Why I Switched from Trello to ClickUp

Recently I switched from Trello to ClickUp after using Trello for 6+ years for personal task management

If you're thinking of doing the same, here's why I switched.

Chapters
0:00 Why I Switched from Trello to ClickUp
0:50 My Trello setup
1:49 Why I looked for something new
4:20 Why I landed on ClickUp
4:50 Importing to ClickUp
5:50 Why I do and don't like about ClickUp

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[_jimmyrose]

Thinking about making the switch? What are your criteria for a new task management system?

[daveweitz]

Jimmy - excellent video. I'm trying to make the decision on whether or not to do what you just did, move from Trello to ClickUp. You've helped a lot. Thank you.

[hiolivermartin]

A really useful video with pros and cons for both sides. As a ClickUp fan I remember having a chat with you Jimmy about the constant updates being a good thing. At the time I wasn’t aware of the “one app to replace them all” tagline. I too am concerned that this could end up being a over complicated mess, but I do have to say they really nail the feature they release. They also often quickly come back and release a V2 or V3 to improve, which is a good sign.

Let’s see how it goes and hope they keep doing it right.

[desertwing]

Great video James! After using several other PM tools, ClickUp is now our go to choice too. I’m excited to be developing a custom CRM Space in ClickUp for clients as well as business partnerships to track subscriptions etc; such a flexible tool. All the best, Graham

[AdrianBold]

I also switched to Clickup a couple of years having using Asana and Podio prior to that.
It's a great platform and I couldn't imagine moving away from it now but share your concern about the level of new features. TBH, because I run simple processes, I've almost stopped looking at the new features as assume it's for the corporate end of the market so people can stay in meetings longer!

[LaylaPomper]

Hey! Great video! I'm actually a ClickUp nerd who was just looking to do some research about how to better help Trello users make the switch and really appreciated how you spelled out the shift you needed to make.

Speed is a huge compromise -- that snappy Trello feeling is hard to give up.

It's been a while since this was published -- curious if your perspective has shifted as time has passed?

[darius-b]

Thank you for this interesting video Jimmy - even though I don't use Trello nor ClickUp! I agree with what you said about using the best tool for the job...hence why I use Todoist for recurring tasks instead of Notion!

[TheHeatherElise]

Great video thank you.
What are the tasks you focus on each day?
Mondays...
Tuesdays..
I'd like to hear more about that to compare how you automate your work so I can think about how to better automate mine.

Thank you in advance

[elie]

Notion is the all in one workspace it’s trying to copy. But clickup has an api

[justin-kelsey]

I'd be keen to hear what automations you're using in Zapier! I've never used Zapier before because of how overwhelming it seems, but I know there are definitely some things that could be saving me time in there.

[joshuabenjamin]

Also are you using click up for file management or something else? Can you show us som more click up tips and how tos!

[ThriveDesign]

Great video, Jimmy. I'm also concerned about how many updates Clickup has. I have no idea how they can keep it stable with all them features coming out!

[azmirshah]

After trying Clickup for a few weeks, I need to switch back to Trello. I love Clickup UI. It modern and has a dark mode. However, due to no push notification comes out when my team tags me on the kanban board (for mobile), it seemed like I had to switch back to Trello.

[martinltpm]

IQTell came close (miss it), but I am looking at Clickup, thanks!

[DanielRaymondQuebec]

If you really can't quit using Trello then I suggest you use Bridge24. This tool allows you to generate reports and charts for your multi-board cards.

[RoryKnighton]

I think a lot of your frustrations with Trello could have easily been resolved with butler automation buttons and rules as well as custom fields. For example the process of moving a card to another board, you can set up a butler button to do that, then it becomes a single click. Moving cards from next week to today can also happen automatically with schedules. Not hating on the video at all, but I think that can be the problem with Trello as it's so open with how people use it. Glad clickup worked out for you though. Appreciate messing about setting stuff up on Trello can be a real turn off.

[sonakshibahl]

Thanks for this video!

I'm looking to shift from trello to click up as well! But I had some automations that I used in trello - like automating my social media accounts scheduling through zapier into buffer.


If I import the boards in click up will I be able to keep the automation? If yes how?

[scarlettbamaRTR]

Well, I am the opposite! Looking for a decent CRM+Project Management in one program. More about Contacts + Projects than Sales Funnels, Teams and all that. I do love a Kanban Board. Looking a Monday.com too. ClickUp, I am not sure their CRM is an actual CRM. Trello added a clunky CRM. Any thoughts are help would be appreciated: must make decision here very shortly! UPDATE: ended up going with Monday.com. Suspect we'll switch to ClickUp in a year or so. Client preference was Monday.com. They love it feel like Excel w/ colors.

[TomWarrenPhotography]

Hi, thanks for the video. You seem to know a lot about the program and I am just learning about it.

Can you please clarify whether or not I can use Clickup for my photo business? For example, I want something to handle email automation to clients. So, if a new client is added, they automatically get sent a welcome email. I'd like to have proposal and contract templates that can be edited and sent to them. Once payment is received and noted in Clickup, they get sent a confirmation email. Can any of this be done in Clickup?

[arlancrane]

Jimmy, I'm confused by your KanBan viewing issue. The multiple Trello boards I have imported into Clickup display the KanBan view EXACTLY the way they did in Trello. Several of the boards have 7 or more lists. Maybe it's an update since you posted this video, but it seems identical to me in that regard.