How to Move From Notion to ClickUp With Project Templates

If you are ready to streamline project management and move from Notion to ClickUp, this step-by-step how-to guide will walk you through templates, views, and workflows so you can get productive fast.

The process centers on recreating your Notion projects as structured workspaces and lists while taking advantage of prebuilt project management templates inspired by the examples shown in the Notion project management templates comparison.

Step 1: Plan Your Move From Notion to ClickUp

Before you start building spaces, take a few minutes to plan what you really need to recreate from Notion.

• List the main work areas you track today (teams, clients, products, or initiatives).
• Identify the pages or databases that hold tasks, docs, and resources.
• Note which custom properties you rely on most (status, owner, priority, dates).
• Decide what you want to improve when switching to ClickUp, such as better views or automation.

This simple inventory will make it much easier to choose the right templates and structure your new setup.

Step 2: Create Your First ClickUp Workspace Structure

Your workspace is where everything lives. To mirror your Notion hierarchy, you will use a combination of Spaces, Folders, and Lists inside ClickUp.

1. Create a Space

   Set up one Space for a major area of work. Common examples include Marketing, Product, Operations, or Clients. This roughly replaces a top-level Notion area.

2. Add Folders

   Within each Space, create Folders to group similar projects. For example, in a Marketing Space, you might use folders like Campaigns, Content, and Research.

3. Create Lists

   Inside each Folder, create Lists to represent individual projects or recurring workflows. Lists are where your tasks will live and where templates become very powerful.

This structure gives you more control and granularity than a single Notion page or database, while still keeping navigation intuitive.

Step 3: Choose the Right ClickUp Project Templates

Instead of building every project from scratch, you can start with proven templates that cover a wide range of workflows.

Using ClickUp Templates Inspired by Notion Setups

The source comparison of Notion project management templates highlights common use cases you can reproduce easily:

• Simple project tracker for basic task lists and deadlines.
• Product roadmap with feature pipelines and release milestones.
• Sprint planning boards for agile teams.
• Content calendar for blog posts, podcasts, or videos.
• Client project hub with deliverables and communication logs.

Within your chosen Space and Folder, create a new List and apply a template that best matches the workflow you used in Notion. Adjust fields and views to align with your existing data.

Customize Fields in Your ClickUp Templates

To mirror Notion properties, edit or add custom fields to your template-backed Lists:

• Convert Notion select fields into dropdown or label fields.
• Map date properties to due dates, start dates, or custom date fields.
• Add people fields to clearly show owners and collaborators.
• Create numeric or currency fields for budgets or estimates.

Once your template is tuned to your needs, save it so future projects can reuse the same structure.

Step 4: Rebuild Your Notion Workflows as ClickUp Views

Notion gives you database views; in ClickUp, you have a richer variety of task views that can be attached to any List or Folder.

Core ClickUp Views to Recreate Notion Boards and Tables

For each List you migrate, add the views that mirror how you worked in Notion, and then expand on them:

• List view to replace table-style layouts and show all tasks with key fields.
• Board view to replace Kanban boards used for status-driven workflows.
• Calendar view to display tasks by due date and plan schedules.
• Gantt view to manage timelines, dependencies, and critical paths.
• Doc or Whiteboard for reference material and brainstorming that used to live on Notion pages.

Arrange and pin your favorite views so your team always lands on the most useful perspective first.

Step 5: Build Reusable ClickUp Project Templates From Existing Lists

Once a List is configured the way you like it, with tasks, views, and custom fields, you can convert it into a template for future use.

1. Finalize the project structure

   Make sure statuses, custom fields, and default views match your ideal workflow.

2. Clean up sample tasks

   Keep a few example tasks that act as patterns, or remove them if you prefer a blank slate.

3. Save as a List template

   Use a clear naming convention like “Client Project – Standard” or “Content Calendar – Weekly.”

4. Apply to new projects

   Every time a similar project starts, create a new List from this template, so your team avoids rebuilding work each time.

This approach helps you turn your best Notion-inspired workflows into consistent, scalable processes.

Step 6: Enhance Productivity With ClickUp Automation

After your templates and views are in place, you can automate routine actions that previously required manual maintenance in Notion.

• Auto-assign tasks when a status changes.
• Set due dates based on trigger events.
• Move tasks to different Lists when a phase is complete.
• Notify specific teammates when high-priority items are created.

Add automation rules gradually, focusing on repetitive steps that slow your team down.

Step 7: Collaborate and Share Documentation in ClickUp Docs

Many Notion users rely heavily on pages for documentation and meeting notes. You can recreate and centralize this content inside ClickUp Docs.

• Store process guides, checklists, and SOPs in a Docs hub.
• Link Docs directly to relevant Lists or tasks for quick reference.
• Use nested headings and tables of contents to mirror your previous structure.
• Embed diagrams, screenshots, or links where needed.

Docs, combined with tasks and project templates, bring planning and execution into a single environment.

Step 8: Review, Optimize, and Standardize Your ClickUp Setup

Once your team has used the new setup for a short period, gather feedback and refine your templates and views.

• Check whether project statuses still reflect real-world stages.
• Remove custom fields that nobody uses.
• Standardize naming conventions across Spaces, Folders, and Lists.
• Update saved templates so new projects follow the latest best practices.

Regular reviews keep your workspace lean and easy to navigate, avoiding the clutter that often builds up in flexible tools.

Next Steps: Get Expert Help With Your ClickUp Migration

If you want help designing spaces, building project templates, or translating complex Notion setups, consider working with a specialist. Resources like Consultevo can guide you through advanced workspace architecture, change management, and automation strategies.

By following these steps—planning your structure, applying project templates, customizing views, and gradually introducing automation—you can turn your move from Notion to ClickUp into an opportunity to simplify workflows, centralize knowledge, and scale project management across every team.

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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