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Track supply chain work in Trello

Exceptions, carrier onboarding, and rate reviews become Trello tasks with the shipment or contract attached, and close out when the work is done.

Task
TrelloTrello
Delivery delay on 1Z 999 AA1 01Pending
Task
AssigneeJ. Chen
Due
ProjectCarrier exceptions
StatusPending
Exception
Exception #EX-2041
Shipment #1Z 999 AA1 01
TypeDelivery Delay
SeverityHigh
StatusOpen

Trello Integration Capabilities

Visual project management for tracking shipping workflows and fulfillment stages.

Exceptions as tasks
Late shipments, backorders, and invoice disputes open a Trello task for the person responsible
Recurring work
Contract renewals, rate reviews, and vendor onboarding run as Trello tasks with due dates
Two-way status
Closing the Trello task resolves the exception, and resolving it closes the task
Context attached
The order, shipment, invoice, or contract is attached to the Trello task

How the Trello integration works

  1. Connect Trello

    Authorize the Trello workspace and choose the project or board supply chain work goes to. Access is scoped to creating and updating those items and can be revoked from either side.

  2. Decide what becomes a task

    Choose which exceptions open a Trello task, who it is assigned to by lane or carrier, and what closes it.

  3. Test against past exceptions

    Replay last month's exceptions to see which tasks would have opened and who would have gotten them, before the rules run live.

  4. Work the queue

    Late shipments, backorders, invoice disputes, and rate reviews open in Trello with the order, shipment, invoice, or contract attached. Closing the task resolves the exception, and resolving it closes the task.

Trello Integration FAQs

Still have questions?

Work exceptions as Trello tasks

Late shipments, backorders, and rate reviews open as Trello tasks with the record attached. Closing the task closes the exception.