How to Use ClickUp Executive Visibility Planner

The ClickUp Executive Visibility Planner, powered by AI Agents, helps leaders and chiefs of staff turn scattered work into clear, actionable visibility across initiatives, meetings, and updates.

This step-by-step guide walks you through how to access, configure, and use the planner so your leadership team can see progress, risks, and decisions in one organized place.

What the ClickUp Executive Visibility Planner Does

The planner is an AI-driven solution template built to support executives, chiefs of staff, and operations leaders. It connects the dots between strategic priorities and day-to-day execution.

With this ClickUp solution, you can:

• Centralize executive priorities, goals, and key results.
• Standardize status reporting across teams.
• Automate meeting prep, summaries, and follow-ups.
• Highlight blockers, risks, and decisions for leaders.
• Maintain a reliable source of truth for leadership visibility.

The planner uses ClickUp AI Agents to keep information current and surface what leaders need to see without manual chasing.

Step 1: Open the Executive Visibility Planner in ClickUp

First, access the dedicated planner page that introduces the solution and its AI setup.

1. Open your browser and go to the Executive Visibility Planner solution page at ClickUp Executive Visibility Planner.
2. Review the overview to understand the purpose, ideal users, and example use cases.
3. Locate the option to explore or install the solution in your workspace.

This page is your primary reference for how the AI-powered structure is designed and what it will create inside your workspace.

Step 2: Install the Planner Solution in ClickUp

After reviewing the overview, you can bring the planner into your own workspace.

1. Sign in to your ClickUp account, or create an account if you are new.
2. Follow the instructions on the solution page to add the Executive Visibility Planner to your workspace.
3. Confirm which Space or Folder the solution will use so your leadership and operations team can easily find it.

Once installed, you will see a structured set of views, tasks, and AI flows tailored to executive visibility.

Step 3: Understand the ClickUp AI Agents in the Planner

The core of this solution is a set of AI Agents that automate your visibility workflows. Each Agent focuses on a specific part of the executive workflow, from collecting updates to summarizing progress.

Main AI Agents in the ClickUp Visibility Solution

While the exact Agent list can evolve, typical components in this planner include:

• Status Collection Agent – Gathers updates from owners and tasks.
• Summary and Synthesis Agent – Produces leadership-ready summaries.
• Meeting Prep Agent – Brings together agenda items, risks, and decisions.
• Follow-up and Action Agent – Creates and tracks follow-up tasks.

Each AI Agent runs inside ClickUp and is configured to work with the hierarchy, custom fields, and views that ship with the planner.

Step 4: Configure Your Executive Workspace in ClickUp

Before relying on the automation, you need to align the workspace structure with how your leadership team works.

Set Up Spaces, Folders, and Lists

1. Create or choose a dedicated Space for executive and strategic work.
2. Within that Space, create Folders that represent major company areas, such as Strategic Initiatives, Quarterly Objectives, or Leadership Meetings.
3. Inside each Folder, use Lists for specific initiatives, workstreams, or leadership forums.

The planner solution typically includes recommended structures you can keep or adapt to your organization.

Define Custom Fields for Visibility

To help ClickUp AI Agents identify what matters, clearly define custom fields such as:

• Initiative Owner
• Status (On Track, At Risk, Off Track)
• Impact Level
• Target Date
• Executive Sponsor

The planner will reference these fields to create consistent reports and summaries.

Step 5: Add and Tag Executive-Level Work

Now that your structure is in place, route the right work into your planner so AI Agents can operate effectively.

1. Create tasks or import existing ones that represent key initiatives and milestones.
2. Tag tasks that require executive visibility with a dedicated tag, such as “Exec-Update”.
3. Complete custom fields so the AI can understand ownership, timelines, and risk levels.
4. Attach relevant documents or meeting notes to tasks that matter to leadership.

ClickUp will then use the planner’s configuration to highlight these items in dashboards and summaries.

Step 6: Run ClickUp AI-Driven Executive Updates

With your data in place, you can use the built-in AI workflows to produce leadership-ready updates.

Generate a Weekly Leadership Summary

1. Open the main “Executive Summary” view created by the planner.
2. Trigger the AI Agent that synthesizes updates for the week.
3. Review the generated summary, focusing on:

• Progress on key initiatives.
• New or ongoing risks.
• Important decisions or approvals needed.
• Cross-functional dependencies.

Edit the summary if needed, then share it with leaders through your normal communication channels or directly inside ClickUp.

Prepare for Executive Meetings with ClickUp AI

Use the planner’s meeting-focused workflows to arrive prepared with context and clear next steps.

1. Open the “Executive Meeting” view or List in your workspace.
2. Use the Meeting Prep AI Agent to compile agenda items, escalations, and open questions.
3. Review and refine the agenda inside ClickUp, then share it with attendees.
4. After the meeting, trigger the summary Agent to capture notes, decisions, and assigned actions.

This process ensures every executive meeting produces structured outputs that are automatically turned into trackable tasks.

Step 7: Monitor Dashboards and Iteratively Improve

The planner includes dashboards and views to support ongoing visibility and refinement.

Use ClickUp Dashboards for Leadership Visibility

Typical dashboard components in the planner can include:

• Cards that show initiatives by status (On Track, At Risk, Off Track).
• Lists of overdue or high-impact tasks.
• Charts that visualize progress toward strategic themes.
• Panels summarizing risks and upcoming decisions.

Review these dashboards in weekly and monthly leadership rituals, and update field definitions or filters as your organization evolves.

Refine How AI Agents Work in ClickUp

Over time, you can adjust the AI workflows to better match your team’s style.

• Update prompts to match your leadership communication tone.
• Add or remove custom fields used by the planner.
• Change which Lists or Tags the Agents monitor.
• Experiment with different summary lengths and formats.

This flexibility lets you keep the Executive Visibility Planner aligned with real-world leadership needs.

Tips to Get the Most from ClickUp Executive Visibility Planner

• Centralize executive work: Reduce scattered docs and slide decks by keeping decisions, updates, and agendas in one ClickUp Space.
• Standardize updates: Require initiative owners to use the same statuses and fields so AI Agents can compare and roll up information reliably.
• Schedule recurring runs: Run AI summaries on a set cadence before leadership meetings or weekly updates.
• Train your team: Show owners how their task hygiene directly improves executive visibility and reduces manual reporting.

Additional Resources Beyond ClickUp

For broader workflow and process optimization strategies that complement your use of the Executive Visibility Planner, you can explore consulting resources such as Consultevo to design end-to-end operating cadences around your workspace.

To revisit the official details, components, and latest capabilities of the Executive Visibility Planner itself, always refer back to the solution page at ClickUp Executive Visibility Planner.

By combining a well-structured workspace with AI-driven workflows, this ClickUp solution turns executive visibility into a repeatable, reliable system instead of a last-minute scramble before every leadership meeting.

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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