How to Build Daily Log Templates in ClickUp

ClickUp makes it easy to turn scattered notes, tasks, and time entries into structured daily logs you can reuse every day. This step-by-step guide shows you how to build and manage daily log templates so you can track work, document progress, and stay organized without starting from scratch.

Using daily logs helps teams capture what they did, when they did it, and what still needs attention. With a few simple configurations, you can turn ClickUp into a central hub for daily activity tracking across projects, teams, or entire departments.

Why Use ClickUp for Daily Logs

Before building your template, it helps to understand why daily logs inside ClickUp are more powerful than spreadsheets or paper notes.

• Centralized tracking: Keep tasks, notes, and time entries in one workspace.
• Repeatable structure: Build once, then reuse templates for each day.
• Real-time collaboration: Team members can update logs simultaneously.
• Automation-ready: Add automations, reminders, and recurring tasks.
• Searchable history: Quickly find past work, blockers, and decisions.

The original inspiration for this guide comes from the daily log templates explained on the official blog at ClickUp’s daily log templates article.

Step 1: Decide What Your Daily Log in ClickUp Should Capture

Before opening ClickUp, outline the key information your daily log needs to track. This will shape your template fields and layout.

Common elements include:

• Date and shift
• Owner or assignee
• Tasks completed
• Tasks in progress
• Time spent
• Notes or observations
• Issues, blockers, or incidents
• Handover notes for the next day

Create a short list of fields and sections. You will translate these into custom fields, task descriptions, and checklist items in ClickUp.

Step 2: Create a Space or Folder for Daily Logs in ClickUp

Next, decide where your daily logs will live inside ClickUp. Keeping them in a dedicated area makes reporting and searching easier.

1. Create or choose a Space: For example, “Operations,” “Engineering,” or “Client Projects.”

2. Add a Folder: Name it something like “Daily Logs” or “Daily Activity Tracking.”

3. Set permissions: Ensure only the right people can view or edit the logs.

This structure keeps all your daily log tasks grouped together while still integrating with the rest of your ClickUp workspace.

Step 3: Build a Daily Log List and Base Task Template in ClickUp

Inside your Folder, create a List that will hold all daily log entries. Each task in that List can represent a single day, shift, or location-based log.

1. Create a List: Name it for the type of logging you want, such as “Support Daily Logs” or “Warehouse Daily Logs.”

2. Add one sample task: This will become your master template.

3. Give the task a clear name: For example, “Daily Log Template – Do Not Use Directly.”

You will now configure this task in ClickUp with the structure you want to reuse.

Step 4: Add Custom Fields for Structured Daily Data

Custom fields in ClickUp let you standardize the data in every daily log. You can later filter, sort, and report across all logs.

Useful custom fields for daily logs include:

• Date field: To capture the specific day or shift.
• Dropdowns: For shift type (morning, evening, night) or location.
• Assignee or team: To track responsibility.
• Number fields: For total hours worked, number of tickets handled, or units processed.
• Checkbox: For “Completed Handover” or “Incidents Reported.”

Add these fields to your List and ensure they are visible across all tasks. Once configured, every new daily log task in ClickUp will follow the same data structure.

Step 5: Structure the Description and Checklists in ClickUp

The task description is where you capture narrative details that are not purely numeric. You can turn it into a mini-template using headings and bullet points.

Inside the template task, add sections like:

• Summary of Day
• Key Activities Completed
• Incidents and Blockers
• Decisions Made
• Handover Notes

Then, add ClickUp checklists for repeatable items, such as:

• Review yesterday’s open items
• Update today’s priorities
• Log time for major tasks
• Send end-of-day summary

This blend of structured sections and checklists helps every team member follow the same logging process.

Step 6: Turn Your Daily Log Task Into a Reusable ClickUp Template

Once your task has the correct fields, description layout, and checklists, save it as a task template in ClickUp.

1. Open your template task.

2. Use the task options menu and choose to Save as Template.

3. Name it clearly, such as “Daily Log – Standard Template.”

4. Choose which elements to include (description, custom fields, checklists, and so on).

Now anyone in your workspace can create new daily log tasks based on this template, ensuring consistency across all entries.

Step 7: Automate Daily Log Creation in ClickUp

To avoid manually creating a new task every day, set up recurring tasks or automations in ClickUp.

Option 1: Recurring Daily Log Task in ClickUp

1. Create a new task from your daily log template.

2. Set the due date for the first day you want to track.

3. Configure the task to recur daily (or on specific weekdays).

4. Choose whether each recurrence creates a new task or updates the same one.

This is ideal when you want a separate task for each day that already follows your template settings.

Option 2: Automations for Daily Logs in ClickUp

Depending on your ClickUp plan, you can also use Automations to generate daily log tasks when certain conditions are met.

Examples include:

• Create a daily log task at a specific time every weekday.
• Create a log when a sprint starts or ends.
• Create location-based logs when certain Lists receive new tasks.

Automations reduce manual setup and ensure your daily logging process never gets skipped.

Step 8: Use Views to Analyze Daily Logs in ClickUp

Once your daily logs are flowing, create views to analyze activity and performance.

List and Table Views in ClickUp

Use List or Table views to see each log as a row, with columns for key custom fields. This makes it easy to:

• Sort by date or shift.
• Filter by assignee, location, or incident flag.
• Export data if needed.

Calendar and Timeline Views in ClickUp

Calendar or Timeline views help you visualize when work happened and spot gaps.

• Drag and drop logs to adjust dates.
• See coverage across shifts and teams.
• Plan future logs alongside project tasks.

Step 9: Share and Standardize Your Daily Log Process

Once your system is running smoothly, document the workflow and share it with your team so everyone uses ClickUp the same way.

Your process guide should cover:

• Where daily logs live in the workspace.
• Who is responsible for filling them in.
• Which fields are mandatory.
• How to use the template and recurring tasks.
• How to escalate issues identified in a log.

You can store this guide directly in ClickUp as a Doc and link it from the daily log List for quick access.

Improve Your Daily Log Setup Beyond ClickUp

While ClickUp provides the structure for daily logs, you may want help optimizing fields, automations, or reporting. Specialized consultants like Consultevo can help you refine your workspace so your logging system scales with your team.

Start Logging Your Day With ClickUp

By defining your data, building a structured task template, and automating its creation, you can turn ClickUp into a reliable system for daily logs that your entire team can follow. Use custom fields for consistent reporting, checklists for repeatable steps, and views for fast analysis. Over time, your growing library of daily logs will become a valuable source of insight for productivity, handoffs, and process improvement.

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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