FluentPro Help Center

What do you need help with?

How to add Trello environment (Onboarding wizard)

As you sign up for FluentPro Backup, the onboarding wizard will be opened immediately. This wizard allows adding your first environment to FluentPro Backup and scheduling your first backup. 

If the onboarding wizard was skipped or you already added another environment, click the Add Environment button on the right.  

On the first step, click the 'Add Environment' button.

To add your first Trello environment to FluentPro Backup and schedule your first backup, perform the following:

1. Select the Trello system.

2. Click Connect.

3. Provide your credentials and log in to Trello. 

4. Please refer to the Connection account requirements article to ensure your account has all the necessary permissions. 

Click Allow in the window that appears to give access to your Trello account. 

Click Continue

5. Select Backup content: 

  • Boards: All, Selected (select only the boards you need to include in this backup), Ignored (is used to select the boards which should not be backed up. Other not selected boards in that list and newly created boards will be backed up).
  • Workspaces: for selected boards.
  • Members: for selected boards and workspaces.

Click Next

If you need to include only specific boards in the backups instead of all, click the Selected button.

On the Available Boards page, select the required boards. You can filter the board list by clicking on the names of the columns. 

When you are ready with the selection, click the 'Add Selected' button. 

Click Next

6. Select how often backups should start and click Save

To change the settings for how often the backup starts for modified entities click the 'Actively modified backup data' option and select the required option from the list. 

In the 'Unmodified data backup' field, you get to select how often a backup starts for all selected unmodified entities. 

7. Your first backup schedule will be launched. You can open the Operation Details page to track progress and review its status.

Further backups will be launched automatically by the created schedule. 

As soon as the environment is added and the schedule is created, this information appears on the Backup Schedule page. If you open this page, you can review and change the information for your schedule and/or run the backup on demand. 

Was this article helpful?

Table of contents

    Back To Top