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Moving from Monday.com to Trilo gives you project management plus built-in chat, video calls, and AI coworkers—at a flat price that doesn’t grow with your team. This guide walks you through migrating your Monday.com workspace.

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Why Teams Switch from Monday.com

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Before You Start

1

Create your Trilo workspace

Sign up for Trilo and create your workspace.
2

Map your structure

Identify how Monday.com workspaces/boards map to Trilo Areas/Projects.
3

Invite your team

Add team members to Trilo.
4

Plan what to migrate

Focus on active boards; leave archived content behind.

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Structure Mapping

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Exporting from Monday.com

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Export a Board

1

Open the board

Navigate to the board you want to export.
2

Click the menu (•••)

Find the board menu in the top right.
3

Select More actions

Click More actions or Export.
4

Choose Excel/CSV

Select Export board to Excel or CSV format.
5

Download

Save the file to your computer.

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What Gets Exported

Monday.com updates (comments) don’t export. If you need them, screenshot or copy important conversations manually.

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Importing to Trilo

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Setting Up Structure

1

Create Areas

Map your Monday.com folders to Trilo Areas.
2

Create Projects

Each Monday.com board becomes a Trilo Project.
3

Configure projects

Set task prefixes, add team members, enable features.

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Migrating Items as Tasks

1

Open your export

Review the Excel/CSV file in a spreadsheet app.
2

Create tasks in Trilo

Use the T shortcut for quick task creation.
3

Map columns to properties

  • Monday Status → Trilo Status
  • Monday Person → Trilo Assignee
  • Monday Date → Trilo Due Date
  • Monday Priority → Trilo Priority
4

Add descriptions

Copy relevant details from Monday.com text columns.
Monday.com’s board structure can be complex. Use the migration as an opportunity to simplify—you don’t need 20 columns when 5 will do.

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Migrating Workdocs

1

Open the Workdoc in Monday

Navigate to the document.
2

Export or copy content

Use export if available, or select all and copy.
3

Create a Page in Trilo

In your project, click + New → Page.
4

Paste content

Paste and adjust formatting as needed.

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Feature Comparison

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What’s Included in Trilo

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Pricing Comparison

Plus, Monday.com has a 3-seat minimum. Trilo has no minimums.

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What You Gain by Switching

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Built-in Communication

Monday.com has updates on items, but no real-time chat. Trilo has:
  • Project channels for team discussions
  • Direct messages with teammates
  • AI coworkers you can chat with
  • Voice and video calls

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Pricing That Makes Sense

Monday.com’s per-user pricing punishes growth:
  • Add 5 team members = $60-90/month more
  • Features locked behind expensive tiers
  • 3-seat minimum even for small teams
Trilo’s flat pricing means your cost stays predictable.

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AI That Works

Monday.com restricts AI to Enterprise plans. Trilo includes AI coworkers that:
  • Join team conversations
  • Transcribe meetings
  • Create tasks from discussions
  • Work autonomously on projects

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Migration Checklist

  • Create Trilo workspace
  • Map Monday.com structure to Trilo
  • Invite team members
  • Export boards you need to migrate
  • Download important files/attachments
  • Create Areas and Projects
  • Import active items as tasks
  • Migrate important Workdocs
  • Set up project channels for chat
  • Configure any integrations
  • Announce the switch to your team
  • Demonstrate chat and video features
  • Keep Monday.com read-only for 2 weeks
  • Gather feedback
  • Cancel Monday.com subscription

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Common Questions

Trilo uses AI coworkers instead of automation recipes. You describe what you want, and AI handles it—no need to configure complex trigger-action rules.
Trilo uses standard task properties (status, assignee, priority, due date). For additional data, use descriptions or create linked spreadsheets. Most custom columns add complexity without value.
Updates don’t export from Monday.com. If specific conversations are important, screenshot or copy them before migrating. Going forward, use Trilo’s chat for better conversation tracking.
Minimal. Trilo is designed to be intuitive. Most teams are productive within a day, compared to Monday.com’s steeper learning curve.

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Next Steps

Learn Task Management

Master Trilo’s task features.

Set Up Team Chat

Configure project channels.

Meet AI Coworkers

See what AI can do for your team.

Explore the Calendar

Manage schedules and events.