GTD Views in ClickUp

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GTD Views in ClickUp

Using ClickUp with Getting Things Done (GTD) lets you organize tasks into clear views that match your workflow. This guide shows you exactly how to build GTD-friendly views so you can capture, clarify, organize, reflect, and engage with less effort.

The steps below are based on a sample GTD Space and List, but you can adapt them to any workspace or folder.

Before you create GTD views in ClickUp

To follow this how-to, make sure you have a basic GTD structure already in place. The original walkthrough shows examples in a Space called GTD and a List called GTD Overview.

You can use similar task fields and Lists, including:

  • A List that holds your active tasks and projects
  • Custom fields such as status, priority, context, and due dates
  • Folders or Spaces where you keep your projects and reference items

If you need broader productivity guidance beyond this tutorial, you can also explore additional GTD and productivity resources from experts like Consultevo.

Create a Next Action view in ClickUp

A Next Action view shows only the tasks you can do right now. In ClickUp, you can achieve this with a combination of filters and sorting.

Step 1: Add a List view for Next Actions

  1. Open your GTD List in ClickUp.
  2. Click the + View button at the top of the screen.
  3. Select List to create a new List view.
  4. Name the view something like Next Actions so you can recognize it quickly.

Once the List view is created, you can configure filters that match the GTD definition of a next action.

Step 2: Filter tasks to show only active work

In this view, you only want to see tasks you can move forward right away. Set filters such as:

  • Status: Exclude completed or canceled tasks so the view contains only open items.
  • Due date: Optionally filter to tasks due today or this week if you want time-based focus.
  • Context or tag: Filter by context fields (for example, @office, @home) to match how you do GTD.

Adjust these filters until the List view only shows items that qualify as true next actions in your ClickUp workflow.

Step 3: Sort tasks for clarity

To make the Next Action view more useful, apply sorting so the most important tasks appear at the top. You can sort by:

  • Priority: Show high-priority work first.
  • Due date: Bring urgent tasks to the top.
  • Custom field: Use a GTD-specific field (for example, energy or time available).

Combine sort options carefully so the order supports your daily review and quick decision-making in ClickUp.

Build a Projects view in ClickUp

A Projects view displays tasks that represent multi-step outcomes, not single actions. In ClickUp, this can be a separate List view or Folder-level view focused on project-level items.

Step 1: Create the Projects List view

  1. From the same GTD List, click + View.
  2. Choose List again, or switch to a location that only holds project tasks.
  3. Name the view Projects so it is distinct from Next Actions and Someday categories.

You can also create this Projects view at a higher level in ClickUp, such as on a Folder that contains multiple project Lists.

Step 2: Filter for project-type tasks

Next, narrow the view so that it only shows tasks you treat as projects. Common options include:

  • Custom field: Use a field like Type and filter to Project.
  • Tag: Filter to tasks tagged as Project or a similar label.
  • Parent tasks: Show only tasks that have subtasks, if that’s how you represent projects in ClickUp.

The goal is to have one clean Projects view where you can scan your commitments and make sure each project has at least one next action.

Step 3: Group and sort your Projects view

Grouping adds structure to your project list. In ClickUp you might:

  • Group by status: See projects as Active, On hold, or Completed.
  • Group by owner: View which user is responsible for each project.
  • Group by area: Use a custom field for areas of focus, like work, personal, or strategic.

Sorting by priority or due date inside each group helps you quickly review which projects need attention during your GTD Weekly Review.

Set up Someday views in ClickUp

Someday items capture ideas and possibilities that are not active right now. Creating a Someday view in ClickUp keeps these tasks available without cluttering your current work.

Step 1: Create a Someday List view

  1. In the same GTD location, click + View at the top.
  2. Select List again to create another List view.
  3. Name it Someday or Someday / Maybe to match your GTD language.

You can also store these tasks in a dedicated Someday List or Folder and create the view there if you prefer more separation.

Step 2: Filter for Someday tasks

Choose one consistent way to mark Someday items across your ClickUp workspace, then filter for that marker. Options include:

  • Status: Use a custom status such as Someday.
  • Tag: Tag tasks with Someday or Maybe.
  • Custom field: Use a field like GTD Category and set it to Someday.

Once the filter is active, the view should only show tasks you are not committed to doing yet but may want to revisit in the future.

Step 3: Keep Someday items out of daily views

To avoid clutter in other ClickUp views, make sure Someday tasks are excluded from:

  • Your Next Action view filters
  • Any Today or This Week dashboards
  • Calendar or Board views you use for active planning

This separation lets you stay focused while still honoring the GTD principle of capturing all ideas.

Use additional ClickUp views to support GTD

Beyond dedicated Next Action, Projects, and Someday views, you can layer more structure on top of your GTD system using other view types in ClickUp.

Calendar views for time-based GTD items

A Calendar view helps you see hard landscape items like:

  • Meetings and events with fixed dates
  • Deadlines you must not miss
  • Time-blocked work sessions for key projects

Add a Calendar view to your GTD Space or List, then filter it so only tasks with due dates appear. This keeps your date-specific commitments visible without overloading your task lists.

Board views for workflow stages

Board views in ClickUp are useful when you want to track tasks through stages, such as:

  • Inbox
  • Clarify
  • Organize
  • Review
  • Done

Use statuses or custom fields for these stages and group the Board by that field. This visual layout can complement your List-based GTD views, especially when you process your inbox or perform weekly reviews.

Save and reuse GTD view configurations in ClickUp

Once you configure a GTD-friendly view, you can reuse the setup so you do not have to rebuild it every time.

  • Pin important views so they are always visible at the top of your ClickUp interface.
  • Share views with your team by adjusting visibility settings so others can use the same GTD layout.
  • Duplicate views to apply similar filters and sorting to other Lists, Folders, or Spaces.

This approach lets you standardize GTD workflows across projects while still adapting to each context.

Learn more about GTD views in ClickUp

For a detailed reference setup, including screenshots and specific field names, you can review the original product guide on the ClickUp Help Center: Create views for GTD in ClickUp. Use that walkthrough together with this how-to article to fine-tune your own GTD system.

By combining focused views for Next Actions, Projects, and Someday items, you create a reliable GTD framework in ClickUp that supports daily execution and regular reviews without overwhelming you with information.

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