Project Management migration
Field-level mapping, validation, and rollback between Fluid and Trello. We move data and schema; workflows are rebuilt natively in Trello.
Fluid
Source
Trello
Destination
Compatibility
9 of 14
objects map 1:1 between Fluid and Trello.
Complexity
BStandard
Timeline
2-3 weeks
Overview
Moving from Fluid to Trello is a simplification and ecosystem migration, not a feature-for-feature translation. Fluid is an all-in-one PMO platform built around projects, programs, portfolios, resources, and Gantt schedule data. Trello is a Kanban-based task and project visualization tool organized around boards, lists, and cards with native integration into Atlassian's broader suite (Jira, Confluence, Lozio). The structural gap is significant: Fluid's program and portfolio groupings have no direct Trello equivalent and require a labeling or workspace-reorganization strategy agreed upon during scoping. Fluid's live effort metrics, workload distribution visualizations, and Flex Statistics scenario models do not transfer because they are either UI-only computed data or stored in a proprietary analytical format with no documented export path. We do not migrate Fluid Workflows, Automations, or Forms as code. We deliver a written inventory of these for your admin team to rebuild in Trello or a dedicated automation tool. The migration scope focuses on Projects-to-Boards, Programs-to-Workspace strategy, Tasks-to-Cards with parent-child hierarchy preserved via checklists, Custom Fields (Trello Premium required), and historical attachments.
Every standard and custom field arrives verified.
AI proposes the map; you confirm before any record moves.
Parent–child, lookups, and ownership stay linked.
Calls, emails, meetings — with original timestamps.
Documents, uploads, and inline notes move with the record.
Why teams make this switch
Leaving
What's pushing teams away
Choosing
What's pulling them in
Object mapping
Each row shows how a Fluid object lands in Trello, including any object-level transformations, lookup resolution, or schema-design dependencies.
Typical mapping — final map is confirmed during the sample migration step.
Fluid
Project
Trello
Board
1:1Fluid Projects map directly to Trello Boards. Each Fluid project becomes a Trello board with the project name, description, status, and date range preserved in the board description or as a card. We extract the project owner and assign them as a board admin. Projects with a Program parent do not have a native Trello container; we agree on a workspace-reorganisation strategy during scoping (workspace per program, label per program, or board naming convention). Archived Fluid projects require explicit flagging since Trello boards have no native archive state.
Fluid
Program
Trello
Workspace or Label strategy
lossyFluid Programs are top-level groupings of related projects with no direct Trello equivalent. We agree on a workspace-per-program or label-per-program strategy during scoping. Each Fluid Program maps to a Trello Workspace (if the customer has multiple workspaces) or a consistent label prefix (e.g., 'Program: [Program Name]') applied across all boards in the migration. Program-level description, owner, and date range are preserved as board-level metadata or as a pinned card within the first board of the group.
Fluid
Portfolio
Trello
Workspace (multi-board grouping)
lossyFluid Portfolios aggregate Programs across an organisation and carry portfolio-level KPIs, budget, and strategic status. Trello has no portfolio object. We document the portfolio-level record as a written scope item and propose a Trello Workspace with a portfolio-overview board containing status-tracking cards for each program, or a label-based reporting strategy using Trello Standard or Premium for multi-board reporting views. This is a structural gap requiring admin-level decision-making before migration.
Fluid
Task
Trello
Card
1:1Fluid Tasks with standard fields (name, description, status, start/end dates, assignees, priority) map to Trello Cards. We extract the task name as the card title, description as the card body (markdown preserved), and status as the target list within the board. Start and end dates require Trello Premium for card dates; without Premium, we map them to a label or card description. Subtasks inherit fields from their parent and are handled by the Subtasks mapping row.
Fluid
Subtask
Trello
Card checklist item or child Card
1:manyFluid Subtasks map to Trello checklist items within the parent Card (preferred for simple subtasks) or as child Cards on the same board (preferred if subtasks carry custom fields, due dates, or assignee changes). We flatten the parent-child hierarchy into a 'Parent: [Task Name] | Subtask: [Subtask Name]' card title for child Cards and resolve the relationship via label or link. The customer chooses the strategy during scoping based on how subordination is used in Fluid.
Fluid
Assignee
Trello
Card Member
1:1Fluid task assignees map to Trello Card Members. We extract the user identity from Fluid's task assignment and resolve it by email match against Trello workspace members. Members without an active Trello account go to the reconciliation queue for admin provisioning before the migration phase begins.
Fluid
Custom Field
Trello
Custom Field (Premium) or Card Label
lossyFluid Custom Fields (text, number, date, picklist, boolean) map to Trello Custom Fields if the destination workspace has Trello Premium enabled. We read the Fluid field type during discovery and pre-create the corresponding Trello Custom Field before migration. On Trello Free or Standard, we map picklist fields to Labels (up to 25 per board) and text/number fields to card description appends. Custom field data is migrated as structured metadata in our staging layer so the correct format is applied regardless of the target tier.
Fluid
Gantt Chart / Schedule Data
Trello
Card Start Date and Due Date
lossyFluid stores task start and end dates that drive its Gantt visualisation. We extract these as standard date values and map them to Trello Card Start Date and Due Date fields. Trello Premium is required for native date fields on cards; Standard and Free tiers store dates in card description or labels only. The Gantt layout itself is a UI construct and cannot be migrated. We note this gap in the scope document and advise customers that Trello Timeline view (Premium) can approximate a Gantt-style view but requires the card date fields to be populated first.
Fluid
Effort Metrics
Trello
Custom Number Field
1:1Fluid live effort metrics (hours-consumed versus planned, effort tracking per task) map to Trello Custom Number fields. Trello does not have a native effort or time-tracking field, so we create a custom field (e.g., 'Hours Spent') on the Card object. Customers who rely on effort data for resource reporting should note that Trello does not aggregate effort across cards natively; a Power-Up or external time-tracking tool (Toggl, Harvest) is required for reporting-level aggregation.
Fluid
Workload Distribution
Trello
Not migrated
1:1Fluid computes workload distribution charts at runtime by aggregating task assignments and effort metrics. These visualisations are not stored as discrete records with a documented export path. We flag this during scoping and note that the underlying task assignment data is transferable; only the computed chart output cannot be migrated.
Fluid
Flex Statistics / Scenario Models
Trello
Not migrated
1:1Fluid's Flex Statistics mode stores scenario-modelling and what-if planning data in a proprietary analytical format with no documented export endpoint. This is a platform-level limitation documented in the Fluid source page. We do not attempt to migrate Flex Statistics data and document this gap explicitly in the migration scope before work begins.
Fluid
Meeting records
Trello
Not migrated
1:1Fluid does not include native meeting management features, so there are no meeting records to migrate. Teams relying on Fluid for agenda preparation, meeting notes, or action-item capture should plan to use a dedicated meeting tool post-migration. Trello offers native meeting capture via Lozio, an Atlassian product integrated with Trello and Confluence.
Fluid
Time Entries
Trello
Custom Field or External Tool
1:1Fluid time-entry records migrate to Trello Custom Number fields (Hours Logged, Hours Remaining) on the Card. Trello has no native time-tracking object. For customers with significant time-entry histories, we recommend a post-migration evaluation of Trello Power-Ups (Time Tracking by BlueCat, or similar) or a dedicated time-tracking integration with Toggl or Harvest.
Fluid
Attachments
Trello
Card Attachments
1:1Fluid attachments on tasks (files, linked documents) migrate as Trello Card Attachments. Trello imposes a 250MB per-file limit. We flag files exceeding this limit during discovery. Attachments are downloaded from Fluid and uploaded to Trello via the API with retry logic on rate-limit responses. Large boards with hundreds of attachments require chunked processing to avoid the memory-constraint issues documented in community migration tooling discussions.
| Fluid | Trello | Compatibility | |
|---|---|---|---|
| Project | Board1:1 | Fully supported | |
| Program | Workspace or Label strategylossy | Fully supported | |
| Portfolio | Workspace (multi-board grouping)lossy | Fully supported | |
| Task | Card1:1 | Fully supported | |
| Subtask | Card checklist item or child Card1:many | Fully supported | |
| Assignee | Card Member1:1 | Fully supported | |
| Custom Field | Custom Field (Premium) or Card Labellossy | Fully supported | |
| Gantt Chart / Schedule Data | Card Start Date and Due Datelossy | Fully supported | |
| Effort Metrics | Custom Number Field1:1 | Mapping required | |
| Workload Distribution | Not migrated1:1 | Not supported | |
| Flex Statistics / Scenario Models | Not migrated1:1 | Not supported | |
| Meeting records | Not migrated1:1 | Fully supported | |
| Time Entries | Custom Field or External Tool1:1 | Fully supported | |
| Attachments | Card Attachments1:1 | Fully supported |
Gotchas + challenges
Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.
Fluid gotchas
Workload visualisation data is not exportable
Flex Statistics scenario models have no export endpoint
Limited API documentation public availability
Meeting functionality gap requires separate tooling
Trello gotchas
Billing model uses maximum seat quantity at term midpoint
Custom Field data historically stored in pluginData
API rate limits are token-gated and can block bulk migration
Guest-to-paid seat conversion triggers on multi-board membership
Automation command runs are capped per plan and overage triggers upgrade pressure
Pair-specific challenges
Migration approach
Discovery and scoping
We audit the source Fluid workspace for projects, programs, tasks, subtasks, custom fields, assignees, effort metrics, and attachment volume. We confirm the Trello destination workspace, board count, and subscription tier. We identify the program-to-workspace reorganisation strategy and flag the Premium requirement if custom fields are present. We produce a written migration scope document that includes the object count, any non-migratable objects (Flex Statistics, workload data), and the program-hierarchy resolution approach. This document requires customer sign-off before migration begins.
Trello workspace preparation
We configure the destination Trello workspace: enabling Premium if custom fields are required, provisioning workspace members to match Fluid assignees, and pre-creating boards mapped from Fluid projects. If the program-hierarchy strategy uses labels, we pre-create the label set. If workspaces-per-program are used, we pre-create the workspace structure. We deploy custom fields (type-mapped to Trello field types) before data migration to ensure the destination schema is ready to receive data.
Schema mapping and sandbox validation
We map Fluid fields to Trello card attributes (title, description, dates, members, labels, checklists) and custom fields in a written field-mapping matrix. We run a sandbox migration using a subset of Fluid projects into the destination Trello workspace to validate that the mapping resolves correctly, that archived cards are retrievable, and that attachment uploads succeed within Trello's file size limits. The customer reviews the sandbox output and approves the mapping before production migration.
Owner and member reconciliation
We extract every distinct Fluid assignee and project owner and match them against Trello workspace members by email. Any Fluid user without a matching Trello workspace member goes to a reconciliation queue. The customer's Trello admin provisions missing members (or deactivates the Fluid user reference if they are no longer active). Migration cannot proceed past this step because Card Members are required at insert time.
Production migration in dependency order
We run production migration in record-dependency order: boards first (from Fluid projects), then lists, then cards with their metadata (title, description, labels, checklists from subtasks, members, dates). Attachments migrate as a separate phase after cards are inserted. Custom fields migrate last, after the card records exist to attach to. We apply Trello API rate-limit handling (100 req/10s), batch chunking (10 operations per bulk request), and exponential backoff on 429 responses. Each phase emits a row-count reconciliation report before the next phase begins.
Cutover, validation, and handoff
We freeze Fluid writes during cutover, run a final delta migration of any records modified during the migration window, then mark Trello as the system of record. We deliver a reconciliation report comparing source and destination record counts and spot-checking 25-50 records for field-level accuracy. We deliver the Workflow and Automation inventory document for Fluid automations requiring rebuild. We support a one-week hypercare window for reconciliation issues. We do not rebuild Fluid automations as Butler rules or Power-Up configurations; that work is a separate engagement or an internal admin task.
Platform deep dives
Fluid
Source
Strengths
Weaknesses
Trello
Destination
Strengths
Weaknesses
Complexity grading
Standard Project Management migration. 3 of 8 objects need a mapping; the rest are 1:1.
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across Fluid and Trello.
Object compatibility
3 of 8 objects need a mapping; the rest are 1:1.
Field mapping clarity
Field mapping is derived from defaults — final spec confirmed during the sample migration.
Timeline complexity
8-object category — typical timelines run 2–7 days end-to-end.
API constraints
Fluid: Not publicly documented — confirm with Fluid support during scoping..
Data volume sensitivity
Fluid exposes a bulk API — large-volume migrations stream efficiently.
Estimator
Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.
Step 1
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Category
FAQ
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