How to Use ClickUp to Plan Your WordPress Alternatives

Choosing a new website platform can feel overwhelming, but using ClickUp as your planning hub turns a messy search into a clear, trackable process. This guide walks you step by step through organizing, comparing, and deciding on WordPress alternatives using ClickUp.

We will mirror the evaluation logic from the WordPress alternatives breakdown on the ClickUp blog, then convert it into a practical, repeatable ClickUp workflow.

Why Use ClickUp to Evaluate Website Platforms

Instead of scattered notes and browser bookmarks, you can centralize every requirement, vendor, and decision in one ClickUp Space. That gives you a transparent, collaborative way to move from ideas to a final selection.

• Track multiple website tools and hosting options in a single list
• Standardize how you score features and pricing
• Document risks, migration tasks, and approvals
• Keep stakeholders aligned with comments and assignments

Step 1: Set Up a ClickUp Space for Website Planning

Start by creating a dedicated Space where all website research and decisions will live.

1. Create a new Space named something like Website Platform Evaluation in ClickUp.

2. Add folders such as:

   • Platform Research
   • Requirements
   • Implementation Plan

3. Customize Space-level views (List, Board, and Docs) so everyone sees the same information.

This structure keeps your ClickUp workspace clean while giving you a focused area just for website strategy.

Step 2: Build a ClickUp List for WordPress Alternatives

The core of your process is a single comparison list that captures every candidate tool. Use one ClickUp List inside the Platform Research folder to store these options.

Recommended fields in your ClickUp comparison list

Add Custom Fields to each task so your team can quickly compare platforms side by side.

• Platform Type (Website builder, CMS, eCommerce, managed hosting)
• Use Case Fit (Blog, marketing site, documentation, online store)
• Price Tier (Free, entry, mid, enterprise)
• Support for Plugins/Apps
• SEO Capabilities
• Page Speed / Performance
• Ease of Use (Numeric rating)
• Scalability (Numeric rating)
• Overall Score (Formula based on other fields)

Each platform you research becomes a single task in ClickUp. The Custom Fields store the data you would otherwise keep in spreadsheets.

Example platforms to add as tasks in ClickUp

Use the research approach from the blog’s WordPress alternatives review and add at least these categories:

• Code-free website builders
• Headless CMS tools
• Static site generators
• Documentation and knowledge base tools
• Specialized eCommerce platforms

Every new platform you discover gets its own task in your ClickUp List so nothing falls through the cracks.

Step 3: Turn Requirements Into a ClickUp Checklist

Before you fall in love with a platform, you need clear requirements. Transform your needs into a reusable ClickUp checklist so every candidate is judged the same way.

1. Create a task called Website Requirements inside your Requirements folder in ClickUp.

2. Add checklist sections such as:

   • Content & Design: page templates, visual editor, theme control
   • Performance: caching, CDN options, speed features
   • SEO: custom metadata, sitemaps, schema support
   • Security: backups, SSL, user roles, audit logs
   • Integrations: CRM, analytics, email marketing, payment gateways

3. Ask stakeholders to review and comment directly on the requirements task in ClickUp so you have one definitive source of truth.

When your checklist is ready, you can convert it to a Task Template and reuse it across future evaluations in ClickUp.

Step 4: Score Platforms in ClickUp Using Custom Fields

Once you know what matters, you can convert qualitative impressions into consistent scores using ClickUp Custom Fields.

Set up scoring criteria in ClickUp

Create numeric Custom Fields for your evaluation list, such as:

• Ease of Setup (1–5)
• Design Flexibility (1–5)
• Performance (1–5)
• SEO Strength (1–5)
• Total Cost of Ownership (1–5, reversed if lower is better)

Then add a Formula field in ClickUp that averages or weights these scores into an Overall Score.

This lets you sort your ClickUp List by Overall Score and see which WordPress alternatives rank highest without bias.

Use views in ClickUp to visualize results

To make decisions faster, create multiple views within the same List:

• Table View for side-by-side comparison of features and scores
• Board View grouped by Stage (Researching, Demo Scheduled, Shortlisted, Rejected, Selected)
• Calendar View to track demos, trials, and decision deadlines by date

With these views, ClickUp becomes a live dashboard for your website platform search.

Step 5: Plan Migration Tasks in ClickUp

After you select a platform, you can immediately transition your research Space into an implementation workspace within ClickUp.

Create a ClickUp project for website migration

1. Create a new folder named Website Migration in your ClickUp Space.

2. Add Lists for each major phase:

   • Content Audit & Cleanup
   • Design & Theming
   • Integrations & Automation
   • Quality Assurance & Launch

3. Convert sections of your winning platform task into actionable ClickUp subtasks, like:

   • Export existing content
   • Map URLs and redirects
   • Rebuild templates or layouts
   • Set up analytics and tracking
   • Launch and monitor performance

Assign owners, due dates, and priorities within ClickUp to give your migration a clear, accountable timeline.

Step 6: Document Decisions in ClickUp Docs

Good documentation protects your team from repeating research in the future. Use ClickUp Docs to capture the full narrative of your website decision.

• Create a Doc inside your Space called Website Platform Decision Record.
• Embed links to the ClickUp Lists and tasks used for scoring.
• Summarize why the selected platform won over other WordPress alternatives.
• Store meeting notes, demo insights, and final sign-offs.

Because Docs live next to your tasks, everyone can see both the what (tasks) and the why (decisions) directly inside ClickUp.

Step 7: Align Stakeholders With ClickUp Automations

Platform changes affect marketing, product, support, and leadership. Automations in ClickUp keep all those teams informed without manual follow-up.

Helpful automations for your evaluation workflow

• Notify the owner when a platform task moves to Shortlisted.
• Post a comment when the Overall Score field is updated.
• Auto-assign tasks to a technical owner when status changes to Demo Scheduled.
• Create follow-up tasks when a trial end date is approaching.

These automations make ClickUp the central communication channel for your website project, reducing the risk of missed deadlines or forgotten trials.

Step 8: Reuse Your ClickUp Framework for Future Tools

The same structure you created for WordPress alternatives can support future technology decisions, from help desk platforms to CRM tools.

To scale your process:

• Save your evaluation List and fields as a ClickUp List Template.
• Clone your requirements checklist for other software categories.
• Maintain a library of decision Docs so new team members can see past evaluations.

This way, your ClickUp workspace becomes a reusable decision engine for your entire tech stack, not just your website.

Where to Go Next

For deeper strategy support beyond the tooling, you can also explore consulting resources such as Consultevo, which focuses on building scalable digital systems around your chosen platforms.

By turning research insights from the ClickUp WordPress alternatives blog into a structured workspace, ClickUp helps you move from uncertainty to a data-backed website decision, and then into a smooth, well-managed migration.

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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