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Asana and Trello to Microsoft Planner Migration

Asana and Trello to Microsoft Planner Migration moves your Asana projects or Trello boards into the Microsoft Planner you already own with Microsoft 365 — with an honest fit check first. IT Partner exports the source (Asana CSV or JSON per project; Trello JSON per board, with attachments where your Trello plan permits), maps boards and lists to plans and buckets, cards and tasks to tasks, labels, checklists, assignees and due dates to their Planner equivalents, loads them through the Microsoft Graph Planner API because Planner has no native Asana or Trello importer, lands attachments in the plan's SharePoint library, and uses Planner premium plans only where your work genuinely needs custom fields, dependencies or a timeline — licensed per user, not by default. User communications and a coexistence cutoff close it out: a freeze date, a delta pass, and the source left read-only until you cancel. $1,950 per project (estimate, confirmed as a fixed written quote), about one week, and you pay after you approve delivery.

Timeline 1 weekService owner Alex PiloffMicrosoft PlannerMicrosoft 365SharePoint Online

What this engagement is

Asana and Trello are good tools, which is exactly why organizations keep paying for them long after Microsoft 365 put a task manager in every user's hands. Planner is included with Microsoft 365 Business Basic, Business Standard, Business Premium, E3 and E5, it lives inside Teams, and its tasks show up in the same To Do and Outlook surfaces people already use — so a per-seat project-management subscription on top of it is a cost line worth questioning, as our Microsoft 365 License Audit and Optimization often surfaces. The honest counterweight: Planner is not Asana, and a Trello board is not quite a Planner plan. Planner basic has no custom fields, no dependencies and no timeline; those live in Planner premium plans, which need a Planner Plan 1 or a Planner and Project Plan 3 or Plan 5 license for the people who create and work in them. So this engagement opens with a fit check — which features your teams actually use, which boards are alive, and whether premium plans are needed anywhere — and if the answer is that Planner will not carry a particular workflow, we tell you before anything is exported. Planner has no built-in importer for Asana or Trello, so the migration is a mapping exercise followed by a scripted load. The sources export cleanly enough: Asana exports each project as CSV or JSON, and Trello exports each board as JSON on any plan (CSV and bulk exports with raw attachments are Trello Premium and Enterprise workspace features). What the native exports leave out matters more: Asana's exports carry no comments, attachments or activity history, and Trello's CSV carries no comments — so comments and attachments are retrieved through each platform's API where your plan permits, and we tell you up front what will and will not come across. The mapping itself is deliberate: board or project to plan, list or section to bucket, card or task to task, labels and tags to Planner labels, checklists to task checklists, members to assignees, dates to start and due dates, priority to priority, comments to a read-only history block in the task notes, and attachments to the plan's SharePoint document library with the task referencing them. Subtasks become checklist items or child tasks depending on whether they carry their own assignees and dates. Custom fields go to premium-plan custom fields where you licensed them, or are preserved in the notes where you did not. The load runs through the Microsoft Graph Planner API for basic plans — pilot plan first, verified by its own owner, then the rest. Planner's published limits shape the design, and we work within them rather than discovering them mid-load: a plan holds a bounded number of tasks and buckets, a task a bounded number of checklist items and assignees, and a plan a fixed set of labels — Microsoft publishes the exact figures, and they are why a sprawling Trello board sometimes becomes two plans and a fifty-item checklist becomes child tasks. Premium plans are Dataverse-backed and load through a different, heavier path, which is one more reason to use them only where dependencies, timelines or custom fields are genuinely in use. Cutover is a date, not a switch. We agree a freeze, run a delta pass for anything that changed after the pilot export, publish a short 'where your board went' guide, and leave Asana or Trello read-only until you cancel. Two boundaries drawn up front: re-implementing portfolio or program management — Asana Portfolios, Trello Enterprise hierarchies, Project Online — is not a Planner migration, and building a two-way sync between Asana and Microsoft 365 is not either. If your intent is to keep Asana and connect it to Teams, Power Automate or SharePoint, the Asana + Microsoft Teams Integration, Asana + Power Automate Integration and Asana + SharePoint Online Integration pages are the coexistence path — and we help you choose in the first call.

Success criteria

01The fit check is delivered and signed off before export: each nominated board or project marked migrate-to-basic, migrate-to-premium, or retire, with the feature gaps stated per plan.
02Every in-scope board or project exists as a Planner plan with its lists or sections as buckets, its cards or tasks as tasks, and labels, checklists, assignees, start and due dates, priority and completion state mapped per the approved workbook.
03Comments and attachments are handled as agreed: comments preserved as a read-only history block in task notes, attachments in the plan's SharePoint library and referenced from their tasks — with anything the source could not export listed by name, not discovered later.
04Assignees resolve to the right Microsoft 365 accounts; tasks whose source assignee has no account were reassigned per your decision, and nothing arrived assigned to a migration service identity.
05Premium plans, where used, carry the custom fields, dependencies or timeline that justified them, and the users who work in them hold the required Planner Plan 1 or Planner and Project Plan 3 or Plan 5 licenses.
06The pilot plan was verified by its owner against the sampling checklist before the bulk load, and the delta pass after the freeze date caught changes made in the source after the initial export.
07Users received the 'where your board went' guide and the cutover notice, and the source is read-only — not cancelled — until the closeout report is accepted.
08A closeout report lists every plan created, every task count reconciled against the source, and every open item with an owner.

What you receive

Fit check: inventory of nominated Asana projects or Trello boards (task counts, activity, members, custom fields, dependencies, attachments, automations), the Planner basic-versus-premium decision per board, and the honest list of features that will not carry across.
Mapping workbook: board or project to plan, list or section to bucket, card or task to task, label and tag mapping (within Planner's per-plan label set), checklist handling, subtask rule, assignee resolution, date and priority mapping, and the comment and attachment strategy — approved by you before the load.
Source export: Asana CSV or JSON per project and Trello JSON (and CSV or attachment exports where your Trello plan permits), plus API retrieval of comments and attachments where the native export omits them and your plan allows access.
Identity resolution: Asana or Trello members matched to Microsoft 365 accounts, with the recorded decision for unmatched members (departed staff, external collaborators).
Target provisioning: Microsoft 365 groups and Planner plans created (in the Teams you nominate where a team already exists), premium plans created only where the fit check called for them.
Scripted load through the Microsoft Graph Planner API — pilot plan first, verified by its owner, then the full set — with a reconciliation of task counts per plan against the source.
Attachment landing: files placed in each plan's SharePoint document library and referenced from their tasks; Trello-hosted and Asana-hosted attachments retrieved where the plan and API permit.
Delta pass after the agreed freeze date, so work done in the source between export and cutover is not lost.
User communications: a cutover notice and a one-page 'where your board went' guide covering buckets, labels, checklists, assignments, the Planner app in Teams, and where attachments now live.
Closeout report and source decommission notes: plans created, counts reconciled, open items with owners, and what to keep read-only until cancellation.

How the work unfolds

Day 1 — Fit check and mapping workshop

Inventory of the nominated boards or projects, the basic-versus-premium decision per board, and one working session to approve the mapping workbook: buckets, labels, checklists, subtasks, assignees, comments and attachments. No user impact.

Day 2 — Export and pilot load

Source export (and API retrieval of comments and attachments where permitted), identity resolution, target plans provisioned, and one representative board or project loaded as the pilot.

Day 3 — Pilot verification

The pilot plan's owner verifies it against the sampling checklist; mapping adjustments are made and the bulk-load approach confirmed.

Day 4 — Bulk load and attachments

Remaining boards or projects loaded, attachments landed in each plan's SharePoint library, task counts reconciled per plan, premium plans populated where in scope.

Day 5 — Freeze, delta pass and cutover

Source frozen at the agreed time, delta pass applied, cutover notice and guide sent, source switched to read-only, closeout report delivered.

Prerequisites

Microsoft 365 licenses that include Planner for every user who will be assigned tasks, and Microsoft 365 accounts in place — Planner assigns to accounts that exist; it does not create them.
For premium plans, where the fit check calls for them: Planner Plan 1 or Planner and Project Plan 3 or Plan 5 licenses for the users who create and work in those plans (see Planner Plan 1 and Planner and Project Plan 3) — purchased before the load; the licensing decision stays yours.
Administrative access to the source: an Asana admin or project owner who can export each project and, for comments and attachments, an API token with access to them; a Trello workspace admin who can export boards — CSV and bulk exports with raw attachments require a Trello Premium or Enterprise workspace.
Administrative access to Microsoft 365 for group and plan provisioning — we request granular, time-bound GDAP access that you approve, never standing global admin.
A named owner for each board or project who will verify the migrated plan within the agreed window, and one decision-maker for the mapping workshop.
Agreement on the freeze date and the read-only period before the workshop — the source stays available, read-only, until the closeout report is accepted.
Disclosure of automations (Asana Rules, Trello Butler), integrations and external collaborators attached to the nominated boards, so nothing that depended on the source breaks silently.

Who does what

IT Partner

  • Run the fit check and put the basic-versus-premium decision and the feature gaps in front of you before export.
  • Produce the mapping workbook and implement it as approved.
  • Export the source, retrieve comments and attachments where permitted, resolve identities, and provision the target plans.
  • Load the pilot, then the full set, through the Microsoft Graph Planner API, reconcile counts and land attachments.
  • Run the delta pass after the freeze and deliver the user communications and closeout report.

Your team

  • Nominate the boards or projects in scope and decide what is retired rather than migrated.
  • Provide source exports or export access (and API access for comments and attachments), plus the Microsoft 365 access requested.
  • Ensure Microsoft 365 accounts exist for assignees and purchase premium Planner licenses where the fit check calls for them.
  • Assign board owners to verify their migrated plans within the agreed window.
  • Send the cutover notice and guide through your channel on the agreed date, and hold the freeze.
  • Own the Asana or Trello contract, its termination timing and any data-retention obligations.

What's not included

Portfolio or program-management re-implementation — Asana Portfolios and Goals, Trello Enterprise hierarchies, Project Online or Dynamics 365 Project Operations designs are not a Planner migration and are scoped separately.
Two-way synchronization between Asana or Trello and Microsoft 365, or keeping both systems live in parallel — if the goal is coexistence rather than migration, see the Asana + Microsoft Teams Integration, Asana + Power Automate Integration and Asana + SharePoint Online Integration pages.
Rebuilding Asana Rules, Trello Butler automations or third-party integrations as Power Automate flows — they are inventoried with a recommendation; anything that must be built is scoped separately, typically through Business Process Automation Using Built-in Microsoft 365 Tools.
Planner premium licenses (Planner Plan 1, Planner and Project Plan 3 or Plan 5), Microsoft 365 licenses, or Asana and Trello plan upgrades needed to unlock exports or API access.
Migration of archived or closed boards and completed projects beyond those you nominate — the fit check is where 'migrate everything' becomes a list.
Content that the source cannot export and its API does not expose — Asana activity history, for example — is listed by name in the fit check rather than promised.
End-user training programs beyond the one-page guide and cutover notice, and ongoing Planner administration after closeout unless separately contracted.

Limitations & technical notes

!Planner is not a feature-for-feature replacement, and the fit check exists to say so per board. Planner basic has no custom fields, dependencies, timeline or sprints; those are premium-plan capabilities that require a Planner Plan 1 or Planner and Project Plan 3 or Plan 5 license for the users who create and work in them. Where a workflow depends on something Planner does not model at all, the honest recommendation may be to keep that workflow in its source tool — or to look at the coexistence path instead.
!Comments and attachments are the fidelity risk. Asana's native exports omit comments, attachments and activity history, and Trello's CSV omits comments; both are retrieved through the platform API where your plan permits. Migrated comments cannot carry their original author and timestamp as native Planner comments — Planner posts comments as the account that writes them — so they are preserved as a clearly labeled read-only history block in the task notes, with author and date in the text.
!Planner's published limits bound the mapping: tasks and buckets per plan, checklist items and assignees per task, labels per plan. We design within them — splitting an oversized board, converting long checklists into child tasks, consolidating labels — and the mapping workbook shows every such choice before the load.
!Premium plans are Dataverse-backed and load through a heavier path than basic plans, with fewer automation options; they are used only where the fit check justifies them, and their share of the scope is reflected in the written quote.
!The estimate assumes one source workspace and the boards or projects you nominate in the fit check; the fixed written quote is issued before work begins, and large estates, heavy attachment volumes or many premium plans are priced there, not discovered mid-project. The one-week schedule holds when exports, API access, licenses and owner verification land on time.
!Technical content reviewed September 2026 against Microsoft's published Planner plan comparison and limits, and the current Asana and Trello export documentation; capabilities on all three platforms change, and the fit check is run against what ships on the day.

Frequently asked questions

Does Planner have an import for Asana or Trello?

No. Planner has no native importer for either, which is why this is a mapping-and-scripted-load engagement rather than a button. We export from the source, map every board element to its Planner equivalent in a workbook you approve, and load through the Microsoft Graph Planner API, pilot plan first. The absence of an importer is also the reason to migrate deliberately: it forces the decisions — what to keep, what to retire, what needs premium — that make Planner usable afterward.

Will our comments come across?

Where the source lets us read them. Asana's native exports carry no comments, so they are retrieved through the Asana API where your plan permits; Trello's JSON export includes comments within its export limits, while its CSV does not. In Planner they cannot be recreated as native comments under the original author — Planner attributes comments to the account that posts them — so we preserve them as a read-only history block inside each task's notes, with author and date in the text. It is searchable and honest; it is not a live thread.

What happens to attachments?

They land in the plan's SharePoint document library — every Planner plan belongs to a Microsoft 365 group with its own library — and each task references its files from there. Retrieval depends on the source: Trello includes raw attachments in workspace exports on Premium and Enterprise plans and exposes them through its API otherwise; Asana attachments are retrieved through its API. Files hosted elsewhere (Google Drive, Dropbox links) stay links. Attachment volume is one of the factors sized in the quote.

Do we need Planner premium, and what does it cost?

Only if your boards use what basic Planner lacks: custom fields, dependencies, a timeline or Gantt view, sprints, or workload views. Those are premium-plan features, and the users who create and work in a premium plan need a Planner Plan 1 or a Planner and Project Plan 3 or Plan 5 license — our subscription pages show Microsoft's current list price, the same price as buying direct. The fit check makes this a per-board decision; most Trello boards and many Asana projects fit basic Planner, and premium is licensed for the few that need it rather than for everyone.

Our Trello board has thousands of cards. Will it fit?

Usually, with design. Microsoft publishes Planner's limits on tasks and buckets per plan and checklist items per task, and a board that exceeds them becomes two plans — split by list group, by year, or by active-versus-done — with the split recorded in the mapping workbook. Completed cards are a separate question: the fit check asks whether they need to live in Planner at all or can stay in a read-only export, which is often the better answer.

What about custom fields and dependencies?

Custom fields and dependencies map to premium-plan features where you license them. Where you do not, custom-field values are preserved in each task's notes so nothing is lost, and dependencies are written into the notes as text — visible, not enforced. We tell you which boards actually use these features during the fit check, because many teams configured them once and stopped.

Will assignees carry over correctly?

Yes, for members who exist as Microsoft 365 accounts — the identity resolution step matches source members to accounts before the load. Members without an account (former staff, external collaborators) need a decision: reassign to a named owner, leave unassigned, or, for external people, add them as guests to the plan's group where your policy allows. Nothing arrives assigned to a migration service identity.

Should we migrate completed tasks and archived boards?

Our default recommendation is no for archived boards and closed projects, and yes for completed tasks on active boards, because context matters when a board is live and rarely does when it is dead. Archived material is better kept as a read-only export you can search. The fit check turns 'migrate everything' into a list you approve, and that list is what the quote covers.

Is there any downtime?

No. Asana or Trello and Planner coexist through the engagement; the load runs from exports while people keep working. What you commit to is a freeze date after which changes in the source are captured by the delta pass, and a cutover day on which the source goes read-only rather than dark. People can still look things up, and the guide tells them where their board went.

When can we cancel Asana or Trello?

After the closeout report is accepted, your read-only period has run, and any automations or integrations that still pointed at the source are rehomed. Cancelling early removes your rollback path and can remove API access to attachments not yet retrieved, so the closeout notes sequence it. The contract and its timing are yours; we tell you when the technical conditions are met.

We want to keep Asana but connect it to Teams. Is this the right service?

No — that is coexistence, not migration, and it is a better fit for many organizations that rely on Asana's portfolio features. Our Asana integration pages cover connecting Asana to Teams, Power Automate and SharePoint so tasks, notifications and files flow between the two without moving anything. We help you choose in the first call, and we will say plainly if migration is the wrong answer for you.

What does it cost, and what moves the price?

$1,950 per project as an estimate for one source workspace and the boards or projects nominated in the fit check, confirmed as a fixed written quote before work begins — you pay after you approve delivery. Large estates, heavy attachment volumes and a large share of premium plans are priced in the quote, not discovered mid-project. Planner premium licenses and any Asana or Trello plan upgrade needed for exports are separate and remain your decision.

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