How to Move From Axosoft to ClickUp

Switching from Axosoft to ClickUp can feel complex, but a clear, structured process will help you migrate smoothly, protect your projects, and unlock more flexible work management features.

This how-to guide walks you through assessing your current Axosoft setup, configuring your new ClickUp workspace, and rebuilding your workflows so your team can transition with confidence.

Step 1: Decide Why You Are Moving to ClickUp

Before touching any settings, clarify why you want to move from Axosoft to ClickUp. This helps you design the right workspace and avoid copying over legacy problems.

Typical reasons teams move include:

• Needing a more modern interface and better usability
• Wanting more flexible views and collaboration features
• Requiring broader project management, not just issue tracking
• Seeking easier onboarding for non-technical teammates

Write down your top goals for ClickUp, such as “unify software and product roadmaps” or “replace several tools with one platform.” You will use these goals to guide every configuration decision.

Step 2: Audit Your Current Axosoft Projects

Next, review what you currently manage in Axosoft so you know what needs to move into ClickUp and what can be archived.

Inventory Your Axosoft Data

Create a quick inventory of:

• Projects and product backlogs
• Tickets, tasks, bugs, and features
• Custom fields, workflows, and statuses
• Releases, sprints, and milestones
• Reports or dashboards you rely on
• User accounts, roles, and permissions

Mark items as:

• Must migrate (active work, critical history)
• Optional (older items you rarely use)
• Archive only (keep export for reference, not for import)

Clean Up Before Moving to ClickUp

Cleaning your data before migration saves time later. In Axosoft, quickly:

• Close or delete outdated tickets
• Merge duplicate projects or components
• Simplify overly complex workflows and statuses
• Standardize naming for projects, releases, and fields

The cleaner your Axosoft workspace, the simpler your ClickUp setup will be.

Step 3: Design Your ClickUp Hierarchy

ClickUp uses a flexible hierarchy so you can group work by products, teams, or clients. Designing this early prevents confusion once people join.

Map Axosoft Concepts to ClickUp

Use a simple mapping table like this to plan:

• Axosoft projects → ClickUp Spaces or Folders
• Backlogs or components → ClickUp Folders or Lists
• Tickets and issues → ClickUp tasks and subtasks
• Sprints and releases → ClickUp Lists, Milestones, or custom fields
• Custom fields in Axosoft → Custom fields in ClickUp tasks

Decide whether you want to structure Spaces by product, department, or client. Keep it intuitive and avoid overcomplicating the hierarchy.

Create Core Spaces in ClickUp

Once you know your structure, you can create initial Spaces such as:

• Engineering
• Product Management
• Customer Success
• QA and Testing

Within each Space, add Folders and Lists that mirror the way you work today, while taking advantage of the flexibility ClickUp provides.

Step 4: Configure ClickUp Views and Workflows

To replace Axosoft effectively, configure ClickUp views and workflows that match how your team plans, executes, and tracks work.

Set Up ClickUp Task Views

In each List, add views that approximate what your team used in Axosoft:

• List view for detailed issue tracking
• Board view for Kanban-style sprint work
• Calendar view for date-driven items
• Gantt view for cross-project schedules
• Table view for quick filtering and bulk edits

Filter and sort these views based on assignee, priority, or status to help each role find what they need fast.

Build ClickUp Statuses and Custom Fields

Recreate only the statuses that actively support your process. For instance:

• Backlog
• In Progress
• In Review
• Ready for QA
• Done

Add essential custom fields to tasks, such as:

• Issue type (bug, feature, improvement)
• Severity or impact
• Component or module
• Release version or sprint

This focused setup keeps ClickUp lean while capturing the context your team used in Axosoft.

Step 5: Export Axosoft Data and Prepare Imports

Now that the structure is ready, you can move your data from Axosoft into ClickUp in a controlled way.

Export From Axosoft

From Axosoft, export key records in a common format such as CSV. Prioritize:

• Open and recently closed tickets
• Active backlogs and sprints
• High-value historical issues your team still references

Include key fields like titles, descriptions, assignees, dates, and statuses, as well as any important custom fields you planned to replicate in ClickUp.

Prepare Your Files for ClickUp

Open the exported files in a spreadsheet editor and:

• Rename headers to match your ClickUp fields
• Normalize status names to your new workflow
• Clean up descriptions, tags, and labels
• Split overly long fields if necessary

Save your revised files so they are ready for import into the correct Lists inside ClickUp.

Step 6: Import Data into ClickUp

With your files prepared, you can bring data into ClickUp using its import tools.

Run a Test Import in ClickUp

Always start with a small test file:

1. Create a temporary List in ClickUp.
2. Import your sample CSV file.
3. Map each column to the proper field.
4. Review the resulting tasks carefully.

Verify titles, descriptions, custom fields, dates, and assignees import accurately. Adjust mappings or your CSV as needed before importing the full dataset.

Complete the Full Import

After confirming your test results, import the full data set into the target Lists in ClickUp. When finished, check:

• Task counts and sample items
• Status distribution and filters
• Assignee fields and due dates
• Any links or attachments included in your exports

Only proceed once you are confident that the data in ClickUp faithfully reflects the essential parts of your Axosoft environment.

Step 7: Rebuild Agile Processes in ClickUp

To keep projects moving, rebuild your agile or issue tracking processes using native features in ClickUp.

Configure Sprints and Backlogs

Use Lists, custom fields, and views in ClickUp to organize work into sprints and backlogs:

• Create a backlog List for each product or team.
• Use priorities and custom fields to rank items.
• Create sprint Lists or use a sprint field and filters.
• Use Board view for daily standups and status checks.

Mirror your existing cadence from Axosoft, then improve it incrementally as the team gets comfortable with ClickUp.

Set Up Dashboards and Reports

Where Axosoft provided reports and metrics, build Dashboards in ClickUp to track:

• Open bugs by severity
• Cycle time or lead time trends
• Sprint progress and burndown-style charts
• Workload across team members

Start with a minimal set of widgets and expand as you observe how stakeholders use the data.

Step 8: Train Your Team on ClickUp

A successful move from Axosoft depends on user adoption, not just technical migration. Plan a simple rollout for ClickUp that prioritizes clarity and hands-on use.

Onboard Users in Phases

Roll out ClickUp in logical phases:

1. Pilot group: Select a small team to use ClickUp on a real project.
2. Feedback loop: Adjust statuses, views, and fields based on their experience.
3. Wider rollout: Add more teams once the configuration is stable.
4. Continuous improvement: Iterate based on feedback and usage patterns.

Offer short training sessions or quick reference guides that explain where common Axosoft actions now live in ClickUp.

Support Users During the Transition

During the first weeks, set expectations that some friction is normal. Encourage your team to:

• Log questions and suggestions in a dedicated List in ClickUp
• Flag confusing workflows or missing fields
• Share successful use cases with colleagues

This collaborative approach helps refine ClickUp so it fits your organization more naturally than a direct Axosoft replica.

Step 9: Decommission Axosoft Responsibly

Once your work runs reliably in ClickUp, you can phase out Axosoft.

Before shutting anything down:

• Confirm all active work is in ClickUp.
• Export a full data backup from Axosoft for long-term reference.
• Communicate the final cutoff date to stakeholders.
• Update documentation and internal links that referenced Axosoft.

Keep at least one archived export available so you can reference historical information even after Axosoft access ends.

Next Steps After Moving to ClickUp

After the initial migration from Axosoft, invest time in optimizing how you use ClickUp for collaboration, documentation, and automation. As your setup matures, you can introduce templates, standardized intake forms, and advanced reporting.

For strategic consulting on process design, automation, and scaling work management, you can explore expert services such as Consultevo.

If you want a detailed feature comparison and more context on why teams switch tools, review the full breakdown of alternatives on the original reference page at ClickUp’s Axosoft alternatives guide.

By following these steps, you can move from Axosoft to ClickUp in a predictable, low-risk way while giving your team a modern platform for managing software projects and broader organizational 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

“`