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Migrate from Trello to Planet Roadmap

Trello is excellent for simple visual task tracking, but many teams outgrow it when they need integrated roadmapping, OKRs, and advanced views without managing a dozen 'Power-Ups.' Planet Roadmap provides a more robust, all-in-one alternative that scales your feedback and project management without the per-user price creep.

Why teams leave Trello

  • Native Gantt, Timeline, and Calendar views in Trello require expensive Premium tiers or clunky third-party Power-Ups.
  • Trello lacks a built-in public feedback portal, forcing you to use separate, disconnected tools to capture user requests.
  • Managing complex projects with dependencies and subtasks becomes difficult as boards grow cluttered with hundreds of cards.
  • Pricing becomes unpredictable as you add more 'Makers' or seats just to give team members basic visibility into the roadmap.

Step 1 — Export your data from Trello

Get your data out of Trello so you can bring it into Planet Roadmap.

  1. 1

    Open Board Menu

    Navigate to the Trello board you wish to export, click 'Show Menu' in the top right, and then select 'More'.

  2. 2

    Export as CSV

    Select 'Print and Export' and then 'Export as CSV'. Note that CSV export is typically a Trello Premium feature; standard users may need to use JSON or a third-party browser extension.

  3. 3

    Download Attachments

    Trello's CSV export does not include physical files. You must manually download important attachments or ensure they are linked via URL in your card descriptions.

Step 2 — Map your concepts

Here is how Trello concepts translate to Planet Roadmap.

TrelloPlanet RoadmapNotes
WorkspaceOrganizationYour top-level container for all projects and team members.
BoardProjectEach Trello board maps directly to a Planet Roadmap project with its own views.
ListStatusTrello lists like 'To Do' or 'Doing' become workflow statuses in Planet Roadmap.
CardTask / Feature RequestIndividual cards become tasks that can also be surfaced on your public feedback portal.
LabelTagColor-coded Trello labels map to searchable tags for easy filtering.
ChecklistSubtasksItems in a Trello checklist are converted into manageable subtasks.
Power-Up (Gantt/Timeline)Native ViewsNo extra plugins needed; switch between Kanban, Gantt, and Timeline views natively.

Step 3 — Import into Planet Roadmap

Bring your data into Planet Roadmap and configure your new workspace.

  1. 1

    Prepare your CSV

    Format your Trello export to match the Planet Roadmap CSV template, ensuring columns for Title, Description, and Status are clearly defined.

  2. 2

    Upload to Planet Roadmap

    In your Project Settings, navigate to the 'Import' tab and upload your CSV file.

  3. 3

    Map Columns and Import

    Use our mapping tool to align your Trello columns to Planet Roadmap fields and click 'Process Import' to bring in your data.

Import your existing tasks (CSV)

Drop your Trello export into our CSV importer to bulk-create tasks in seconds. Map columns visually, validate with a dry run, and we'll skip any malformed rows so the rest still come through.

Open the CSV importer

Want us to handle the migration for you?

Pro plan customers get free concierge migration. We'll map your data, clean up your CSV, and set up your new portal. You just approve the result.

Start a Pro trial

Frequently asked questions

Will I lose my card descriptions and comments?

Descriptions migrate via CSV easily. Comments can be imported if they are included as a column in your export, though we recommend manual review for complex threads.

How long does the migration take?

For most teams with 5-10 boards, the technical migration takes less than an hour. Setting up your new public portal usually takes another 30 minutes.

Can someone help me migrate?

Yes! We offer managed concierge migration for customers on our Pro plan to ensure no data is left behind.

Will my users be notified during the move?

No, the import process is silent. You can choose exactly when to invite your team and when to launch your new public roadmap to customers.

What about my Trello attachments?

CSV exports only include the links to attachments. We recommend re-uploading critical files directly to Planet Roadmap tasks for long-term storage.

Ready to leave Trello behind?

Try Planet Roadmap free — no credit card required. Set up your first workspace in under five minutes.

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