How to Use ClickUp as Your Jira Project Management Template

ClickUp can mirror and improve the way you manage Jira projects by giving your team a single workspace to plan, track, and optimize every sprint.

This step-by-step how-to guide walks you through recreating Jira-style workflows, importing issues, and customizing views so your Agile team can ship faster with less chaos.

Why Move Your Jira Projects Into ClickUp

Before you start building, it helps to understand what you gain by using ClickUp as an alternative to Jira project templates.

• Unified work hub: Tasks, docs, goals, and reporting live in one place.
• Flexible hierarchy: Spaces, Folders, and Lists let you match any Jira project structure.
• Agile ready: Boards, sprints, backlogs, and story points are built in.
• Automation: Reduce manual updates with rules and triggers.
• Better visibility: Dashboards, burndown charts, and workload views keep teams aligned.

If you are exploring consulting or migration help, you can also review expert services at Consultevo.

Step 1: Plan Your ClickUp Workspace Structure

The first step is to decide how your Jira projects will map into ClickUp. The platform uses a simple hierarchy you can adapt to any team’s setup.

Map Jira Projects to ClickUp Spaces

Think of a Space as a container for a product, department, or major initiative.

• One Jira project → one Space, or
• Multiple related Jira projects → one Space with dedicated Folders

For example, you might create separate Spaces for:

• Product Development
• Customer Support
• Marketing

Use Folders and Lists to Match Jira Boards

Inside each Space, use Folders as high-level groupings, then Lists to represent specific Jira boards or workstreams.

• Folder ideas: Backlog, In-Flight Projects, Maintenance, Experiments
• List ideas: Web App, Mobile App, API, Infrastructure

This structure makes it easier for teams transitioning from Jira to recognize where work lives in ClickUp.

Step 2: Create a ClickUp Agile Template

Instead of rebuilding your Agile setup for every new project, you can create a reusable template that mirrors a Jira project management template.

Design Your Agile Columns in ClickUp Board View

Open a List and switch to Board view, then create statuses that reflect your usual Jira workflow, such as:

• Backlog
• Selected for Development
• In Progress
• In Review
• Ready for Release
• Done

These statuses will drive your Kanban or Scrum-style process inside ClickUp.

Add Fields for Story Points and Sprint Data

To capture the same information you track in Jira, add Custom Fields to your List or Space.

• Story Points (number)
• Epic Link (dropdown or relationship)
• Priority (dropdown)
• Team or Squad (dropdown)
• Component or Module (dropdown)

These fields let you slice and filter work in more advanced ClickUp views and reports.

Save the Configuration as a ClickUp Template

1. Open the List with your Agile statuses and fields.
2. Click the three-dot menu in the top-right.
3. Select Template or Save as Template.
4. Give it a clear name like “Agile Jira-Style Project”.
5. Choose which elements to include (statuses, Custom Fields, views, automations).

Now you can spin up standardized, Jira-like projects in ClickUp with just a few clicks.

Step 3: Import Jira Issues Into ClickUp

To keep work history and current items, you can import Jira issues directly into ClickUp.

Use the Built-In Jira Import Tool

1. In the sidebar, click your profile or workspace avatar.
2. Select Import/Export options.
3. Choose Import from Jira.
4. Authenticate with your Jira account and follow the prompts.
5. Map Jira projects, issue types, and fields to ClickUp Spaces, Lists, and Custom Fields.

Check that key data like titles, descriptions, assignees, due dates, and story points are properly mapped during the import.

Organize Imported Tasks in ClickUp

Once the import finishes, review and tidy up your workspace.

• Move tasks to the right Lists or Folders.
• Align statuses with your new Agile workflow.
• Tag legacy items or archived work for historical reference.

This ensures your team starts strong with a clean, intuitive structure in ClickUp.

Step 4: Build Sprint Workflows in ClickUp

After your data and templates are ready, you can manage sprints similarly to how you worked in Jira while using the added flexibility of ClickUp.

Set Up a Backlog and Sprint Lists

There are two common patterns you can follow:

• Single backlog List: Create one backlog List and separate sprint Lists that pull tasks in as needed.
• Backlog with Sprint tags: Keep everything in a few Lists and assign sprints using a Custom Field or tag.

Both options let you track velocity and manage work in progress without losing visibility.

Run Sprints With ClickUp Views

Use multiple views to support different Agile ceremonies and daily workflows.

• Board view: Daily stand-ups and WIP tracking.
• List view: Grooming and prioritization.
• Calendar view: Due dates and release planning.
• Gantt view: Dependencies and long-term planning.

Each view stays in sync, so updates made in one place appear everywhere in ClickUp.

Step 5: Use ClickUp Dashboards for Agile Reporting

To replace Jira reports and get a real-time view of each release, you can create Dashboards tailored to your team.

Create Dashboards for Scrum Teams

1. Open the Dashboard section in the sidebar.
2. Click New Dashboard.
3. Select widgets such as:

• Burndown or burnup charts
• Velocity by sprint
• Workload by assignee
• Open bugs by priority
• Cycle time or lead time charts (using filters and custom views)

Use filters to limit each Dashboard to a specific Space, Folder, or List that represents your Agile team.

Share Reports With Stakeholders

ClickUp Dashboards can be shared with non-technical stakeholders so they can see progress without logging into Jira.

• Grant view-only permissions.
• Create executive summaries with high-level charts.
• Highlight key releases and milestones.

Step 6: Automate Repetitive Work in ClickUp

To move beyond what you may be used to in Jira, add automation to your ClickUp setup.

Useful Automation Ideas

• When status changes to In Review, assign to a QA engineer.
• When a task moves to Done, update a sprint field or tag.
• When a high-priority bug is created, notify a Slack channel.
• When due date is approaching, send reminders to assignees.

These automations help your team keep work moving without extra clicks or manual coordination.

Step 7: Optimize Your Jira-to-ClickUp Migration

Once you have the basics running, refine your workspace to fully replace Jira project management templates.

Iterate on Your ClickUp Template

After a few sprints, review what is working well and what is not.

• Adjust statuses to match real-world flow.
• Refine Custom Fields for better reporting.
• Create additional views for product, design, or QA teams.

Update your saved template so every new project benefits from these improvements.

Train Your Team on ClickUp Best Practices

Schedule a short onboarding session for each squad or department.

• Explain the workspace structure and naming conventions.
• Review how to create, assign, and comment on tasks.
• Walk through sprint planning, reviews, and retrospectives.

You can also reference the original guide on Jira project templates published at ClickUp’s blog for additional context.

Launch Your Next Project in ClickUp

By planning your hierarchy, creating a reusable Agile template, importing Jira issues, and setting up sprints and dashboards, you can confidently manage complex projects in ClickUp.

Use this guide as a checklist whenever you spin up a new project so your teams enjoy consistent workflows, predictable delivery, and clear visibility from day one.

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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