Home
/
Blog
/

ClickUp Onboarding Teardown – 8 Screens that Delight (and 5 that Slow You Down)

Jonathan Anderson
6
minutes
ClickUp Onboarding Teardown – 8 Screens that Delight (and 5 that Slow You Down)
00
% complete
Modal Onboarding Flow Template
Focused step-by-step guidance
Want to try Candu?
No credit card required.

TL;DR – ClickUp’s onboarding is lightning‑fast and visually polished, but the multi‑step wizard and dense UI can trigger fatigue before new users hit their first “aha!” moment.

Steal‑this‑idea: The way ClickUp turns the integrations you choose in the wizard into tappable tiles on the homepage is chef’s kiss—an elegant hand‑off from signup to first value.

  • 8 micro-wins prove ClickUp’s speed & polish (integration tiles are genius).
  • 5 friction spots—long wizard + choice overload are the biggest churn risks.
  • 6 quick wins you can copy today (progress pill, replay-tour link, sample tasks).

First Impressions – A Promise for “Everything”

ClickUp’s positioning is intentionally broad—one app for every team and any workflow. The upside: huge top‑of‑funnel. The downside: new users still need a sharply defined first success path. Every onboarding choice should narrow the aperture toward one clear use case.

ClickUp marketing landing page with the headline “The everything app, for work” and a purple Get Started CTA.
Bold promise + single email field keeps the barrier low and momentum high.

Where ClickUp Shines

Below is a rapid-fire look at the micro-moments that already delight inside ClickUp’s onboarding.

Moment Why it works Screenshot
Speed everywhere Views render in ≈1 s, proving the performance claim instantly. List view displaying three demo tasks loaded instantly
Subtle motion A playful loading indicator shows off ClickUp's speed and brand identity. Purple sliding loading bar animates across the top of the UI
Integration tiles Import cards re-appear as one-click tiles—value sign-posted before you even click. Import cards for Slack, Notion, Spreadsheet, Zoom shown in empty state
Blurred-backdrop wizard Keeps the workspace visible so progress never feels disorienting. Onboarding wizard modal over blurred workspace background
Grab our personalized onboarding templates.

Where Friction Creeps In

Even beautifully crafted flows hide speed-bumps. The table that follows pinpoints the spots where new users are most likely to stumble (and why it matters).

Friction Impact on activation Screenshot
Seven-step wizard 72 % of users abandon flows with high step counts.1 Wizard progress bar showing Step 3 of 7
Choice-overload grid Twelve pill buttons (*Marketing, IT, Ops…*) demand big decisions immediately. Grid of 12 industry options asking ‘What would you like to manage?’
Phone-number request Feels like a hurdle before users see value. Phone number input with prominent Skip button
One-shot video demo Intro tour flashes once and can’t be replayed—lost education moment. Placeholder area where the intro video flashed briefly
Blank first list No starter tasks means instant analysis paralysis. Empty ClickUp list view with no tasks
Stat call‑out: A 25 % bump in activation can translate into a 34 % increase in MRR over 12 months² – every friction point matters.

Six Quick Wins the ClickUp Team (or You!) Could Ship Tomorrow

If you only have one sprint to improve onboarding metrics, start with the six tweaks below. Each takes <1 day to implement and compounds over time.

Issue 5‑min tweak Long‑play idea
Wizard fatigue Add a progress pill (3 / 7) + Skip wizard link. Auto‑skip non‑critical steps based on role detection.
Choice overload Pre‑select top‑3 templates based on referrer (Figma → tick Design). AI template recommendation engine.
Lost video Persistent “Replay intro tour” link in sidebar. Contextual mini‑videos triggered by first action.
Blank state Inject 3 sample tasks + checklist (“Mark one done”). Live template gallery with 1‑click import.
Phone hesitation Collapse phone field behind Need help setting up? accordion. Progressive profiling after first success milestone.
Premature pricing Hide Upgrade nav until after first project created. Trial banner with usage counter instead of permanent nav.

Key Takeaways

  1. Broad promise, narrow path – ClickUp sells “everything,” but each onboarding choice should ruthlessly narrow to a single first success.
  2. Integrations as tiles – Turning wizard selections into homepage shortcuts is a brilliant pattern you should steal (see our Integration tiles template).
  3. Speed & polish delight, but cognitive overload drags first‑session energy.

Turn These Insights into Live UX

Sources

1. UserGuiding Onboarding Stats 2025 – 72 % abandonment on long wizards.

2. Fairmarkit / HubSpot – Activation → MRR correlation (2024 study).

3. ClickUp Review 2024 – RapidViews DB™ performance gains.

Heading 1

Heading 2

Heading 3

Heading 4

Heading 5
Heading 6

abcd

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Block quote

Ordered list

  1. Item 1
  2. Item 2
  3. Item 3

Unordered list

  • Item A
  • Item B
  • Item C

Text link

Bold text

Emphasis

Superscript

Subscript

ClickUp Onboarding Teardown – 8 Screens that Delight (and 5 that Slow You Down)

A carousel showing different login pages including zoom and snyk
Try this template
Jonathan Anderson
-
minutes reading time

TL;DR – ClickUp’s onboarding is lightning‑fast and visually polished, but the multi‑step wizard and dense UI can trigger fatigue before new users hit their first “aha!” moment.

Steal‑this‑idea: The way ClickUp turns the integrations you choose in the wizard into tappable tiles on the homepage is chef’s kiss—an elegant hand‑off from signup to first value.

  • 8 micro-wins prove ClickUp’s speed & polish (integration tiles are genius).
  • 5 friction spots—long wizard + choice overload are the biggest churn risks.
  • 6 quick wins you can copy today (progress pill, replay-tour link, sample tasks).

First Impressions – A Promise for “Everything”

ClickUp’s positioning is intentionally broad—one app for every team and any workflow. The upside: huge top‑of‑funnel. The downside: new users still need a sharply defined first success path. Every onboarding choice should narrow the aperture toward one clear use case.

ClickUp marketing landing page with the headline “The everything app, for work” and a purple Get Started CTA.
Bold promise + single email field keeps the barrier low and momentum high.

Where ClickUp Shines

Below is a rapid-fire look at the micro-moments that already delight inside ClickUp’s onboarding.

Moment Why it works Screenshot
Speed everywhere Views render in ≈1 s, proving the performance claim instantly. List view displaying three demo tasks loaded instantly
Subtle motion A playful loading indicator shows off ClickUp's speed and brand identity. Purple sliding loading bar animates across the top of the UI
Integration tiles Import cards re-appear as one-click tiles—value sign-posted before you even click. Import cards for Slack, Notion, Spreadsheet, Zoom shown in empty state
Blurred-backdrop wizard Keeps the workspace visible so progress never feels disorienting. Onboarding wizard modal over blurred workspace background
Grab our personalized onboarding templates.

Where Friction Creeps In

Even beautifully crafted flows hide speed-bumps. The table that follows pinpoints the spots where new users are most likely to stumble (and why it matters).

Friction Impact on activation Screenshot
Seven-step wizard 72 % of users abandon flows with high step counts.1 Wizard progress bar showing Step 3 of 7
Choice-overload grid Twelve pill buttons (*Marketing, IT, Ops…*) demand big decisions immediately. Grid of 12 industry options asking ‘What would you like to manage?’
Phone-number request Feels like a hurdle before users see value. Phone number input with prominent Skip button
One-shot video demo Intro tour flashes once and can’t be replayed—lost education moment. Placeholder area where the intro video flashed briefly
Blank first list No starter tasks means instant analysis paralysis. Empty ClickUp list view with no tasks
Stat call‑out: A 25 % bump in activation can translate into a 34 % increase in MRR over 12 months² – every friction point matters.

Six Quick Wins the ClickUp Team (or You!) Could Ship Tomorrow

If you only have one sprint to improve onboarding metrics, start with the six tweaks below. Each takes <1 day to implement and compounds over time.

Issue 5‑min tweak Long‑play idea
Wizard fatigue Add a progress pill (3 / 7) + Skip wizard link. Auto‑skip non‑critical steps based on role detection.
Choice overload Pre‑select top‑3 templates based on referrer (Figma → tick Design). AI template recommendation engine.
Lost video Persistent “Replay intro tour” link in sidebar. Contextual mini‑videos triggered by first action.
Blank state Inject 3 sample tasks + checklist (“Mark one done”). Live template gallery with 1‑click import.
Phone hesitation Collapse phone field behind Need help setting up? accordion. Progressive profiling after first success milestone.
Premature pricing Hide Upgrade nav until after first project created. Trial banner with usage counter instead of permanent nav.

Key Takeaways

  1. Broad promise, narrow path – ClickUp sells “everything,” but each onboarding choice should ruthlessly narrow to a single first success.
  2. Integrations as tiles – Turning wizard selections into homepage shortcuts is a brilliant pattern you should steal (see our Integration tiles template).
  3. Speed & polish delight, but cognitive overload drags first‑session energy.

Turn These Insights into Live UX

Sources

1. UserGuiding Onboarding Stats 2025 – 72 % abandonment on long wizards.

2. Fairmarkit / HubSpot – Activation → MRR correlation (2024 study).

3. ClickUp Review 2024 – RapidViews DB™ performance gains.

MAKE IT YOUR OWN

Select the template used on this article and customize it based on your users needs.

Try this template

Turn your ideas into UX today

Turn your ideas
into UX today

Start free trial