How to Use ClickUp as a Trainual Alternative

ClickUp can replace traditional training tools by giving your team a single workspace for processes, SOPs, and onboarding. This step-by-step guide shows you how to turn it into a powerful training hub inspired by the solutions highlighted in the Trainual alternatives overview.

Why Choose ClickUp for Team Training

Before building your workspace, it helps to understand why teams switch from dedicated training tools to ClickUp.

• Centralized work and learning in one platform
• Flexible docs, tasks, and views for any process
• Automation to reduce manual training work
• Scalable for growing teams and complex SOPs

These strengths allow you to build a structured training system without leaving your project management environment.

Plan Your Training Structure in ClickUp

Start by mapping the way your organization thinks about processes, roles, and departments. You will translate this structure into ClickUp later.

Define Your Training Goals

Clarify what you want your new training system to achieve.

• Shorten onboarding time for new hires
• Standardize SOPs across departments
• Improve knowledge retention and accountability
• Track completion of critical training paths

Write these goals down so you can design your ClickUp hierarchy around them.

Outline Your Training Categories

Group your content before building anything in ClickUp.

• Company-wide policies and culture
• Role-specific responsibilities
• Departmental SOPs (Sales, Marketing, Operations, Support)
• Tools and systems training
• Compliance and security requirements

This outline becomes a blueprint for your Spaces, Folders, and Lists.

Set Up a Training Space in ClickUp

Next, turn your plan into an organized workspace your team can easily navigate.

Create a Dedicated Training Space

1. In your workspace, click + Add Space.
2. Name it something clear, for example, Team Training & SOPs.
3. Choose default views such as List and Docs.
4. Set permissions so everyone can view training, but only owners can edit core SOPs.

This Space will hold all your training content in ClickUp and keep it separate from daily project work while still being easily accessible.

Use Folders for Departments and Programs

Inside your training Space, create Folders that match how your company works.

• Onboarding – company-wide onboarding journey
• Sales Training – playbooks, scripts, and pipelines
• Marketing Training – campaigns, content workflows
• Operations SOPs – recurring processes and checklists
• Customer Support – ticket handling and escalation paths

Each Folder becomes a clear container so that people can quickly find the training that applies to them.

Build Training Lists and Templates in ClickUp

Within each Folder, you will create Lists to organize courses, SOPs, and recurring training items.

Create Training Lists

Use Lists to group related lessons or procedures.

• Onboarding Journey – step-by-step tasks for new hires
• Sales SOPs – prospecting, demos, negotiations
• Marketing SOPs – content creation, approvals, publishing
• Tool Tutorials – CRM, help desk, analytics platforms

Within each List, every task can represent a single lesson, module, or SOP.

Design a Training Task Template in ClickUp

Standard task templates help you keep lessons consistent and easy to follow.

1. Open a List and create a new task, such as Lesson Template.
2. In the description, add sections like:

• Objective
• Prerequisites
• Step-by-step process
• Screenshots or Loom links
• Checklist of actions
• Quiz or confirmation step

3. Add custom fields such as Difficulty, Estimated Time, and Required For Role.
4. Save it as a task template for reuse across your ClickUp training Lists.

Now every new lesson will have the same structure, making it easier for team members to follow and for admins to maintain.

Document SOPs with ClickUp Docs and Tasks

For longer procedures, combine Docs with tasks to create a clear learning path.

Write SOPs in ClickUp Docs

Use Docs when you need detailed explanations, visuals, and reference material.

1. In your training Space, create a new Doc for each core SOP.
2. Use headings for sections like Purpose, Scope, Steps, and Edge Cases.
3. Add images, gifs, or embedded videos where needed.
4. Link to related tasks or checklists within the Doc.

Docs give you a knowledge base-style experience directly inside ClickUp so users never have to switch tools to learn and apply new processes.

Connect Docs to Actionable Tasks

To move from theory to practice, pair each SOP Doc with tasks.

• Create a task that represents practicing or completing the SOP.
• Link the Doc in the task description.
• Add a checklist of steps the trainee must complete.
• Assign the task to the learner with a due date.

This method keeps documentation and execution tied together inside ClickUp, giving you better visibility on who has actually followed each process.

Automate Training Workflows in ClickUp

Once your structure is in place, you can automate repetitive training actions.

Use Automations to Assign Training

Automations remove manual work every time someone joins, changes roles, or needs refresher training.

1. Create statuses like Not Started, In Progress, and Completed in your training Lists.
2. Set up automations such as:

• When a new user is added to a team, assign the Onboarding Journey tasks.
• When a task moves to Completed, notify the manager for review.
• When a task is overdue, send a reminder to the assignee.

These automations help keep training on track without constant admin oversight.

Create Recurring Training Tasks

Some training, such as compliance or security updates, needs to repeat on a schedule.

• Set tasks to recur monthly, quarterly, or annually.
• Attach the relevant SOP Doc to each recurring task.
• Assign them to the right roles so nothing falls through the cracks.

Recurring tasks in ClickUp ensure that ongoing training is never forgotten, even as your team grows.

Track Training Progress and Improve Over Time

A robust training system needs clear visibility into status and performance.

Use Views to Monitor Training in ClickUp

Different views highlight different insights.

• List view – see all training tasks by status and assignee.
• Board view – move learners across stages like a pipeline.
• Calendar view – monitor onboarding timelines and due dates.
• Dashboard – track completion rates across departments.

These views let leaders quickly identify bottlenecks and support team members who are behind.

Gather Feedback and Update SOPs

Training is never finished. Use your workspace to gather suggestions from the people doing the work.

• Create a feedback Form that logs into a dedicated Training Feedback List.
• Add a custom field for Related SOP or Lesson.
• Review and prioritize improvements regularly.
• Track update tasks so every change to your process is visible and documented.

This continuous improvement loop makes your ClickUp training hub more accurate and valuable over time.

Scale Your Training System with ClickUp

As your team grows, you can expand from basic onboarding into a full operations and knowledge management platform.

• Clone entire onboarding Lists for new roles or regions.
• Use templates for common training flows across departments.
• Layer in goals and KPIs connected to learning outcomes.
• Integrate with communication tools to surface key lessons where people work.

If you want expert help designing a scalable workspace and training system around ClickUp, you can partner with consultants such as Consultevo to accelerate setup and adoption.

Next Steps

Using the structure above, you can turn ClickUp into a centralized training and SOP hub that replaces standalone tools, keeps processes updated, and helps every new hire ramp up faster. Start with one Space, a simple onboarding List, and a few SOP Docs, then expand gradually as your team begins to rely on your new system.

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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