How to Use ClickUp With Obsidian Templates

ClickUp can work alongside Obsidian to turn your knowledge hub into a fully actionable system with tasks, roadmaps, and documentation that stay in sync with your notes. This how-to guide walks you through using ideas from proven Obsidian-style templates to build a powerful, flexible workspace.

The steps below are inspired by the workflows and structure shown in the Obsidian templates overview, but adapted so you can implement them directly in your ClickUp workspace.

Step 1: Plan Your ClickUp Workspace Structure

Before adding any documents or tasks, decide how you will organize your information. Obsidian vaults are usually organized by purpose, and you can mirror that logic inside ClickUp Spaces and Folders.

Use these ideas when planning your layout:

• Create separate Spaces for broad areas like “Personal Knowledge,” “Projects,” and “Teams.”
• Use Folders as major sections such as “Second Brain,” “Daily Notes,” “Content Library,” or “Roadmaps.”
• Use Lists for more focused workflows like “Meeting Notes,” “Idea Capture,” “Learning Tracker,” or “Feature Specs.”

Defining this structure first makes it easier to translate Obsidian-style templates into reusable views and Docs inside ClickUp.

Step 2: Build a Second Brain in ClickUp

Many Obsidian templates focus on creating a “second brain” for storing and connecting ideas. You can recreate this concept using ClickUp tasks, Docs, and custom fields.

Create a Second Brain List in ClickUp

1. Create a new Folder called “Second Brain.”
2. Inside it, add a List named “Knowledge Hub.”
3. Use tasks to represent individual notes, ideas, articles, or concepts.

To turn this into a true knowledge system, add custom fields to each task such as:

• Topic or area (e.g., Product, Marketing, Personal Growth)
• Source (book, podcast, article, meeting)
• Status (captured, processing, implemented)

This setup lets you filter and sort your notes the same way many Obsidian users filter their vaults, while still having access to powerful automation inside ClickUp.

Use ClickUp Docs as Core Notes

Some Obsidian notes are long-form and deserve their own page. For these, use Docs associated with your Knowledge Hub List:

• Create a Doc for deep reference material, such as frameworks, playbooks, and research.
• Link related tasks to the Doc to show where ideas are being applied.
• Use nested headings and tables inside the Doc to mirror how you structure long Obsidian notes.

By blending tasks with Docs, you preserve the flexibility of note-taking while ensuring ideas can be executed.

Step 3: Recreate Daily Notes in ClickUp

Daily notes are a core part of many Obsidian templates. You can design a simple daily workflow in ClickUp to replace or complement those notes.

Set Up a Daily Notes List in ClickUp

1. Create a Folder named “Daily Notes & Journal.”
2. Add a List called “Daily Notes.”
3. Create a task template named “Daily Note Template.”

Inside the template task, add sections in the description such as:

• Morning plan
• Top 3 priorities
• Quick journal
• Notes and observations

Each day, you can create a new task from this template, give it the date as the title, and track your activities and reflections just as you would in a dated Obsidian note.

Connect Daily Notes to Other ClickUp Lists

To make your daily pages more actionable:

• Use task relationships to link a daily note to any tasks you created or updated that day.
• Add comments on the daily task to capture short observations or meeting summaries.
• Use subtasks to log small to-dos that emerge from your journal or notes.

This structure makes it easy to search and review days later, while keeping everything integrated with your project management system.

Step 4: Capture and Organize Ideas in ClickUp

Idea capture is a key benefit of Obsidian templates, especially for research and content creation. You can use a dedicated List in ClickUp as your unified inbox.

Build an Idea Inbox in ClickUp

1. Create a Folder named “Ideas & Research.”
2. Add a List called “Idea Inbox.”
3. Create a simple task template for new ideas with fields for context and next steps.

Whenever you have a new thought, add a task in this List with a short title and quick description. Later, during review sessions, move or link these ideas into the appropriate project Lists.

To stay organized, consider:

• Adding tags for themes like “content,” “feature,” “experiment,” or “learning.”
• Using custom fields to track estimated impact or effort.
• Creating views grouped by tag or status so your idea backlog stays clear.

Step 5: Use ClickUp for Project Roadmaps

Several Obsidian-style templates focus on roadmapping and long-term planning. You can turn those into structured and visible project roadmaps inside ClickUp.

Create a Roadmap List in ClickUp

1. Create a Folder named “Roadmaps.”
2. Add Lists such as “Product Roadmap,” “Content Roadmap,” or “Personal Goals.”
3. For each initiative, create a task and assign start and due dates.

Then, use various views:

• Timeline or Gantt view to see long-term plans over months or quarters.
• Board view to manage stages like “Backlog,” “Planned,” “In Progress,” and “Done.”
• Calendar view to coordinate launch or publishing dates.

Link each roadmap task back to research or knowledge tasks from your Second Brain Folder so that strategy and execution stay connected.

Step 6: Turn Notes into Action in ClickUp

A major advantage of combining note-taking concepts with ClickUp is the ability to move smoothly from insight to action.

Link Notes, Tasks, and Docs in ClickUp

Use the following habits to keep everything connected:

• When you finish a research note, create at least one actionable task linked to that note.
• When starting a new project, attach reference Docs or knowledge tasks directly to the project List.
• During meetings, take notes in a Doc and create tasks in real time for follow-ups.

This ensures that nothing stays buried in static notes. Every insight has a clear path toward implementation and tracking.

Step 7: Review and Refine Your ClickUp Setup

Like any Obsidian vault, your workspace will evolve. Reviewing your ClickUp structure regularly helps keep it clean and useful.

Run Weekly Reviews in ClickUp

1. Review your Daily Notes List and close any loose tasks.
2. Check the Idea Inbox and move items into active project Lists.
3. Update your Roadmap Lists to reflect progress and new priorities.
4. Archive outdated Lists or Folders to reduce clutter.

Over time, you can refine your templates, add custom fields, and create saved views that reflect how you actually work.

Additional Resources for Improving Your System

If you want to go deeper into building an integrated knowledge and project system, you can explore strategic frameworks and operations guidance at Consultevo. Combine those ideas with the techniques above to design a workspace tailored to your team or personal workflow.

For more examples of how people structure knowledge systems and daily notes, review the inspiration from the original Obsidian-style approach on the ClickUp Obsidian templates page. Then adapt those ideas directly into your ClickUp setup using Spaces, Folders, Lists, tasks, and Docs.

By following these steps, you can use ClickUp as a powerful companion for your note-taking habits, create a flexible second brain, and keep your projects, ideas, and documentation in one organized, actionable system.

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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