Import from other systems

The import copies a project from another system into a new TaskView project in the current organization. Nothing is changed in the source system, and the copy is not kept in sync afterwards.

Supported sources: Trello.

Who can import

Only owners and admins of the organization can open the import page and start an import, the same people who can create projects. Each import is visible only to the person who started it. Imports can't be started with API tokens.

Running an import

Open Import in the sidebar and follow the four steps:

1. Connect. Click Connect Trello and allow read-only access in the pop-up window. If your server has no TRELLO_API_KEY (see below), or you prefer it, paste a Trello API key and token instead.
2. Board. Pick one of the boards your Trello account can see.
3. Settings. Check the summary (cards, archived cards, files and their size), choose how Trello lists and checklists are mapped, and match board members with organization members.
4. Import. The import runs in the background with a live progress bar. You can leave the page and come back: the result stays in Recent imports.

What is imported

Archived cards and lists are skipped by default. With Import archived cards and lists turned on, archived cards are imported as completed tasks.

People

Trello doesn't share members' email addresses, so TaskView can't match them automatically. On the Settings step you pick an organization member for each board member, or leave Do not assign. Matched members are added to the new project with the executor role. Only members of the current organization can be selected.

Files

Uploaded files are downloaded from Trello and stored like any other task file:

• they count toward the organization's file quota;
• files larger than the server's per-file limit are skipped;
• if file storage isn't configured on the server, files are skipped and the result says so.

Each skipped file is listed in the import result. A skipped file doesn't fail the import.

If something goes wrong

• If the import fails or is cancelled before all tasks are created, the new project is deleted, so you never end up with a half-filled project.
• If it is cancelled while files are uploading, the project and all tasks stay, and the files that weren't uploaded yet are skipped.
• If the server restarts during an import, the import is marked as interrupted within about seven hours. Start it again.

Running the same import twice creates two separate projects.

Limits

• One import at a time per user. Starting another while one is queued or running is refused until the first finishes.
• At most 10 successful connections to a source per user per hour.
• A board is imported only if it produces at most 50,000 tasks (cards plus checklist items) and has at most 20,000 cards and 50,000 comments. Larger boards fail with a "too large" message before any project is created.
• An import runs for at most 6 hours.

Server setup: one-click Trello connection

Without any configuration, users connect Trello by pasting their own API key and token. The import page explains how to get them.

To enable one-click connection for everyone on your instance:

1. Open the Trello Power-Up admin page at https://trello.com/power-ups/admin and create a Power-Up.
2. On its API key tab, generate an API key.
3. In Allowed origins, add the origin of your TaskView web app (for example https://tasks.example.com).
4. Set the key in the API environment and restart the API:

TRELLO_API_KEY=your-power-up-api-key

In the pop-up, TaskView asks Trello for a read-only token that expires after one day. Any token, from the pop-up or pasted, is stored encrypted only while the import is being prepared or running, and is deleted when the import finishes. Abandoned drafts are removed after 24 hours.