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Documentation for real workflow questions.

Setup guides, export formats, recovery playbooks, billing help, and product access for Board Export+, Card Vault+, and the Nikaj platform.

Card Vault+

Create a backup before cleaning a board

Snapshot card history and create restore points before archiving lists or deleting cards.

Board cleanup is safer when you capture restore points first. Card Vault+ keeps searchable history inside Trello.

When to snapshot

  • Before archiving finished lists
  • Before bulk card deletion or list moves
  • Before handing a board to another team
  • Before exporting a final client deliverable with Board Export+

Backup workflow

  1. Open Card Vault+ on the board.
  2. Review cards that will change during cleanup.
  3. Create a snapshot or restore point for the board state you may need later.
  4. Run cleanup in Trello.
  5. Use search in Card Vault+ if you need to recover specific cards.

Team practices

  • Name cleanup milestones in a shared checklist
  • Snapshot before monthly hygiene, not only before major projects
  • Document who approved deletion in your team runbook

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