Migrate from Agilean to monday Work Management

Agilean Projects map to monday.com Workspaces (the organizational layer) and Boards (the work layer). During discovery we enumerate every Agilean Project and determine whether it maps to a dedicated monday.com Board or whether multiple Agilean Projects consolidate into a single Board with Groups representing sub-projects. Workspace naming follows the customer's org structure. Each Board inherits the Workspace's permission model unless board-level sharing is configured.

Agilean Tasks map to monday.com Items. Task name maps to Item name, Task description maps to Item Update or Description column depending on content type. Assignee, due date, priority, and status migrate to their corresponding monday.com columns. Subtasks in Agilean map to Subitems in monday.com, which are Items nested under a parent Item.

Each Agilean Custom Field is enumerated during discovery and typed based on its content: text fields map to Text columns, numeric values to Numbers columns, dates to Date columns, dropdown values to Dropdown or Status columns, and boolean flags to Checkbox columns. Multi-select Agilean fields map to multi-select Dropdown columns. Agilean's field-level metadata (required, read-only, validation) is translated to monday.com column settings.

Agilean Attachments migrate as Files in monday.com, attached to the corresponding Item via the file_url or uploaded directly through monday.com's API. We preserve the original filename, file type, and upload timestamp. Large attachments (over 250 MB) are flagged for manual handoff because they may exceed monday.com's upload limits. Version history in Agilean attachments is preserved as a note in the Item Update log if no versioned file structure is available.

Agilean Project Owners are resolved by email against monday.com Users in the destination workspace. Any Agilean owner without a matching monday.com User is held in a reconciliation queue for the customer's admin to provision before board import begins. Owner permissions map to Board Owner role; co-owners map to Board Members with full access.

Agilean Task Assignees resolve by email to monday.com workspace members. We map the assignment and preserve the original assignment date if available. Unassigned tasks in Agilean remain unassigned in monday.com. If the assignee email does not match a monday.com User, the task imports with a null assignee and the unmapped owner is logged for reconciliation.

Agilean workflow states map to a monday.com Status column with labels matching the Agilean state names. During discovery we enumerate every distinct status value across all Agilean Projects and consolidate them into a normalized status set. Status colors are assigned by FlitStack AI based on semantic meaning (Done = green, Blocked = red, In Progress = yellow) unless the customer specifies a color scheme.

Agilean priority values (High, Medium, Low, or numeric) map to a monday.com Labels column or a Dropdown column with priority labels. The mapping is defined during discovery based on the customer's existing priority schema. Priority ordering is preserved in the migration.

Agilean due dates migrate to a monday.com Date column. Tasks without due dates import with a null date value. If Agilean stores time-of-day information, it is preserved in a separate Text column since monday.com Date columns do not natively store time.

Agilean instances may contain non-standard object types beyond Projects and Tasks. During discovery we enumerate all unique object types and determine whether each maps to a dedicated monday.com Board (for workflow-oriented types) or to monday.com Custom Objects (for entity-oriented types that need standalone access outside a board context). Custom Objects require monday.com Enterprise tier.

Agilean workflow configurations are enumerated during discovery and documented in a written inventory for the customer's admin to rebuild in monday.com's automation builder. We do not migrate workflows as code because Agilean's workflow model is not publicly documented and mapping to monday.com's trigger-condition-action format requires customer-specific interpretation. The inventory includes each workflow's trigger, conditions, and actions with a recommended monday.com automation recipe equivalent.

Agilean record creation and modification timestamps migrate to custom Date columns on each Item: created_original and updated_original. These preserve audit history and allow the customer's team to verify data integrity post-migration. The columns are set to read-only after import to prevent accidental overwriting.