How to Use ClickUp to Replace Blitzit

If you are looking to modernize your IT and operations workflows, ClickUp can help you replace limited tools like Blitzit and centralize work, requests, and collaboration in one place.

This how-to guide is based on the workflows and use cases discussed in the ClickUp blog article on Blitzit alternatives. You will learn how to configure ClickUp as an internal service desk, automate repetitive tasks, and report on performance.

Why Move From Blitzit to ClickUp

Before you start building in ClickUp, it helps to understand what you gain by switching from a basic ticketing tool.

• One workspace for IT, HR, operations, and projects
• Custom workflows instead of fixed ticket stages
• Automation for triage, assignments, and updates
• Powerful reporting and dashboards
• Scalable structure that grows with your teams

These benefits make ClickUp a strong choice when you outgrow Blitzit and need a more adaptable support and work management solution.

Plan Your ClickUp Workspace Structure

A clear structure is the foundation of effective support workflows. Use these layers in ClickUp to mirror your departments and services.

Step 1: Create Spaces in ClickUp

Start by grouping major service areas into Spaces.

• IT Support
• Facilities
• HR & People Ops
• Finance & Procurement

Each Space in ClickUp can have its own statuses, views, and permissions, giving every support team a focused environment.

Step 2: Build Folders for Service Categories

Inside each Space, organize your main service categories.

• IT Support Space: Incidents, Service Requests, Access Requests, Changes
• HR Space: Onboarding, Offboarding, Employee Requests
• Facilities Space: Maintenance, Safety, Office Requests

Folders in ClickUp let you separate high-level processes while still keeping a shared, consistent structure.

Step 3: Add Lists for Queues and Projects

Within each Folder, create Lists that function as queues.

• “New Requests” as the intake List
• “In Progress” for active tickets
• “Backlog” for lower-priority work
• “Projects” for major initiatives related to the service area

Lists are where most support tasks will live in ClickUp, so keep names clear and simple.

Design a Ticket Template in ClickUp

A reusable task template will replace rigid tickets from older tools and keep data consistent.

Step 4: Define Custom Fields

Open a List in ClickUp and configure Custom Fields tailored to your support process, such as:

• Request Type (Incident, Request, Change, Question)
• Priority (Low, Medium, High, Critical)
• Department or Team
• Impacted System
• Location
• Requester Impact (Single user, Team, Organization)

Custom Fields capture structured data that you can later use in filters, views, and reports.

Step 5: Create a Standard Ticket Description

Use the task description in ClickUp as a template for information you need every time.

1. Summary of the issue or request
2. Steps to reproduce or context
3. Expected vs. actual behavior (for incidents)
4. Business impact and deadline
5. Attachments: screenshots, logs, documents

Save this as a Task Template in ClickUp so every new ticket follows the same structure.

Step 6: Configure Statuses in ClickUp

ClickUp allows fully customizable statuses to mirror your support workflow.

• New
• Triaging
• In Progress
• Waiting on Requester
• Waiting on Vendor
• Resolved
• Closed

Assign colors to each status in ClickUp to make Kanban and List views easy to scan.

Set Up Request Intake in ClickUp

Next, make it easy for employees to submit and track requests without needing access to complex views.

Step 7: Build ClickUp Forms for Requesters

Create Forms in ClickUp tied to your intake Lists.

• Map fields in the Form to your Custom Fields and task description
• Use dropdowns for Request Type, Priority, and Department
• Require summary and impact fields
• Allow attachments for screenshots and documents

Share the ClickUp Form link or embed it in your intranet or knowledge base so anyone can submit a request easily.

Step 8: Use Email to Task in ClickUp

For teams that rely on email, configure email-to-task in ClickUp so messages to support addresses create tasks automatically.

1. Copy the List email address from ClickUp
2. Point your support mailbox forwarding to that address
3. Set automation to assign default assignees and priorities

This lets ClickUp capture and track all incoming tickets, even if users still email support.

Automate Workflows in ClickUp

Automations save time and help your team stay consistent when handling requests.

Step 9: Automate Triage and Assignment

Use Automations in ClickUp so new tickets move through your workflow without manual intervention.

• When a task is created, set status to New and assign to the triage team
• When Request Type is “Incident” and Priority is “Critical,” notify an on-call channel
• When Department equals “Finance,” auto-assign to the Finance queue owner

These rules ensure ClickUp routes work to the right people immediately.

Step 10: Automate Communications in ClickUp

Configure Automations to keep requesters and stakeholders updated.

• When status changes to In Progress, send an email update
• When status changes to Resolved, notify the requester with a resolution summary field
• If a ticket has no updates for a set time, post a reminder comment

With ClickUp automation, you avoid manual follow-ups and reduce confusion around ticket status.

Build Views and Dashboards in ClickUp

Support managers need visibility into workloads and performance. ClickUp views and dashboards help you monitor operations.

Step 11: Configure Operational Views

Create multiple views in your Lists and Folders so different roles can see what they need.

• List view for triage teams to quickly sort new items
• Board view (Kanban) for engineers working through statuses
• Table view with Custom Fields for managers
• Calendar view for time-bound changes and maintenance

Each view in ClickUp can have saved filters, groupings, and sorts for specific teams.

Step 12: Create ClickUp Dashboards

Use Dashboards in ClickUp to track key support metrics from the article’s themes, such as:

• Number of open tickets by status
• Tickets by priority and assignee
• Average resolution time
• Trend of incidents over time
• Workload by team member

Add widgets for charts, lists, and workload to give leaders fast insight into performance.

Collaborate and Document in ClickUp

Moving beyond simple tickets, you also need collaboration and documentation to scale support.

Step 13: Use Comments and Mentions

Use task comments in ClickUp to collaborate directly on tickets.

• @mention subject matter experts when you need input
• Use threads to separate different conversations
• Pin key updates so details are easy to find

This keeps all context and decisions tied to the ticket instead of scattered across chats or emails.

Step 14: Build Knowledge Using ClickUp Docs

Create Docs in ClickUp to store runbooks, how-tos, and troubleshooting guides.

• Standard operating procedures for common requests
• Incident response checklists
• Onboarding guides for new agents
• Configuration details for critical systems

Link Docs directly from tasks in ClickUp so agents can quickly follow documented steps while handling tickets.

Optimize and Scale Your ClickUp Setup

Once your support workflows are running, review and refine configuration regularly.

Step 15: Review Performance and Iterate

On a regular cadence, use ClickUp dashboards and views to find improvement opportunities.

• Adjust Custom Fields based on reporting needs
• Refine statuses if work is getting stuck
• Update Automations to match new processes
• Archive old Lists and close completed projects

Continuous iteration helps you get the most from ClickUp as your organization grows.

Next Steps and Additional Resources

To go deeper into workspace design, AI-assisted documentation, and advanced automation strategies, you can also learn from optimization specialists such as Consultevo, who focus on process and tool implementation.

By following the steps from the Blitzit alternatives article and adapting them here, you can configure ClickUp to handle IT, HR, facilities, and other internal services in one flexible platform. Start with a single Space, build out your ticket template, then add Automations and Dashboards as your team gets comfortable. Over time, ClickUp becomes not only your Blitzit replacement, but the central hub for all your operational 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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