How to Build Consultant Timesheets in ClickUp

ClickUp gives consultants a flexible way to track billable hours, manage clients, and streamline invoicing in one place. This step-by-step guide shows you exactly how to set up consultant timesheets, customize them, and use built-in features to report time accurately.

Why Consultants Should Use ClickUp for Timesheets

Consultants need clear, reliable time tracking to keep projects profitable. A good system must capture every billable minute without adding admin overload.

Using ClickUp for timesheets helps you:

• Log billable and non-billable hours quickly
• Organize time entries by client, project, or task
• Generate summaries for invoices and status reports
• Collaborate with teams and subcontractors

The platform combines task management, time tracking, and reporting so your timesheets stay connected to real project work.

Prepare Your Workspace in ClickUp

Before creating your first consultant timesheet, set up a clear structure in ClickUp. This keeps time entries organized as your client list grows.

Create a Consulting Space in ClickUp

1. Open your account and go to the sidebar.
2. Click + Space and name it something like Consulting or Client Projects.
3. Select your preferred privacy and sharing options.
4. Enable the Time Tracking clickapp if it is not already active.

This Space will hold all your client-related time tracking and project work.

Add Folders for Clients or Services

Within your consulting Space, group work so you can filter timesheets later.

• Create a Folder for each major client, or
• Create Folders by service type (e.g., Strategy, Implementation, Coaching)

Each Folder will contain Lists and tasks where your consultant hours are logged.

Set Up a Consultant Timesheet List in ClickUp

The simplest way to track hours is to build a dedicated timesheet List and connect it to real project tasks.

Create a Timesheet List

1. Inside your client or services Folder, click + List.
2. Name it Consultant Timesheet or Weekly Timesheet.
3. Choose a date-based naming pattern if you want separate Lists per week or month.

This List will hold tasks that represent work items or time blocks.

Add Essential Time Fields in ClickUp

Customize your List with fields a consultant needs to build an accurate timesheet.

• Billable (checkbox or dropdown)
• Client (dropdown if multiple clients share one List)
• Service Type (e.g., Analysis, Delivery, Meetings)
• Hourly Rate (currency field)
• Total Cost (calculated field based on logged time × rate)

These fields let you filter and summarize hours for invoices and internal reviews.

Track Time on Tasks in ClickUp

With your List in place, you can begin logging consultant hours. Because time entries are attached to tasks, you see exactly where you spend your time.

Option 1: Use the Built-In Timer

1. Open the task representing your work (e.g., Client A – Strategy Session).
2. Click the Time Tracked area or the clock icon.
3. Start the timer when you begin working.
4. Stop the timer as soon as you finish.
5. Add a short description and mark the entry as billable or non-billable.

This approach suits deep work sessions and live client calls where you want second-by-second accuracy.

Option 2: Add Manual Time Entries

For consultants who track hours at the end of the day, manual entries in ClickUp provide flexibility.

1. Open the relevant task.
2. Click Time Tracked and select + Add Time.
3. Enter the date, start and end time, or total duration.
4. Set the billable flag and choose the correct client or service type.
5. Save the entry and repeat for each work block.

Manual entries help when you log time from calendar events or existing notes.

Build a Weekly Consultant Timesheet View in ClickUp

After you have several entries, create views that function like a classic consultant timesheet—organized by day, client, and billable status.

Use the Time Sheet View

1. Open your consulting Space or a specific client Folder.
2. Click + View and choose Time Sheet if available.
3. Filter by user (yourself or your team) and date range.
4. Group by client, List, or billable status as needed.

This view offers a calendar-style layout of your hours, ready for weekly reviews.

Create a Custom Table View in ClickUp

If you prefer spreadsheet-like consultant timesheets, a Table view is powerful.

1. Add a Table view to your timesheet List.
2. Show columns for Task Name, Time Tracked, Billable, Client, and Total Cost.
3. Filter by date range for the current week or billing period.
4. Use the Sum row to total hours and costs.

This layout mirrors traditional Excel timesheets while keeping everything connected to your work.

Automate Consultant Timesheets with ClickUp

Automation reduces the time you spend on admin so you can focus on client delivery.

Set Up Simple Automations

Within your timesheet List, you can create rules such as:

• When a task moves to Complete, set the billable checkbox to Yes.
• When a task is labeled Internal, mark it as non-billable.
• When a task is created in a specific client Folder, auto-populate the client field.

These rules keep your data consistent for every consultant timesheet.

Use Templates in ClickUp

To speed things up, design a reusable consultant timesheet template.

1. Build one List with all the right fields, views, and automations.
2. Save it as a List Template from the settings menu.
3. Apply this template whenever you onboard a new client or start a new project cycle.

Over time, you can refine the template to match your standard billing structure and reporting needs.

Export and Share Your Consultant Timesheets

Once your week or month is complete, you may need to send a summary to clients or import it into your accounting tool.

Export Data from ClickUp

From a Table view of your timesheet List:

1. Click the view settings or more options menu.
2. Choose Export (such as CSV or similar formats, depending on your plan).
3. Filter to include only billable time for a specific client.
4. Download and attach to invoices or upload to your finance system.

You can also share read-only views with clients so they can see live progress and hours.

Reference Templates and Further Help

The official blog offers detailed examples of consultant timesheet templates and workflows. Review the original guidance here: Consultant Timesheet Templates Guide.

If you want expert help setting up advanced views, billing rules, and reports, you can also work with a consulting-focused implementation partner like Consultevo.

By structuring your workspace, customizing Lists, and using built-in time tracking, ClickUp becomes a complete consultant timesheet system that supports accurate billing and clear client communication.

Need Help With ClickUp?

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

Get Help

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