Migrating from Smartsheet to ClickUp
ClickUp scores 4.7/5 on G2 — 0.3 points ahead of Smartsheet (4.4/5). If you're making the switch, here's how to migrate your team from Smartsheet to ClickUp step by step.
At a Glance
- Spreadsheet-familiar interface makes adoption easy for teams transitioning from Excel — minimal training needed for basic use
- Extremely powerful Gantt chart and dependency tracking capabilities, ideal for traditional project management and waterfall methodologies
- Robust automation engine with conditional logic, approval workflows, and automated notifications that scale across the organization
- 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
- +time tracking
Migration Steps
Audit and export your current workspace
Before touching ClickUp, document what lives in Smartsheet: 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 custom fields and 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 — budget $1/user/mo more per user. Run with a single pilot team before migrating everyone.
Map your workflow equivalents
Find the closest ClickUp equivalent for each Smartsheet feature your team relies on. projects and tasks in Smartsheet maps to epics, stories, and sprints in ClickUp. ClickUp supports custom fields — recreate your Smartsheet field schema here first. Gantt-style timeline views are available if your team used them in Smartsheet. 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 Smartsheet. 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 Smartsheet in parallel for two weeks
Keep Smartsheet 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 Smartsheet, archive the workspace and make ClickUp the official home.
Ready to switch?
Read the full ClickUp review for pricing, integrations, and team fit details.