Migrate from ZenPilot to Trello

ZenPilot organizes ClickUp workspaces into three operational areas—Growth, Delivery, and Operations—plus any additional Spaces the consultant created. Each ZenPilot Space maps to one Trello Board. The Board name is derived from the Space name; the ZenPilot methodology area (Growth/Delivery/Ops) is preserved as a Board label for context. Teams that want to consolidate multiple Spaces into fewer Boards receive a consolidation map during scoping so the Board split decision is made before migration begins.

ClickUp Folders sit inside Spaces and contain Lists. Trello has no Folder equivalent—only Board and List. We map Folders to Trello Board labels (e.g., a 'Client A' Folder becomes a 'Client A' label on the Board) if the Folder contains mixed List types, or recommend that the team split one ClickUp Folder into one Trello Board if the Folder represents a distinct project. The choice is made during scoping based on the Folder count and naming convention.

ClickUp Lists map directly to Trello Lists within a Board. The List name migrates verbatim. ClickUp List statuses (e.g., 'In Progress', 'Review', 'Complete') that are enforced at the List level become Trello List names or are modeled as Trello labels if the same List has multiple status categories. We preserve the List order within each Board and flag any List that contains more than 500 cards for potential Board splitting.

ClickUp Tasks map to Trello Cards. Task name becomes Card title; Task description (rich text) becomes Card description. Assignee, due date, start date, priority, and checklist items migrate directly. Card position within the List preserves the ClickUp task ordering. Subtasks in ClickUp map to Card checklists (Trello's native subtask representation) with nesting preserved up to two levels deep.

ClickUp supports 30+ custom field types; Trello supports 5 (Number, Date, Dropdown, Checkbox, Text). We map each ClickUp field by source type: Text to Text, Number to Number, Date to Date, Checkbox to Checkbox, Dropdown to Dropdown. Rating fields convert to Dropdown with the rating values as options. Formula fields, currency fields, phone fields, and location fields convert to Text and are flagged as 'requires Power-Up or re-entry' in the mapping manifest. Custom field values are preserved as raw text for non-mappable types so the data is not lost even if the field type changes.

ClickUp task attachments (images, documents, files) migrate to Trello Card attachments via the Trello API. We download files from ClickUp, preserving file name and original upload timestamp, and upload to Trello. We flag files that exceed Trello's attachment size limits (10MB on Free tier; higher on Standard and Premium) and group them in a 'Large Attachments' checklist item with the original link so the team can decide how to re-attach.

ClickUp task comments migrate as Trello Card comments. Comment author, timestamp, and full text content transfer. Comment formatting (markdown-style) is preserved where Trello supports it. Mentions of @username in ClickUp comments are preserved as text references rather than Trello @mentions if the user has not yet been added to the destination Trello workspace; we flag these for the admin to resolve post-migration.

ClickUp Tags map to Trello Labels. Tag name becomes Label name; ClickUp tag color convention is approximated with Trello's 25-color label palette. Cross-cutting Tags (client labels, work-type labels, priority labels) each become Label categories on the Board. If the ZenPilot workspace uses more than 25 distinct Tags, we consolidate by removing Tags with fewer than 3 task assignments and flag the rest.

ClickUp Docs have no Trello equivalent. We export each Doc as a markdown file, attach it to the most relevant Card (the task the Doc is linked to in ClickUp), or create a Card titled 'Documentation: [Doc Name]' with the markdown content in the Card description and a link to the original Doc location. Active Docs that are referenced by multiple tasks are flagged for the team to consolidate into a Confluence space or Notion workspace post-migration.

ZenPilot Dashboards—including the Profitability Reporting module—are not migratable to Trello. Trello has no native dashboard or reporting widget. We deliver a written Dashboard Inventory that lists every active dashboard widget, the ClickUp custom fields and task data it references, and a recommended Trello Power-Up (Blue Cat Reports, Screenful, or Planyo) that could replicate the visualization. Profitability Reporting data is preserved as a CSV export of the underlying task data for re-entry into a financial tracking tool.

ClickUp automations do not migrate to Trello Butler. Butler operates at the Board level with card-triggered rules and scheduled commands, which is a fundamentally different model from ClickUp's property-triggered, multi-condition automation engine. We deliver a written Automation Inventory that lists every active ClickUp automation with its trigger, conditions, and actions, mapped to a recommended Butler equivalent where one exists. The customer's Trello admin or a Trello partner rebuilds these post-migration.

ClickUp time tracking entries (duration, start/end timestamps, user assignment) have no native Trello equivalent. We export time tracking data as a CSV linked to the source task ID and deliver it alongside the migration. If the customer installs a Trello Power-Up for time tracking (Screenful, TimeCamp, or Planyo), the CSV can be imported into that tool post-migration. Time tracking does not appear as a native Trello field.