How to Switch from Evernote to ClickUp

If you are ready to move beyond traditional note-taking and task tools, ClickUp can centralize your work, notes, and projects in one flexible workspace. This guide shows you step-by-step how to replace Evernote and set up a productive system.

The instructions below are based on core concepts explained in the Evernote alternatives guide and adapted into a practical how-to process.

Understand Why ClickUp Replaces Evernote

Before you migrate, it helps to know what you gain by switching.

• Centralized tasks, docs, whiteboards, and goals in one app
• Custom views like List, Board, Calendar, and more
• Powerful search across notes, tasks, and attachments
• Automation, reminders, and collaboration that go beyond basic note apps

Evernote focuses mainly on notes. ClickUp is built to manage both notes and work, making it a comprehensive productivity hub.

Plan Your Move to ClickUp

A bit of planning will make your migration smoother and help you avoid clutter.

1. Audit Your Evernote Content

Open Evernote and review what you have:

• Notebooks that act like broad categories
• Individual notes and their importance
• Tags you rely on to find information

Decide which notebooks are still useful and which can be archived or deleted before moving them into ClickUp.

2. Map Evernote to ClickUp Structure

ClickUp organizes work in a hierarchy. A simple mapping approach is:

• Workspaces: Your company or personal account
• Spaces: Major areas of life or business (e.g., Marketing, Personal, Clients)
• Folders: Groups of projects or topics
• Lists: Specific projects or workflows
• Tasks: Individual notes, to-dos, or ideas

Choose one Evernote notebook and decide which Space and List it will belong to in ClickUp.

Create Your First ClickUp Workspace

3. Sign Up and Complete Basic Setup

1. Go to the ClickUp website and create an account.
2. Choose whether you are using it for personal productivity, a team, or a company.
3. Follow the onboarding prompts to name your Workspace and invite teammates if needed.

Keep it simple at first. You can add more Spaces and automation later.

4. Build Spaces That Replace Notebooks

Next, create Spaces that match your main Evernote areas.

1. In ClickUp, click the “+” near Spaces.
2. Name each Space after a major category, such as “Personal Notes,” “Client Work,” or “Content.”
3. Choose a color and icon to make each Space easy to recognize.

This gives you a clear home for every group of notes you plan to move.

5. Add Folders and Lists for Organization

Inside each Space:

1. Create Folders to group related projects or themes.
2. Inside each Folder, create Lists that will host the tasks that replace your notes.

For example, in a “Personal Notes” Space, you might have a Folder called “Learning” and Lists called “Books,” “Courses,” and “Ideas.”

Rebuild Your Notes System in ClickUp

6. Turn Notes into Tasks

In each List, create tasks that mirror your Evernote notes.

• Task title = note title
• Description = main body of the note
• Subtasks = checklists or steps embedded in the note

This approach makes every note actionable and easy to prioritize.

7. Use ClickUp Docs for Long-Form Notes

Some Evernote notes are long documents, articles, or meeting notes. For those:

1. Create a Doc in ClickUp.
2. Paste the content and format it with headings, bullets, and tables.
3. Link the Doc to a related task if you plan to act on it.

Docs are perfect for manuals, knowledge bases, or large reference files that need rich formatting.

8. Replace Evernote Tags with Custom Fields

If you heavily used tags, you can re-create that flexibility with custom fields in ClickUp.

1. Open a List and add a new custom field (e.g., Dropdown, Tag, or Text).
2. Enter values that match your old tags such as “Idea,” “Reference,” or “Action.”
3. Apply these to tasks instead of tags.

This lets you filter and sort tasks with the same power you had in Evernote, but in a more structured way.

Optimize ClickUp Views and Workflows

9. Set Up ClickUp Views for Notes and Tasks

One of the biggest advantages over Evernote is the ability to change how you see your information.

• List view for a fast, spreadsheet-like overview of notes and tasks.
• Board view to move notes between columns like “Idea,” “Draft,” and “Published.”
• Calendar view to see due dates and reminders visually.

Add multiple views to each List so you can switch between planning and execution in one click.

10. Use ClickUp Tasks as Reminders

If you relied on Evernote reminders, recreate them with due dates.

1. Open a task that represents a note you want to remember.
2. Set a due date and time.
3. Optionally add a recurring schedule if it is something you revisit regularly.

This keeps important notes visible and actionable, rather than buried.

11. Collaborate and Share Notes in ClickUp

Where Evernote often feels personal, ClickUp is built for collaboration.

• Mention teammates in comments for quick feedback.
• Assign tasks to clarify who owns each item.
• Share Docs or tasks with links instead of sending attachments.

This turns your notes into a living workspace for teams and clients.

Maintain Your System After the Move

12. Archive Old Evernote Content in ClickUp

Do not bring everything into your primary views. Instead:

• Create an “Archive” Folder or List in each Space.
• Move old reference tasks there after importing.
• Use filters and search when you need to locate them.

This keeps your active workspace clean while keeping historic data accessible.

13. Create a Weekly Review in ClickUp

To stay organized over time:

1. Create a recurring task called “Weekly Review.”
2. Inside it, add a checklist: clean inbox, organize new notes, review priorities.
3. Use this time to file new items into the right List or Doc.

A short review prevents clutter from building up again, just like a regular Evernote cleanup session.

Next Steps to Get More from ClickUp

Once your basic system is running, you can explore advanced features like templates, automations, and integrations to fully replace older tools.

If you want expert help designing a scalable workspace, Consultevo offers consulting and implementation services around modern productivity platforms.

By following these steps, you will move smoothly from Evernote into ClickUp and gain a single, powerful hub for your notes, projects, and collaboration.

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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