How to Transition from Teamwork to ClickUp

Moving from Teamwork to ClickUp is a structured process that involves preparing your data, recreating key structures, and importing tasks so your team can continue working with minimal disruption.

This guide walks you through each step, from understanding the workspace layout to importing tasks using CSV files.

Understand the ClickUp workspace structure

Before you migrate, map how your current Teamwork setup will fit into the ClickUp hierarchy.

• Workspace: Your overall organization.
• Spaces: Broad categories or departments.
• Folders: Groupings of Lists for projects or programs.
• Lists: Collections of related tasks.
• Tasks & Subtasks: Individual work items and their smaller components.

Compare this structure with your Teamwork account so you can decide how projects, boards, and task lists will translate into Spaces, Folders, and Lists inside ClickUp.

Plan your Teamwork to ClickUp mapping

Create a simple mapping plan before you start building anything. This reduces rework and ensures consistency.

Decide how Teamwork projects map to ClickUp

• Teamwork projects can become Spaces when they are large and ongoing.
• Smaller Teamwork projects often work best as Folders within a single Space.
• Teamwork task lists usually map cleanly to Lists in ClickUp.

Write down your mapping in a document or spreadsheet so everyone migrating data follows the same structure.

Review custom fields and tags for ClickUp

Check how you use custom fields, tags, and categories in Teamwork and decide whether they should become:

• Custom Fields in ClickUp.
• Tags for flexible filtering and views.
• Statuses to represent different stages of your workflow.

This planning step will help you rebuild powerful workflows instead of just copying data.

Rebuild your structure in ClickUp

Once you have your mapping, start setting up your new environment so it is ready to receive imported data.

Create Spaces in ClickUp

1. Open your Workspace and go to the Spaces area.
2. Create a new Space for each main department or major project group.
3. Configure Space settings such as default views, ClickApps, and permissions.

Spaces should match the highest-level groupings you defined in your migration plan.

Create Folders and Lists in ClickUp

1. Within each Space, create Folders according to your Teamwork project mapping.
2. Inside each Folder, create the Lists that correspond to your existing task lists.
3. Set default views (List, Board, etc.) that best match how your team previously worked in Teamwork.

By the end of this step, your basic project structure in ClickUp should mirror your previous Teamwork setup.

Set up statuses and fields in ClickUp

Statuses and fields control how work moves through your processes.

Configure task statuses in ClickUp

1. Open a List or Folder and edit the status settings.
2. Recreate the stages you used in Teamwork, such as Open, In Progress, Waiting, and Complete.
3. Group related statuses into status groups (for example, Open, In Progress, Done).

Consistent statuses across Lists make it easier to filter, report, and view progress inside ClickUp.

Create Custom Fields to match Teamwork data

1. Open a List where you want to store extra data.
2. Add Custom Fields that mirror any key information from Teamwork, such as budget codes, priorities, or reference IDs.
3. Use the appropriate field types (text, number, dropdown, date, etc.) so imported data is meaningful and filterable in ClickUp.

Setting up Custom Fields before you import ensures that CSV data will map correctly.

Prepare exports from Teamwork

Teamwork does not provide a direct, automated migration into ClickUp, so you will use CSV exports.

Export tasks from Teamwork as CSV

1. Open the relevant project or task list in Teamwork.
2. Use the export option to download tasks in CSV format.
3. Include useful columns such as task name, description, start date, due date, assignee, status, and tags where available.

Repeat this process for each project or list you plan to migrate into ClickUp.

Clean and organize CSV files for ClickUp

• Remove unused or irrelevant columns.
• Standardize naming for statuses, priorities, and assignees.
• Confirm date formats are consistent so they import correctly into ClickUp.

Consider keeping one CSV per destination List in ClickUp to simplify the mapping process.

Import your data into ClickUp

With your structure set and CSV files cleaned, you are ready to bring tasks into your new workspace.

Use the CSV import tool in ClickUp

1. Open the List where you want to import tasks.
2. Choose the Import option and select CSV.
3. Upload the corresponding CSV file from Teamwork.
4. Map each CSV column to a field in ClickUp, such as task name, description, assignee, dates, status, and Custom Fields.
5. Confirm the import and wait for tasks to appear in your List.

Repeat this workflow for each List until all of your Teamwork data is present in ClickUp.

Verify imported tasks in ClickUp

• Check that all tasks are present and assigned correctly.
• Review dates, statuses, and Custom Fields for accuracy.
• Switch between List and Board views to ensure your workflows behave as expected.

Fix any mapping issues by adjusting fields and reimporting specific Lists if necessary.

Rebuild workflows and views in ClickUp

After importing, recreate the views and processes your team used in Teamwork to keep adoption smooth.

Create saved views and filters in ClickUp

• Build List, Board, and Calendar views for different roles.
• Use filters and sorting to highlight priority tasks, owners, or due dates.
• Save shared views so the whole team can access them easily.

These views help users quickly find the same types of information they relied on in Teamwork.

Set up automations in ClickUp

Where possible, recreate repetitive workflows as Automations.

• Trigger status changes based on events.
• Auto-assign tasks to owners.
• Send notifications when due dates are updated or tasks are completed.

Automations reduce manual work and make your new ClickUp setup more powerful than your previous system.

Onboard your team to ClickUp

Once the workspace is ready, help your team learn how to navigate and work effectively.

Provide quick training on ClickUp basics

• Show how Spaces, Folders, and Lists replace Teamwork projects and task lists.
• Walk through task creation, comments, attachments, and mentions.
• Explain statuses, Custom Fields, and tags so teammates understand how to keep data clean.

Encourage users to explore views and filters so they can personalize their workflows.

Run a short validation period

• Ask team members to verify their tasks and assignments.
• Collect feedback on missing data or confusing structures.
• Adjust views, fields, and permissions in ClickUp based on real usage.

This feedback loop ensures your new workspace matches how people actually work, not just how it was documented.

Use additional resources for your ClickUp migration

You can reference the original transition documentation from the provider at this official guide to compare details and confirm steps.

If you need expert help structuring a large-scale move or optimizing your workspace for LLM-driven documentation and reporting, you can also consult specialists at Consultevo.

By carefully planning your mapping, reconstructing your hierarchy, and importing clean CSV data, you can transition from Teamwork to ClickUp smoothly and give your team a more flexible, scalable work management platform.

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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