Migrating from ClickUp to Loom
Loom scores 4.7/5 on G2 — 0.0 points ahead of ClickUp (4.7/5). If you're making the switch, here's how to migrate your team from ClickUp to Loom step by step.
At a Glance
- 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
- 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
You leave behind
- −roadmapping
- −sprint planning
- −backlog management
Migration Steps
Audit and export your current workspace
Before touching Loom, document what lives in ClickUp: 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 Loom workspace
Create your Loom workspace and replicate your project structure using tasks and projects. Loom starts at $12.5/user/mo/user/mo with a free tier available — budget $2.5/user/mo more per user. Run with a single pilot team before migrating everyone.
Map your workflow equivalents
Find the closest Loom equivalent for each ClickUp feature your team relies on. projects and tasks in ClickUp maps to tasks and projects in Loom. Prioritise the critical path: task creation, status tracking, and assignment.
Import your data
Loom supports CSV import for tasks and projects and has 20+ native integrations. For automations that don't have a native equivalent in Loom, Zapier or Make can bridge the gap. 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 tasks and projects, update status, and find your board. Loom has a gentle learning curve — most PMs are fully productive within 1–2 days. Focus the session on the UI differences rather than feature training.
Run ClickUp in parallel for two weeks
Keep ClickUp read-only while your team works primarily in Loom. 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 ClickUp, archive the workspace and make Loom the official home.
Ready to switch?
Read the full Loom review for pricing, integrations, and team fit details.