Switching from ClickUp to Wizard Application: What Moves and How

ClickUp sets out to be one app for all of your work, and for many teams it delivers a lot. Tasks, docs, whiteboards and dashboards sit in one place, and almost everything can be customised.

That flexibility has a cost. Over time a Workspace fills with Spaces, Folders, Lists, statuses and custom fields that only a few people fully understand, while clients still live in a CRM, invoices are raised somewhere else, and HR runs on another system entirely. If you are weighing up a ClickUp alternative, this guide covers what moving your project work into Wizard Application involves, how your ClickUp structure maps across, and what you gain by making the switch.

Step 1: Decide what is moving

ClickUp Workspaces grow quickly because creating a new Space or List costs nothing. Before exporting, sort yours into three piles:

• Live projects. Lists and Folders the team works from every day. These come across first.
• Reference work. Finished projects and docs you may need to look back at.
• Abandoned structure. Test Spaces, unused templates and duplicate Lists. Leave these behind.

It is also worth reviewing your statuses and custom fields. A migration is a good moment to merge five slightly different versions of "In review" into one.

Step 2: Export your data from ClickUp

At the time of writing, ClickUp gives you a few ways to get data out:

• Export task data from Workspace settings. Under Imports / Exports, you choose the Spaces, Folders or Lists to include and download a CSV file. It covers task fields and properties, including comments, time estimated and links to attachments.
• Export a List or Table view. Useful for moving a handful of live projects, with the option to include subtasks.
• Export Docs separately. Docs, whiteboards and dashboards are exported on their own rather than in the task CSV.

ClickUp notes that exports of very large Workspaces may not succeed, so it helps to export only the locations you need. Attachments arrive as links rather than files, so download anything you want to keep before your ClickUp subscription ends.

Step 3: How your ClickUp structure maps across

In Wizard Application, project management is built around projects and tasks, with Kanban boards, Gantt charts, backlogs and sprints available on the same data. A typical mapping looks like this:

• Spaces and Folders become folders and portfolios, so work stays grouped by team or client.
• Lists used as project plans become projects.
• Tasks become tasks, with owners, due dates, priority and status.
• Custom fields map to custom fields, so the information your team tracks is kept.
• Subtasks, checklists and comments are agreed during mapping, based on how your team used them, so nothing important is flattened or lost.
• Docs are better off in document management, alongside the rest of your files.
• Lists that are really client lists belong in the sales CRM rather than in a project.

Step 4: Choose how to move

Projects and tasks come across through our migration service. It follows four steps: discovery, mapping, a test migration, and go live. You get a private staging link to review your projects inside Wizard Application before the final switch, and your team keeps working in ClickUp until then, so there is no downtime. The assessment is free, and we quote once we understand your data.

If you also have client or contact lists to bring across and a developer on hand, those can be imported through the REST API, which is included on the Professional and Enterprise plans.

What works differently

ClickUp asks you to build your own system from very flexible parts. Wizard Application gives you connected modules that already work together. Time tracking runs on the same tasks, so hours logged against a project roll into timesheets and then into invoices without being re-entered. Projects link to the client in the CRM, and the same workspace also covers HR, a help desk and team chat. For software teams, backlogs, sprints and story points are built in, and GitHub can be linked to show commits and pull requests on each task.

Why teams move to Wizard Application

For teams doing client work, the case for moving comes down to less setup and more connection:

• Less to configure. Projects, time, clients and invoices are already connected, so you spend less time building and maintaining your own structure.
• Time that turns into invoices. Hours logged against tasks roll into timesheets and then into invoices without being re-entered.
• Projects connected to clients. Every project links to the client in the CRM, so sales and delivery work from the same record.
• More than project work. HR, recruitment, a help desk and team chat live alongside your projects, with Wizard AI working across all of it.
• We handle the move. Our migration team maps, tests and moves your work, and you check everything on a staging link before you switch.

If your projects are client work that needs to be tracked, timed and billed, moving to Wizard Application puts all of it in one place without the upkeep.

Frequently asked questions

A quick checklist

1. Sort your Spaces, Folders and Lists into live, reference and abandoned.
2. Tidy up duplicate statuses and unused custom fields.
3. Export task data for the locations you are moving, plus any Docs you need.
4. Download attachments you want to keep.
5. Book a free migration assessment.
6. Check your projects on the staging link before you switch.

You can start on the free Starter plan with no credit card, or try any paid plan free for 7 days while you plan the move. When you are ready, request a free migration assessment and we will plan the switch with you.

For a side by side view, read Wizard Application vs ClickUp.

ClickUp is a trademark of Mango Technologies, Inc. Details about ClickUp were correct at the time of writing (September 2026), based on its public help centre, and may have changed since.