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Trello is a popular project management tool that individuals and teams use to organize tasks and collaborate effectively. Whether you use Trello for personal projects, work, or education, you may want to export your boards and cards for various reasons. For example, exporting allows you to create backups, analyze data offline, or even transition to another project management tool. In this detailed guide, we will go into detail about the process of exporting Trello boards and cards.
Before we dive into the technical steps, it's important to understand why exporting might be necessary. Exporting your Trello data offers several benefits:
Before exporting, make sure you have the necessary permissions if you're working with a team. Generally, only board members can export boards. Additionally, keep in mind that some export features are only available to Trello Business Class users.
Trello primarily allows users to export boards and cards. A board is a collection of lists, and each list contains cards that represent individual tasks or items. When you export, you can include the following:
Trello allows you to export boards in JSON format, which is a lightweight data-interchange format that's easy for machines to parse and generate. Here's how to do it:
The JSON file contains structured data that includes all board information, including card details, list names, and user actions.
An understanding of the JSON format is useful for manipulating or reviewing the exported data. Below is an example of a JSON structure:
{ "name": "Sample Board", "lists": [ { "name": "To Do", "cards": [ { "name": "Write article", "description": "Write an article on exporting Trello boards." } ] } ] }
Each board contains lists, and each list contains cards. The JSON file can also include additional information such as card comments and attachments, depending on what's on your board.
Trello Business Class users have the ability to export boards directly to a CSV file, which can be easily opened in spreadsheet software:
This feature provides you with a structured spreadsheet file that organizes board data into rows and columns, making it convenient for data processing and analysis.
If you don’t have a Business Class account or you need to export fewer cards, you can export the card details manually:
Although this is not an automatic export method, it does allow you to manage a limited amount of cards directly, without requiring a Business Class membership.
If the manual methods and Trello's native export capabilities don't meet your needs, you can opt to use third-party tools or integrations. Tools like Zapier and Butler allow setting up automation to export data systematically.
Zapier is a popular automation tool that can connect Trello to over 2000 other applications. You can set up an export like this:
This process extends Trello's capabilities using Zapier's logic and connectivity features, creating a seamless and continuous flow of data to other platforms.
When exporting data, ensure that all exported files are stored securely to maintain the confidentiality of your information. If you are collaborating within a team or organization, ensure that the export complies with relevant data protection policies and that only authorized personnel handle sensitive data.
Exporting Trello boards and cards can be a straightforward process when you know which options are available and how to use them. Whether you use Trello's built-in export functions or take advantage of third-party tools for automation and additional functionality, keeping your data organized and accessible in other formats can be very beneficial. As you continuously manage projects, regularly exporting your data will ensure you're always prepared for any situation, whether for backup purposes or to gain deeper insight into your workflow.
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