How to Use ClickUp for 30-60-90 Day Plans

ClickUp makes it easy to turn 30-60-90 day plans into clear, trackable workflows that help new hires, managers, and teams hit goals faster.

This how-to guide walks you through building a practical 30-60-90 day plan, structuring it in ClickUp, and using templates, Goals, and views to keep everyone aligned.

What Is a 30-60-90 Day Plan?

A 30-60-90 day plan is a document that outlines what someone will learn, do, and achieve in their first three months in a new role or on a new project.

Typically, it breaks the first 90 days into three phases:

• First 30 days: Learn, observe, and understand processes.
• Next 30 days (days 31-60): Start executing and contributing to key tasks.
• Final 30 days (days 61-90): Take ownership, optimize, and deliver measurable results.

In a work management platform like ClickUp, this plan becomes a structured set of goals, tasks, and milestones, not just a static document.

Why Build 30-60-90 Day Plans in ClickUp?

When you run your 30-60-90 day plan directly inside ClickUp, you bring together expectations, documentation, and execution in one place.

Key benefits include:

• Clear expectations: Everyone sees priorities and timelines from day one.
• Faster onboarding: New hires know exactly what to read, who to meet, and what to ship.
• Objective progress tracking: Progress is visible through tasks, statuses, and goals.
• Easy collaboration: Managers, peers, and HR can comment, clarify, and adjust in real time.
• Reusable structure: You can turn successful plans into templates for future roles.

Before You Start: Core Elements of a Strong Plan

Before setting anything up in ClickUp, define the core elements of your 30-60-90 day plan:

• Role outcomes: What success looks like at 90 days.
• Learning goals: Tools, processes, and knowledge to acquire.
• Performance goals: Measurable targets like demos booked, tickets resolved, or documentation shipped.
• Relationships: Stakeholders and teammates they must meet early.
• Milestones: Checkpoints at the 30-, 60-, and 90-day marks.

Having these clarified first will make the setup inside ClickUp much faster and more useful.

Step-by-Step: Build a 30-60-90 Day Plan in ClickUp

Follow these steps to turn your draft plan into a structured workflow inside ClickUp.

Step 1: Create a ClickUp Space or Folder for Onboarding

Start by organizing where your 30-60-90 day plans will live:

1. Create a dedicated Space (for example, “Onboarding”) or use an existing HR or People Space.
2. Inside that Space, add a Folder called something like “30-60-90 Day Plans”.
3. Within the Folder, create a List for each role or new hire (for example, “Sales Rep – 30-60-90 Day Plan”).

This structure keeps multiple plans organized and easy to find.

Step 2: Use or Build a ClickUp 30-60-90 Template

The source article on 30-60-90 plans from ClickUp's blog highlights the value of templates to save time and standardize onboarding.

If you already have a successful plan, convert it into a template:

1. Open the List or Doc that contains your plan layout.
2. Use the Save as Template option.
3. Name it clearly (for example, “Standard 30-60-90 Plan – Customer Success”).
4. Add a short description so other managers know when to use it.

If you do not have a template yet, create a simple structure that you can re-use:

• Use a Doc in ClickUp with sections for 30, 60, and 90 days.
• Or use tasks grouped by Custom Field or status (30, 60, 90) to represent each stage.

Step 3: Break Goals into ClickUp Tasks

Turn the abstract goals in your plan into actionable items inside ClickUp:

1. In your 30-60-90 List, create tasks for each deliverable, learning activity, or meeting.
2. Use Custom Fields (for example, “Phase: 30 / 60 / 90 days”) to tag when each task should be completed.
3. Add due dates that fall inside the relevant phase.
4. Assign tasks to the new hire and, where needed, to collaborators such as managers or mentors.

Each task should be small enough to complete in a few steps and clearly support a larger outcome.

Step 4: Add Context with Docs, Subtasks, and Checklists

Context is what turns a list of tasks in ClickUp into a real onboarding experience.

• Attach or link Docs that outline processes, playbooks, or policies.
• Use subtasks for multi-step deliverables like onboarding a full client or shipping a feature.
• Add checklists for repeatable micro-steps such as system setups or required readings.
• Use comments to clarify expectations and capture Q&A threads directly on the task.

This keeps all references in one place and saves time for both managers and new hires.

Step 5: Align With ClickUp Goals and Milestones

To connect your 30-60-90 plan with higher-level outcomes, use Goals inside ClickUp:

1. Create a new Goal called something like “First 90 Days – [Role Name]”.
2. Add Targets or Key Results for the 30-, 60-, and 90-day phases.
3. Link relevant tasks from your 30-60-90 List to each Goal target.
4. Use the Goal progress view to track completion during regular check-ins.

Goals make it easier to see whether tasks are leading to tangible impact.

Step 6: Visualize Progress with ClickUp Views

Different views in ClickUp help managers and new hires track 30-60-90 progress more clearly.

• List view: See all tasks with assignees, due dates, and phases.
• Board view: Group by status or by phase (30 / 60 / 90 days) for a simple pipeline.
• Calendar view: Confirm that workload and milestones are distributed evenly across weeks.
• Dashboard: Use widgets to pull in tasks, Goals, and charts for leadership visibility.

Pick one primary view for the new hire and one for the manager so they always know where to look.

Running 30-60-90 Day Reviews in ClickUp

Consistent check-ins are essential to keep the plan realistic and supportive.

Set Recurring Review Tasks

Create recurring tasks in ClickUp to remind managers and new hires to review the plan:

• Weekly or biweekly 1:1 meeting tasks with agenda checklists.
• Dedicated tasks for 30-, 60-, and 90-day review conversations.

Attach the 30-60-90 List or Doc so both parties can quickly see progress and blockers.

Use Comments and Statuses to Capture Feedback

During each review:

• Update task statuses to reflect what is on track, at risk, or blocked.
• Leave comments to document feedback, decisions, and next steps.
• Adjust due dates or phase tags if priorities change.

This keeps the history of the onboarding or ramp-up experience inside ClickUp, not scattered across email threads.

Tips to Optimize Your ClickUp 30-60-90 Plans

As you use more 30-60-90 day plans, continuously refine your approach in ClickUp.

• Standardize core tasks: Identify tasks that appear in every plan and add them to your master template.
• Segment by role: Create separate templates for sales, support, engineering, marketing, and leadership roles.
• Automate where possible: Use ClickUp Automations to assign tasks or notify managers when milestones are reached.
• Use Custom Fields: Track role type, manager, location, or department for reporting and filtering.
• Measure outcomes: Compare time-to-productivity or ramp metrics across templates and refine your task sets.

Combine ClickUp with Strategic Onboarding Support

While ClickUp provides the structure and visibility, you might also want strategic support to design better onboarding and performance systems. A consultancy such as Consultevo can help you align your 30-60-90 plans with broader process and growth goals.

Next Steps

To recap, here is how to put 30-60-90 day plans into action with ClickUp:

1. Define the outcomes, learning goals, and milestones for the role.
2. Set up a dedicated onboarding Space, Folder, and List.
3. Create or adapt a reusable ClickUp template for your plan.
4. Break outcomes into tasks, subtasks, and checklists with clear owners and dates.
5. Connect everything to Goals and track progress in your favorite views.
6. Run regular reviews and iterate on your templates over time.

With this approach, your 30-60-90 day plans become living systems inside ClickUp that accelerate onboarding, bring clarity to expectations, and help every new hire deliver meaningful results within their first three months.

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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