Rewrite onboarding emails
ContentMGJul 28
5/54
Built for the team the incumbents abandoned.
01What changed
What changed, and when.
If your team liked the tool it is leaving, that tracks — those were good tools. This page is not an argument that they weren't. It is two dated facts, a straight description of the alternative, and the cost written out longhand.
- May 2025
- Trello pivoted toward personal productivity. The team board stopped being the center of the product. Teams that had run their week on shared boards found themselves maintaining a workflow the tool was no longer building for.
- November 12, 2025
- Asana cut its free plan from 15 users to 2 users for new accounts. A workspace that had comfortably held a small team now held two people. Teams starting fresh after that date lost the free tier they had planned around.
Those are the facts, and they are the whole of the complaint. The useful question is not what went wrong — it is what your team moves to. That is the rest of this page.
02What complete means
The whole tool, itemized.
"Complete" is a claim, so here it is as a ledger. Each line is something a team uses every week — not a checkbox on a comparison slide.
- Three views, one task model
- Board, list and calendar read the same tasks. A date edited in the calendar moves the card on the board — they are views, not products.
- Rich tasks
- Assignees, due dates, priority, labels, checklists and attachments on every task — not gated to a higher tier.
- Conversation on the task
- Comments with @-mentions and a per-task activity trail, so the "why" stays next to the work.
- Workspace search
- Every task, comment and project findable from one field, across the whole workspace.
- Project setup templates
- New projects start with their columns already in place, instead of a blank board.
- Notifications
- In-app and email, so the board is not the only place the work reaches you.
- Guests
- A project-scoped role for clients and freelancers — they see one project, not your workspace.
- Live boards
- Moves appear for everyone watching, as they happen — and degrade to polling rather than breaking when the connection does.
Q3 Website RefreshLive
BoardListCalendar
In progress2
Accessibility audit pass
DesignAJJul 31
In review2
Q3 budget sign-off
SWOverdue 2d
Update pricing page copy
ResearchJDAug 1
One slice of the board. The same tasks read as a list or a calendar with the switcher above.
04Moving the work
Bring the open work. Leave the archive.
The honest version of migration, in two halves — what crosses over, and what stays behind. We would rather tell you the limits here than have you find them on day one.
What moves
You export a CSV from your current tool, choose which columns it maps into, and the open work lands on the board:
- Titles and descriptions
- Assignees and due dates
- Priorities and labels
- Column placement — mapped into the columns you choose
What does not
A CSV is a table, and some things are not tables. These stay in the old workspace:
- Comment threads
- Attachments
- Activity history
The practical path most teams take: import the open work into Taskline, keep the old workspace read-only as the archive, and let history age in place. Nothing is lost; the new work just starts here.
The import guide, in the help center