Migrating from ClickUp to Trello
ClickUp scores 4.7/5 on G2 — 0.3 points ahead of Trello (4.4/5). If you're making the switch, here's how to migrate your team from ClickUp to Trello step by step.
At a Glance
- All-in-one platform replacing multiple tools — docs, whiteboards, goals, time tracking, chat, and project management in a single workspace
- 15+ views including List, Board, Gantt, Timeline, Workload, and Mind Maps — one of the most flexible view systems available
- Generous free tier with unlimited users, making it accessible for teams of any size to start without commitment
- 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
You leave behind
- −roadmapping
- −sprint planning
- −backlog management
Migration Steps
Audit and export your current workspace
Before touching Trello, document what lives in ClickUp: 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 Trello workspace
Create your Trello workspace and replicate your project structure using tasks and projects. Trello starts at $6/user/mo/user/mo with a free tier available — $4/user/mo less than your current ClickUp spend. Run with a single pilot team before migrating everyone.
Map your workflow equivalents
Find the closest Trello equivalent for each ClickUp feature your team relies on. projects and tasks in ClickUp maps to tasks and projects in Trello. Trello supports custom fields — recreate your ClickUp field schema here first. Prioritise the critical path: task creation, status tracking, and assignment.
Import your data
Trello supports CSV import for tasks and projects and has 20+ native integrations. After importing, rebuild your key automations — Trello's automation engine can replicate most rules you had in ClickUp. 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. Trello 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 ClickUp in parallel for two weeks
Keep ClickUp read-only while your team works primarily in Trello. 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 ClickUp, archive the workspace and make Trello the official home.
Ready to switch?
Read the full Trello review for pricing, integrations, and team fit details.