Migrating from Loom to ClickUp
ClickUp fits startup and scaleup teams best and has a moderate learning curve. If you're moving from Loom, the first week is the hardest — new UI, different terminology, rebuilt automations. This guide compresses that learning curve with a step-by-step migration plan.
At a Glance
- Fastest way to communicate complex ideas asynchronously — record screen + camera in seconds with zero setup
- Loom AI automatically generates titles, summaries, chapters, and action items, saving significant post-recording effort
- Extremely low learning curve — even non-technical stakeholders adopt it instantly, making it ideal for cross-functional PM communication
- All-in-one platform replacing multiple tools — docs, whiteboards, goals, time tracking, chat, and project management in a single workspace
- 15+ views including List, Board, Gantt, Timeline, Workload, and Mind Maps — one of the most flexible view systems available
- Generous free tier with unlimited users, making it accessible for teams of any size to start without commitment
You gain with ClickUp
- +roadmapping
- +sprint planning
- +backlog management
- +Kanban boards
Migration Steps
Audit and export your current workspace
Before touching ClickUp, document what lives in Loom: projects and tasks, custom fields, automations, integrations, and team permissions. Export a full CSV backup — most tools support this from Settings → Export. Pay particular attention to any workflow automations that your team relies on daily.
Set up your ClickUp workspace
Create your ClickUp workspace and replicate your project structure using epics, stories, and sprints. ClickUp starts at $10/user/mo/user/mo with a free tier available — $2.5/user/mo less than your current Loom spend. Run with a single pilot team before migrating everyone.
Map your workflow equivalents
Find the closest ClickUp equivalent for each Loom feature your team relies on. projects and tasks in Loom maps to epics, stories, and sprints in ClickUp. ClickUp supports custom fields — recreate your Loom field schema here first. Gantt-style timeline views are available if your team used them in Loom. Prioritise the critical path: task creation, status tracking, and assignment.
Import your data
ClickUp supports CSV import for tasks and projects and has 20+ native integrations. After importing, rebuild your key automations — ClickUp's automation engine can replicate most rules you had in Loom. Start with your most active project rather than importing everything at once.
Onboard your team
Run a 30-minute walkthrough covering the daily workflow: how to create epics, stories, and sprints, update status, and find your board. Expect a moderate ramp — most engineers and PMs hit their stride within a week. The biggest adjustment is usually the sprint ceremony workflow.
Run Loom in parallel for two weeks
Keep Loom read-only while your team works primarily in ClickUp. This reduces risk and lets people reference historical context — old decisions, archived tickets, past sprint data — without slowing the migration. After two weeks with no new work going into Loom, archive the workspace and make ClickUp the official home.
Ready to switch?
Read the full ClickUp review for pricing, integrations, and team fit details.