Migrating from Trello to Monday.com
Monday.com fits startup and scaleup teams best and has a moderate learning curve. If you're moving from Trello, the first week is the hardest — new UI, different terminology, rebuilt automations. This guide compresses that learning curve with a step-by-step migration plan.
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
- Highly visual and intuitive interface with color-coded boards — one of the easiest PM tools for non-technical teams to adopt
- Exceptional flexibility with 200+ templates and 30+ column types, making it adaptable for product, marketing, HR, CRM, and operations use cases
- Powerful no-code automations and integrations allow teams to build sophisticated workflows without developer assistance
You gain with Monday.com
- +roadmapping
- +sprint planning
- +backlog management
- +Gantt charts
Migration Steps
Audit and export your current workspace
Before touching Monday.com, 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 Monday.com workspace
Create your Monday.com workspace and replicate your project structure using items and boards. Monday.com starts at $12/user/mo/user/mo with a free tier available — budget $6/user/mo more per user. Run with a single pilot team before migrating everyone.
Map your workflow equivalents
Find the closest Monday.com equivalent for each Trello feature your team relies on. projects and tasks in Trello maps to items and boards in Monday.com. Monday.com supports custom fields — recreate your Trello field schema here first. Gantt-style timeline views are available if your team used them in Trello. Prioritise the critical path: task creation, status tracking, and assignment.
Import your data
Monday.com supports CSV import for tasks and projects and has 20+ native integrations. After importing, rebuild your key automations — Monday.com's automation engine can replicate most rules you had in Trello. 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 items and boards, update status, and find your board. Expect a moderate ramp — most engineers and PMs hit their stride within a week. The biggest adjustment is usually the sprint ceremony workflow.
Run Trello in parallel for two weeks
Keep Trello read-only while your team works primarily in Monday.com. 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 Monday.com the official home.
Ready to switch?
Read the full Monday.com review for pricing, integrations, and team fit details.