> ## Documentation Index
> Fetch the complete documentation index at: https://docs.trilo.chat/llms.txt
> Use this file to discover all available pages before exploring further.

# Migrate from ClickUp

> Step-by-step guide to migrate from ClickUp to Trilo

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.

## Why Teams Switch from ClickUp

| ClickUp Limitation              | Trilo Solution             |
| ------------------------------- | -------------------------- |
| Overwhelming UI (100+ features) | Clean, focused interface   |
| Steep learning curve            | Productive in minutes      |
| Chat requires Unlimited+ plan   | Chat included in all plans |
| Features locked behind tiers    | All features available     |
| Per-user pricing                | Flat workspace pricing     |

## Before You Start

<Steps>
  <Step title="Create your Trilo workspace">
    [Sign up for Trilo](https://app.trilo.chat) and set up your workspace.
  </Step>

  <Step title="Map your ClickUp structure">
    Identify how ClickUp Spaces/Folders/Lists map to Trilo Areas/Projects.
  </Step>

  <Step title="Invite your team">
    Add team members before migrating content.
  </Step>

  <Step title="Identify essential data">
    Decide what to migrate vs. what to leave behind.
  </Step>
</Steps>

## Structure Mapping

| ClickUp   | Trilo                              |
| --------- | ---------------------------------- |
| Workspace | Workspace                          |
| Spaces    | Areas                              |
| Folders   | (Organizational grouping in Areas) |
| Lists     | Projects                           |
| Tasks     | Tasks                              |
| Docs      | Pages                              |

## Exporting from ClickUp

### Export Tasks

<Steps>
  <Step title="Open your Space or List">
    Navigate to the content you want to export.
  </Step>

  <Step title="Click the menu icon">
    Find the three-dot menu or settings icon.
  </Step>

  <Step title="Select Export">
    Choose **Export** from the options.
  </Step>

  <Step title="Choose format">
    Select **CSV** for task data or **Text** for simple lists.
  </Step>

  <Step title="Configure columns">
    Select which fields to include in the export.
  </Step>

  <Step title="Download">
    Save the file to your computer.
  </Step>
</Steps>

### Export Docs

<Steps>
  <Step title="Open the Doc">
    Navigate to the ClickUp Doc you want to migrate.
  </Step>

  <Step title="Click Share">
    Open the share/export menu.
  </Step>

  <Step title="Export as Markdown">
    Choose Markdown format for best compatibility.
  </Step>

  <Step title="Download">
    Save and prepare for import to Trilo.
  </Step>
</Steps>

### What Gets Exported

| Content Type  | Export Quality      |
| ------------- | ------------------- |
| Task names    | Complete            |
| Descriptions  | Complete            |
| Due dates     | Complete            |
| Assignees     | As names/emails     |
| Custom fields | Complete            |
| Comments      | Partial             |
| Attachments   | Download separately |
| Docs          | Markdown export     |

## Importing to Trilo

### Setting Up Structure

<Steps>
  <Step title="Create Areas">
    Map your ClickUp Spaces to Trilo Areas.
  </Step>

  <Step title="Create Projects">
    Each ClickUp List becomes a Trilo Project.
  </Step>

  <Step title="Configure project settings">
    Set prefixes, enable features, add team members.
  </Step>
</Steps>

### Migrating Tasks

<Steps>
  <Step title="Review your CSV export">
    Open in a spreadsheet and identify the data you need.
  </Step>

  <Step title="Create tasks in Trilo">
    Use `T` shortcut for quick creation, or the full form for details.
  </Step>

  <Step title="Set properties">
    Add assignees, due dates, priorities, descriptions.
  </Step>

  <Step title="Organize with statuses">
    Use Kanban view to drag tasks into columns.
  </Step>
</Steps>

<Tip>
  Focus on active tasks. Don't migrate completed tasks unless you need the history. This is a good time to clean up.
</Tip>

### Migrating Docs

<Steps>
  <Step title="Create a Page in Trilo">
    Navigate to your project and create a new Page.
  </Step>

  <Step title="Copy content">
    Open your exported Markdown and copy the content.
  </Step>

  <Step title="Paste into Trilo">
    Paste into the editor. Formatting will be preserved.
  </Step>

  <Step title="Adjust as needed">
    Fix any formatting issues and re-add images.
  </Step>
</Steps>

## Feature Comparison

### What's Simpler in Trilo

| ClickUp                     | Trilo                                 |
| --------------------------- | ------------------------------------- |
| 15+ view types              | 3 focused views (List, Kanban, Table) |
| Complex automations         | AI coworkers that understand context  |
| Nested spaces/folders/lists | Clean Areas → Projects structure      |
| Feature overload            | Essential features done well          |

### What's Included in Trilo

| Feature        | ClickUp               | Trilo     |
| -------------- | --------------------- | --------- |
| Tasks & boards | All plans             | All plans |
| Docs           | All plans             | All plans |
| Real-time chat | Unlimited+ (\$7/user) | All plans |
| Whiteboards    | Business (\$12/user)  | All plans |
| Time tracking  | Unlimited+ (\$7/user) | All plans |
| Booking links  | Not available         | All plans |
| AI coworkers   | ClickUp Brain         | Included  |

## What You Gain by Switching

### 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.

### 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

### Transparent Pricing

| Feature       | ClickUp         | Trilo      |
| ------------- | --------------- | ---------- |
| Chat          | \$7/user/month  | Included   |
| Time tracking | \$7/user/month  | Included   |
| Whiteboards   | \$12/user/month | Included   |
| **10 users**  | $70-$180/month  | \$25/month |

## Migration Checklist

<AccordionGroup>
  <Accordion title="Pre-migration">
    * [ ] Create Trilo workspace
    * [ ] Map ClickUp structure to Trilo
    * [ ] Invite team members
    * [ ] Export tasks and docs from ClickUp
    * [ ] Identify what to migrate (skip the clutter)
  </Accordion>

  <Accordion title="During migration">
    * [ ] Create Areas and Projects
    * [ ] Import active tasks
    * [ ] Migrate important docs
    * [ ] Download and re-upload key attachments
    * [ ] Set up project chat channels
  </Accordion>

  <Accordion title="Post-migration">
    * [ ] Announce the switch
    * [ ] Run ClickUp in read-only for 2 weeks
    * [ ] Train team on Trilo's simpler interface
    * [ ] Gather feedback
    * [ ] Cancel ClickUp subscription
  </Accordion>
</AccordionGroup>

## Common Questions

<AccordionGroup>
  <Accordion title="What about ClickUp automations?">
    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.
  </Accordion>

  <Accordion title="I use ClickUp's 15 views—will I miss them?">
    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.
  </Accordion>

  <Accordion title="What about custom fields?">
    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.
  </Accordion>

  <Accordion title="Can I migrate my ClickUp Goals?">
    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.
  </Accordion>
</AccordionGroup>

## Next Steps

<CardGroup cols={2}>
  <Card title="Learn Task Management" icon="list-check" href="/tasks/overview">
    Master Trilo's focused task features.
  </Card>

  <Card title="Explore the Knowledge Base" icon="book" href="/knowledge-base/overview">
    Create docs without the complexity.
  </Card>

  <Card title="Set Up Team Chat" icon="comments" href="/chat/overview">
    Chat that's included, not locked.
  </Card>

  <Card title="Meet AI Coworkers" icon="robot" href="/ai-coworkers/overview">
    AI that does work, not just automations.
  </Card>
</CardGroup>