How to Use ClickUp With GoodNotes Templates

ClickUp offers powerful ways to bring structure, goals, and automation to the same planning and journaling habits you enjoy with GoodNotes templates. By combining digital planners with a flexible work platform, you can turn ideas into organized, trackable workflows.

This how-to guide walks you through using GoodNotes-style templates alongside ClickUp features so you can plan, execute, and review your work in one connected process.

Why Pair GoodNotes Templates With ClickUp

GoodNotes templates help you sketch, journal, and capture thoughts freely. ClickUp adds timelines, tasks, assignees, and dashboards so those notes become action.

Using them together lets you:

• Capture ideas and plans in a visual notebook
• Translate those plans into trackable tasks and projects
• Monitor goals and deadlines with clear views and reminders
• Share and collaborate no matter where your notes began

The examples and templates referenced here are inspired by the workflows highlighted in the original GoodNotes templates article on the ClickUp blog, which you can read at this external guide.

Step 1: Choose a Planning Style to Mirror in ClickUp

Before you open ClickUp, look at your existing GoodNotes templates and decide which planning style you want to mirror.

• Daily or weekly planner pages
• Project-specific layouts (e.g., launches, campaigns, or sprints)
• Goal or habit trackers
• Meeting notes or class notebooks

Each style will become either a Space, Folder, List, or task layout inside ClickUp. Matching the structure makes it easier to move from handwriting to execution.

Map Your Notebook to ClickUp Hierarchy

Use this simple mapping as a starting point:

• Notebook category → ClickUp Space
• Section or subject → ClickUp Folder
• Specific project or class → ClickUp List
• Individual page or entry → ClickUp task

This approach preserves the familiar structure of your GoodNotes templates while leveraging ClickUp for collaboration and tracking.

Step 2: Build a ClickUp Workspace for Your Templates

Now create a workspace structure that reflects how you already organize your notes.

1. Create a Space
   Set up a Space in ClickUp for each major area of your life or work, such as Work, School, Personal, or Side Projects.

2. Add Folders
   Inside each Space, add Folders that match your GoodNotes notebook sections, like “Marketing,” “Product Roadmap,” “Lecture Notes,” or “Health & Fitness.”

3. Set up Lists
   Create Lists for individual projects, courses, or themes. For example, a List named “Q3 Launch Plan” can mirror a project planner template.

Design a ClickUp List for Daily and Weekly Planning

If you use daily or weekly GoodNotes templates, create a dedicated List in ClickUp for time-based planning:

1. Make a List called “Daily & Weekly Planner.”
2. Choose a view like List or Calendar for quick scheduling.
3. Set custom fields (e.g., Priority, Time Block, Context) to mimic sections on your paper or digital planner pages.

This gives you a familiar layout while still letting you automate reminders and due dates.

Step 3: Turn GoodNotes Template Elements Into ClickUp Tasks

Look at a favorite GoodNotes template and break it into repeatable components. Each main component can become a task or checklist inside ClickUp.

Example: Daily Planner Template in ClickUp

For a typical daily planner page:

1. Create a recurring daily task
   Name it “Daily Plan & Review.” Set it to repeat every weekday or every day.

2. Add subtasks or checklist items
   Match your template sections, such as:

   • Top 3 priorities
   • Meetings and events
   • Notes and ideas
   • Personal tasks and errands

3. Use custom fields
   Add fields for energy level, focus time, or estimated effort so you can filter and report inside ClickUp later.

Example: Project Planner Template in ClickUp

If you use a project planner page in GoodNotes:

1. Create a List for the project.
2. Add tasks for milestones or phases.
3. Use dependencies and due dates to reflect your timeline.
4. Attach any sketches or pages exported from GoodNotes directly to related tasks in ClickUp.

This keeps your original layout and adds structured project management.

Step 4: Capture GoodNotes Content Inside ClickUp

You can preserve handwriting and visuals from GoodNotes while still managing action items in ClickUp.

Attach GoodNotes Pages to ClickUp Tasks

1. Export the GoodNotes page as a PDF or image.
2. Open the matching task in ClickUp.
3. Upload the file as an attachment or store it in task comments.

Now your notebook page is always connected to the work it represents.

Link Notes to ClickUp Docs

For more structured documentation:

1. Create a Doc within the relevant Space or List.
2. Summarize your handwritten notes in the Doc.
3. Link that Doc from key tasks for quick reference.

This gives you a searchable, shareable version of your GoodNotes content, backed by ClickUp features like comments and task linking.

Step 5: Automate Your GoodNotes-Inspired Routines With ClickUp

To make your templates truly powerful, automate the routines you previously did manually.

Use Recurring Tasks for Repeated Pages

Any GoodNotes template you use daily, weekly, or monthly can become a recurring task pattern inside ClickUp. Examples include:

• Weekly review and planning
• Monthly goal check-in
• Class or meeting notes sessions

Set these tasks to recur on your preferred schedule. Add checklists matching the template so you follow the same steps every time.

Create ClickUp Templates From Your Best Workflows

Once you refine a routine:

1. Open the completed task or List that models your process.
2. Save it as a template inside ClickUp.
3. Reuse the template whenever you start a similar project or planning cycle.

This is the digital equivalent of reusing a GoodNotes template, but with built-in automation and tracking.

Step 6: Track Progress and Goals Inspired by Your Templates

Many GoodNotes templates focus on goals, habits, or reflections. You can track those same themes with views and reporting in ClickUp.

Use ClickUp Views for Insight

• Calendar view to see planned tasks inspired by your daily and weekly pages.
• Board view to move tasks across stages that mirror your project planner.
• List view to sort and filter by priority, due date, or custom fields such as habit type.

Align these views with the layout and logic of your GoodNotes templates so the transition feels seamless.

Reflect and Improve Your System

At the end of each week or month:

1. Review completed tasks and goals in ClickUp.
2. Compare what you planned in GoodNotes with what actually happened.
3. Adjust your templates or recurring tasks to improve focus and realism.

Over time, your handwritten planning and your ClickUp workspace will reinforce each other, giving you clarity at every stage of work.

Next Steps: Expand Your ClickUp Workflow

Once your first set of templates is working, you can gradually extend your system:

• Add more Lists for new projects that start from GoodNotes sketches.
• Create dashboards to visualize tasks by area of life, priority, or due date.
• Invite collaborators so meetings planned in notebooks become shared action inside ClickUp.

If you want tailored workflow help beyond this guide, you can explore professional consulting options at Consultevo, which covers a variety of productivity and operations solutions.

By mapping your GoodNotes templates into ClickUp, attaching key pages, and automating repeated routines, you get the creativity of freeform note-taking with the structure and visibility of a full work management platform.

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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