How to turn a selected Trello board view into CSV
A Trello board snapshot can help with reporting or a handoff when the information is easier to compare in rows. List membership gives important context to each card's title and status.
Start with the right material.
- What you provide
- a Trello board in Chrome with the relevant lists and card details readable.
- The intended result
- Export selected Trello cards with their list names and visible labels into a spreadsheet-ready CSV.
How the workflow works.
Choose the cards and fields needed for the review, retaining card references and their current lists. Keep visible labels, members and due dates separate rather than combining them into an ambiguous description.
What to check in the result.
Check the selected cards against the resulting rows. An unopened card may contain more detail, and the export should not claim to include comments, attachments or checklists that were not available in context.
Import the CSV with a consistent delimiter and inspect text identifiers, dates and amounts before using spreadsheet totals. Keep the original file available while checking any automatic type conversion.
Learn from the worked example.
The downloadable CSV example uses these columns: Card, List, Labels, Due date, Card URL. Compare a complete record with the source before sorting, combining or importing your own output.
The supplied example is illustrative. It is not a recorded run on your data.
Download the example ↓Use it with your own material.
- Open the source you want to work with and activate WebAct on that tab.
- Copy the task from the hero, add any required fields or preferences, and review the proposed actions.
- Compare the first result with your source. Ask for a specific correction or refinement where needed.