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Moving from ClickUp to Trilo gives you powerful features without the complexity. ClickUp has 100+ features and a learning curve to match. Trilo gives you what you need in a clean interface with built-in chat and AI coworkers. This guide walks you through the switch.

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Why Teams Switch from ClickUp

ClickUp LimitationTrilo Solution
Overwhelming UI (100+ features)Clean, focused interface
Steep learning curveProductive in minutes
Chat requires Unlimited+ planChat included in all plans
Features locked behind tiersAll features available
Per-user pricingFlat workspace pricing

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Before You Start

1

Create your Trilo workspace

Sign up for Trilo and set up your workspace.
2

Map your ClickUp structure

Identify how ClickUp Spaces/Folders/Lists map to Trilo Areas/Projects.
3

Invite your team

Add team members before migrating content.
4

Identify essential data

Decide what to migrate vs. what to leave behind.

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Structure Mapping

ClickUpTrilo
WorkspaceWorkspace
SpacesAreas
Folders(Organizational grouping in Areas)
ListsProjects
TasksTasks
DocsPages

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Exporting from ClickUp

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Export Tasks

1

Open your Space or List

Navigate to the content you want to export.
2

Click the menu icon

Find the three-dot menu or settings icon.
3

Select Export

Choose Export from the options.
4

Choose format

Select CSV for task data or Text for simple lists.
5

Configure columns

Select which fields to include in the export.
6

Download

Save the file to your computer.

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Export Docs

1

Open the Doc

Navigate to the ClickUp Doc you want to migrate.
2

Click Share

Open the share/export menu.
3

Export as Markdown

Choose Markdown format for best compatibility.
4

Download

Save and prepare for import to Trilo.

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What Gets Exported

Content TypeExport Quality
Task namesComplete
DescriptionsComplete
Due datesComplete
AssigneesAs names/emails
Custom fieldsComplete
CommentsPartial
AttachmentsDownload separately
DocsMarkdown export

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Importing to Trilo

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Setting Up Structure

1

Create Areas

Map your ClickUp Spaces to Trilo Areas.
2

Create Projects

Each ClickUp List becomes a Trilo Project.
3

Configure project settings

Set prefixes, enable features, add team members.

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Migrating Tasks

1

Review your CSV export

Open in a spreadsheet and identify the data you need.
2

Create tasks in Trilo

Use T shortcut for quick creation, or the full form for details.
3

Set properties

Add assignees, due dates, priorities, descriptions.
4

Organize with statuses

Use Kanban view to drag tasks into columns.
Focus on active tasks. Don’t migrate completed tasks unless you need the history. This is a good time to clean up.

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Migrating Docs

1

Create a Page in Trilo

Navigate to your project and create a new Page.
2

Copy content

Open your exported Markdown and copy the content.
3

Paste into Trilo

Paste into the editor. Formatting will be preserved.
4

Adjust as needed

Fix any formatting issues and re-add images.

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Feature Comparison

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What’s Simpler in Trilo

ClickUpTrilo
15+ view types3 focused views (List, Kanban, Table)
Complex automationsAI coworkers that understand context
Nested spaces/folders/listsClean Areas → Projects structure
Feature overloadEssential features done well

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What’s Included in Trilo

FeatureClickUpTrilo
Tasks & boardsAll plansAll plans
DocsAll plansAll plans
Real-time chatUnlimited+ ($7/user)All plans
WhiteboardsBusiness ($12/user)All plans
Time trackingUnlimited+ ($7/user)All plans
Booking linksNot availableAll plans
AI coworkersClickUp BrainIncluded

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What You Gain by Switching

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Simplicity Without Sacrifice

ClickUp brags about having everything. But:
  • 15 different views create analysis paralysis
  • 50+ automations require extensive setup
  • New team members need weeks of training
Trilo gives you the features that matter in an interface you can use immediately.

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Built-in Chat (All Plans)

ClickUp buries chat in higher tiers. Trilo includes:
  • Project channels with every project
  • Direct messages with team members
  • AI coworkers you can chat with
  • Voice and video calls

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Transparent Pricing

FeatureClickUpTrilo
Chat$7/user/monthIncluded
Time tracking$7/user/monthIncluded
Whiteboards$12/user/monthIncluded
10 users70−70-180/month$25/month

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Migration Checklist

  • Create Trilo workspace
  • Map ClickUp structure to Trilo
  • Invite team members
  • Export tasks and docs from ClickUp
  • Identify what to migrate (skip the clutter)
  • Create Areas and Projects
  • Import active tasks
  • Migrate important docs
  • Download and re-upload key attachments
  • Set up project chat channels
  • Announce the switch
  • Run ClickUp in read-only for 2 weeks
  • Train team on Trilo’s simpler interface
  • Gather feedback
  • Cancel ClickUp subscription

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Common Questions

Trilo uses AI coworkers instead of rule-based automations. Rather than configuring complex “if this then that” rules, AI coworkers understand context and can be asked to handle tasks naturally. Less setup, more flexibility.
Most teams only use 2-3 views regularly. Trilo’s List, Kanban, and Table views cover 95% of use cases. If you find yourself using ClickUp’s advanced views, you might be over-complicating your workflow.
Trilo supports standard fields (priority, due date, assignee, status). For additional data, use task descriptions or the attached spreadsheet features. Most custom fields are over-engineering.
Goals can be recreated as project objectives or tracked in Trilo pages. The migration is a good time to reassess which goals are actually being tracked and used.

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Next Steps

Learn Task Management

Master Trilo’s focused task features.

Explore the Knowledge Base

Create docs without the complexity.

Set Up Team Chat

Chat that’s included, not locked.

Meet AI Coworkers

AI that does work, not just automations.