How to Build Asana‑Style Kanban Templates in ClickUp

If you are moving from Asana and want a familiar Kanban experience, you can recreate and enhance those boards in ClickUp with flexible templates and views. This guide walks you step by step through planning, building, and optimizing Kanban workflows so your team can transition confidently.

The process below is based on common Asana Kanban setups and shows exactly how to rebuild them using powerful features in ClickUp.

Step 1: Plan Your Kanban Workflow Before ClickUp Setup

Before you create anything in ClickUp, map the flow of work you used in Asana. This prevents clutter and keeps your new board simple and intuitive.

Define stages that map to ClickUp statuses

List the key stages your tasks move through, such as:

Ideas or Backlog
Ready to Start
In Progress
In Review
Done

In Asana, each of these likely existed as a column on a board. In ClickUp, they will become task statuses that show up as Kanban columns in Board view.

Decide what belongs on your ClickUp board

Clarify which work should appear on the Kanban board:

Single tasks (bug fixes, small requests)
Larger deliverables broken into subtasks
Recurring work that cycles each week or month

By setting these rules now, your ClickUp Kanban template will stay cleaner and easier to reuse across projects.

Step 2: Create a Space and Folder for Your ClickUp Kanban Board

Next, set up the structure that will host your Kanban template in ClickUp so it can be reused for other teams or clients.

Set up a Space for your workflow

Create a new Space named after a department or use case, such as “Marketing Kanban” or “Product Delivery”.
Configure default statuses to match the stages you outlined earlier.
Choose any Space‑level features you want available, such as custom fields, time tracking, or sprints.

This ensures every List and Folder inside the Space can tap into the same basic ClickUp configuration.

Create a Folder for each Kanban system

Within your Space, create a Folder that will hold one or more Lists using the same Kanban structure. For example:

“Campaign Kanban” for marketing projects
“Product Roadmap Kanban” for development work

Using Folders keeps related Kanban boards organized and makes it easy to apply the same ClickUp template across similar projects.

Step 3: Build a Kanban List in ClickUp Board View

Now you are ready to recreate an Asana board as a Kanban List in ClickUp.

Configure statuses to mirror Asana columns

Create a new List inside your Folder with a clear name, such as “Website Launch Board”.
Open List settings and confirm your task statuses match the stages you defined earlier.
Add or remove statuses until the board layout matches your old Asana Kanban columns.

Each task status in ClickUp will become a column in Board view, so this is the foundation of your Kanban system.

Switch to Board view in ClickUp

To see your Kanban board:

Open your List and add a new view.
Choose the Board view type.
Save the view with a clear name like “Main Kanban Board”.

You now have the equivalent of an Asana Kanban board built directly in ClickUp, ready for tasks, assignees, and tags.

Step 4: Add Tasks and Detail Fields in ClickUp

Asana cards often include owners, due dates, and labels. You can replicate and expand all of these details using ClickUp tasks and custom fields.

Set up core task details

For each new task you add to the board, make sure you define the essentials:

Clear task name describing the work
Assignee or multiple assignees
Start dates and due dates
Relevant tags or priorities

Click card details in Board view to open the full task and add descriptions, checklists, or attachments, similar to expanding a card in Asana.

Use ClickUp custom fields to match Asana data

If your Asana Kanban boards used custom fields such as “Channel”, “Complexity”, or “Budget”, recreate them in ClickUp:

Open List settings and add custom fields (dropdowns, numbers, text, or currency).
Apply the fields to the List so they appear on every task.
Rearrange visible fields on Board cards for a quick at‑a‑glance view.

This allows your new Kanban template in ClickUp to carry the same structured data your team relied on before.

Step 5: Turn Your Kanban Setup Into a Reusable ClickUp Template

Once one Kanban board feels right, convert it into a template so you never have to rebuild it from scratch.

Save the List as a ClickUp template

Open the List that holds your Kanban board.
Use the List menu and choose to save as a template.
Give the template a clear name like “Standard Kanban Workflow”.
Choose whether to include tasks, custom fields, views, and dependencies.

This lets you spin up new Kanban boards that instantly mirror your preferred process in ClickUp.

Apply your Kanban template to new projects

Whenever you start a new project that needs a similar workflow:

Create a new List from your saved template.
Adjust statuses slightly if the new team needs fewer or more stages.
Refine custom fields over time as you gather feedback.

Standardizing Kanban templates in ClickUp helps teams onboard faster and delivers consistent reporting across projects.

Step 6: Optimize Your ClickUp Kanban Board Over Time

After a few weeks of use, review how your team interacts with the board and refine the ClickUp configuration for smoother delivery.

Refine columns and WIP limits

Watch where tasks tend to pile up. If one column always has too many tasks, consider:

Splitting it into two more precise stages
Adjusting expectations or staffing at that step
Adding automation to move tasks forward when ready

Trimming unnecessary columns can also speed up daily standups and make the ClickUp board easier to scan.

Add views for reporting in ClickUp

Beyond Board view, build extra views on the same List for better insight:

List or Table view for bulk editing and filtering
Calendar view to see deadlines at a glance
Dashboard widgets to track throughput or cycle time

Using multiple views within ClickUp lets you preserve the simplicity of Kanban while still giving managers access to deeper data.

Further Resources and Asana to ClickUp Help

To compare specific Asana Kanban templates with what you can recreate, review the detailed examples on the original Asana Kanban templates overview. For additional workflow strategy and implementation support, you can also explore expert services at Consultevo.

By following these steps, you can migrate familiar boards into a more flexible platform and standardize Kanban templates in ClickUp that scale from small teams to complex, multi‑department projects.

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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