How to Run Daily Huddles in ClickUp

Daily huddles in ClickUp give your team a fast, focused way to share progress, remove blockers, and align on priorities without wasting time in long meetings.

This how-to guide walks you step by step through setting up daily huddle workflows using ClickUp templates, views, and dashboards inspired by the processes showcased in the ClickUp daily huddle templates article.

Why Run Daily Huddles in ClickUp

Before you build anything, clarify why you want to host daily huddles inside ClickUp instead of running them ad hoc in chat or video calls.

Using a structured workspace for your daily standups helps you:

• Track commitments and follow-through across days
• Standardize agendas so meetings stay short
• Capture blockers in one place so leaders can act
• Connect huddle notes directly to tasks, sprints, and goals

Prepare Your Workspace in ClickUp

Start by creating a simple structure in ClickUp to keep all daily huddle information organized and searchable.

Create a Space or Folder for Daily Huddles in ClickUp

1. In ClickUp, create a dedicated Space or a top-level Folder called something like “Daily Huddles” or “Team Standups”.
2. Inside that area, add a List for each team or department that runs a daily huddle.
3. Set sharing and permissions so only relevant team members can view and edit the huddle notes.

Decide on Your Daily Huddle Template Structure

The source page outlines several daily huddle formats. Choose a structure that fits your team, such as:

• Classic three-question standup (yesterday, today, blockers)
• Metrics-driven huddle (KPIs, trends, actions)
• Leadership huddle (cross-functional updates and decisions)

You will turn this structure into a reusable template in ClickUp so every daily meeting follows the same pattern.

Build a Daily Huddle Task Template in ClickUp

Using a task-based structure makes each daily huddle easy to duplicate and track over time.

Step 1: Create the Master Huddle Task in ClickUp

1. In your “Daily Huddles” List, create a new task named “Daily Huddle Template”.
2. Add a description outlining the agenda, for example:
   • Yesterday: What did you complete?
   • Today: What will you focus on?
   • Blockers: What is in your way?
3. Format the description with headings and bullets for clarity so team members can quickly scan the agenda during the meeting.

Step 2: Add Custom Fields for Huddle Details in ClickUp

Custom Fields in ClickUp help you log key details for every huddle.

1. Open the task and add Custom Fields such as:
   • Date of Huddle (Date field)
   • Facilitator (Text or People field)
   • Team Mood (Dropdown: Green, Yellow, Red)
   • Meeting Type (Dropdown: Daily, Weekly, Retro)
2. Position these fields at the top so they are always visible during the call.

Step 3: Add Checklists for Each Participant in ClickUp

Checklists help ensure every person shares updates during the huddle.

1. Inside the same task, create a Checklist named “Attendee Updates”.
2. Add a line for each attendee (or a placeholder like “Person 1”, “Person 2”) so you can confirm everyone has spoken.
3. If your team changes often, keep a generic template and update the actual attendee list in the daily copy.

Step 4: Turn the Task into a Reusable ClickUp Template

1. Open the “Daily Huddle Template” task.
2. Use the task options menu and select Save as Template.
3. Give your template a clear name like “Daily Huddle – Team A”.
4. Include the description, checklists, and Custom Fields so each new huddle task inherits the same structure.

Run Your Daily Huddle Using ClickUp

Once your template is ready, you can run consistent, quick meetings directly from ClickUp every day.

Step 5: Create a New Huddle from the Template

1. Each morning, create a new task from your saved template in ClickUp.
2. Name the task with the date, for example, “Daily Huddle – 2026-01-08”.
3. Set the due date to the current day and assign the task to the facilitator or the whole team as needed.

Step 6: Capture Updates During the Meeting in ClickUp

Use the huddle task as a live shared document during the call.

• Have each member share their “yesterday”, “today”, and “blockers” while someone types notes directly into the description or comments.
• Check off attendee names in the checklist to ensure everyone speaks.
• Convert blockers into separate tasks in ClickUp to track follow-up work.

Step 7: Link Huddle Notes to Work in ClickUp

To make your meetings actionable, connect the conversation to real work.

• When a blocker is mentioned, create or link to a task that represents the issue.
• Use relationships or task links in ClickUp to associate huddle tasks with related work items, sprints, or goals.
• Tag owners for each action item and set realistic due dates before the meeting ends.

Use ClickUp Views to Track Daily Huddles

The source article emphasizes using the flexibility of views to manage recurring meetings. Create views that make your daily huddle data easy to scan.

Calendar View for ClickUp Huddles

Use Calendar view to ensure you never miss a huddle.

• Add a Calendar View to your “Daily Huddles” List.
• Display tasks by due date so every scheduled huddle appears on the calendar.
• Color-code huddles by team, facilitator, or type using Custom Fields.

List or Table View for ClickUp Huddle History

List or Table view lets you analyze attendance and patterns over time.

• Show columns for Date, Facilitator, Meeting Type, and Team Mood.
• Filter by team or date range to review past huddles.
• Use sorting to quickly see trends, such as a series of “Red” mood days that may require leadership attention.

Dashboard Widgets for ClickUp Huddle Metrics

Dashboards in ClickUp can surface high-level indicators derived from your daily huddle tasks.

• Create a Dashboard with widgets showing counts of blockers, overdue follow-ups, or recurring themes.
• Filter widgets to only include tasks created from your daily huddle templates.
• Share the Dashboard with leaders so they can see the health of teams at a glance.

Improve and Scale Daily Huddles in ClickUp

After running several weeks of meetings, refine your approach to make daily huddles more valuable and scalable.

Iterate on Your ClickUp Huddle Template

Based on team feedback, adjust your ClickUp template.

• Add or remove agenda sections.
• Update Custom Fields to track new data, such as risk level or priority theme.
• Refine checklist items so facilitators never miss key steps like reviewing actions from the previous day.

Standardize Across Teams Using ClickUp

For organizations with multiple teams, standardization simplifies reporting and coaching.

• Create a master daily huddle template in ClickUp and share it with all team leads.
• Ask each team to use the same core sections while allowing minor adjustments for their workflows.
• Centralize cross-team views and dashboards that roll up information from every huddle List.

Next Steps and Additional Resources

Following these steps, you can build a repeatable, data-driven daily huddle system in ClickUp that keeps everyone aligned and accountable.

For more strategic guidance on structuring your workspace and processes around daily execution, you can explore consulting resources like Consultevo, which focuses on operational excellence and tooling alignment.

To dive deeper into specific daily huddle formats, templates, and examples directly from the platform creators, review the official guide on ClickUp daily huddle templates and adapt the recommendations to your own teams.

With a solid structure in ClickUp and a consistent routine, your daily huddles can remain short, focused, and highly effective.

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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