How to Create a 30-60-90 Day Plan in ClickUp
A structured 30-60-90 day plan in ClickUp helps you turn big goals into clear, trackable milestones so you can stay organized, focused, and accountable from day one.
This how-to guide is inspired by the proven 30-60-90 day framework explained in the original ClickUp blog article, adapted into a practical, step‑by‑step workflow you can build directly in your workspace.
Why Use ClickUp for a 30-60-90 Day Plan
A 30-60-90 day plan breaks your first three months on a project or role into focused phases: learning, executing, and optimizing. ClickUp gives you one place to capture goals, tasks, and progress updates so you never lose track of what matters.
With a dedicated space for your plan, you can:
- Clarify expectations for your first 90 days
- Break work into manageable tasks
- Align with managers and teammates
- Measure progress against specific outcomes
Step 1: Define Outcomes Before Building in ClickUp
Before you start setting up Lists and tasks in ClickUp, you need a clear picture of what success looks like by day 30, 60, and 90.
Clarify your 30-60-90 day objectives
Use this three-phase structure:
- First 30 days: Focus on learning, onboarding, and understanding systems.
- Days 31-60: Start executing and contributing to team goals.
- Days 61-90: Take ownership, optimize processes, and drive bigger outcomes.
For each phase, define:
- 3–5 key outcomes you want to achieve
- How success will be measured
- Stakeholders involved or affected
Turn outcomes into measurable goals
Translate your outcomes into specific goals you will later track inside ClickUp:
- Use clear metrics (e.g., “complete 10 customer interviews”)
- Assign tentative dates within each 30-day block
- Note dependencies, such as training or approvals
Step 2: Set Up a 30-60-90 Day Space in ClickUp
Now you can bring your plan into ClickUp so it becomes a living, trackable roadmap.
Create a Space or Folder for your plan
- Create a new Space or dedicated Folder named “30-60-90 Day Plan”.
- Adjust sharing so your manager or team can review your progress.
- Enable features like tasks, custom fields, and views that support planning and tracking.
Add Lists for 30, 60, and 90 days in ClickUp
Inside your Space or Folder in ClickUp, add three Lists:
- First 30 Days
- Days 31-60
- Days 61-90
Each List will hold tasks connected to the outcomes you defined earlier.
Step 3: Build Tasks for Each Phase in ClickUp
Next, convert your outcomes and goals into actionable tasks organized in ClickUp Lists.
Break objectives into actionable tasks
For each List:
- Create tasks for onboarding activities, deliverables, and meetings.
- Use clear titles (e.g., “Complete product onboarding training”).
- Add concise descriptions to explain context and expectations.
Include tasks such as:
- Onboarding and training sessions
- Meetings with key stakeholders
- Research or documentation reviews
- Deliverables and experiments
Use custom fields and priorities in ClickUp
To make your 30-60-90 day plan easier to scan and manage in ClickUp, configure:
- Priority levels for must-do tasks
- Custom fields for metrics, owners, and impact
- Due dates aligned with each 30-day time frame
These details help you see what needs attention first and how tasks connect to larger goals.
Step 4: Add Views to Track Your Plan in ClickUp
Different views in ClickUp make it easy to see your progress from multiple angles.
List view for daily execution
Use a List view for each 30-60-90 List to manage daily work:
- Sort tasks by due date
- Group by status (To Do, In Progress, Done)
- Filter to show only high-priority tasks
Board view for workflow in ClickUp
A Board view in ClickUp helps you visualize the flow of work across statuses:
- Drag tasks from “Planned” to “In Progress” and “Complete”
- Spot bottlenecks where tasks pile up
- Quickly review what is moving forward each week
Calendar or Timeline view for milestones
Use Calendar or Timeline view in ClickUp to map key milestones:
- Visualize your first 90 days by date
- Ensure important meetings and deliverables are spaced realistically
- Adjust dates as priorities shift
Step 5: Align With Stakeholders Using ClickUp
Your 30-60-90 day plan is also a communication tool. Share your ClickUp setup so stakeholders can give feedback and stay aligned.
Share your plan and request input
Invite your manager or team to your Space or Folder in ClickUp and:
- Walk them through your goals for each 30-day stage
- Ask if any critical tasks or outcomes are missing
- Confirm expectations and metrics for success
Use comments and Docs in ClickUp
Keep collaboration centralized:
- Use task comments for updates and questions
- Create a ClickUp Doc summarizing your 30-60-90 day plan
- Link tasks from the Doc so everything stays connected
Step 6: Review and Adjust Your Plan in ClickUp
A strong 30-60-90 day plan is flexible. Use ClickUp to regularly update tasks and adjust goals as you learn more.
Run weekly reviews in ClickUp
Schedule a recurring task for a weekly review:
- Mark completed tasks and update statuses
- Move unfinished work to new dates where needed
- Document key learnings and decisions in comments
Shift focus across 30, 60, and 90 days
As you progress:
- Move tasks between Lists if priorities change
- Refine goals in later phases based on what you learned earlier
- Update stakeholders using ClickUp views during check-ins
Tips to Maximize Your 30-60-90 Day Plan in ClickUp
To keep your plan effective and realistic, follow these best practices.
Keep tasks small and achievable
Break large goals into smaller tasks in ClickUp so you can:
- Avoid feeling overwhelmed
- Track incremental progress
- Celebrate quick wins early on
Align your plan with team goals
Make sure your 30-60-90 day tasks support broader team priorities:
- Review department or company OKRs
- Tag tasks linked to key initiatives
- Highlight high-impact work during check-ins
Use templates and repeatable structures
Once you have a 30-60-90 structure working well in ClickUp, save it as a template so you or your organization can reuse it for future roles and projects.
Where to Learn More and Get Support
For more examples and ideas drawn from the original framework, you can review the detailed guide on the ClickUp blog.
If you want expert help designing scalable workflows, automation, and onboarding systems around your ClickUp setup, consult specialists such as Consultevo to build a long-term productivity strategy.
By turning your 30-60-90 day plan into a clear, living workspace in ClickUp, you create a roadmap that is easy to follow, easy to share, and easy to keep aligned with your biggest goals.
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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