How to Move from Orangescrum to ClickUp Step by Step

If you are ready to replace Orangescrum with ClickUp, this step-by-step guide will walk you through planning your migration, setting up your workspace, and onboarding your team quickly and safely.

The steps below are based on the core concepts, features, and use cases described in the ClickUp Orangescrum alternatives guide, and turn them into a practical how-to process you can follow right away.

Step 1: Plan Your Move to ClickUp

Before touching any tools, take time to plan how you will move your work. This reduces confusion and helps your team adopt the new system smoothly.

1.1 Audit Your Current Orangescrum Setup

Start by mapping out what you currently manage in Orangescrum.

List your active projects and clients.
Note existing task statuses and workflows.
Identify any time tracking or resource planning you rely on.
Collect your current reports and dashboards.

This simple audit will help you recreate or improve these structures inside ClickUp.

1.2 Define Your Migration Scope

Decide what you will actually move over.

Active projects that still need work.
Important upcoming milestones or deadlines.
Essential documents and files.
Key historical tasks you must keep for reference.

A clear scope keeps you from cluttering your new ClickUp workspace with outdated or unnecessary information.

Step 2: Set Up Your ClickUp Workspace

Next, translate your project audit into a clean, scalable workspace structure that takes advantage of how ClickUp organizes work.

2.1 Create Workspaces, Spaces, and Folders

Use the hierarchy recommended in the Orangescrum alternatives content to keep your work organized.

Workspace: Your overall company or main organization.
Spaces: Create separate Spaces for departments, clients, or major functions (for example, Marketing, Development, Operations, Client Projects).
Folders: Group related projects inside each Space, such as product launches, sprints, or client accounts.

This structure makes it much easier to find work and scale up as your team grows inside ClickUp.

2.2 Set Up ClickUp Task Lists and Views

Within each Folder, create Lists that mirror your existing projects or workflows.

Add Lists for each project or sprint you identified during your audit.
Use List names your team already understands to reduce friction.
Plan which views will be most helpful, such as List, Board, Gantt, or Calendar views.

The Orangescrum alternatives article highlights how flexible views are a major strength of ClickUp, so design them from the start to support the way your team works.

2.3 Customize Statuses to Match Your Workflow

Task statuses make your process visible. Recreate your existing Orangescrum workflow or improve it using custom statuses.

List your current statuses (for example, To Do, In Progress, Review, Done).
Add any missing stages that would make handoffs clearer.
Configure these statuses at the Space, Folder, or List level as needed.

Once statuses are in place, your team can instantly see where every task stands in ClickUp.

Step 3: Configure Key ClickUp Features

Now, enable and configure core features highlighted in the alternatives comparison so your team can replace multiple tools with a single platform.

3.1 Set Up Time Tracking and Resource Planning

If you used timesheets or resource tools in Orangescrum, configure ClickUp to capture the same data.

Enable native time tracking for your Workspace.
Decide when to track time (for example, per task or per subtask).
Create a simple time tracking policy and share it with your team.

This ensures you can still bill clients accurately and monitor team capacity.

3.2 Configure ClickUp Dashboards

Use Dashboards to bring together data across projects, similar to or more powerful than what you had before.

Create at least one high-level Dashboard for leadership.
Add widgets for tasks by status, workload, deadlines, and time tracked.
Create additional Dashboards for project managers or client accounts as needed.

Dashboards turn raw task data into real-time insights for your stakeholders.

3.3 Set Up ClickUp Automations

Automations help you reduce manual work and avoid missed handoffs.

Create rules such as: when status changes to Review, assign to a specific reviewer.
Set up reminders for upcoming due dates.
Automate task creation for recurring processes or sprints.

Start with a few critical automations and expand once your team is comfortable using ClickUp every day.

Step 4: Import and Rebuild Your Work in ClickUp

With your structure and features ready, bring your actual projects and tasks into the new system.

4.1 Export Data from Orangescrum

Use any available export tools in Orangescrum to pull out your data.

Export tasks, projects, and users where possible.
Download key files and documents you still need.
Capture screenshots of important boards or reports if you cannot export them directly.

Keep your exports organized by project so you can map them accurately into ClickUp Lists.

4.2 Import Tasks into ClickUp

Now map the exported work into your new structure.

Choose the correct Space, Folder, and List for each project.
Use CSV imports or manual entry to add tasks and subtasks.
Assign owners, due dates, and statuses as you go.

Focus first on active work so your team can start using ClickUp immediately, then add historical data only where it will be useful.

4.3 Reattach Files and Documentation

Files often live in multiple tools. Centralize what matters most.

Attach critical files directly to tasks or Docs.
Create centralized Docs for processes, SOPs, and checklists.
Link to external storage if you use cloud drives.

This transforms ClickUp into a single source of truth for project context, not just task lists.

Step 5: Onboard Your Team to ClickUp

Even the best setup fails without proper onboarding. Make it easy for your team to adopt the new tool.

5.1 Explain Why You Chose ClickUp

Use clear messaging so everyone understands the benefits.

Fewer tools to manage work, docs, and communication.
Better visibility into projects and deadlines.
More automation and reporting than Orangescrum.

Connect these benefits to daily pain points your team already feels.

5.2 Provide Simple ClickUp Training

Keep training practical and task-focused.

Show how to find Spaces, Folders, and Lists.
Demonstrate how to create, update, and complete tasks.
Walk through how to log time and check priorities.
Introduce views and Dashboards your team will use most.

Short, focused sessions work better than long, one-time trainings.

5.3 Set Clear Usage Guidelines

Documentation removes guesswork and keeps your setup consistent.

Define when to create a task versus a subtask.
Standardize naming conventions for projects and Lists.
Explain status meanings and when to change them.
Clarify how to communicate updates inside tasks or Docs.

Store these guidelines in a shared Doc within ClickUp so they are always easy to find.

Step 6: Optimize and Scale Your ClickUp Setup

Once your team is working inside the new system, keep improving it over time.

6.1 Gather Feedback from Users

After a few weeks, ask users how the new workflows feel.

Identify confusing Spaces, statuses, or views.
Find out which reports managers actually use.
Capture ideas for templates or automations.

Use this feedback to refine your ClickUp structure without making constant disruptive changes.

6.2 Create Reusable Templates

Turn repeatable work into templates so you can launch new projects fast.

Task templates for standard checklists or recurring work.
List templates for projects you run frequently.
Doc templates for briefs, meeting notes, or reports.

Templates help you standardize best practices and keep quality high across your organization.

6.3 Align ClickUp with Your Broader Tech Stack

Connect your project management to the rest of your tools and strategy.

Integrate with communication tools and calendars where appropriate.
Align reports with leadership KPIs.
Periodically review your setup with a process or operations specialist.

If you need strategic help coordinating ClickUp with SEO or content operations, you can also consult external experts such as Consultevo to design more advanced workflows.

Conclusion: Make ClickUp Your Central Project Hub

By planning your migration, structuring your workspace correctly, enabling the right features, and training your team, you can turn ClickUp into a powerful, all-in-one replacement for Orangescrum and several other tools.

Use this guide alongside the detailed comparison and feature overview in the original Orangescrum alternatives article to keep improving your setup as your projects and teams grow.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

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