How to Use ClickUp as a Moveworks Alternative

ClickUp can work as a powerful Moveworks alternative when you need a flexible workspace to manage IT requests, internal support, and cross-functional projects in one place. This how-to guide walks you through setting up a structured workflow that improves visibility, automation, and collaboration across your team.

Understand Why Teams Choose ClickUp Over Moveworks

Before you build your workspace, it helps to understand where modern teams feel limited by Moveworks and similar tools. Many organizations want:

• One central hub for tasks, documents, and communication
• Customizable workflows instead of rigid ticketing flows
• Stronger collaboration between IT, HR, operations, and business teams
• Built-in docs, whiteboards, and goals instead of scattered apps

The article on Moveworks alternatives from ClickUp explains these gaps in detail. You can review it directly at this Moveworks alternatives guide.

Step 1: Plan Your ClickUp Workspace Structure

Your success with ClickUp starts with a clear hierarchy. Think about how you want to group support requests, projects, and internal processes.

A simple structure many teams use is:

• Workspace: Your entire organization
• Spaces: Departments or major functions (IT, HR, Facilities, Operations, Product)
• Folders: Key workflows (Service Desk, Onboarding, Incidents, Changes)
• Lists: Specific request types or project streams

To set this up:

1. Create a new Space named “Internal Support” or “Service Operations”.
2. Add Folders: “IT Support”, “HR Requests”, “Facilities”, “General Help”.
3. Inside each Folder, create Lists, such as “New Request Intake”, “Incidents”, and “Access Requests”.

Step 2: Configure ClickUp Custom Fields for Service Requests

To replace rigid ticket forms, you can use ClickUp Custom Fields to capture structured data for every request.

Key Custom Fields to create:

• Request Type (Dropdown: Access, Bug, Incident, Question, Hardware, HR, Facilities)
• Priority (Urgent, High, Medium, Low)
• Department (IT, HR, Finance, Sales, Marketing, Operations)
• Impact (Single User, Team, Department, Organization)
• Requested Due Date (Date)
• Source Channel (Email, Chat, Portal, Meeting)

Steps to add Custom Fields:

1. Open a List in your internal support Space.
2. Click the plus icon in the column header to add a Custom Field.
3. Select the field type (Dropdown, Text, Date, Number, etc.).
4. Define options and colors to match your process.
5. Save and apply the field to all relevant Lists in the Space.

Step 3: Build ClickUp Views for Clear Support Visibility

ClickUp gives you flexible views so each team can see work in the way that suits them best. For support-style workflows, combine these core views:

• List View: For triage and bulk updates
• Board View: For Kanban-style status tracking
• Table View: For reporting-style layouts with many Custom Fields
• Calendar View: For time-based planning and due dates

How to set up a basic support board:

1. Open your “New Request Intake” List.
2. Add a Board view and group tasks by Status.
3. Set standard Statuses like: New, In Progress, Waiting on User, Resolved, Closed.
4. Filter by Department or Request Type if multiple teams share the List.

Step 4: Use ClickUp Templates to Standardize Requests

Instead of free-form tasks, you can create Templates in ClickUp to standardize data entry and workflows across teams.

Examples of support templates:

• IT Access Request (includes fields for systems, role, manager approval)
• New Hire Onboarding (includes checklists for IT, HR, and Facilities)
• Incident Report (root cause, impact, timeline, remediation)
• Hardware Request (device type, model, cost center)

Steps to create a template:

1. Set up a sample task with all fields, descriptions, and subtasks you need.
2. Open the task menu and select “Save as Template”.
3. Name the template clearly for non-technical users.
4. Choose sharing options so the right teams can access it.

Step 5: Automate Repetitive Work With ClickUp Automations

One major reason teams look for Moveworks alternatives is better automation. ClickUp Automations let you reduce manual steps while keeping control of your process.

Useful automations for a support-style setup:

• When a task is created with Request Type = Incident, set Priority to High and assign to the Incident team.
• When Status changes to Waiting on User, post a comment requesting more information.
• When Priority is Urgent, notify the on-call channel and add a specific tag.
• When a task is Resolved for more than 3 days, move it automatically to Closed.

How to configure an automation:

1. Open the List where you manage support tasks.
2. Click the Automations button in the List toolbar.
3. Choose a trigger (e.g., Status changes, Task created, Field updated).
4. Select conditions and actions like Assign, Change Status, Post Comment, or Add Tag.
5. Test with a sample task before rolling it out widely.

Step 6: Collaborate in Context With ClickUp Docs and Comments

ClickUp includes Docs, comments, and whiteboards so support teams can collaborate where work actually lives.

Ways to use these features effectively:

• Create a Support Playbook Doc in your internal support Space to document workflows, SLAs, and escalation paths.
• Link Docs directly to Lists or tasks so agents have instant access to procedures.
• Use threaded comments and @mentions to ask questions inside the task instead of starting separate email threads.
• Add checklists to tasks for multi-step work like onboarding or complex incidents.

Step 7: Track Performance and SLAs in ClickUp

Once your workflows are running, you can track performance using ClickUp views and dashboards.

Key metrics to monitor:

• Number of open requests by Department and Priority
• Average time in New status before triage
• Resolution time for different Request Types
• Overdue tasks vs. SLA targets

How to build basic reporting:

1. Create a Dashboard in ClickUp for Service Operations.
2. Add widgets for Task List, Pie Chart by Request Type, and Bar Chart by Status.
3. Filter widgets to show only your internal support Space or specific Lists.
4. Share the Dashboard with stakeholders so they have real-time visibility.

Step 8: Roll Out ClickUp to Your Team and Iterate

To make your new setup stick, roll out ClickUp in phases and gather feedback from each group of users.

A simple rollout plan:

1. Start with one team (for example, IT Support) as a pilot.
2. Document your process in a ClickUp Doc and pin it to the Space.
3. Run a short training session and record it for new team members.
4. Collect feedback after 2–3 weeks and refine fields, statuses, and views.
5. Extend the same model to HR and Facilities with tailored templates.

Going Further With ClickUp and Expert Help

If you want help designing a robust support structure or integrating ClickUp with existing tools, you can work with specialists who focus on modern work management systems. One example is Consult Evo, which supports organizations implementing scalable, cross-team workflows.

By thoughtfully configuring Spaces, Custom Fields, views, templates, and automations, you can use ClickUp as a complete Moveworks alternative that centralizes internal requests, boosts transparency, and supports continuous improvement across every department.

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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