How to Use ClickUp to Plan Your Day

ClickUp is an all-in-one productivity workspace you can use to plan your day, organize projects, and replace limited tools like Amie with a more flexible system. This step-by-step guide shows you exactly how to set up a personal planning workflow using core ClickUp features.

The instructions below are inspired by the workflows discussed in the Amie alternatives guide on the ClickUp blog, adapted into a practical how-to format.

Why Use ClickUp Instead of Simple Planner Apps

Many calendar and planner tools offer a beautiful interface but lack deeper work management features. With ClickUp, you can combine planning, documentation, and collaboration in one place.

Using ClickUp for daily planning gives you:

• A central workspace for tasks, docs, goals, and whiteboards
• Custom views like lists, boards, calendars, and timelines
• Automations and templates to reduce manual work
• Native time tracking and workload visibility
• Collaboration features such as comments and assigned comments

This makes ClickUp a strong alternative to single-purpose tools like Amie that focus only on your calendar or to-do list.

Step 1: Create a Personal Planning Space in ClickUp

Start by setting up a dedicated area in ClickUp that mirrors the structure you need for personal and work planning.

1. Log in to your ClickUp workspace.

2. From the sidebar, click + Space to create a new Space.

3. Name it something like Personal Planning or Daily HQ.

4. Choose the features you want to enable in this Space, such as Tasks, Docs, Whiteboards, Dashboards, and Time Tracking.

5. Pick a color and icon so the Space is easy to spot in your ClickUp sidebar.

If you work with a team, you can also create a shared Space for team planning while keeping a private Space for personal tasks.

Step 2: Build a ClickUp Folder for Daily and Weekly Planning

Within your new Space, structure your planning system so it’s easy to navigate and maintain.

1. Inside the Space, click + Folder and name it Routines & Planning.

2. Create a separate Folder for long-term projects if needed, such as Projects or Goals.

3. Within the Routines & Planning Folder, add Lists for each main planning area:

   • Daily Tasks
   • Weekly Overview
   • Habits & Routines
   • Backlog / Someday

This layout makes it easy to see your priorities by timeline: today, this week, and later.

Step 3: Create a Daily Task List in ClickUp

Now configure a List in ClickUp that behaves like a dynamic daily planner.

1. Open the Daily Tasks List.

2. Switch to List view if it isn’t already active.

3. Add key task fields, such as:

   • Due Date
   • Priority
   • Time Estimate
   • Tags (e.g., Deep Work, Meetings, Admin)

4. Create simple statuses that match your personal workflow, for example:

   • To Do
   • In Progress
   • Waiting
   • Done

5. Use filters in ClickUp to show only tasks due today or overdue to keep your daily view focused.

This structure helps you capture every task and quickly decide what to focus on each day.

Step 4: Organize Tasks with ClickUp Calendar and Views

To replace simple planner tools like Amie, you need a visual schedule of tasks and events. ClickUp offers several views for that.

Using ClickUp Calendar View

1. In your Daily Tasks or Weekly Overview List, click + View and choose Calendar.

2. Group tasks by Assignee or Status, depending on your preference.

3. Drag tasks directly on the calendar to change due dates and quickly arrange your day.

4. Use color coding via Priority or Tags to make important work stand out.

Using ClickUp Board and List Views Together

Switch between multiple views to see your plan from different angles:

• List view: clean, compact list of tasks with all fields visible
• Board view: Kanban-style columns for statuses or categories
• Calendar view: date-based schedule for tasks and events

By combining these views in ClickUp, you get the flexibility of Amie’s schedule feel with additional project management depth.

Step 5: Plan Deep Work Sessions in ClickUp

Amie emphasizes a focused time blocking experience. You can recreate this in ClickUp by designing tasks and views around deep work.

1. Create a Deep Work List in your planning Folder.

2. Add tasks for important sessions, such as Strategy Review, Design Sprint, or Writing Focus.

3. Set Start and Due dates to represent the block of time you want to reserve.

4. Use Time Estimates to ensure your planned blocks fit realistically into your day.

5. In Calendar view, show only this List to see a clean deep work schedule in ClickUp.

This gives you time blocks similar to a time-blocking tool while keeping everything integrated with the rest of your tasks.

Step 6: Use ClickUp Docs for Daily Notes and Agendas

In many planning apps, notes and tasks live in separate places. With ClickUp, you can keep them together by using Docs.

1. From the sidebar, click Docs and create a new Doc called Daily Journal or Daily Notes.

2. Create a template in the Doc with sections like:

   • Top 3 Priorities
   • Meetings & Talking Points
   • Notes & Ideas
   • End-of-Day Review

3. Each morning, duplicate yesterday’s section and update it for today.

4. Use the @ mention feature in ClickUp Docs to link tasks directly into your notes.

This creates a living command center that connects your notes, tasks, and schedule.

Step 7: Automate Routine Workflows in ClickUp

Another advantage of ClickUp over basic alternatives is automation. You can set up automations that reduce repetitive work.

1. Open your Daily Tasks List and click Automate.

2. Add automations such as:

   • When a task is moved to Done → Clear due date
   • When due date arrives → Change status to To Do
   • When priority changes to High → Add Tag: Today

3. Use templates to predefine recurring daily or weekly tasks.

These automations help your ClickUp planning system stay accurate with minimal manual updates.

Step 8: Track Time and Review Your Week in ClickUp

To continuously improve your planning, you should review how you spend your time and adjust future schedules.

Using ClickUp Time Tracking

1. Enable Time Tracking in your Space settings.

2. On each task, click the timer to start or log manual time.

3. Use reports or Dashboards in ClickUp to see where your time goes across tasks, Lists, or tags.

Weekly Review Workflow in ClickUp

1. Create a recurring task called Weekly Review in your Weekly Overview List.

2. Inside the task, add a simple checklist:

   • Review completed tasks
   • Reschedule unfinished work
   • Update priorities for next week
   • Capture new ideas in Backlog

3. Attach or link your ClickUp Docs journal so you can scan notes and insights.

This ensures your ClickUp planning system stays relevant and aligned with your goals.

Step 9: Customize Your ClickUp Homepage for Quick Access

The Home view in ClickUp can act like the main dashboard you see when opening a simpler planner app.

1. Go to Home in the sidebar.

2. Pin your most important Lists or views, such as Today, This Week, or Deep Work.

3. Enable widgets for My Work, Calendar, and Reminders so you can see everything at a glance.

With this setup, opening ClickUp instantly shows your schedule, tasks, and priorities.

Learn More and Extend Your ClickUp Workflow

The official article on Amie alternatives from ClickUp explores how this platform compares with Amie and other scheduling tools. Use it as a reference for additional feature ideas and examples.

If you want expert help designing a robust ClickUp workflow for your team or business, you can also explore consulting services from Consultevo, which specializes in modern productivity stack optimization.

By following the steps above, you can configure ClickUp into a powerful daily planner, calendar, and project hub that does far more than a simple scheduling tool, while still keeping your workflow simple and focused.

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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