Check out this article to find out more about Projects in Holded
Get there
- Access Projects from Banking in the navigation bar
- Select Projects
- Access the three-point menu (⋮)
- Click on Import
You need to first export the board in JSON format as specified in the Trello documentation: Show menu > More > Print & Export > Export in JSON format > Right-click > Save As
Importing your projects from Trello
You can import your Trello projects into Holded via the JSON file provided by Trello when exporting your board.
Keep in mind that these are the items from your Trello board that will be added to Holded through the import process: Lists, Tasks, Comments, and Files.
A. Importing to a new project
- In the pop-up window, click on Trello
- In the next window, click on + Upload file and select the JSON file you have previously exported from Trello
- Next, select the projects and lists you want to import into the new project
- Choose the contact you want to add to the project
- Click Next
- Assign team members to the project using the drop-down menu
- Hit Next
B. Importing into an existing project
- In the pop-up window, click on Trello
- In the next window, click on + Upload file and select the JSON file you have previously exported from Trello
- Next, select the existing project to which you want to import the data from the drop-down menu
- Choose whether you want to create new lists or add the tasks to existing lists in the selected project
- Indicate also, if necessary, the status of the task using the drop-down menu on the right
- Select the contact you want to add to the project
- Click Next
- Assign team members to the project using the drop-down menu
- Hit Next
Remember that after finishing the import, you always have the option to edit any data from the platform.