Migrating from Trello to Loom
The main reason teams move from Trello to Loom is async standups and product walkthroughs. Loom's approach — fastest way to communicate complex ideas asynchronously — record screen + camera in seconds with zero setup — suits freelancer and startup teams that have outgrown Trello's model. Here's how to migrate without losing historical context.
At a Glance
- Extremely intuitive drag-and-drop Kanban interface — virtually zero learning curve, new users productive within minutes
- Generous free tier with unlimited cards, unlimited Power-Ups, and up to 10 boards per Workspace
- Butler automation engine is powerful and accessible, allowing no-code workflow automation with rule-based, calendar, and due date triggers
- Fastest way to communicate complex ideas asynchronously — record screen + camera in seconds with zero setup
- Loom AI automatically generates titles, summaries, chapters, and action items, saving significant post-recording effort
- Extremely low learning curve — even non-technical stakeholders adopt it instantly, making it ideal for cross-functional PM communication
You leave behind
- −Kanban boards
- −workflow automations
- −custom fields
Migration Steps
Audit and export your current workspace
Before touching Loom, document what lives in Trello: projects and tasks, custom fields, automations, integrations, and team permissions. Export a full CSV backup — most tools support this from Settings → Export. Pay particular attention to any custom fields and workflow automations that your team relies on daily.
Set up your Loom workspace
Create your Loom workspace and replicate your project structure using tasks and projects. Loom starts at $12.5/user/mo/user/mo with a free tier available — budget $6.5/user/mo more per user. Run with a single pilot team before migrating everyone.
Map your workflow equivalents
Find the closest Loom equivalent for each Trello feature your team relies on. projects and tasks in Trello maps to tasks and projects in Loom. Prioritise the critical path: task creation, status tracking, and assignment.
Import your data
Loom supports CSV import for tasks and projects and has 20+ native integrations. For automations that don't have a native equivalent in Loom, Zapier or Make can bridge the gap. Start with your most active project rather than importing everything at once.
Onboard your team
Run a 30-minute walkthrough covering the daily workflow: how to create tasks and projects, update status, and find your board. Loom has a gentle learning curve — most PMs are fully productive within 1–2 days. Focus the session on the UI differences rather than feature training.
Run Trello in parallel for two weeks
Keep Trello read-only while your team works primarily in Loom. This reduces risk and lets people reference historical context — old decisions, archived tickets, past sprint data — without slowing the migration. After two weeks with no new work going into Trello, archive the workspace and make Loom the official home.
Ready to switch?
Read the full Loom review for pricing, integrations, and team fit details.