How to Move from Monday.com to ClickUp

Transitioning from Monday.com to ClickUp can streamline your work management and consolidate tools in one place. This guide shows you how to plan, prepare, and execute a smooth migration so your team can start using ClickUp with minimal disruption.

Why Switch from Monday.com to ClickUp

Before you start the move, clarify why your team is leaving Monday.com and what you want to achieve in ClickUp.

• Centralize projects, docs, and tasks in one platform
• Customize workflows with flexible views and fields
• Reduce app switching by consolidating features
• Improve reporting, dashboards, and automation options

Knowing your reasons helps you design a structure in ClickUp that supports your real needs instead of copying inefficiencies from your previous setup.

Plan Your Migration to ClickUp

A successful migration starts with a clear plan. Use the steps below to prepare before you import anything into ClickUp.

1. Audit Your Monday.com Workspaces

Start with a quick inventory of what you currently manage in Monday.com.

• Boards and groups you actively use
• Columns, statuses, and automations
• Dashboards and key reports
• Teams, owners, and permission structures

Flag outdated boards and groups you can archive instead of migrating. Moving only what you need keeps your new ClickUp workspace clean.

2. Map Monday.com Boards to ClickUp Hierarchy

The two platforms organize work differently. Map your existing structure to the ClickUp hierarchy so it feels intuitive to your team.

• Workspaces: Separate large organizations or businesses.
• Spaces: High-level areas such as departments or major programs.
• Folders: Collections of related projects or workflows.
• Lists: Individual projects or ongoing workflows.
• Tasks & Subtasks: Work items and smaller steps.

Decide which Monday.com boards become Spaces, Folders, or Lists in ClickUp. Keep it simple at the start and expand only when needed.

3. Align Fields, Statuses, and Views

Next, list the columns and statuses you rely on inside Monday.com.

• Status columns and color codes
• Date, owner, and priority fields
• Numbers, formulas, and tags

Then create matching or improved versions in ClickUp using:

• Custom fields for extra data such as budgets or client names
• Custom statuses aligned to your workflow stages
• Views like List, Board, Calendar, and Gantt to match how teams like to work

Set Up Your Workspace in ClickUp

With your plan ready, configure your workspace so it is ready to receive imported data.

4. Create Spaces and Folders in ClickUp

Log into your account and create Spaces for your main departments or functions, such as Marketing, Product, Sales, or Operations.

Within each Space, add Folders to group similar projects. For example:

• Marketing Space → Campaigns Folder, Content Folder
• Product Space → Roadmap Folder, Bugs Folder

Finally, add Lists for each active project or workflow that will receive tasks from Monday.com.

5. Configure ClickUp Views and Custom Fields

Set up your core structure before migrating:

• Create List and Board views for daily task management.
• Enable Calendar and Gantt for scheduling, if needed.
• Add custom fields to capture data that previously lived in Monday.com columns.

Doing this now allows your imported tasks to land in a familiar format, reducing confusion for your team.

How to Move Data from Monday.com into ClickUp

Once your account is prepared, you are ready to move work items, owners, and timelines into ClickUp.

6. Export Data from Monday.com

Use the export options inside Monday.com to download the data you want to move.

1. Open a board you plan to migrate.
2. Choose the export option (usually CSV or Excel).
3. Confirm which columns to include in the export.
4. Save the file to your computer.

Repeat for each active board you plan to move. Keep track of which file maps to which Space, Folder, and List inside ClickUp.

7. Import Boards into ClickUp

Use the import tools to bring your CSV or spreadsheet data into the correct area.

1. Open the Space, Folder, or List you prepared in ClickUp.
2. Choose the import option and select your CSV or Excel file.
3. Map columns from Monday.com to fields in ClickUp, such as task name, assignee, due date, and custom fields.
4. Confirm the import and wait for tasks to populate.

Review a sample of imported tasks to ensure statuses, dates, and owners are correct before moving the rest of your boards.

8. Rebuild Key Automations and Dashboards

Automations and dashboards do not always transfer directly, so you will recreate them inside ClickUp.

• Use native automation templates to replace repetitive manual updates.
• Design dashboards that display sprints, workloads, and goals.
• Align notifications so your team only receives relevant alerts.

This is an opportunity to simplify or improve workflows instead of copying every rule from Monday.com.

Optimize Team Workflows in ClickUp

After the basic migration, refine how your team works day to day.

9. Train Your Team on ClickUp Basics

Introduce the core features your team will use most often.

• How to find Spaces, Folders, and Lists
• Creating, assigning, and commenting on tasks
• Using views such as Board or Calendar
• Working with custom fields and filters

Record short walkthroughs or host a live session so teammates can see how their previous Monday.com work now lives in ClickUp.

10. Establish Standards and Best Practices

Set clear guidelines so your new workspace stays organized.

• Name conventions for Spaces, Lists, and tasks
• Rules for using statuses and priorities
• Expectations for due dates and assignees
• When to create subtasks versus new tasks

Good standards make it easier for new team members to understand ClickUp and reduce time spent searching for information.

Manage Login and Access After Moving to ClickUp

Once your data is live, confirm every team member can sign in and access what they need. You can reference additional sign-in tips and comparisons based on the original Monday.com login guide at this article.

11. Add Users and Set Permissions

Ensure the right people can access the right work.

• Invite users by email to your workspace.
• Assign roles such as admin, member, or guest.
• Restrict sensitive Spaces to specific groups.

Review existing Monday.com permissions and mirror them in ClickUp while removing any outdated access.

12. Test Daily Workflows in ClickUp

Have each team walk through a typical day using the new setup.

• Create and update tasks as they normally would.
• Log time or track progress where required.
• Review dashboards and reports for accuracy.
• Capture feedback about missing fields or confusing views.

Use this feedback to refine your structure and ensure ClickUp supports your real workflows, not just your initial assumptions.

Get Expert Help with Your ClickUp Migration

If your workspace is complex or spans multiple departments, consider working with specialists who have experience designing scalable structures and migrations.

Partners such as Consultevo can help you plan the transition, reorganize your information architecture, and configure ClickUp to match your business processes.

Next Steps After Moving to ClickUp

Once your migration is complete, keep improving your system over time.

• Review dashboards and automations every quarter.
• Archive old Lists and projects you no longer need.
• Refine statuses and custom fields as your processes evolve.
• Collect ongoing feedback from teams to guide updates.

With deliberate planning and consistent improvement, your move from Monday.com to ClickUp can give your organization a single, flexible workspace that supports collaboration, accountability, and growth.

Need Help With ClickUp?

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

Get Help

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