How to Use ClickUp With the Eisenhower Matrix

The Eisenhower Matrix is a simple framework you can recreate in ClickUp to organize tasks by urgency and importance, so you always know what to do next and what to drop.

This how-to guide walks you step by step through building an Eisenhower Matrix workflow, using views and templates, and prioritizing tasks for yourself and your team.

What Is the Eisenhower Matrix in ClickUp?

The Eisenhower Matrix is a 2×2 grid that divides work into four categories:

• Urgent and important: Do now
• Not urgent but important: Schedule
• Urgent but not important: Delegate
• Not urgent and not important: Delete

When you implement this system in ClickUp, you can turn these four quadrants into statuses, custom fields, or views that make daily prioritization visual and repeatable.

Why Build an Eisenhower Matrix in ClickUp?

Using this framework directly in your workspace gives you:

• Centralized priorities across projects and teams
• Clear visual cues for what deserves your attention
• Reduced context switching and procrastination
• A repeatable process you can standardize with templates

The original blog on Eisenhower Matrix templates from ClickUp, available at this page, offers additional examples and inspiration for layouts and configurations.

Step 1: Define Your Eisenhower Categories in ClickUp

Start by defining how you want to represent the four quadrants inside your workspace. There are three popular options you can mix and match.

Option A: Use ClickUp Custom Fields

A custom dropdown field works well to tag tasks with a priority quadrant.

1. Open a List where you manage daily tasks.
2. Click to add a new custom field.
3. Choose Dropdown.
4. Create four options: Do Now, Schedule, Delegate, Delete.
5. Apply the field to all tasks in that List or Folder.

With this approach, every task in ClickUp carries its Eisenhower category, which you can filter and group by later.

Option B: Use ClickUp Task Statuses

If you want the Eisenhower Matrix to drive your workflow, convert the quadrants into statuses.

1. Open the Space, Folder, or List settings.
2. Set up custom statuses based on the four quadrants.
3. Ensure your statuses still support completion states (e.g., Do Now and then Done).

This method lets you manage tasks in ClickUp by moving them through lanes that reflect urgency and importance.

Option C: Use ClickUp Tags

Tags are flexible when you want to overlay the Eisenhower Matrix on top of existing workflows.

1. Create tags like Do-Now, Schedule, Delegate, and Delete.
2. Apply tags as you triage tasks.
3. Use filters to show only relevant tags in any view.

Tags make it easy to experiment with the matrix in ClickUp without changing your current status structure.

Step 2: Create a Visual Eisenhower Board in ClickUp

Once you have categories defined, build a view that makes them visible at a glance.

Build a Board View in ClickUp

1. Open your primary List or Folder.
2. Click + View and select Board.
3. Group by your Eisenhower attribute (status, custom field, or tag).
4. Rename columns to match the four quadrants:

• Urgent & Important (Do Now)
• Not Urgent & Important (Schedule)
• Urgent & Not Important (Delegate)
• Not Urgent & Not Important (Delete)

This Board view in ClickUp becomes your live Eisenhower Matrix: drag and drop tasks between columns as priorities change.

Use ClickUp List and Calendar Views

Complement the Board with additional views:

• List view: Sort by due date, then group by the Eisenhower field to see how urgency lines up with your schedule.
• Calendar view: Focus on the Schedule quadrant by displaying only tasks with that label or field value.

These views help you convert high-level Eisenhower decisions into concrete daily and weekly plans in ClickUp.

Step 3: Turn Your Setup Into a ClickUp Template

To reuse the matrix across teams and projects, convert your configuration into a template.

1. Open the Space, Folder, or List that contains your Eisenhower views and fields.
2. Click the menu and select Template or Save as Template.
3. Name it something clear like Eisenhower Matrix Productivity.
4. Choose to include views, custom fields, and statuses in the template.
5. Save and share with your workspace.

Now anyone in your organization can spin up a consistent Eisenhower workflow in ClickUp in a few clicks.

Step 4: Triage Tasks in ClickUp Using the Eisenhower Method

Once your template and views are ready, use a simple triage routine to keep tasks organized.

Daily Triage Routine in ClickUp

1. Open your Eisenhower Board view at the start of the day.
2. Review new or unassigned tasks.
3. Ask two questions for each task:
   • Is it urgent?
   • Is it important?
4. Assign the correct quadrant using your field, status, or tag.
5. Move tasks into the appropriate column on the Board.

In ClickUp, this process takes a few minutes and prevents low-value work from filling your schedule.

Weekly Review in ClickUp

At the end of each week:

• Check the Schedule quadrant for important tasks without firm deadlines.
• Convert them into scheduled items by assigning due dates and owners.
• Review the Delete quadrant and archive or close tasks that truly do not matter.
• Look at Delegate tasks and ensure they have been assigned with clear expectations.

Using this routine in ClickUp helps you protect time for high-impact work while systematically eliminating distractions.

Step 5: Adapt the ClickUp Eisenhower Matrix for Teams

Teams can customize the matrix for different roles and workflows.

• Project managers: Use custom fields to map risk and impact alongside urgency and importance.
• Sales teams: Combine lead priority with the Eisenhower categories to focus on deals that are both time-sensitive and strategic.
• Marketing teams: Tag campaigns with the matrix and link them to goals so important, non-urgent initiatives do not get sidelined.

You can also create separate ClickUp views filtered by assignee so each teammate sees their own Eisenhower board while sharing the same structure.

Tips for Getting More From ClickUp and the Eisenhower Matrix

• Use automation to assign default quadrants based on due dates or task types.
• Add checklists to Do Now tasks so you can execute quickly without missing steps.
• Pair the matrix with time blocking by turning Scheduled tasks into calendar events.
• Keep the system simple; avoid too many extra fields that dilute the clarity of the four quadrants.

To enhance your broader productivity and work management strategy, you can also explore specialized consulting resources such as Consultevo for additional process optimization ideas.

Next Steps: Master Priority Management in ClickUp

By combining the Eisenhower Matrix with templates, views, and custom fields, you can transform ClickUp into a powerful priority engine instead of just a task list.

Start with one List, set up your four quadrants, save them as a template, and refine your triage routine over a few weeks. As the system proves itself, roll it out to more Spaces so everyone manages work using the same clear framework.

If you want more layout ideas and prebuilt structures inspired by productivity experts, revisit the original Eisenhower Matrix templates overview from ClickUp at the source article and adapt the examples to your own workspace.

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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