How to Run EOS in ClickUp Step by Step

ClickUp can power your entire Entrepreneurial Operating System (EOS) so your team manages vision, goals, scorecards, and meetings in one workspace. This how-to guide walks you through setting up EOS inside ClickUp using structures and examples based on the original EOS software article.

Why Use ClickUp for EOS Implementation

EOS is simple in theory but complicated to manage with scattered tools. Using ClickUp centralizes your processes so leaders, managers, and teams work from the same source of truth.

Running EOS in ClickUp helps you:

• Align long-term vision and short-term execution
• Track Rocks, issues, and to-dos in real time
• Standardize Level 10 Meetings across teams
• Visualize KPIs with custom dashboards and views

Plan Your EOS Workspace in ClickUp

Before building anything, decide how your EOS structure will map into ClickUp. A simple starting layout is:

• One Workspace for the entire company
• Spaces for Leadership and each major department
• Folders for Vision, Rocks, Scorecards, and Meetings
• Lists and tasks that mirror EOS tools and cadences

This structure can grow over time, so focus first on making EOS visible and easy to use in ClickUp, then refine.

Create Your EOS Vision in ClickUp

The EOS Vision/Traction Organizer (V/TO) is the foundation of your system. You can build a digital V/TO directly in ClickUp.

Step 1: Build a Vision List in ClickUp

1. Create a Leadership Space.
2. Add a Folder named Vision / VTO.
3. Create a List called Company Vision.

In that List, add tasks for each V/TO component:

• Core Values
• Core Focus
• 10-Year Target
• Marketing Strategy
• 3-Year Picture
• 1-Year Plan
• Quarterly Rocks Overview
• Issues List (Long-Term)

Store key decisions in task descriptions or rich text custom fields so your team can quickly reference them inside ClickUp.

Step 2: Use Custom Fields for EOS Details

Custom fields in ClickUp keep vision elements structured and easy to filter. For your vision List, add fields such as:

• Owner (people field)
• Timeframe (10-Year, 3-Year, 1-Year, Quarterly)
• Status (Draft, Proposed, Final)

These fields let you sort and group your V/TO inside ClickUp views for leadership reviews.

Set Up EOS Rocks in ClickUp

Quarterly Rocks become the backbone of your execution engine. Managing them in ClickUp keeps progress and accountability visible.

Step 3: Create a Rocks Folder in ClickUp

1. In the Leadership Space, create a Folder called Company Rocks.
2. Add a List for each quarter, such as Q1 Rocks, Q2 Rocks, and so on.

Inside each quarterly List, create one task per Rock. For departmental Rocks, repeat this structure inside each department Space in ClickUp.

Step 4: Configure Rock Fields and Views

To manage Rocks effectively, add these custom fields in ClickUp:

• Rock Type (Company, Team, Individual)
• Quarter (Q1, Q2, Q3, Q4)
• Confidence (On track, At risk, Off track)

Then create helpful views:

• Board View grouped by Confidence
• List View filtered by Owner
• Timeline or Gantt View by due date

This ClickUp setup lets leadership and team members instantly see which Rocks need attention.

Build EOS Scorecards in ClickUp

Scorecards capture your weekly numbers. ClickUp gives you flexibility to track metrics at both leadership and departmental levels.

Step 5: Create a Scorecard List in ClickUp

1. In the Leadership Space, create a Folder named Scorecards.
2. Add a List called Company Scorecard.

Set up one task per metric, for example:

• New Leads
• Sales Calls
• Revenue
• Client NPS
• Churn Rate

Step 6: Track Weekly Numbers with Custom Fields

Use ClickUp custom fields to store weekly values and targets:

• Target (number)
• Week of (date)
• Actual (number)
• On Track? (yes/no)

For a longer history, use subtasks or recurring tasks for each metric and update them every week inside ClickUp.

Step 7: Visualize Scorecards in ClickUp Dashboards

Dashboards turn scorecard data into clear charts. Create a Scorecard Dashboard in ClickUp and add:

• Number widgets for key KPIs
• Line charts for trends
• Table widgets filtered by metric type or owner

This gives leaders a real-time snapshot of performance for Level 10 Meetings.

Manage EOS Issues in ClickUp

EOS issues should live in a shared, searchable place so teams can IDS (Identify, Discuss, Solve) effectively. ClickUp is ideal for this.

Step 8: Create an Issues List in ClickUp

1. In the Leadership Space, add a Folder named Issues.
2. Create Lists for Company Issues and each department.

Inside each List, make one task per issue. Use ClickUp custom fields such as:

• Priority (High, Medium, Low)
• Issue Type (Process, People, Client, Product, Finance)
• Quarter or Meeting Date

During EOS meetings, drag issues across a Board view or update a status like Open, In Discussion, Solved.

Run Level 10 Meetings in ClickUp

Level 10 Meetings follow a consistent agenda every week. ClickUp lets you automate and standardize this agenda for every team.

Step 9: Build a Level 10 Template in ClickUp

Create a List named Level 10 Meetings in the Leadership Space. Then:

1. Add a task called Weekly Level 10 Template.
2. In the description, outline the agenda sections:

• Segue
• Scorecard Review
• Rock Review
• Customer/Employee Headlines
• To-Do List Review
• IDS (Issues)
• Conclude

Turn this task into a task template in ClickUp. Each week, create a new meeting task from the template, assign it to the meeting leader, and link relevant Rocks, issues, and scorecards.

Step 10: Use ClickUp Docs for Meeting Notes

For richer note-taking, open a ClickUp Doc attached to each meeting task. Use headings to mirror the Level 10 agenda and capture:

• Decisions made
• New to-dos and owners
• Resolved issues and next steps

This keeps every EOS conversation documented and easy to reference.

Automate EOS Workflows in ClickUp

Automation helps you maintain EOS discipline without extra admin work.

Step 11: Add Simple Automations in ClickUp

Examples of helpful EOS automations:

• When a Rock status changes to Complete, notify the leadership channel.
• When an issue is set to Solved, automatically create a follow-up task.
• Before a Level 10 Meeting, post reminders for owners to update Rocks and scorecards in ClickUp.

Start with a few key automations, then expand as your team gets comfortable.

Improve Your EOS System with ClickUp Reports

Once EOS is running in ClickUp, use reports and views to refine your system.

• Review which Rocks miss deadlines and adjust planning.
• Analyze issue categories to find deeper process problems.
• Compare scorecard trends across quarters.

You can also complement this setup with expert implementation support from consultants like Consultevo if you want a guided rollout.

Next Steps: Make EOS a Habit in ClickUp

EOS only works when it becomes a weekly habit. After the initial setup in ClickUp, focus on:

• Using the same agenda for every Level 10 Meeting
• Updating Rocks and scorecards before each meeting
• Capturing all issues, decisions, and to-dos in ClickUp
• Refining fields, views, and dashboards as your business grows

By bringing your entire operating system into ClickUp, you connect strategic vision, priorities, numbers, and accountability in one place, making it easier for your team to gain traction and scale.

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

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