> ## Documentation Index
> Fetch the complete documentation index at: https://docs.trilo.chat/llms.txt
> Use this file to discover all available pages before exploring further.

# Migrate from Asana

> Step-by-step guide to migrate your Asana workspace to Trilo

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.

## Why Teams Switch from Asana

| Asana Limitation                   | Trilo 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 extra          | Time tracking included                   |
| AI features require higher tiers   | AI coworkers included in all plans       |
| Per-user pricing (\$11-25/user)    | Flat workspace pricing                   |

## Before You Start

<Steps>
  <Step title="Create your Trilo workspace">
    [Sign up for Trilo](https://app.trilo.chat) and set up your workspace with Areas and Projects.
  </Step>

  <Step title="Map your Asana structure">
    Identify which Asana teams become Trilo Areas, and which projects map to Trilo Projects.
  </Step>

  <Step title="Invite your team">
    Add team members to Trilo before migrating content.
  </Step>
</Steps>

## Exporting from Asana

### Export a Project as CSV

<Steps>
  <Step title="Open the project in Asana">
    Navigate to the project you want to export.
  </Step>

  <Step title="Click the dropdown arrow">
    Next to the project name, click the dropdown.
  </Step>

  <Step title="Select Export/Print">
    Choose **Export/Print** from the menu.
  </Step>

  <Step title="Choose CSV">
    Select **CSV** as the export format.
  </Step>

  <Step title="Download the file">
    Save the CSV file to your computer.
  </Step>
</Steps>

### Export Multiple Projects

Repeat the CSV export for each project you want to migrate. Asana doesn't offer bulk workspace exports on most plans.

<Info>
  Asana's export includes task name, assignee, due date, status, description, and custom fields. Attachments need to be downloaded separately.
</Info>

### What Gets Exported

| Content Type       | Export Quality                     |
| ------------------ | ---------------------------------- |
| **Task names**     | Complete                           |
| **Descriptions**   | Complete                           |
| **Due dates**      | Complete                           |
| **Assignees**      | As email/name                      |
| **Status/Section** | Complete                           |
| **Custom fields**  | Complete                           |
| **Subtasks**       | Separate rows                      |
| **Attachments**    | Not included (download separately) |
| **Comments**       | Not included                       |

## Importing to Trilo

### Recreating Projects

<Steps>
  <Step title="Create an Area">
    In Trilo, create an Area that corresponds to your Asana team (e.g., "Marketing", "Engineering").
  </Step>

  <Step title="Create a Project">
    Within the Area, create a Project for each Asana project you're migrating.
  </Step>

  <Step title="Configure the project">
    Set the project prefix (for task IDs), enable AI features, and configure visibility.
  </Step>
</Steps>

### Importing Tasks

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

<Steps>
  <Step title="Open your CSV export">
    Review the tasks in a spreadsheet application.
  </Step>

  <Step title="Create tasks in Trilo">
    Use keyboard shortcut `T` for quick task creation.
  </Step>

  <Step title="Set task properties">
    Add assignees, due dates, priorities, and descriptions.
  </Step>

  <Step title="Organize by status">
    Use Kanban view to drag tasks into the right columns.
  </Step>
</Steps>

For larger projects:

<Steps>
  <Step title="Use CSV as reference">
    Keep the CSV open alongside Trilo.
  </Step>

  <Step title="Focus on active tasks first">
    Don't migrate completed tasks unless you need the history.
  </Step>

  <Step title="Batch similar tasks">
    Create all tasks for one status, then move to the next.
  </Step>
</Steps>

<Tip>
  This is a good opportunity to clean up your task list. Only migrate tasks that are actually needed.
</Tip>

### Handling Subtasks

Asana's subtask model differs from Trilo:

| Asana Approach             | Trilo Approach                       |
| -------------------------- | ------------------------------------ |
| Nested subtasks            | Checklists within task descriptions  |
| Subtasks as separate items | Related tasks linked in descriptions |
| Deep nesting               | Flat structure with clear naming     |

For simple subtasks, use Trilo's checklist feature in task descriptions:

```markdown theme={null}
## Subtasks
- [ ] First subtask
- [ ] Second subtask
- [ ] Third subtask
```

## Feature Mapping

| Asana Feature | Trilo Equivalent                             |
| ------------- | -------------------------------------------- |
| Projects      | Projects                                     |
| Teams         | Areas                                        |
| Tasks         | Tasks                                        |
| Sections      | Statuses (Backlog, To Do, In Progress, Done) |
| Subtasks      | Checklists or linked tasks                   |
| My Tasks      | Filter by assignee                           |
| Goals         | Project-level objectives                     |
| Timeline      | Coming soon                                  |
| Portfolios    | Area overview                                |

## What You Gain by Switching

### 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

### 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

### 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

### Simpler Pricing

| Team Size | Asana Starter | Trilo      |
| --------- | ------------- | ---------- |
| 5 users   | \$55/month    | \$25/month |
| 10 users  | \$110/month   | \$25/month |
| 20 users  | \$220/month   | \$25/month |

## Migration Checklist

<AccordionGroup>
  <Accordion title="Pre-migration">
    * [ ] Create Trilo workspace
    * [ ] Map Asana teams → Trilo Areas
    * [ ] Map Asana projects → Trilo Projects
    * [ ] Invite team members
    * [ ] Export CSV from each Asana project
  </Accordion>

  <Accordion title="During migration">
    * [ ] 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.)
  </Accordion>

  <Accordion title="Post-migration">
    * [ ] Train team on Trilo's chat features
    * [ ] Keep Asana read-only for 2-4 weeks
    * [ ] Gather feedback
    * [ ] Cancel Asana subscription
  </Accordion>
</AccordionGroup>

## Common Questions

<AccordionGroup>
  <Accordion title="What about Asana automations?">
    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.
  </Accordion>

  <Accordion title="Can I keep my Asana task IDs?">
    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.
  </Accordion>

  <Accordion title="What about timeline/Gantt views?">
    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.
  </Accordion>

  <Accordion title="How do I handle dependencies?">
    Mention related tasks in descriptions or use task links. Trilo keeps things simple rather than complex dependency chains.
  </Accordion>
</AccordionGroup>

## Next Steps

<CardGroup cols={2}>
  <Card title="Learn Task Management" icon="list-check" href="/tasks/overview">
    Master Trilo's task features.
  </Card>

  <Card title="Set Up Team Chat" icon="comments" href="/chat/overview">
    Configure project channels.
  </Card>

  <Card title="Meet AI Coworkers" icon="robot" href="/ai-coworkers/overview">
    Learn how AI can help your team.
  </Card>

  <Card title="Explore the Calendar" icon="calendar" href="/calendar/overview">
    Manage schedules and deadlines.
  </Card>
</CardGroup>