Introduction

Meeting Minutes for Trello is a Power-Up that facilitates the documentation of meeting results in the form of a PDF file. The idea is to transfer the cards of a Trello board into a structured PDF document and thus record a certain status of the cards. It is possible to document all or just a selection of tasks (cards).
With Meeting Minutes for Trello, for example, you can limit the selection to cards that were changed on the day the document was created (today) or since the last meeting. It is this restriction to the set of changes since the last meeting that can be particularly useful, especially for meetings on a regular basis.
The tool is available as a free version (Basic) with all fundamental document creation features and as an advanced version (Premium) with additional features. For example, the Premium version offers automatic adding of the created document to the board or automated emailing to all participants. In addition, Premium offers various customizing options and supports the use of Trello’s Custom Fields. For example, a company logo can be added to give the document a personal touch.

Use case

The Power-Up is somewhat comparable to Trello's own filter function, which makes it possible to filter out cards based on certain criteria directly in the board. Meeting Minutes can document the status of the board and allows the output to be grouped and sorted.
The typical use case is discussing Trello cards during a team meeting. New cards can be created or existing ones can be edited. What was discussed is documented in the Trello cards. The result of the meeting (e.g. cards that have been changed today - or since the last meeting) should be output in a document and made available to all participants. The output is structured and sorted. Since the set of cards discussed is usually a subset of all cards on the board, a major advantage is the clarity and the overview of the document. Meeting results can also be made available to other people who do not have access to the Trello board themselves.
Unlike a purely technical export of cards (for example, in CSV format), the focus of Meeting Minutes for Trello lies on the standardized document that can be used as a record of the cards discussed (or verification document) without further editing.

Advantages of this tool

• Creation of a meeting document without manual effort
• Consistent documentation (consistent layout and optionally with a personal touch)
• Sharing of meeting results with people without access to Trello
• Clarity through grouping and sorting of cards
• Effortless output of cards that have been changed since the last meeting
• Ability to exclude entire Lists from the document creation
• Output of Trello information at a glance (including Custom Fields)
• Automatic email dispatch
• Availability in different languages (currently) German and English
• Automatically add the created documents to the board (document history on the spot)

Version: Basic

In the Basic version, all cards can be transferred to a PDF document. The output is limited to the fields Title, Description, Labels, List, Members and Date (of the last activity or due date). The PDF document is opened directly in the browser. The output is grouped by a selectable criterion, for example by List, and it is possible to specify the sort order of the group itself and the cards within this group.

Features overview:

• Creation of a status document (predefined structure).
• Output of fields: Title, Description, Labels, Members and Date
• Grouping by List, Modification Date and Due Date
• Sorting by Title, Modification Date and Due Date
• Selection of all cards or those cards changed currently or since the last meeting
• Exclusion of lists that should not be documented
• Limitation: A maximum of 100 Trello cards can be processed

Version: Premium

The Premium version is an extension of the Basic version, thus offering all the features of the Basic version plus the following functions:

Features overview:

All features of basic and additional:

• Grouping and sorting by Custom Fields
• Output of Checklists and Attachments
• Customization of the output document (e.g. user defined logo in the document, custom document header and footer)
• Automatic attachment of the generated document to the Trello board
• PDF creation in higher quality and optionally in Google Docs format
• Automatic emailing to a defined distribution list
• Transfer of fields such as task type, co-responsible, original due date, meeting location, participant and distribution list into the document (according to definition)
• Dialog settings are saved automatically