> ## 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 Monday.com

> Step-by-step guide to migrate from Monday.com to Trilo

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.

## Why Teams Switch from Monday.com

| Monday.com Limitation           | Trilo Solution                     |
| ------------------------------- | ---------------------------------- |
| No real-time chat               | Built-in project channels and DMs  |
| No video calls                  | Native video with AI transcription |
| Per-user pricing (\$12-18/user) | Flat \$25/month workspace fee      |
| Features locked in tiers        | All features available             |
| Minimum 3 seats                 | No minimums                        |

## Before You Start

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

  <Step title="Map your structure">
    Identify how Monday.com workspaces/boards map to Trilo Areas/Projects.
  </Step>

  <Step title="Invite your team">
    Add team members to Trilo.
  </Step>

  <Step title="Plan what to migrate">
    Focus on active boards; leave archived content behind.
  </Step>
</Steps>

## Structure Mapping

| Monday.com | Trilo           |
| ---------- | --------------- |
| Workspace  | Workspace       |
| Folders    | Areas           |
| Boards     | Projects        |
| Items      | Tasks           |
| Updates    | Comments + Chat |
| Workdocs   | Pages           |

## Exporting from Monday.com

### Export a Board

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

  <Step title="Click the menu (•••)">
    Find the board menu in the top right.
  </Step>

  <Step title="Select More actions">
    Click **More actions** or **Export**.
  </Step>

  <Step title="Choose Excel/CSV">
    Select **Export board to Excel** or CSV format.
  </Step>

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

### What Gets Exported

| Content Type     | Export Quality      |
| ---------------- | ------------------- |
| Item names       | Complete            |
| Column values    | Complete            |
| Status           | Complete            |
| People           | As names            |
| Dates            | Complete            |
| Numbers          | Complete            |
| Text columns     | Complete            |
| Updates/Comments | Not included        |
| Files            | Download separately |

<Info>
  Monday.com updates (comments) don't export. If you need them, screenshot or copy important conversations manually.
</Info>

## Importing to Trilo

### Setting Up Structure

<Steps>
  <Step title="Create Areas">
    Map your Monday.com folders to Trilo Areas.
  </Step>

  <Step title="Create Projects">
    Each Monday.com board becomes a Trilo Project.
  </Step>

  <Step title="Configure projects">
    Set task prefixes, add team members, enable features.
  </Step>
</Steps>

### Migrating Items as Tasks

<Steps>
  <Step title="Open your export">
    Review the Excel/CSV file in a spreadsheet app.
  </Step>

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

  <Step title="Map columns to properties">
    * Monday Status → Trilo Status
    * Monday Person → Trilo Assignee
    * Monday Date → Trilo Due Date
    * Monday Priority → Trilo Priority
  </Step>

  <Step title="Add descriptions">
    Copy relevant details from Monday.com text columns.
  </Step>
</Steps>

<Tip>
  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.
</Tip>

### Migrating Workdocs

<Steps>
  <Step title="Open the Workdoc in Monday">
    Navigate to the document.
  </Step>

  <Step title="Export or copy content">
    Use export if available, or select all and copy.
  </Step>

  <Step title="Create a Page in Trilo">
    In your project, click **+ New** → **Page**.
  </Step>

  <Step title="Paste content">
    Paste and adjust formatting as needed.
  </Step>
</Steps>

## Feature Comparison

### What's Included in Trilo

| Feature        | Monday.com           | Trilo               |
| -------------- | -------------------- | ------------------- |
| Tasks & boards | All plans            | All plans           |
| Docs           | Limited              | Full knowledge base |
| Real-time chat | Not available        | Included            |
| Video calls    | Not available        | Included            |
| Time tracking  | Pro (\$18/user)      | Included            |
| Gantt/Timeline | Standard (\$12/user) | Coming soon         |
| Calendar view  | Standard (\$12/user) | Included            |
| AI assistant   | Enterprise only      | Included            |

### Pricing Comparison

| Team Size | Monday Standard | Monday Pro  | Trilo      |
| --------- | --------------- | ----------- | ---------- |
| 5 users   | \$60/month      | \$90/month  | \$25/month |
| 10 users  | \$120/month     | \$180/month | \$25/month |
| 20 users  | \$240/month     | \$360/month | \$25/month |

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

## What You Gain by Switching

### 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

### 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.

### 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

## Migration Checklist

<AccordionGroup>
  <Accordion title="Pre-migration">
    * [ ] Create Trilo workspace
    * [ ] Map Monday.com structure to Trilo
    * [ ] Invite team members
    * [ ] Export boards you need to migrate
    * [ ] Download important files/attachments
  </Accordion>

  <Accordion title="During migration">
    * [ ] Create Areas and Projects
    * [ ] Import active items as tasks
    * [ ] Migrate important Workdocs
    * [ ] Set up project channels for chat
    * [ ] Configure any integrations
  </Accordion>

  <Accordion title="Post-migration">
    * [ ] 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
  </Accordion>
</AccordionGroup>

## Common Questions

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

  <Accordion title="Can I keep my custom columns?">
    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.
  </Accordion>

  <Accordion title="What about the item updates history?">
    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.
  </Accordion>

  <Accordion title="Will my team need training?">
    Minimal. Trilo is designed to be intuitive. Most teams are productive within a day, compared to Monday.com's steeper learning curve.
  </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">
    See what AI can do for your team.
  </Card>

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