How to Move from Evernote to ClickUp Step by Step

If you are ready to upgrade your note-taking system, ClickUp gives you powerful tools to replace scattered Evernote notebooks with a fully connected workspace for tasks, docs, and projects.

This guide walks you through how to recreate and improve popular Evernote workflows inside ClickUp using templates, views, and collaboration features.

Why Switch Your Evernote Workflows to ClickUp

Before you move anything, it helps to understand what you gain by rebuilding your setup inside ClickUp.

Unified workspace: Replace separate apps for notes, tasks, and project tracking with one platform.
Custom workflows: Turn simple lists into visual boards, timelines, and calendars.
Automation and templates: Standardize recurring processes you may have improvised in Evernote.
Team collaboration: Comment, assign tasks, and keep all communication in context.

Instead of dragging legacy habits into a new tool, you will use ClickUp as an opportunity to upgrade how you capture and manage information.

Prepare Your Evernote Content for ClickUp

The first step is reviewing how you are using Evernote today. This will help you decide what belongs in tasks, docs, or simple lists inside ClickUp.

Audit Your Existing Evernote Structure

Look at your notebooks and notes and group them into a few categories:

Reference notes: Articles, research, and documents you rarely edit.
Action items: To-do lists, reminders, and follow-ups.
Projects: Multi-step initiatives like campaigns, product launches, or planning.
Personal knowledge: Journals, ideas, and brainstorming notes.

This audit will guide how you structure Spaces, Folders, Lists, and tasks in ClickUp so each type of content has a clear home.

Decide What to Rebuild vs. Archive

Not every old note deserves a new place. To avoid clutter in ClickUp, decide which Evernote content you will:

Rebuild as tasks, docs, or dashboards.
Store in an archive folder for occasional reference.
Delete because it is outdated or duplicated.

This pruning step keeps your new workspace clean and easier to maintain.

Rebuild Note Templates as ClickUp Docs

Evernote templates often hold meeting agendas, checklists, and planning pages. In ClickUp, you will typically recreate these as Docs connected to your tasks and Lists.

Create a ClickUp Doc for Recurring Notes

Open your Workspace and navigate to the Space or Folder where the template should live.
Click the Docs section and create a new Doc.
Copy the structure of your Evernote template: headings, bullet points, and tables.
Add placeholders for dynamic information, such as date, attendees, or goals.

Once your layout matches the original, you can refine it with ClickUp-specific improvements.

Turn Docs into Reusable ClickUp Templates

To use the same layout again without rebuilding it each time:

Open the Doc you want to reuse.
Click the more options menu in the Doc toolbar.
Select the option to save the current document as a template.
Give the template a clear name and add tags or a description.

Next time you create a Doc, you can apply this saved structure in seconds instead of copying from Evernote.

Convert Evernote To-Do Lists into ClickUp Tasks

Lists that used to sit passively in Evernote can become actionable workflows inside ClickUp, complete with assignees, due dates, and status tracking.

Create a Task List to Replace Checklist Notes

Choose or create a List in ClickUp dedicated to the topic of your old Evernote checklist, such as “Content Ideas” or “Client Follow-ups.”
For each line item in Evernote, create a task with a clear name.
Add Custom Fields (like Priority, Channel, or Effort) to give structure to each task.
Assign each task to the right person and set due dates where needed.

Instead of a static list, you now have a living workflow that can trigger notifications, reminders, and progress tracking.

Use ClickUp Views to Replace Manual Sorting

In Evernote, you may have created multiple notes or tags just to organize information. ClickUp gives you flexible views that organize the same data in different ways.

List view: Best for detailed task work and data entry.
Board view: Visualize your work like a Kanban board with drag-and-drop columns.
Calendar view: See all time-sensitive items you imported from Evernote.
Table view: Treat tasks like a spreadsheet for fast editing.

You can switch between these views without duplicating tasks, which reduces the need for extra notes you may have created in Evernote.

Rebuild Project Notes as ClickUp Workflows

Larger project notebooks in Evernote can become structured Spaces and Folders in ClickUp, giving you clarity from idea to delivery.

Set Up a Project Hierarchy in ClickUp

Use the built-in levels to mirror and improve your Evernote project layout:

Space: The broad category, such as Marketing or Product.
Folder: A group of related projects, like Campaigns or Releases.
List: A single project or initiative.
Tasks and subtasks: The individual steps that used to be bullet points in Evernote.

Each project can have its own views, fields, and templates, so you avoid the flat structure that often develops in note-based systems.

Use ClickUp Templates for Repeatable Projects

Choose an existing project List that you have rebuilt from Evernote.
Refine task statuses, dependencies, and Custom Fields until the workflow feels complete.
Save the List as a template within ClickUp.
When a similar project appears, apply the template to generate a full task set instantly.

This transforms old Evernote checklists into standardized project plans you can reuse across clients, teams, and departments.

Enhance Your Note System with ClickUp Features

Once your core notes and lists are recreated, you can start using advanced features that did not exist in your Evernote setup.

Connect Docs, Tasks, and Goals

Instead of keeping meeting notes, action items, and objectives in different Evernote notes, ClickUp lets you tie them together.

Attach Docs directly to tasks so context lives beside the work.
Link tasks from within a Doc to create a traceable checklist.
Track Goals and connect them to measurable targets and projects.

This makes your information easier to navigate and keeps your plans aligned with execution.

Collaborate with Comments and Assignments

Where Evernote often required external chat tools or email, ClickUp brings collaboration into the same workspace.

Use comments on tasks and Docs for discussions.
Assign comment threads to team members as mini action items.
Mention teammates with @ to notify them about updates or decisions.

The result is a more accountable workflow than simple shared notes.

Next Steps for Optimizing Your ClickUp Workspace

After rebuilding your main Evernote templates and lists, you can continue refining your system with integrations, automations, and reports. Tools like Consultevo can help you design a scalable workspace strategy for teams and advanced use cases.

To explore more about how templates can streamline your new workflows, review the original guide that inspired this approach on the ClickUp blog: Evernote Templates: A Better Alternative with ClickUp.

By thoughtfully migrating your notes into ClickUp and taking advantage of templates, views, and collaboration tools, you move from simple note storage to a complete productivity system that supports your daily work and long-term projects.

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

“`