Daily Planning With ClickUp: Step-by-Step Guide

ClickUp is more than a to-do list—it’s a powerful daily planner that helps you capture tasks, organize priorities, and manage your schedule in one place. This guide walks you through exactly how to turn ClickUp into your daily planning command center.

Following these steps, you can replace scattered notes, spreadsheets, and calendar apps with a single, focused workflow.

Why Use ClickUp as a Daily Planner?

Before setting up your workflow, it helps to understand why ClickUp works so well as a daily planner, especially compared to traditional planners and basic task apps.

• Centralized workspace: Keep personal, work, and team tasks in one system.
• Flexible views: Switch between List, Calendar, and Board views to match how you think.
• Templates: Start fast with ready-made daily planner templates.
• Time management: Use time blocking and scheduling tools to structure your day.
• Collaboration: Assign tasks, comment, and share updates with your team.

Now let’s walk through how to set all of this up inside ClickUp.

Step 1: Set Up Your Daily Planner Space in ClickUp

First, you need a dedicated area for planning your days in ClickUp. This ensures your daily schedule stays organized and easy to find.

1. Create a new Space
   • Open ClickUp and select Create Space.
   • Name it something like Daily Planner or Personal Productivity.
   • Choose a color and icon that stand out so you can locate it quickly.
2. Add a Folder for daily planning
   • Inside the Space, create a Folder named Daily Planning or Daily Schedule.
   • This Folder will group all the Lists you use to manage your days.
3. Create Lists for timeframes
   • Add Lists like Today, This Week, and Backlog.
   • Use Today for focused daily tasks, and This Week for short-term planning.

Structuring your workspace this way keeps your ClickUp daily planner simple and clear.

Step 2: Choose the Right ClickUp Views for Daily Planning

ClickUp offers several views that act like different layouts of your daily planner. You can switch views anytime depending on what you need to see.

Use ClickUp List View for Daily Task Management

List view is ideal for managing your daily tasks in a clean, linear format.

• Open your Today List in ClickUp.
• Use columns for Status, Due Date, Assignee, and Priority.
• Sort by Due Date or Priority to see what matters most.

This view works like an advanced to-do list, with more control and visibility.

Use ClickUp Calendar View for Time Blocking

Calendar view helps you turn tasks into time blocks so your day has structure, not just a long list of items.

1. In your daily planning Space, add a Calendar view.
2. Filter it to show only tasks from your Today and This Week Lists.
3. Drag tasks onto specific times or dates to block out your day.

Using Calendar view inside ClickUp lets you see your schedule at a glance and avoid overbooking your time.

Use ClickUp Board View for Workflow Stages

Board view gives you a Kanban-style layout perfect for visual thinkers.

• Create statuses such as Inbox, Today, In Progress, and Done.
• Drag and drop tasks between columns as you move through your day.
• Use this view when you want a quick visual of task progress.

Board view in ClickUp turns your daily work into a simple, visual flow you can update in seconds.

Step 3: Capture All Your Tasks in ClickUp

Your daily planner is only effective if all of your tasks live in one place. Use ClickUp to capture every commitment quickly.

1. Create tasks for everything you must do
   • Use your Inbox or Backlog List to store unsorted tasks.
   • Add tasks for meetings, calls, focus work, and personal tasks.
2. Add key details
   • Include clear task names and short descriptions.
   • Set due dates so items appear on your ClickUp Calendar.
   • Use priorities (Urgent, High, Normal, Low) to guide your day.
3. Use recurring tasks
   • Create recurring tasks for daily habits, routines, or check-ins.
   • Set the recurrence to daily, weekly, or custom intervals.

Once everything is in ClickUp, you can stop relying on memory and scattered notes.

Step 4: Plan Your Day in ClickUp Each Morning

With your system ready, you can now create a simple daily planning ritual using ClickUp.

Morning Planning Routine in ClickUp

1. Review your Inbox and Backlog
   • Move the most important tasks into your Today List.
   • Limit yourself to a realistic number of tasks.
2. Prioritize tasks
   • Mark 1–3 tasks as your top priorities.
   • Use ClickUp priorities or a custom field like MIT (Most Important Task).
3. Time block your day
   • Open Calendar view in ClickUp.
   • Drag priority tasks into time slots on your calendar.
   • Leave buffer time between blocks for breaks and unexpected work.

Spending 10–15 minutes in the morning planning your day inside ClickUp makes the rest of your day more focused and predictable.

Step 5: Stay On Track With ClickUp During the Day

Once your day is planned, use ClickUp as your single source of truth while you work.

• Work from your Today List: Keep this List open and check tasks off as you complete them.
• Update statuses: Move tasks between Inbox, In Progress, and Done in Board view.
• Adjust time blocks: If schedules change, drag tasks to new time slots in Calendar view.
• Add quick notes: Use comments or task descriptions to capture decisions and outcomes.

Because ClickUp updates in real time, your daily planner always reflects the current state of your work.

Step 6: Review and Improve Your Daily Planning in ClickUp

A short end-of-day review inside ClickUp helps you continuously improve your planning and execution.

End-of-Day Review Checklist

• Mark completed tasks as Done.
• Reschedule any unfinished tasks to tomorrow or later in the week.
• Archive or close tasks that are no longer relevant.
• Capture new tasks that came up during the day.

Spending a few minutes reviewing your Lists and Calendar in ClickUp ensures you start the next day with clarity.

Bonus: Templates and Inspiration from ClickUp

To explore even more ways to set up a daily planner, you can review examples and ideas from the official ClickUp blog. Their guide to daily planner apps shows how different views and features support real-world workflows and productivity styles.

For more detail, visit the original source at ClickUp’s daily planner apps guide and adapt the ideas to your own workspace.

Next Steps: Optimize Your ClickUp Setup

Once your daily planner is running smoothly, you can refine it with advanced strategies, automations, and reporting. If you need help structuring your workspace, optimizing workflows, or integrating ClickUp into a broader productivity system, consider working with specialists.

For expert consulting on productivity systems, automation, and implementation, you can explore services at Consultevo and apply the same principles across your tools and teams.

By following these steps, you transform ClickUp into a complete daily planner that keeps your tasks organized, your time structured, and your goals front and center every single day.

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

“`