How to Build a Personal Life Dashboard in ClickUp

A personal life dashboard in ClickUp helps you see your goals, tasks, and routines in one clear view, so you always know what matters most and what to do next.

Based on the workflow explained in the original tutorial, this guide walks you step by step through setting up your own life dashboard, from defining categories to building views and using automation.

Why You Need a Personal Life Dashboard in ClickUp

Most people juggle calendars, notes, task apps, and paper lists. A personal life dashboard brings everything together in one ClickUp workspace so your priorities stop competing with each other.

With a central dashboard, you can:

See your day, week, and long-term goals in a single place
Align tasks with meaningful life areas instead of random to-dos
Reduce decision fatigue about what to work on next
Capture ideas and commitments so nothing slips through the cracks

The method below turns ClickUp into a personal control center rather than just another to-do list.

Step 1: Define Your Life Categories Before Opening ClickUp

Before you build anything in ClickUp, define what matters most in your life. These are the core buckets your dashboard will track.

Common examples include:

Health & Fitness
Career & Business
Finances
Relationships & Family
Personal Growth & Learning
Home & Environment
Hobbies & Creativity

Limit yourself to a manageable set (for example, 6–8 categories). Each one will become a key element in your ClickUp structure and custom fields later.

Step 2: Set Up a Dedicated Space in ClickUp

Next, create a dedicated Space in ClickUp just for your personal life dashboard. Keeping it separate from work Spaces makes it easier to focus and customize.

Create a new Space and name it something like Life Dashboard or Personal HQ.
Within that Space, create a main Folder named Life Areas or Life OS.
Inside the Folder, you will create several core Lists that represent different time scales and purposes.

This structure will let you move tasks and goals between Lists as they progress, without losing context.

Step 3: Create Core Lists in ClickUp

Your dashboard needs different Lists for different levels of planning. A simple, effective setup in ClickUp looks like this:

Vision & Goals – long-term direction and big outcomes
Year – goals and projects for the current year
Quarter – focused priorities for this quarter
Month – commitments for the current month
Week – the specific tasks you plan to execute this week
Today – laser-focused tasks for the current day
Routines & Habits – recurring actions that maintain your life

Each List becomes a staging area. High-level ideas start in Vision & Goals, then move down into Year, Quarter, Month, Week, and Today as they become concrete and actionable.

Step 4: Choose Views for Your ClickUp Dashboard

Once Lists exist, you can make them easier to use by creating different views in ClickUp. The original tutorial recommends mixing List, Board, and Calendar views for clarity.

Useful views include:

List view for structured planning and sorting
Board view grouped by status or life area to visualize flow
Calendar view to see tasks across days and weeks
Dashboard page (if available in your plan) to combine widgets, charts, and key metrics

For each List (Year, Quarter, Month, etc.), create at least a List and Calendar view to switch easily between planning and scheduling.

Step 5: Add Custom Fields in ClickUp for Life Context

The true power of a personal life dashboard comes from using custom fields in ClickUp to add meaningful context to every task and goal.

Recommended custom fields include:

Life Area – a Dropdown or Label field listing your life categories (Health, Career, etc.)
Energy Level – a field like Low / Medium / High to match tasks with your energy at different times of day
Time Estimate – to track how long something will likely take
Priority – beyond the standard flags, you can create fields like Must Do / Nice to Do
Type – such as Task, Project, Habit, Idea

Use these fields consistently. They will make filtering and grouping in ClickUp much more powerful later.

Step 6: Build a Weekly Review Workflow in ClickUp

A personal life dashboard is only useful if you review and update it regularly. The original system emphasizes a weekly review using multiple lists and views in ClickUp.

Prepare Your Weekly Review in ClickUp

Before the review, make sure your tasks have:

Clear due dates
An assigned life area
Reasonable time estimates
Accurate status (To Do, In Progress, Complete)

Run a Simple Weekly Review

Open your Week List and sort tasks by life area, then by priority.
Check what you completed last week and mark any overdue tasks correctly.
Move relevant tasks from the Month List into the Week List.
Limit your commitments by capacity (total hours you truly have).
Drag only the most important tasks into Today for your first workday of the week.

This process turns ClickUp into your trusted system instead of a cluttered repository.

Step 7: Create Your Daily Focus System in ClickUp

Every day, you will interact mainly with the Today List and your Calendar view in ClickUp. Keep this as simple as possible.

Daily Planning Routine in ClickUp

Open your Week List.
Filter tasks for a particular life area if you want a theme for the day (for example, Health or Finances).
Move 3–5 high-impact tasks into the Today List.
Check time estimates to confirm your plan fits in your schedule.
Slot those tasks into your Calendar view to anchor when you will actually do them.

During the day, work from the Today List view and complete, reschedule, or reassign tasks as needed.

Step 8: Track Habits and Routines in ClickUp

Habits are easier to maintain when you track them in the same ClickUp system as your tasks and goals.

Set Up a Habits List in ClickUp

In your Routines & Habits List:

Create one task for each habit (for example, Exercise, Read 20 minutes, Journal).
Turn each habit into a recurring task (daily, weekly, or custom frequency).
Use custom fields like Life Area and Energy Level to align habits with your context.
Add a simple checkbox or subtask list if the habit has smaller steps.

You can then add a dedicated view in ClickUp filtered to show only active habits. This makes your practices as visible as your projects.

Step 9: Customize Your Main ClickUp Dashboard View

Once the Lists and fields are in place, bring everything together into a single high-level view or Dashboard in ClickUp.

Ideas for your main Dashboard elements include:

A Today section showing only tasks in the Today List
A This Week section grouped by life area
A Goals section pulling items from your Vision & Year Lists
Simple charts counting tasks per life area to show balance

Arrange the widgets or views so you can scan your priorities in under one minute.

Step 10: Keep Improving Your ClickUp Life Setup

Your personal life dashboard is a living system. As your goals evolve, adjust your Lists, fields, and views in ClickUp.

To keep it effective:

Remove Lists you no longer use to reduce clutter.
Merge or rename life areas if you notice overlap.
Refine recurring tasks and automations to cut manual work.
Revisit your weekly review checklist and streamline it over time.

When your setup feels heavy, simplify. The best ClickUp system is the one you trust and open every day.

Learn More and Go Deeper

This how-to article is based on the original walkthrough and examples from the official tutorial, which you can read here: How to Build a Personal Life Dashboard.

If you want help designing a broader productivity stack or integrating your ClickUp setup with other tools, you can find additional strategy resources at Consultevo.

With a clear structure, meaningful custom fields, and consistent weekly and daily reviews, ClickUp can become a reliable personal life dashboard that keeps every area of your life aligned and moving forward.

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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