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Moving from Asana to Trilo gives you project management plus built-in team chat, video calls, and AI coworkers. No more switching between Asana and Slack. This guide walks you through migrating your Asana workspace.

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Why Teams Switch from Asana

Asana LimitationTrilo Solution
No real-time chat (requires Slack)Built-in project channels and DMs
No video calls (requires Zoom)Native video calls with AI transcription
Time tracking costs extraTime tracking included
AI features require higher tiersAI coworkers included in all plans
Per-user pricing ($11-25/user)Flat workspace pricing

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Before You Start

1

Create your Trilo workspace

Sign up for Trilo and set up your workspace with Areas and Projects.
2

Map your Asana structure

Identify which Asana teams become Trilo Areas, and which projects map to Trilo Projects.
3

Invite your team

Add team members to Trilo before migrating content.

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Exporting from Asana

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Export a Project as CSV

1

Open the project in Asana

Navigate to the project you want to export.
2

Click the dropdown arrow

Next to the project name, click the dropdown.
3

Select Export/Print

Choose Export/Print from the menu.
4

Choose CSV

Select CSV as the export format.
5

Download the file

Save the CSV file to your computer.

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Export Multiple Projects

Repeat the CSV export for each project you want to migrate. Asana doesn’t offer bulk workspace exports on most plans.
Asana’s export includes task name, assignee, due date, status, description, and custom fields. Attachments need to be downloaded separately.

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What Gets Exported

Content TypeExport Quality
Task namesComplete
DescriptionsComplete
Due datesComplete
AssigneesAs email/name
Status/SectionComplete
Custom fieldsComplete
SubtasksSeparate rows
AttachmentsNot included (download separately)
CommentsNot included

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Importing to Trilo

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Recreating Projects

1

Create an Area

In Trilo, create an Area that corresponds to your Asana team (e.g., “Marketing”, “Engineering”).
2

Create a Project

Within the Area, create a Project for each Asana project you’re migrating.
3

Configure the project

Set the project prefix (for task IDs), enable AI features, and configure visibility.

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Importing Tasks

For smaller projects (under 50 tasks), manual creation is often fastest:
1

Open your CSV export

Review the tasks in a spreadsheet application.
2

Create tasks in Trilo

Use keyboard shortcut T for quick task creation.
3

Set task properties

Add assignees, due dates, priorities, and descriptions.
4

Organize by status

Use Kanban view to drag tasks into the right columns.
For larger projects:
1

Use CSV as reference

Keep the CSV open alongside Trilo.
2

Focus on active tasks first

Don’t migrate completed tasks unless you need the history.
3

Batch similar tasks

Create all tasks for one status, then move to the next.
This is a good opportunity to clean up your task list. Only migrate tasks that are actually needed.

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Handling Subtasks

Asana’s subtask model differs from Trilo:
Asana ApproachTrilo Approach
Nested subtasksChecklists within task descriptions
Subtasks as separate itemsRelated tasks linked in descriptions
Deep nestingFlat structure with clear naming
For simple subtasks, use Trilo’s checklist feature in task descriptions: 
## Subtasks
- [ ] First subtask
- [ ] Second subtask
- [ ] Third subtask

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Feature Mapping

Asana FeatureTrilo Equivalent
ProjectsProjects
TeamsAreas
TasksTasks
SectionsStatuses (Backlog, To Do, In Progress, Done)
SubtasksChecklists or linked tasks
My TasksFilter by assignee
GoalsProject-level objectives
TimelineComing soon
PortfoliosArea overview

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What You Gain by Switching

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Built-In Team Chat

Asana only has task comments. Trilo has:
  • Project channels for team discussions
  • Direct messages with teammates
  • AI coworkers to chat with
  • Real context alongside your tasks

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Video Calls Included

No more Zoom subscription needed:
  • Start calls directly from chat
  • AI transcription included
  • Meeting notes become tasks automatically
  • Screen sharing built-in

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AI That Does More

Asana’s AI is limited to writing help. Trilo AI coworkers:
  • Join team conversations
  • Create tasks from discussions
  • Manage task status updates
  • Work on projects autonomously

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Simpler Pricing

Team SizeAsana StarterTrilo
5 users$55/month$25/month
10 users$110/month$25/month
20 users$220/month$25/month

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Migration Checklist

  • Create Trilo workspace
  • Map Asana teams → Trilo Areas
  • Map Asana projects → Trilo Projects
  • Invite team members
  • Export CSV from each Asana project
  • Create Area/Project structure
  • Import active tasks (skip completed)
  • Download and re-upload critical attachments
  • Set up project channels for team chat
  • Configure integrations (GitHub, etc.)
  • Train team on Trilo’s chat features
  • Keep Asana read-only for 2-4 weeks
  • Gather feedback
  • Cancel Asana subscription

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Common Questions

Trilo uses AI coworkers instead of rule-based automations. Rather than setting up “when X happens, do Y” rules, you can ask AI coworkers to handle tasks. It’s more flexible and requires no configuration.
No, Trilo generates new IDs based on project prefixes (e.g., PROD-1, PROD-2). You can reference old Asana IDs in task descriptions if needed for historical tracking.
Trilo focuses on List, Kanban, and Table views. Timeline features are on the roadmap. For now, use due dates and the Calendar view for scheduling visibility.
Mention related tasks in descriptions or use task links. Trilo keeps things simple rather than complex dependency chains.

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Next Steps

Learn Task Management

Master Trilo’s task features.

Set Up Team Chat

Configure project channels.

Meet AI Coworkers

Learn how AI can help your team.

Explore the Calendar

Manage schedules and deadlines.