Import data to board

Import data to board in Trello — with the four heights of help laid out: do it now, make it easier for the next person to accept, work out the right move when you are stuck, and learn the pattern so it stops coming back.

4prompt heights
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The four heights

The same task, four distances: today's deadline, the next reviewer, the stuck moment, the pattern.

Execute — do the immediate task

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We must load last month's CRM tasks into the Sales board. Import the CSV file with cards and due…
We must load last month's CRM tasks into the Sales board. Import the CSV file with cards and due dates, map the CSV columns to card title, description, assignee, and due date, place them into the To Do list, and notify Raj and Hannah to review assignments by Tuesday.

Improve — make it easier to accept

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Before importing last month's CRM tasks, make the incoming cards easy to triage. Validate the CSV…
Before importing last month's CRM tasks, make the incoming cards easy to triage. Validate the CSV for missing assignees and malformed dates, surface duplicates and potential conflicts with existing cards, and ensure imported cards carry a tag Imported-CRM and a link back to the source. Warn Raj if any assignee names don't match current board members.

Decide — diagnose the stuck moment

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I imported the CRM CSV into the Sales board and now we have duplicates and three cards assigned to…

The import created duplicate cards and wrong assignees

I imported the CRM CSV into the Sales board and now we have duplicates and three cards assigned to the wrong person because names didn't match. Raj is upset and client follow-ups risk being missed. I don't know whether to roll back the import or fix cards manually. What's the fastest, least risky next move and how do I prevent this next time?

Become — change the pattern

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Over the past six months I import task dumps into boards and I spend afternoons fixing duplicate…

Imports keep creating bad data I then clean up manually

Over the past six months I import task dumps into boards and I spend afternoons fixing duplicate cards, wrong assignees, and date format issues. It steals time from strategy work and frustrates the sales team. What practical habits, pre-import checks, or small automations should I implement so imports land cleanly and need minimal cleanup?

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Other kanban boards work people do in Trello.

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The rest of the map

Same library, five ways in.