in the Meeting Minutes dialog, not to Trello Custom Fields
• Advice: Custom Fields can also be used for grouping and sorting in documents

11. Card ID

This mapping allows the usage of a Custom Field (of type text) as a card identifier.

Valid Custom Field Name:

ID or Id

What to prepare?

1. Click ... (Show Menu in Trello)
2. Click Custom Fields
3. Click + New field
4. Create a field with title ID and type Text
5. The Show field on front of card check box is selected by default. It causes the ID property to appear on every card front. This setting has no effect on Meeting Minutes for Trello and can be used as needed
6. Finally, click on Create
7. Close New field and also the Menu
8. Open the Trello Power-Up Meeting Minutes
9. If the Custom Field was found, the Meeting Minutes for Trello dialog shows the note available and the field can be switched on:
   To do this, activate the corresponding check box
   
10. Use the Custom Field in your Trello cards by opening the back of the card (details) enter text into the custom field:
    
11. If required, enable the Card ID (Custom Field) toggle in the Premium Features: Output Details to also display the field in the meeting minutes document

Notes

• If settings are made without subsequently creating the document, this setting will not be saved. This only applies to Settings in the Meeting Minutes dialog, not to Trello Custom Fields