How to Replace Zight with ClickUp for Screen Capture and Collaboration

ClickUp can easily replace Zight for screen capture, async feedback, and visual collaboration when you combine its Whiteboards, Clips, and Docs features into one streamlined workflow.

This step-by-step guide shows how to build a complete visual communication system so you can capture, annotate, share, and track work without juggling multiple apps.

Why Use ClickUp Instead of Zight?

Before setting up your workflow, it helps to understand how ClickUp covers the same needs as Zight while adding project management and documentation.

• All-in-one workspace: Tasks, chat, docs, whiteboards, and screen recordings live together.
• Stronger collaboration: Turn every image, clip, or sketch into an actionable task with owners and due dates.
• Scalable structure: Organize by Space, Folder, List, and task so nothing gets lost.
• Async-first: Share context-rich visuals instead of more meetings or endless back-and-forth messages.

The source comparison at this Zight alternatives guide highlights how visual tools are only part of the story. A unified platform helps you actually finish the work that visuals start.

Step 1: Set Up a Visual Feedback Space in ClickUp

The first step is to create a dedicated area in ClickUp for screen captures, reviews, and approvals.

1. Create a Space

   • From the left sidebar, select + Space.
   • Name it something like Visual Reviews or Design Feedback.
   • Choose your preferred task views (List, Board, etc.).

2. Add Folders for Key Workflows

   • Create Folders such as Product Design, Marketing Assets, or Engineering Walkthroughs.
   • Use separate Folders for internal vs. client-facing work if needed.

3. Set up Lists for Each Asset Type

   • Within each Folder, add Lists like Screen Recordings, UI Screenshots, or Bug Reports.
   • Each ClickUp List becomes the home for tasks linked to specific visuals.

This structure ensures every capture or clip connects directly to a trackable ClickUp task instead of being lost in chat threads.

Step 2: Use ClickUp Whiteboards for Visual Brainstorming

ClickUp Whiteboards can replace many static screenshots by letting teams work together on a shared visual canvas.

Create a ClickUp Whiteboard for a Project

1. Open the relevant Space or Folder.
2. Click + View and select Whiteboard.
3. Name the view, for example Website Redesign Whiteboard.
4. Choose whether to make it visible to everyone or specific people.

Now you have a collaborative board where stakeholders can add ideas, shapes, and tasks.

Turn Whiteboard Elements into ClickUp Tasks

One advantage over simple capture tools is that you can link every idea or annotation to actual work.

1. Add shapes, sticky notes, or text boxes to the Whiteboard.
2. Right-click an element and choose Convert to task (or similar action, depending on your interface).
3. Select the destination List and assignee.
4. Set due dates and priorities directly from the board.

This makes your ClickUp Whiteboard both a planning surface and a live project tracker.

Step 3: Capture Screen Recordings with ClickUp Clips

ClickUp Clips provide built-in screen recording so you can demonstrate workflows or issues without leaving your workspace.

Record a Clip Inside ClickUp

1. Open the task or view that relates to your recording.
2. Look for the Clip or record icon in the interface.
3. Select what you want to capture: screen, window, or screen plus camera.
4. Click Record and walk through the steps you want to show.
5. Stop the recording to automatically attach the Clip to the ClickUp task.

Your Clip is now connected to all relevant details, including comments, assignees, and due dates.

Use ClickUp Clips for Async Communication

Instead of instant messages or meetings, send a Clip that explains the full context.

• Show bugs in action for developers.
• Walk through design drafts for stakeholders.
• Record quick “how-to” demos for teammates or clients.

Use @mentions in task comments to notify the right people about each ClickUp Clip.

Step 4: Document Workflows with ClickUp Docs

Where Zight focuses mainly on capture, ClickUp Docs lets you turn those visuals into long-lasting documentation and playbooks.

Create a ClickUp Doc for Visual Guidelines

1. From the sidebar or a Space, select + Doc.
2. Give it a clear name such as Visual Review Process or Product Walkthrough Library.
3. Outline sections for use cases, examples, and links.

Then embed your recordings and references directly inside the Doc.

Embed Clips and Tasks in ClickUp Docs

• Paste task links into the Doc to create quick references.
• Insert or link ClickUp Clips so readers can watch recordings in context.
• Use headings and bullet points to keep content skimmable.

Over time, this becomes a single source of truth for how your team uses visual communication inside ClickUp.

Step 5: Standardize Your Visual Workflow in ClickUp

For consistent results, define clear steps for how your team should capture, comment, and close out work.

Build a Repeatable ClickUp Process

1. Intake

   Create a task in the right List for every new request or issue.

2. Capture

   Add a screenshot, Whiteboard link, or ClickUp Clip to show the problem or idea.

3. Discuss

   Use comments and @mentions for questions, clarifications, and sign-off.

4. Deliver

   Attach final assets, update statuses, and close the ClickUp task once complete.

This simple rhythm replaces scattered tools with one predictable ClickUp flow.

Step 6: Share and Collaborate with Guests in ClickUp

If you work with clients or external partners, you can still collaborate visually while keeping control of your workspace.

• Invite guests to specific Folders, Lists, or tasks.
• Limit access so they only see what they need.
• Share view-only ClickUp Docs or Whiteboards for presentations.

Use sharing links to let external stakeholders review Clips or docs without introducing another app.

Step 7: Optimize Your Setup with Expert Help

Once you have the basics in place, refine your ClickUp workflows so screen capture, feedback, and project work all move faster.

• Standardize naming conventions for Whiteboards and Clips.
• Use Templates for recurring review processes.
• Add automation rules for status changes and notifications.

If you want hands-on support designing scalable systems around ClickUp, you can work with specialists like Consultevo, who focus on building efficient workflows and documentation.

Next Steps: Make ClickUp Your Visual Collaboration Hub

By combining Whiteboards, Clips, Docs, and structured tasks, you can replace point tools like Zight with a unified platform that manages both visuals and execution.

To recap, your ClickUp visual workflow should:

• Capture ideas and issues with Whiteboards, screenshots, and Clips.
• Convert visuals into tasks with owners and due dates.
• Document repeatable processes in Docs.
• Share everything with teammates and clients in one organized workspace.

Start by creating a dedicated Space today, then add ClickUp Whiteboards, Clips, and Docs views as you go. Within a short time, your team will spend less effort switching tools and more time shipping high-quality work.

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

“`