Migrate from Workzone to Trello

Workzone Workspaces map directly to Trello Workspaces as top-level organizational containers. We preserve the workspace name, member list, and any workspace-level settings available through Workzone's export. Trello Enterprise workspaces support additional administrative controls that we configure post-migration if the customer's destination is an Enterprise workspace.

Workzone Projects map to Trello Boards with project name becoming board name and project description populating the board description field. Project-level members transfer as board members with the same permission level (admin, member, observer). Archived projects in Workzone map to archived boards in Trello, though Atlassian community threads document that archived cards do not appear in standard Trello exports and must be restored to boards before export or handled as a manual step.

Workzone Tasks map to Trello Cards with task title becoming card name, task description mapped to card description, due date transferred to the due date field, and priority mapped to Trello label colors if the customer defines a label schema during scoping. Assignees transfer as card members. Tasks with dependencies in Workzone have no direct Trello equivalent; we document the dependency pair in the delivered field map and the customer recreates dependencies manually or uses the Dependencies Power-Up.

Workzone Subtasks nest inside parent tasks and map to Trello checklist items on the corresponding card. The subtask hierarchy flattens into a single checklist per card because Trello does not support nested checklist items. Subtask assignees do not transfer to individual checklist items; the parent card retains the full assignee set. If the customer requires subtask-level assignee tracking in Trello, we recommend converting subtasks to child cards using the Card repeater or Butler automation post-migration.

Workzone custom field definitions and values map to Trello's Custom Fields Power-Up. We first verify during scoping that the Workzone plan includes the custom field add-on; Starter plans without this add-on have no custom field data to migrate. Field types including text, number, date, and choice lists map to their Trello equivalents. Multi-select choice lists in Workzone map to Trello multi-select custom fields. The Custom Fields Power-Up requires a Standard or higher Trello plan.

Files attached to Workzone tasks and projects are downloaded from Workzone storage and re-uploaded as Trello card attachments. Community migration threads document memory exhaustion issues when bulk attachment downloads run without chunking; we batch download in groups of 50 files with exponential backoff on any timeout. File names, upload timestamps, and uploader identity are preserved as attachment metadata. Trello enforces a 10MB attachment limit on free plans and 250MB on Standard and above.

Workzone task-level comments and threaded replies map to Trello card comments with author, timestamp, and content preserved. Mentions and @-references from Workzone are mapped to Trello @mention syntax in plain text. Emoji reactions do not transfer; we flag these in the delivered comment inventory as requiring manual recreation if the customer values reaction history.

Workzone intake forms auto-populate project fields on creation. The submitted form data maps to a combination of custom fields on the board (if the Custom Fields Power-Up is active) and the board description field for narrative intake context. Conditional logic in Workzone intake forms does not migrate; we document the form structure in the delivered automation inventory for the customer's admin to rebuild in Trello Butler or a third-party form tool like Google Forms.

Document approvals in Workzone (Team and Enterprise tier) include approver identity, status, timestamps, and markup history. Trello has no native approval workflow object. We map approval status to a labeled column (Approved/Rejected/Pending) or a checklist item on the card, preserving the final status and approver name. Full markup history (redlines, annotations) does not migrate; we flag the proofing history gap in the delivered field map and recommend the customer's admin review proofed documents directly in Workzone before cutover.

Workzone time entries on Team and Enterprise plans map to Trello card labels with the logged hours encoded (for example, a label named '4.5h' or a date-labeled label). For migrations where time tracking is business-critical, we recommend installing a time tracking Power-Up (Toggl Track, TimeCamp, or similar) post-migration and mapping Workzone time entry data into the Power-Up's records as a parallel step. We do not build custom time-tracking integrations as part of standard migration scope.

Workzone project templates (available on Team and Enterprise) including task scaffolding, default assignees, and default dates map to Trello board templates. We export the template structure as a template board in Trello during migration. The customer configures template boards under Trello's Board Templates from Settings. Template creation from migrated boards is a post-migration step the customer's admin handles using Trello's 'Make template' action.

Workzone tags on tasks and projects map to Trello board labels. We preserve tag names as label names and assign label colors if the source data includes color metadata. Multi-value tag arrays on a single Workzone task map to multiple Trello labels on the corresponding card. Label management in Trello is per-board, so we recommend the customer's admin standardize a label schema across boards post-migration.

Workzone full-seat users (creators, project managers) map to Trello workspace members. We resolve by email match where possible. Collaborator-level users (reviewers, guests) without full Workzone seats map to Trello board observers or members depending on the access level required. Trello Free plans limit workspace members to one board per workspace; Standard or Business Class is required for unlimited boards and full workspace collaboration.

Workzone Enterprise expense records with vendor, amount, and date map to an external expense tracking system post-migration. Trello has no native expense object. We export expense records as a CSV alongside the migration and flag the gap in the field map. The customer configures a replacement expense workflow in their accounting or PSA tool, or implements a Trello-compatible form-based solution.