Migration
Migrate from Trello
Move from Trello to TaskBoard with a phased approach that protects delivery while improving visibility, worklogs, and reporting.
Before you migrate
Why Teams Migrate
Migration succeeds when it is phased, measurable, and tied to day-to-day workflow. TaskBoard helps teams move in practical steps, starting with active projects first.
- Keep current delivery moving while adoption ramps.
- Bring ownership, time tracking, and worklogs into one system.
- Preserve reporting continuity during the transition.
- Include internal and external collaborators using flat fee company pricing with no per-user fee.
Step-by-step plan
Migration Plan
1. Discovery
Map current boards, statuses, fields, permissions, and reporting needs.
2. Workspace setup
Configure TaskBoard projects, workflows, and access controls for a pilot team.
3. Active work import
Move active tasks and ownership first; archive historical items as needed.
4. Worklog + reporting alignment
Define time/worklog expectations and reporting cadence from day one.
5. Expand rollout
Scale to additional teams once pilot adoption and output quality are confirmed.
Migration support
Migration Support
We help teams validate configuration choices, access controls, and reporting patterns so the new workflow is usable from week one.
After migration
First-Value Checklist
Invite teams and stakeholders
Set role-based access so collaborators can participate immediately.
Set worklog rules
Define optional or required worklogs to improve accountability and reporting quality.
Launch reporting cadence
Review progress by project, team, and person to validate adoption and identify bottlenecks.
Role outcomes
Role Outcomes After Migration
Individual contributors
Clear task ownership and fewer status interruptions during transition.
Managers
Stable reporting cadence and better workload visibility in rollout phases.
Leadership
Operational continuity while moving to a more accountable workflow model.
Clients and stakeholders
More transparent progress updates with scoped access after migration.
FAQ
Migration FAQs
Common questions from teams planning a switch to TaskBoard.
Can we migrate in phases instead of all at once?
Yes. Most teams begin with one workflow or team, then expand after adoption is stable.
Will we lose visibility during migration?
No. The migration plan keeps active work visible while reporting patterns are re-established in TaskBoard.
Can you help us map workflow and access controls?
Yes. We can guide setup for statuses, permissions, and rollout sequencing.
Migration planning
Ready to move from Trello to TaskBoard?
Start with a migration call to map your current workflow and rollout plan.