At Portcast, we use Trello as our primary ticketing system to manage customer support requests and track collaboration on issues.

Each customer engagement is supported through a dedicated Trello board where the Portcast team and customer stakeholders can view, update, and track progress on tickets in real time.

This guide covers how to get started with Trello and how to perform common actions required when working with support tickets.

1. Getting Started with Trello

Receiving Your Trello Invite

Once your Trello board is set up, you will receive an email invitation from Trello on behalf of Portcast or an invite link which gives you access to the said board. This email will:

• Be sent to the email address shared with the Portcast team
• Contain a direct invitation link to your customer-specific Trello board
• Indicate that you have been added as a guest to the board

To get started

1. Open the Trello invitation email or Open the link shared with you!

   

2. Click the Join board or Accept invite button in the email.

3. If you already have a Trello account, you will be redirected to log in.

4. If you do not have a Trello account, Trello will guide you through a quick sign-up process using the same email address.

You can also access the board later using the invite link, as long as the invitation remains valid and you are logged in with the invited email address.