How to Run Weekly Check-ins in ClickUp

ClickUp makes it simple to standardize weekly check-ins so managers, teams, and stakeholders stay aligned without long status meetings or scattered updates.

This how-to guide walks you through setting up a repeatable weekly check-in system using templates, fields, views, and automations based on the features described in the original weekly check-in templates article.

Why Use ClickUp for Weekly Check-ins?

A structured weekly check-in improves transparency, surfaces risks early, and keeps everyone focused on priorities. Doing this inside ClickUp centralizes all that information where the work already lives.

Using built-in templates and views, you can:

• Collect consistent weekly updates from every team member
• Connect updates directly to tasks, goals, and sprints
• Reduce meetings by replacing verbal updates with clear written summaries
• Track sentiment, blockers, and wins over time

Prepare Your Workspace in ClickUp

Before you start building a check-in workflow, set up a dedicated space or folder in ClickUp so all weekly reports are easy to find.

Step 1: Create a Folder for Weekly Check-ins

1. Open your workspace in ClickUp.
2. Create a new Folder named something like Weekly Check-ins.
3. Decide which Space should own this folder (for example, Operations, PMO, or each department).

This keeps all recurring check-in lists in one organized location.

Step 2: Decide on Your Check-in Cadence

Most teams run weekly check-ins, but ClickUp can support other cadences too.

• Weekly: Ideal for product teams, agencies, and leadership.
• Bi-weekly: Useful for stable, long-running projects.
• Monthly: Best for high-level executive or portfolio updates.

Your cadence will determine how you schedule tasks and automations in ClickUp.

Choose a ClickUp Weekly Check-in Template

The source article highlights multiple weekly check-in formats that you can recreate or adapt in ClickUp. Pick the one that best fits your work style.

Template Option 1: Simple Weekly Status in ClickUp

This format works well when you want quick, lightweight updates from each team member.

Create a new List in your Weekly Check-ins folder called Team Weekly Status and add tasks like:

• Week of [Date] – [Team Member Name]

For each task, use custom fields in ClickUp such as:

• Top 3 accomplishments (Text)
• Top priorities for next week (Text)
• Blockers / risks (Text)
• Overall sentiment (Dropdown: Green, Yellow, Red)

This mirrors the simple weekly check-in templates described on the source page while keeping everything trackable.

Template Option 2: Manager–Employee 1:1 Check-ins in ClickUp

For recurring 1:1 meetings, ClickUp can store agenda items, action items, and notes for each session.

1. Create a List named 1:1 Check-ins.
2. Create one task per recurring 1:1 pair, for example, Alex & Jamie – Weekly 1:1.
3. Inside each task, build a checklist or task description template with sections like:
   • Wins this week
   • Challenges and blockers
   • Feedback and coaching
   • Action items for next week

You can set a recurring due date in ClickUp so the same task resurfaces each week with the latest notes.

Template Option 3: Project or Sprint Weekly Review in ClickUp

For teams working in sprints or projects, the weekly check-in should summarize progress against scope, timelines, and risks.

Create a List called Project Weekly Review and add tasks such as:

• Week [Number] – Project Alpha Sprint Review

Add custom fields like:

• Sprint goal status (Dropdown: On Track, At Risk, Off Track)
• Completed story points (Number)
• Key blockers (Text)
• Dependencies (Text)

This approach follows the project-focused weekly template patterns from the source article while adapting them to ClickUp structures.

Build a Reusable Weekly Check-in System in ClickUp

Once you pick a format, turn it into a repeatable process using native features in ClickUp.

Create a Task Template for Weekly Check-ins

1. Inside your check-in List, create a sample task with the ideal layout.
2. Add your headings in the description (for example, Wins, Challenges, Next Week).
3. Attach any relevant documents or links.
4. Fill out all necessary custom fields with placeholder values.
5. In ClickUp, save this as a Task Template (from the task menu).

Now, every new weekly check-in task can be created from this template so the format stays consistent across the team.

Automate Weekly Check-in Task Creation in ClickUp

Reduce manual work by using ClickUp automations or recurring tasks.

Two easy approaches:

• Recurring task: Set a repeating schedule on a single task that resets each week, clearing fields or checklists as necessary.
• Automation-based creation: Use an automation to create a new task from your template each week on a specific day and assign it to each team member.

This ensures check-ins are always ready when your team starts the week.

Collect Better Updates with Views in ClickUp

Views help you consume weekly check-in data efficiently. The article’s templates translate into several effective views inside ClickUp.

Use List and Table Views for Weekly Overviews

In your weekly check-in List, switch between:

• List View: Shows tasks grouped by assignee, week, or sentiment.
• Table View: Shows custom fields in columns, making it easy to scan accomplishments, priorities, and risks across the team.

Sort or filter by fields like sentiment, status, or week to quickly spot issues.

Use ClickUp Dashboards for Leadership Summaries

For executives and managers, create a Dashboard in ClickUp that surfaces key weekly insights.

Useful Dashboard widgets include:

• Task List widgets filtered to your Weekly Check-in List
• Pie charts grouped by sentiment or status
• Line charts tracking completed work or recurring issues over time

This gives leadership a high-level weekly snapshot without reading every individual check-in in detail.

Run the Weekly Check-in Process in ClickUp

Once everything is set up, follow a simple, repeatable routine each week.

Step 1: Notify the Team

When the weekly check-in tasks are created in ClickUp, make sure your team knows when to fill them out.

• Use task assignees and mentions in comments.
• Send a short reminder in your chat tool linking to the List.
• Include the expected completion time and deadline.

Step 2: Team Members Complete Their Check-ins

Ask team members to:

• Update all required custom fields.
• Fill out the description sections (wins, blockers, priorities).
• Link related ClickUp tasks or docs for context.
• Set sentiment or status accurately.

Encourage concise, honest updates that map directly to their work in ClickUp.

Step 3: Managers Review and Respond

Managers can then:

• Open the weekly check-in List in Table or List View.
• Filter for high-risk sentiment or major blockers.
• Comment directly on tasks to ask questions or provide feedback.
• Create follow-up tasks in ClickUp for new action items.

This creates a closed-loop system where issues identified in check-ins become actionable tasks and projects.

Improve and Scale Your ClickUp Check-in System

Over time, refine your weekly process so it stays useful and quick for everyone.

• Remove questions that people rarely fill out.
• Add fields for metrics specific to your team (revenue, leads, tickets).
• Adjust the cadence if weekly feels too frequent or not frequent enough.
• Create separate Lists for different departments to keep data focused.

If you need broader help optimizing your workflows, an operations or ClickUp consulting partner like Consultevo can help you design a workspace structure that scales.

Start Your Weekly Check-ins in ClickUp Today

By combining templates, recurring tasks, custom fields, and dashboards, ClickUp can become a single, reliable hub for all your weekly check-ins.

Replicate one of the weekly formats from the original ClickUp weekly check-in templates guide, turn it into a template, and automate creation so your team never misses another update.

With a few focused steps, you’ll replace scattered status meetings with a structured, data-rich weekly rhythm that lives entirely in ClickUp.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

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