How to Run Level 10s in ClickUp

/ ClickUp / By

How to Run a Level 10 Meeting in ClickUp

A structured Level 10 meeting in ClickUp helps teams stay aligned, solve issues fast, and track performance with a repeatable agenda every week.

This how-to guide walks you through each step to set up, run, and continuously improve your Level 10 meeting using digital tools inspired by the Entrepreneurial Operating System (EOS) framework.

What Is a Level 10 Meeting?

A Level 10 meeting is a weekly 90-minute leadership meeting with a standard agenda and a scoring system from 1 to 10 at the end of each session.

The goal is to keep your leadership team focused on priorities, data, and problem-solving instead of status updates that do not move the business forward.

Core Components of a Level 10 Meeting

Before you build the workflow in your workspace, understand the core elements you will recreate digitally:

  • Segues: brief personal and professional check-ins
  • Scorecard: weekly metrics dashboard
  • Rock review: progress on quarterly priorities
  • Customer and employee headlines: quick highlights
  • To-do list: last week’s commitments
  • IDS: Identify, Discuss, and Solve key issues
  • Conclusion: recap, rating, and next steps

Each of these components becomes a recurring section in your agenda and templates.

Preparing Your Level 10 Meeting in ClickUp

Good preparation makes the live session smoother and more productive. Use your workspace to centralize everything in one place.

Step 1: Create a Dedicated Space in ClickUp

Start by setting up a dedicated Space or Folder for leadership meetings.

  1. Create a Space such as “Leadership & Level 10.”
  2. Add a List for “Weekly Level 10 Meetings.”
  3. Set sharing and permissions so only the right leaders have access.

Keeping all meeting materials together makes it easier to review history, metrics, and decisions.

Step 2: Build a Reusable Level 10 Template in ClickUp

Next, design a repeatable agenda template inside ClickUp so every weekly session follows the same structure.

Include sections for:

  • Segues (5 minutes)
  • Scorecard (5 minutes)
  • Rock Review (5 minutes)
  • Customer/Employee Headlines (5 minutes)
  • To-do List Review (5 minutes)
  • IDS Issues List (60 minutes)
  • Wrap-Up and Rating (5 minutes)

Turn this layout into a task or doc template, so each new meeting instance is generated with one click.

Step 3: Set Up a Recurring Level 10 Meeting Task

Use a recurring task to keep your cadence consistent.

  1. Create a task titled “Weekly Level 10 Meeting.”
  2. Apply your agenda template.
  3. Make it recur weekly at the same time.
  4. Assign attendees or at least the meeting owner.

This ensures someone always prepares the agenda and that the meeting shows up in calendars and views.

Running the Agenda Live in ClickUp

Once preparation is complete, your team can run the meeting directly from your workspace, updating data and tasks in real time.

Open With Segues

Begin with short personal and professional wins from each leader.

  • Limit this to a few minutes total.
  • Capture only essential notes, not full stories.

This sets a positive tone and strengthens the team dynamic.

Review the Scorecard in ClickUp

Your scorecard is a small set of weekly metrics that indicate the health of the business.

To manage the scorecard efficiently:

  • Store key metrics in a table or list view.
  • Update the numbers before the meeting.
  • Flag off-track metrics as issues for IDS.

Only discuss a metric if it is off track. Otherwise, move on quickly.

Check Quarterly Rocks in ClickUp

Quarterly priorities, known as Rocks, should be stored as tasks or goals so progress is visible.

  • Mark each Rock as “On Track,” “Off Track,” or “Done.”
  • Take no more than a few seconds per Rock.
  • Move any problem Rock into the IDS section.

The aim is to align on the status, not to deep-dive here.

Capture Customer and Employee Headlines

Next, briefly share any important updates about customers or employees.

  • Wins, risks, or notable changes
  • Internal announcements or recognition

Anything that requires a decision or action can be added as an issue or to-do.

Review Last Week’s To-Dos in ClickUp

The to-do list holds commitments made in the previous Level 10 meeting.

  1. Mark each to-do as “Done” or “Not Done.”
  2. Aim for at least 90% completion weekly.
  3. Move any stuck items into the IDS section.

This simple habit builds accountability across the leadership team.

Solving Issues With the IDS Process in ClickUp

The heart of a Level 10 meeting is IDS: Identify, Discuss, and Solve the most important issues.

Build an Issues List in ClickUp

Maintain an ongoing list of issues as tasks or checklist items.

  • Allow any team member to add issues throughout the week.
  • Tag issues by department or theme.
  • Prioritize before the meeting so you start with the most impactful topics.

During the meeting, work the list from top to bottom instead of jumping around.

Apply the IDS Method

For each issue, follow this flow:

  1. Identify: Clarify the real root problem, not just symptoms.
  2. Discuss: Share perspectives briefly, without repeating arguments.
  3. Solve: Agree on specific actions, owners, and due dates.

Create new tasks or to-dos for solutions directly in your workspace so nothing is forgotten.

Concluding and Rating the Meeting in ClickUp

End every Level 10 meeting with a short wrap-up to reinforce clarity and improvement.

Confirm To-Dos and Messages

Before ending:

  • Review the new to-do list for the coming week.
  • Confirm who owns each action and due date.
  • Note any cascading messages that leaders must share with their teams.

This makes sure decisions turn into visible follow-through.

Rate the Meeting From 1 to 10

Ask each attendee to rate the meeting from 1 to 10 based on effectiveness.

  • Scores of 8–10 mean you stayed on track and productive.
  • Lower scores signal issues with preparation, focus, or time use.

Capture the score in your recurring meeting task or doc so you can spot trends and keep improving.

Best Practices for ClickUp-Powered Level 10s

To keep your meetings sharp and valuable over time, follow these practices:

  • Timebox each agenda item and stick to the clock.
  • Prepare scorecards and Rocks before the meeting.
  • Keep the issues list prioritized and current.
  • Limit discussion and maximize decisions.

Regularly refine your templates and fields to match how your leadership team actually works.

Further Resources on Level 10 Meetings

To dive deeper into the original framework and see more examples, review the detailed guide on the official blog: Level 10 meeting article.

If you need expert help tailoring your implementation and documentation, you can also consult specialists such as Consultevo for process design and optimization support.

With a consistent agenda, a clear issues list, and disciplined follow-through, your leadership team can transform weekly Level 10 meetings into one of the most productive rhythms in your entire organization.

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

“`