How to Get Started With ClickUp

ClickUp is a flexible productivity platform that can replace tools like Amplenote by combining tasks, docs, notes, and project management in one place. This how-to guide walks you step-by-step through setting up a simple but powerful workspace so you can capture ideas, manage projects, and stay organized.

Step 1: Understand Why ClickUp Is Different

Before you configure anything, it helps to understand what makes this platform different from traditional note apps like Amplenote and other alternatives listed in the Amplenote alternatives comparison.

In one platform you can:

• Capture quick notes or detailed research
• Turn notes into actionable tasks
• Organize work with lists, boards, and timelines
• Collaborate with comments and assigned tasks

This lets you move from idea to execution without jumping between multiple apps.

Step 2: Create Your First ClickUp Workspace

Your workspace is the top-level container for your work. Think of it as your headquarters.

1. Sign up or log in to your account.

2. Create a new workspace and give it a clear name (for example, “Personal Productivity” or “Marketing Team”).

3. Invite teammates if you plan to collaborate, or keep it private while you experiment.

Inside the workspace, you will organize everything into spaces, folders, and lists, which together replace scattered notebooks and tags in a traditional note app.

Step 3: Set Up Spaces in ClickUp

Spaces are high-level sections that group related work. Compared to Amplenote-style notebooks, spaces are more structured and customizable.

Create a few clear spaces such as:

• Personal – daily tasks, habits, errands
• Work – team projects, sprints, and deliverables
• Knowledge – notes, research, and documentation

Within each space you can control views, statuses, and permissions to match your workflow.

Configure ClickUp Spaces for Productivity

For every space you create, walk through these quick configuration steps:

1. Define task statuses like “To Do,” “In Progress,” and “Done” so you can track work visually.

2. Choose your default views: list, board, or calendar, depending on how you like to see tasks.

3. Enable only the features you need right now (for example, docs and comments) to keep things simple.

This setup keeps your environment focused and reduces clutter as you learn the system.

Step 4: Import or Rebuild Notes From Amplenote

If you are moving from Amplenote or another note app reviewed in the Amplenote alternatives article, you have two main paths: import or rebuild.

Option A: Import Existing Notes Into ClickUp

Many users prefer to bring essential notes into the new workspace so they can centralize their work.

1. Export your notes from Amplenote in a supported format (for example, markdown or text).

2. Create a dedicated “Inbox” list inside your Knowledge space.

3. Import or paste each note into a doc or task so that you can organize them later.

Once the notes are available, you can turn the most important ones into tasks with due dates and assignees.

Option B: Rebuild a Focused System in ClickUp

If your old system is cluttered, this is a good chance to start fresh.

Use this approach:

• Bring over only critical project notes and reference material
• Summarize long notes into short docs with clear headings
• Create tasks directly from your summaries for the next actions

This keeps your new workspace lean and easier to navigate.

Step 5: Create a Task and Note Workflow in ClickUp

To mirror the best parts of Amplenote while gaining more structure, you need a repeatable workflow for capturing and acting on information.

Capture Ideas Quickly in ClickUp

Use a simple capture flow so that you never lose an idea:

1. Create an “Inbox” list in your Personal or Knowledge space.

2. Whenever you have a new idea, add a short task or create a quick doc attached to a task.

3. Tag it by area (work, personal, learning) so you can sort and review later.

This replicates fast note capture from Amplenote but with more structure for follow-up.

Turn Notes Into Actionable Tasks

To make your system productive, every important note should connect to a clear next step.

• Highlight action items inside a doc
• Create tasks directly from those lines
• Assign due dates and owners for each task

Over time, this habit turns your notes into a reliable engine for daily execution.

Step 6: Use ClickUp Views to Replace Multiple Apps

One key benefit compared to the tools listed in the Amplenote alternatives overview is the variety of views that help you visualize the same information in different ways.

For each list, experiment with these views:

• List view – best for detailed work and notes
• Board view – great for kanban workflows and status-based tracking
• Calendar view – perfect for seeing due dates and planning your week

Because all views share the same underlying tasks and docs, updating information in one place updates it everywhere.

Configure Custom ClickUp Views

To make navigation effortless:

1. Save your favorite filters (for example, “My tasks this week”) as custom views.

2. Hide fields you do not use yet to reduce visual noise.

3. Reorder views so your most-used ones appear first in each space.

This setup helps you switch between high-level planning and detailed execution quickly.

Step 7: Build a Daily Routine in ClickUp

A powerful system is only useful if you use it consistently. Create a simple daily routine so your workspace becomes your single source of truth.

1. Morning review: Open your main list or “My tasks” view, check overdue items, and plan your day.

2. During the day: Capture new ideas into your Inbox list instead of separate note apps.

3. Evening review: Mark completed tasks, reschedule unfinished ones, and clean up your Inbox.

Within a few days, your workspace will feel like home, and you will no longer need to juggle multiple disconnected tools.

Step 8: Optimize Your Setup With Expert Help

If you want a more advanced system, you can get guidance from productivity specialists who design workspaces tailored to your team or business.

For example, Consultevo provides consulting services focused on building streamlined, scalable workflows that connect tasks, documentation, and reporting in a single platform.

Combining expert workflow design with the flexibility of this tool gives you a robust alternative to Amplenote and other note apps.

Next Steps With ClickUp

You have now learned how to set up a workspace, organize spaces, import or rebuild notes from Amplenote, and create a capture and execution workflow. The next step is to experiment with features gradually instead of enabling everything at once.

Start by focusing on three basics:

• A clear space structure
• A simple capture process
• A consistent daily routine

Once these foundations are in place, you can layer on more advanced features like automation, templates, and integrations to further streamline your 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

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