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ActionDesk

Migrate tasks from Trello or Asana

Export from your old tool, map fields, import, and verify ownership & links.

25 min Intermediate Ops Lead, Manager Updated Oct 3, 2025
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Overview

Export from your old tool, map fields, import, and verify ownership & links.

Prerequisites

None.

Permissions required

imports:run tasks:write

Downloads & Templates

CSV import template

Template

Steps (3)

Estimated: 25 min
  1. 1

    Export from source

    Manager 6 min Back to top

    Export tasks (CSV/JSON) from Trello/Asana with assignees, due dates, and checklists.

    Tips

    —

    Validation

    —

    Success criteria

    —

  2. 2

    Map fields

    Manager 8 min Back to top

    Use the import wizard to map columns to ActionDesk fields (title, description, assignee email, due, tags).

    Tips

    —

    Validation

    • Assignees resolve to existing users or invitations are queued.

    Success criteria

    —

  3. 3

    Dry run & import

    Manager 6 min Back to top

    Run a small test import, then execute the full batch. Review the summary report.

    Tips

    —

    Validation

    —

    Success criteria

    • Tasks appear in correct projects/queues with due dates and checklists intact.

About this guide

ActionDesk is the hub for follow-ups across your workspace. Convert chats, tickets, calls, payments, and automations into clear tasks with owners, priorities, due dates, and checklists. Every task links back to its source—so teammates have context without switching tabs.

Work the queue in list, Kanban, calendar, or timeline views. Snooze, set reminders, request approvals, or escalate with SLAs. Integrations with Google/Outlook Calendar, Slack/Teams, email, and webhooks keep people on track. FlowForge actions can create, update, and close tasks to blend automation with human steps.

Metrics flow to InsightLake with Prometheus-friendly counters for on-time completion, breach rates, throughput, and workload balance.