Moving from Monday, Asana, or ClickUp to Atlas — A 30-day playbook

A 30-day playbook (often 14). The easiest of the platform migrations — Atlas Data Sync ships native connectors.

Phase 0 — Decide the workspace shape (Days 1 to 3)

Before migrating anything, decide: what does a project mean in your business?

• If a project is delivery work for a customer, it should be a child of an Account in Atlas. CRM holds the customer; Forge holds the work.
• If a project is internal initiative work, it lives in Forge without a CRM parent.
• If a project is a sales engagement, it lives in CRM as an Opportunity, with Forge tasks linked to it.

Most teams find they have all three. The exercise is to recategorize.

Phase 1 — Atlas setup (Days 3 to 7)

• Provision Atlas.
• Configure roles and team scopes.
• Set up Forge with project templates matching existing workflows.
• Connect the source via Atlas Data Sync (ClickUp, Jira, Asana, Monday).
• Configure the LLM provider.

Phase 2 — Data Sync run (Days 7 to 14)

Atlas Data Sync pulls:

• Tasks → Atlas activities (or directly to Forge tasks).
• Projects → Forge projects.
• People → Atlas leads (or Atlas users).
• Boards / spaces → Forge organizational hierarchy.

Idempotent. Re-runs do not duplicate. Progress visible in import job tracker.

Phase 3 — CRM data entry (Days 14 to 21)

The project tracker doesn't have a CRM, so customer data needs to be added.

Three approaches:

• Import a CSV from your customer spreadsheet.
• Connect Outlook or Gmail; Atlas extracts contacts from sent mail.
• Manually create accounts for active engagements.

Phase 4 — Workflow rebuild (Days 14 to 21, parallel)

• Source: "When a task is created, assign round-robin." → Vibe function on task creation.
• Source: "When stage changes, notify owner." → Atlas notification with NyLi context.
• Source: "When a form is submitted, create a task." → Atlas Sites form → CRM lead → Forge task.
• Source: "When a task is overdue, escalate." → Vibe scheduled function.

Most automations get simpler in Atlas because the CRM context is now native.

Phase 5 — Adoption flip (Days 21 to 28)

• Team moves daily work to Atlas.
• Source platform becomes read-only.
• NyLi daily briefs turned on.
• Sprint planning in Forge.

Phase 6 — Cutover (Days 28 to 30)

• Cancel source subscription at next renewal.
• Update integrations to point at Atlas.

Common pitfalls

• Mapping every Monday board to a Forge project. Some boards are categorization; map them to saved views.
• Skipping the CRM data entry. Without it, you've just changed project trackers.
• Recreating unused automations. Audit before rebuilding.