How to Move from Nozbe to ClickUp

If you are ready to upgrade from Nozbe, learning how to move your workflows into ClickUp will help you keep projects organized, your team aligned, and your productivity system future-proof.

This step-by-step guide is based on the features and structure described in the Nozbe alternatives overview on the ClickUp blog and will show you how to rebuild and improve your setup.

Step 1: Plan Your Move to ClickUp

Before you start clicking around, take a moment to map out what you actually use in Nozbe and how it should look in ClickUp.

Review your current Nozbe setup

List what you have today:

• Projects and categories
• Personal and team task lists
• Recurring tasks and reminders
• Shared tasks and comments

Decide which projects are active, which can be archived, and which can be merged when you rebuild in ClickUp.

Define your structure for ClickUp

ClickUp organizes work into a hierarchy. You can mirror and enhance your old Nozbe layout using:

• Workspaces for your company or main area of life
• Spaces for major departments or domains (e.g., Marketing, Personal, Clients)
• Folders for groups of related projects
• Lists for individual projects or repeatable processes
• Tasks and subtasks for actual work items

Sketch your ideal hierarchy on paper or a whiteboard so you know where each Nozbe project will live in ClickUp.

Step 2: Create Your Workspace in ClickUp

Once you have a plan, you can create your environment in ClickUp.

Set up Spaces in ClickUp

1. Log in to your ClickUp account.
2. Create a new Space for each major area you identified (for example, “Client Work,” “Internal Operations,” or “Personal”).
3. Choose color coding and icons to visually separate Spaces.
4. Set default views (List, Board, Calendar) for each Space based on how you prefer to work.

Spaces replace the high-level buckets you managed with projects and categories in Nozbe.

Add Folders and Lists in ClickUp

1. Inside each Space, create Folders for groups of related projects.
2. Within each Folder, create Lists that represent real projects or workflows.
3. Map each Nozbe project to a List in ClickUp. If you had many small Nozbe projects, combine them thoughtfully.

This structure makes it easier to apply views, statuses, and custom fields across related work.

Step 3: Rebuild Tasks and Workflows in ClickUp

Now that the framework is ready, you can start moving tasks into ClickUp and taking advantage of more flexible workflows.

Recreate task lists in ClickUp

1. Open the List that corresponds to your old Nozbe project.
2. Add tasks with clear names and due dates.
3. Use subtasks to break bigger tasks into smaller steps.
4. Assign tasks to the right people on your team.

As you re-enter tasks, remove anything outdated or no longer necessary to reduce clutter.

Configure statuses in ClickUp

Nozbe used simple states like active or completed. In ClickUp, you can define more detailed steps so your process becomes easier to track.

Common status setups include:

• Simple workflow: To Do → In Progress → Done
• Team workflow: Backlog → Ready → In Progress → In Review → Done
• Client work: Briefing → Planning → Doing → Waiting on Client → Done

Apply your chosen status set at the Space, Folder, or List level so all related tasks share the same workflow.

Step 4: Use ClickUp Views to Replace Nozbe Perspectives

Nozbe offered a focused view on tasks and priorities. ClickUp gives you multiple dynamic views over the same data.

Set up core views in ClickUp

• List view: A structured table-like overview of tasks, ideal for detailed planning.
• Board view: A kanban-style view that lets you drag tasks between statuses.
• Calendar view: A visual layout of tasks by due date.
• Box view: A workload view by assignee for capacity planning.

For each Space or List in ClickUp, add the views you actually use. Hide or minimize any views that do not help you focus.

Create personal “today” and “next” dashboards

To mimic Nozbe’s focus on daily tasks, build a personal control center:

1. Create a Dashboard in ClickUp.
2. Add widgets for assigned tasks, tasks due today, overdue tasks, and upcoming tasks.
3. Filter widgets so they only show tasks assigned to you.

This gives you a clear daily focus list while still letting you drill into specific Spaces and Lists when needed.

Step 5: Organize Team Collaboration in ClickUp

Collaboration is where ClickUp really expands beyond a basic to-do app.

Manage sharing and permissions in ClickUp

1. Add team members to your Workspace.
2. Give each person access only to the Spaces or Folders they need.
3. Use roles and permissions to protect sensitive projects.

This lets you centralize everything without exposing confidential information to everyone.

Use comments and assignments in ClickUp

Replace email threads and scattered notes by using:

• Task comments for ongoing discussions
• @mentions to notify specific teammates
• Assigned comments to give someone a clear micro-task
• Attachments to keep files linked directly to work

Keeping discussions inside ClickUp tasks ensures decisions and context stay connected to the work itself.

Step 6: Automate and Extend Your ClickUp Setup

Once your basic migration from Nozbe is complete, you can enhance your system with automation and integrations.

Build basic automations in ClickUp

Start with simple rules that save time, such as:

• When a status changes to “In Review,” automatically assign the task to a manager.
• When a task is moved to “Done,” clear its due date.
• When a high-priority task is created, notify a specific channel or person.

These automations keep tasks moving without manual follow-up.

Connect ClickUp with other tools

Integrate the apps you already use so ClickUp becomes your central hub:

• Sync calendars to see deadlines alongside meetings.
• Connect chat apps so updates appear where your team talks.
• Use email integrations to turn important emails into tasks.

If you want expert help designing an optimized workspace or scaling ClickUp for a growing team, you can also consult specialized partners such as Consultevo for implementation guidance.

Step 7: Train Your Team on ClickUp

A successful move from Nozbe depends on clear expectations and simple habits.

Define basic rules for using ClickUp

Document guidelines like:

• Where new tasks should be created
• How to name tasks consistently
• When to update statuses
• How to communicate inside tasks

Share this short playbook with your team so everyone uses ClickUp the same way.

Launch with a short onboarding period

1. Pick a date when new tasks will only be created in ClickUp.
2. Keep Nozbe read-only for a short overlap if needed.
3. Run a quick walkthrough of core views, statuses, and dashboards.
4. Collect feedback and refine your setup after a week.

This approach minimizes confusion and helps everyone feel confident using ClickUp from day one.

Next Steps: Optimize Your New ClickUp Workspace

After you have migrated from Nozbe and your team is comfortable, review your ClickUp setup regularly. Add or remove views, tweak statuses, and refine automations so your workspace stays aligned with how you actually work.

By following these steps and using the structure outlined in the official Nozbe alternatives guide, you can turn ClickUp into a powerful, centralized productivity system that grows with your projects and your team.

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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