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How to Move To‑Dos from Sheets to ClickUp

How to Move Your Google Sheets To-Do List into ClickUp

If you are still managing tasks in Google Sheets, moving your to-do list into ClickUp is a fast way to upgrade to a real productivity system with views, automation, and collaboration.

This guide walks you through how to recreate or migrate a spreadsheet-based to-do list into a powerful workflow, following the structure of popular Google Sheets templates from the ClickUp blog.

Why Switch from Google Sheets to ClickUp

Google Sheets works for basic tracking, but it becomes hard to manage when your projects grow or involve more people. A dedicated workspace helps you see priorities, owners, and deadlines in seconds.

According to the original overview of Google Sheets to-do list templates in the ClickUp blog article, teams often outgrow spreadsheets and need:

  • Centralized task management
  • Clear ownership and accountability
  • Multiple views (list, board, calendar)
  • Smarter reminders and recurring tasks

ClickUp offers all of these while keeping setup simple, even if you are used to spreadsheets.

Plan Your Move from Sheets to ClickUp

Before you recreate your to-do list, take a moment to plan how your current spreadsheet maps to a more structured workspace.

Audit Your Existing Google Sheets To-Do List

Open your main sheet and list out the core columns. Common examples are:

  • Task name
  • Owner or assignee
  • Priority
  • Status
  • Due date
  • Notes
  • Category or project

Each of these columns will become fields or properties in ClickUp, so you can keep the information that already works for you.

Decide Where Tasks Will Live in ClickUp

In the ClickUp blog overview of templates, tasks are grouped by theme, such as daily checklists, project trackers, or habit logs. Use the same idea when choosing your structure:

  • Space: A broad area like Work, Personal, or Client Projects.
  • Folder: A collection such as Marketing, Product, or Operations.
  • List: A specific to-do list for a project, sprint, or routine.

Pick one Space and one Folder where your new List will live.

Step-by-Step: Rebuild Your Sheet as a ClickUp List

Once you have your plan, you can recreate your spreadsheet as a List and maintain the same clarity with more flexibility.

Create a New ClickUp Space, Folder, and List

  1. Sign in to your workspace.
  2. Create or select a Space that matches your sheet category (for example, Personal or Team Tasks).
  3. Inside the Space, create a Folder to group related to-dos.
  4. Add a new List and give it the same name as your Google Sheets tab so everyone recognizes it.

This List will be the new home for all the tasks you previously tracked in a spreadsheet.

Match Your Sheet Columns to ClickUp Fields

Now mirror the structure of your Google Sheets to-do template so the move feels familiar:

  • Task name: Use the built-in task title.
  • Owner / assignee: Use the Assignee field.
  • Priority: Turn on Priorities and align them with High, Medium, or Low labels from your sheet.
  • Status: Customize statuses such as To Do, In Progress, Blocked, and Done.
  • Due date: Use the Due Date field for deadline tracking.
  • Notes: Use task descriptions or a custom text field.
  • Category / project: Add a Dropdown custom field or use separate Lists.

This one-time setup keeps your familiar sheet layout while giving you automation options later.

Import or Manually Add Tasks to ClickUp

There are two main ways to move your data.

Option 1: Manual entry for small lists

  1. Open your Google Sheet.
  2. Create a new task for each row in your ClickUp List.
  3. Copy over the name, dates, and notes.
  4. Set a status and priority for each task as you go.

Option 2: Structured import workflow

  1. Export your Google Sheet to CSV from the File menu.
  2. Use the import options in your workspace to pull in CSV data.
  3. Map spreadsheet columns to task fields and custom fields.
  4. Complete the import and verify that tasks look correct.

For recurring tasks, you only need to create them once in ClickUp and set a repeat schedule instead of copying rows in your sheet.

Recreate Popular Template Styles in ClickUp

The original blog post highlights several Google Sheets templates for different use cases. You can reproduce each style with views and fields.

Daily To-Do Checklist in ClickUp

For a daily checklist similar to a simple sheet:

  • Create a List named Daily To-Dos.
  • Add statuses like Today, This Week, and Done.
  • Use a List view with filters for tasks due today.
  • Enable a Calendar view to visualize your schedule.

This layout makes it easy to see exactly what to accomplish each day.

Project Task Tracker in ClickUp

To replicate a project tracking spreadsheet:

  • Create a List for each project within a Folder.
  • Add custom fields for Budget, Effort, or Phase.
  • Use Board view to drag tasks across stages.
  • Switch to Gantt or Timeline views for schedule visibility.

This gives you everything a project-based PERT or status tracker sheet would provide, with better visualization.

Habit or Goal Tracker in ClickUp

You can convert a recurring habit sheet into a simple system:

  • Create a List named Habits or Goals.
  • Set up recurring tasks for each habit.
  • Add a custom field for Score or Streak if useful.
  • Use filters to show only active habits this week.

Unlike a static grid, tasks renew automatically based on your schedule.

Optimize Task Management After Moving to ClickUp

Once your sheet structure is rebuilt, you can take advantage of features that go far beyond Google Sheets.

Use Reminders and Notifications

Set due dates and reminders so tasks no longer slip through the cracks. Notifications ensure each assignee knows what to do and when.

Leverage Collaboration Features

Replace comments in cells with real-time collaboration:

  • Assign tasks to one or more people.
  • Comment directly on tasks with context.
  • Mention teammates with @mentions for quick responses.

This keeps discussion attached to each item instead of scattered across different tabs or emails.

Iterate on Your ClickUp Setup

As you work, refine your configuration based on what you used to do in your sheets:

  • Adjust custom fields if you realize you need extra properties.
  • Create saved filters that mimic your old sheet views.
  • Add dashboards for higher-level summaries of multiple Lists.

You can always review the original template ideas from the ClickUp blog reference and adapt their concepts to your workspace.

Next Steps After Moving from Sheets to ClickUp

After your initial migration, consider standardizing how your team creates Lists and organizes tasks so everything stays consistent and easy to understand.

If you want expert help planning your structure or aligning it with a broader productivity strategy, you can learn more about workflow consulting at Consultevo.

By translating your familiar Google Sheets layout into a dedicated workspace, you keep what already works while unlocking automation, visibility, and collaboration that a spreadsheet cannot provide.

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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