Migrating from ClickUp to Notion
Notion fits solo and startup teams best and has a moderate learning curve. If you're moving from ClickUp, 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
- 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
- Unmatched flexibility as an all-in-one workspace — combines docs, wikis, databases, and project management in a single tool
- Powerful relational database system allows PMs to build custom product management workflows without code, including roadmaps, backlogs, and PRDs
- Beautiful, clean interface with excellent block-based editor that makes writing product specs and documentation a pleasure
You leave behind
- −time tracking
Migration Steps
Audit and export your current workspace
Before touching Notion, 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 Notion workspace
Create your Notion workspace and replicate your project structure using pages and databases. Notion starts at $12/user/mo/user/mo with a free tier available — budget $2/user/mo more per user. Run with a single pilot team before migrating everyone.
Map your workflow equivalents
Find the closest Notion equivalent for each ClickUp feature your team relies on. projects and tasks in ClickUp maps to pages and databases in Notion. Notion supports custom fields — recreate your ClickUp field schema here first. Gantt-style timeline views are available if your team used them in ClickUp. Prioritise the critical path: task creation, status tracking, and assignment.
Import your data
Notion supports CSV import for tasks and projects and has 20+ native integrations. After importing, rebuild your key automations — Notion's automation engine can replicate most rules you had in ClickUp. 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 pages and databases, 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 ClickUp in parallel for two weeks
Keep ClickUp read-only while your team works primarily in Notion. 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 Notion the official home.
Ready to switch?
Read the full Notion review for pricing, integrations, and team fit details.