How to Switch from Fibery to ClickUp Step-by-Step

If you are moving from Fibery to ClickUp, a clear migration plan helps you keep workflows organized, data accurate, and your team productive from day one.

This guide walks you through a practical, non-technical process inspired by the key strengths and limitations highlighted in the Fibery alternatives comparison. You will learn how to evaluate your current setup, map it to ClickUp features, and launch a well-structured workspace.

1. Understand Why You Are Moving to ClickUp

Before touching any settings, be clear on what you want to improve. Fibery shines for knowledge management, but many teams outgrow it when they need stronger project management, reporting, or collaboration features.

Common reasons to move include:

• Needing more robust task and project management
• Wanting advanced automation and views
• Looking for a balance of documentation and execution
• Wanting a platform your entire company can adopt easily

Write down the top three problems you want ClickUp to solve. You will use these goals later to decide what to migrate and what to rebuild.

2. Audit Your Current Fibery Workspace

Next, review how your data is structured in Fibery so you can plan a clean move into ClickUp.

2.1 List the Main Areas You Use

In Fibery, identify the core building blocks you rely on, such as:

• Apps and databases for projects, tasks, or content
• Entities used for clients, products, or teams
• Views that your team opens daily
• Automations or formulas you cannot live without

Create a short inventory of:

1. What information you track now
2. Who uses it
3. How often it is used

2.2 Decide What to Keep, Archive, or Drop

A migration is the perfect time to simplify. Not everything in Fibery needs to move to ClickUp.

For each app or database, mark it as:

• Migrate – actively used for work in progress
• Archive – keep as read-only reference elsewhere
• Drop – no longer needed or outdated

This step keeps ClickUp lean and prevents clutter from day one.

3. Map Fibery Structures to ClickUp Hierarchy

ClickUp uses a clear hierarchy that replaces and often simplifies what you did in Fibery.

3.1 Learn the Key ClickUp Levels

At a high level, the hierarchy is:

• Workspace – your entire company or organization
• Space – departments, major programs, or business units
• Folder – collections of related projects or themes
• List – specific projects, pipelines, or backlogs
• Tasks & Subtasks – actual work items and steps

Compare this to your Fibery setup and decide where each major area should live in ClickUp.

3.2 Create a Simple Mapping Table

To avoid confusion, build a quick mapping document. For example:

• Fibery “Projects” app → ClickUp Space “Projects” + Lists for each active initiative
• Fibery “Clients” database → ClickUp Space “CRM” + Lists grouped by region or status
• Fibery “Product Docs” → ClickUp Space “Knowledge” with docs and reference tasks

This mapping keeps your team aligned when you start building the new structure.

4. Prepare ClickUp for Your Migration

Now you are ready to configure ClickUp so that importing or recreating data is smooth.

4.1 Set Up Your ClickUp Workspace and Spaces

Inside ClickUp:

1. Create your main Workspace (if it is not already set up).
2. Add Spaces for departments such as Product, Marketing, Sales, and Operations.
3. Within each Space, create Folders that match your mapping document.

Keep the structure simple at first. You can add complexity later once the basics are running well.

4.2 Configure Custom Fields to Match Fibery Data

Fibery entities often use rich properties. Recreate the essentials in ClickUp using Custom Fields.

For each field you rely on, decide whether it should become a:

• Dropdown or label
• Date or date range
• Number or currency
• Text or URL

Only add fields that truly support reporting, prioritization, or decision-making. This keeps ClickUp fast and focused.

5. Choose a Migration Method into ClickUp

Your approach depends on how complex your Fibery setup is and how much historical data you need in ClickUp.

5.1 Start with a Pilot Import

Before you move everything, choose a small sample:

• One project
• One team or department
• Or one client account

Export relevant data from Fibery, then import or recreate it in ClickUp. Ask the pilot group to test workflows for at least a week and gather feedback before scaling the process.

5.2 Options for Getting Data into ClickUp

Depending on your tools and skills, you can:

• Use CSV exports from Fibery and import them into ClickUp Lists
• Rebuild critical workflows manually for a cleaner fresh start
• Leverage integration or automation tools if available in your stack

For many teams, a mix of targeted imports and manual recreation leads to a more organized ClickUp workspace than a full one-to-one copy.

6. Rebuild and Improve Workflows in ClickUp

Once core data is in place, focus on turning ClickUp into a daily operations hub rather than just a data container.

6.1 Design Views Your Team Will Actually Use

ClickUp offers powerful ways to see your work. For each List or Folder, configure:

• List view for detailed task tracking
• Board view for Kanban-style flow
• Calendar or Timeline for scheduling and roadmaps
• Table view for spreadsheet-like reporting

Ask each team which two views they need daily and set those as defaults.

6.2 Add Automations to Reduce Manual Work

Where Fibery formulas or automations handled repetitive steps, recreate them using ClickUp Automations. Common examples include:

• Changing assignee when a status changes
• Notifying stakeholders when a task enters “Review”
• Auto-applying tags or priorities on creation

Start with just a few high-impact automations so you do not overwhelm users.

7. Train Your Team on ClickUp Usage

Even the best setup fails without clear team habits. Plan a lightweight enablement process.

7.1 Define Simple Rules of Engagement

Document basic standards for ClickUp, such as:

• Where to create new tasks
• How to name tasks and Lists
• Which statuses to use and when
• How to log comments and updates

Keep these guidelines on a shared doc or a pinned task so everyone can reference them easily.

7.2 Run Short Live Walkthroughs

Schedule brief sessions for each team to:

• Walk through their Space and key Lists
• Demonstrate how to update tasks and change views
• Answer questions about differences from Fibery

Encourage feedback and note improvement ideas to refine your ClickUp setup over time.

8. Optimize and Scale Your ClickUp Workspace

After a few weeks, review how your migration is performing and where ClickUp can be tuned further.

8.1 Measure Adoption and Workflow Health

Check basic indicators like:

• How many tasks are created and completed each week
• Whether statuses are used consistently
• Which views people open most often

Use these insights to streamline views, trim unused Lists, or adjust naming to make ClickUp even more intuitive.

8.2 Get Expert Help if Needed

If you manage a complex migration or need custom workflows, consider working with specialists who implement and optimize work management platforms. For example, ConsultEvo focuses on building scalable, high-performing setups that balance documentation, project management, and reporting.

9. Keep Improving Beyond Your Fibery Setup

Your move from Fibery is not just a copy-and-paste exercise. Use ClickUp as an opportunity to rethink how work flows across your organization.

Over time, you can:

• Consolidate more tools into ClickUp to reduce context switching
• Standardize templates for projects, meetings, and sprints
• Leverage dashboards for leadership visibility
• Continuously refine automations as processes mature

By approaching the transition step-by-step—auditing your Fibery workspace, mapping it to the ClickUp hierarchy, piloting your import, and training your team—you create a streamlined, scalable system that supports both knowledge and execution.