How to Use ClickUp as a Calendar
ClickUp can replace Morgen Calendar and similar tools by giving you a flexible way to organize meetings, tasks, and projects in a single workspace. This how-to guide walks you through using calendar-style features so you can manage time, deadlines, and collaboration more efficiently.
Why Use ClickUp Instead of Morgen Calendar?
The original Morgen Calendar tool focused on bringing multiple schedules into one view. That same idea shows up in the apps highlighted on the Morgen Calendar alternatives guide, and you can apply the same concepts directly inside ClickUp.
With the right setup, you can:
- Plan tasks and events in a calendar-style view
- Group work by project, client, or team
- Track deadlines without losing context
- Combine scheduling and task management in one place
This tutorial focuses on practical steps to set up and use time-based views effectively.
Getting Started: Basic ClickUp Setup
Before using calendar features, you need a simple structure in your workspace. Follow these steps to create a foundation that mirrors what you might expect from a dedicated scheduling app.
Step 1: Create a Space for Time-Based Work
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Log in to your workspace.
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Create a new Space, for example: “Scheduling & Calendars”.
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Enable tasks, docs, and any views you want to combine with your calendar-style workflow.
This Space becomes the home for your time-focused lists and projects.
Step 2: Build Lists for Projects and Events
Within your Space, set up Lists that group work the way a calendar app might group calendars or categories.
Common examples include:
- Meetings & Calls
- Client Projects
- Marketing Campaigns
- Product Releases
- Personal Schedule
Each List will hold tasks that appear later in time-based views.
Creating Time-Friendly Tasks in ClickUp
For the calendar-style approach to work, tasks need the right fields. Think of each task like an event or entry in a standard agenda.
Step 3: Add Dates, Times, and Durations
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Create a new task in the List that matches your category, such as “Meet with Design Team”.
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Set a Start Date and Due Date. For meetings, set both to the same day.
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Add start and end times to reflect the real schedule.
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Use the time estimate field if you want to track how long the work should take.
Once tasks have dates and times, they can appear logically in your time-based views.
Step 4: Use Custom Fields for Calendar Context
To mirror what you might tag in another app, add Custom Fields that help you filter and sort work. Useful field ideas include:
- Type (Meeting, Deep Work, Deadline, Event)
- Location (Office, Remote, Client Site)
- Priority (Low, Medium, High, Urgent)
- Owner (Person responsible)
These fields let you switch between broad planning and detailed scheduling quickly.
Building a Calendar-Style View in ClickUp
Now that tasks are structured, you can create views that feel similar to traditional scheduling tools.
Step 5: Create a Time-Based View
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Open your Space or Folder that contains your Lists.
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Add a new view and select an option that best matches your planning style, such as a day, week, or month style layout if available.
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Name it clearly, for example “Weekly Schedule” or “Team Calendar”.
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Choose to show tasks from all relevant Lists so you can see everything in one place.
This view becomes your hub for reviewing the week and planning ahead.
Step 6: Filter and Group for Clarity
To avoid clutter, set filters and grouping options in your view. You can:
- Filter by assignee to focus on one person’s schedule
- Filter by Custom Field, like Type = Meeting
- Hide completed tasks to see only upcoming work
- Group by List, Priority, or Status to understand workload
Adjust filters as your workload grows so your calendar-style view stays readable.
Managing Daily Workflows in ClickUp
Once your time-based structure is ready, use it for daily and weekly planning. This section outlines a simple repeatable routine.
Step 7: Plan Your Day
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Open your main daily or weekly view each morning.
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Scan upcoming tasks and events for the day.
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Drag tasks to adjust timing and spread work across the day if the view supports this interaction.
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Use priorities or tags to mark the most important tasks.
Following this routine keeps the day grounded in realistic time blocks.
Step 8: Track Progress and Update Status
As the day moves forward:
- Change task status from To Do to In Progress to Complete
- Adjust dates if work needs to be rescheduled
- Add comments and attachments so every event has full context
- Use @mentions to notify teammates about changes
This turns your calendar-style setup into a living project system instead of a static list of times.
Team Collaboration in ClickUp
Beyond personal planning, you can share a calendar-style view with your team so everyone understands workloads and deadlines.
Step 9: Share Views for Cross-Team Visibility
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Set your core view to be visible to the entire workspace or specific teams.
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Group tasks by assignee so you see each person’s schedule in one layout.
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Create separate views for management, such as a high-level roadmap, and for individuals, such as personal weekly schedules.
This shared view helps managers see who is overbooked and where there is room for more work.
Step 10: Coordinate Meetings and Deadlines
You can coordinate shared work by:
- Creating tasks for recurring meetings and assigning them to all participants
- Adding start and end times to project milestones
- Using comments to confirm agendas and notes
- Attaching relevant documents to each task for quick access
Everyone sees the same time-based plan, reducing confusion and duplicate scheduling.
Tips to Replace Morgen Calendar with ClickUp
To fully replace a standalone app, you need a few best practices that keep the system simple and sustainable.
Keep One Source of Truth
Choose your primary time-based view as the main reference point for scheduling. Avoid creating too many overlapping views, which can cause confusion about where the real plan lives.
Use Consistent Naming
Name tasks and Lists clearly so they are easy to find in search and in time-based layouts. For example:
- Client – Review Meeting – Q1 Update
- Internal – Sprint Planning – Week 6
Clear names make it easier to recognize events at a glance.
Review Weekly and Monthly
Schedule a short weekly and monthly review where you:
- Clean up completed tasks
- Reschedule postponed work
- Archive old Lists to keep things tidy
- Update Custom Fields for better reporting
Routine maintenance keeps your time-based planning accurate.
Optimizing Your ClickUp Setup Further
Once your scheduling system is stable, you can expand it with deeper reporting and automation.
- Automate status changes based on dates or checklists
- Use dashboards to view workload by week or month
- Integrate with other tools for communication and documentation
- Track time spent against estimates for better future planning
If you want help designing a scalable structure and automation rules, you can also reach out to consultants such as Consultevo for implementation guidance.
Conclusion: Turning ClickUp into Your Main Calendar Hub
By structuring Spaces, Lists, tasks, and views with time in mind, you can turn your workspace into a full calendar-style hub. The approach mirrors the strengths covered in the Morgen Calendar alternatives article while layering on richer task management, collaboration, and reporting.
Follow the steps in this guide to set up your system, refine it with Custom Fields and filters, and use it daily for planning, execution, and review. Over time, your workspace can become the single place where schedules, projects, and documentation come together in a unified workflow.
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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