Migrating from Trello to Optimizely
The main reason teams move from Trello to Optimizely is ab testing and feature flagging. Optimizely's approach — industry-leading experimentation platform with both client-side and server-side testing — supports the full experimentation lifecycle from hypothesis to results — suits scaleup and enterprise 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
- Industry-leading experimentation platform with both client-side and server-side testing — supports the full experimentation lifecycle from hypothesis to results
- Powerful Stats Engine uses sequential testing methodology that allows peeking at results without inflating false positive rates — a significant advantage over traditional frequentist approaches
- Robust feature flagging and progressive rollout capabilities allow engineering teams to decouple deployment from release, with fine-grained audience targeting
You leave behind
- −Kanban boards
- −mobile app
Migration Steps
Audit and export your current workspace
Before touching Optimizely, 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 Optimizely workspace
Create your Optimizely workspace and replicate your project structure using tasks and projects. Run with a single pilot team before migrating everyone.
Map your workflow equivalents
Find the closest Optimizely equivalent for each Trello feature your team relies on. projects and tasks in Trello maps to tasks and projects in Optimizely. Optimizely supports custom fields — recreate your Trello field schema here first. Prioritise the critical path: task creation, status tracking, and assignment.
Import your data
Optimizely supports CSV import for tasks and projects and has 20+ native integrations. After importing, rebuild your key automations — Optimizely'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 tasks and projects, 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 project hierarchy.
Run Trello in parallel for two weeks
Keep Trello read-only while your team works primarily in Optimizely. 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 Optimizely the official home.
Ready to switch?
Read the full Optimizely review for pricing, integrations, and team fit details.