How to Move from HoneyBook to ClickUp

If you are ready to replace HoneyBook, moving your client work, projects, and documents into ClickUp can feel daunting. This step-by-step guide walks you through planning, migrating, and rebuilding your workflows so you can run your business smoothly in ClickUp.

The process below is based on the workflows and features highlighted in the comparison of HoneyBook and HoneyBook alternatives, adapted into a practical how-to tutorial.

Step 1: Decide Why You Are Switching to ClickUp

Before you migrate from HoneyBook, clarify what you want to improve in ClickUp. This will shape every setup decision and prevent you from recreating the same limitations.

List HoneyBook pain points (pricing, inflexible workflows, missing features).
Identify must-have capabilities you want in ClickUp (project views, automations, templates, reporting).
Note any client-facing processes you must preserve (proposals, invoices, timelines).

Common reasons teams move are the need for stronger project management, better collaboration, and more flexible customization, all areas where ClickUp excels.

Step 2: Audit Your Current HoneyBook Workspace

Next, take inventory of everything you manage in HoneyBook and map how it should look inside ClickUp.

Map HoneyBook Projects to ClickUp Hierarchy

In HoneyBook, a lot of work lives inside projects and templates. In ClickUp, work is organized into:

Spaces – broad departments or business areas.
Folders – major categories or pipelines.
Lists – specific projects or workflows.
Tasks – individual actions or deliverables.

Create a simple mapping table:

List your main HoneyBook project types (e.g., Weddings, Coaching, Design Retainers).
Decide which should become Spaces, Folders, or Lists in ClickUp.
Note any special fields you currently track (dates, budgets, statuses).

Collect Assets Before Moving to ClickUp

Gather the key assets you will rebuild in ClickUp:

Pipeline stages and statuses.
Email templates and canned responses.
Contracts and proposal templates.
Questionnaires and client forms.
Checklists and task lists you reuse often.

Save these as documents so you can paste or recreate them within ClickUp Docs, tasks, and custom fields.

Step 3: Plan Your New ClickUp Structure

With your audit complete, you can plan a clean, scalable structure in ClickUp that reflects how you actually work.

Design Spaces and Folders in ClickUp

A simple starting point is:

Sales & Leads Space – inquiries, discovery calls, proposals.
Client Projects Space – active jobs and delivery.
Operations Space – internal tasks, finance, and admin.

Inside each Space, create Folders that match your services or pipelines. This mirrors HoneyBook’s project categories while using ClickUp’s richer structure.

Define Custom Fields and Statuses in ClickUp

To replace HoneyBook tracking, set up custom fields in ClickUp Lists and Folders such as:

Project type.
Stage or pipeline position.
Invoice amount or project value.
Key dates and deadlines.

Then configure statuses that represent your actual workflow, for example: Inquiry, Qualified, Proposal Sent, Booked, In Progress, Completed, Archived.

Step 4: Export Data from HoneyBook

Typical exports include:

Client list and contact details.
Current and past projects.
Invoices and payment history.
Pipeline or stage information (where available).

Store your exported files in a central folder so you can easily upload data to ClickUp or reference it while recreating tasks and Docs.

Step 5: Create Your Base Workspace in ClickUp

Now you are ready to log in or sign up and create your main structure inside ClickUp.

Set Up Spaces and Lists in ClickUp

Create your core Spaces based on your earlier plan.
Add Folders for each service line or pipeline.
Create Lists for each active client project type or stage-based workflow.

Within each List, set the default views you will use most often, such as Board for pipeline-style work, List for detailed task management, and Calendar for timelines.

Build Templates and Docs in ClickUp

Rebuild your HoneyBook assets as reusable resources:

Create Docs for contracts, questionnaires, and intake forms.
Attach Docs to task templates so every new project includes the right materials.
Save common checklists as task templates for fast duplication.

This turns ClickUp into a central hub for both internal and client-facing work.

Step 6: Recreate Pipelines and Workflows in ClickUp

To replace HoneyBook pipelines, use ClickUp views, statuses, and automations.

Build a Sales Pipeline in ClickUp

In your Sales & Leads Space, create a List called “New Leads”.
Set statuses that mirror your HoneyBook pipeline.
Switch to Board view so each status becomes a column.
Add custom fields for lead source, budget, and close probability.

Now each lead is a task you can drag between stages, assign to team members, and comment on collaboratively.

Set Up Project Delivery in ClickUp

For client delivery:

Create a List for each active client or each stage of delivery.
Use subtasks or checklists to mirror HoneyBook project steps.
Use task dependencies to show which steps must be finished first.

This gives you clear visibility into work progress that goes beyond typical HoneyBook project tracking.

Step 7: Add Automations and Views in ClickUp

To replace repetitive actions from HoneyBook, set up smart automations in ClickUp.

Automate Routine Actions in ClickUp

Examples of helpful automations include:

When a task moves to “Booked”, assign it to a project manager.
When a due date is set, add a reminder 3 days before.
When a task is marked “Completed”, move it to an Archive List.

These automations save time and keep your pipeline and projects organized without manual updates.

Create Reporting Dashboards in ClickUp

Use Dashboards to monitor performance you previously watched in HoneyBook:

Total booked projects.
Revenue forecast from open deals.
Workload by team member.
Deadlines and overdue tasks.

Dashboards in ClickUp give a higher-level view of your business than a simple project list.

Step 8: Import or Rebuild Client Data in ClickUp

Once your foundation is in place, start bringing actual client work into ClickUp.

Use CSV import to create tasks from exported HoneyBook data.
Attach relevant Docs, contracts, or files to each task.
Assign owners, set due dates, and apply custom fields.

If you prefer a clean slate, you can instead rebuild only active projects and keep old HoneyBook data as an archive.

Step 9: Test and Refine Your ClickUp Setup

Before fully shutting down HoneyBook, run a short test period where you manage a few new leads and projects entirely inside ClickUp.

Walk through every stage of your pipeline.
Check that templates and Docs are easy to access.
Confirm automations work as intended.
Adjust fields, statuses, or views based on real usage.

This trial run ensures that your ClickUp workspace supports your processes from first inquiry through final delivery.

Step 10: Train Your Team and Finalize the Move

When you are confident in the new system, train any collaborators or team members on how to use ClickUp effectively.

Document your standard operating procedures in ClickUp Docs.
Show how to create tasks from templates and move work through stages.
Explain which Dashboards and views to check daily.

Set a clear date when new work will start in ClickUp only, and keep HoneyBook available as a read-only archive until you are comfortable discontinuing it.

Next Steps for Optimizing ClickUp

After you have fully migrated, continue improving your workspace. Explore advanced automations, integrations, and reporting to get even more value from ClickUp.

If you want expert help improving your setup and SEO around your new workflows, you can work with specialists at Consultevo to refine systems and content together.

By carefully planning your structure, rebuilding key assets, and testing workflows, you can transition from HoneyBook to ClickUp with minimal disruption and a more powerful, scalable system for managing your business.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

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