How to Run Level 10 Meetings in ClickUp

Using ClickUp to run your EOS Level 10 Meetings gives your team a repeatable structure, automated agendas, and a central hub for all issues, to-dos, and scorecards.

This how-to guide walks you through setting up and running effective weekly leadership meetings based on proven Level 10 Meeting best practices.

Step 1: Understand the Level 10 Meeting in ClickUp

Before you build anything in ClickUp, it helps to understand the goal of a Level 10 Meeting.

A Level 10 Meeting is a weekly 90-minute leadership meeting built around a consistent agenda:

• Share quick personal and professional updates
• Review the company scorecard
• Check in on quarterly goals (Rocks)
• Identify, discuss, and solve issues
• Confirm to-dos and next steps

ClickUp lets you turn this agenda into a reusable template so every meeting follows the same structure.

Step 2: Choose or Import a ClickUp Level 10 Template

The source article provides several ready-to-use Level 10 Meeting templates for ClickUp. These templates include agendas, issues lists, and scorecards tailored to EOS-style meetings.

From the templates page at ClickUp Level 10 Meeting Templates, choose the template that best matches your team’s workflow, then add it to your Workspace.

Typical templates include:

• A List or Folder to store recurring meeting docs
• Pre-built tasks for each agenda section
• Custom fields for metrics, owners, and due dates
• Views for scorecards, Rocks, and issues

Step 3: Create a Dedicated ClickUp Space for Leadership Meetings

To keep everything organized, create a dedicated Space or Folder in ClickUp for leadership and EOS processes.

1. Open your Workspace sidebar.
2. Click + Space or + Folder.
3. Name it something like Leadership & EOS.
4. Set permissions so only the right leaders can access sensitive data.

Inside this area, you can store your Level 10 Meeting List, Rocks, and issues all in one place.

Step 4: Build the Level 10 Agenda in ClickUp

Next, you will translate the Level 10 Meeting agenda into a reusable ClickUp task or Doc template.

Recommended agenda structure in ClickUp

• Intro & Check-in (5 minutes)
• Scorecard Review (5 minutes)
  • Review weekly KPIs and flag any off-track metrics
• Rock Review (5 minutes)
  • Check status of quarterly priorities
• Customer & People Headlines (5 minutes)
  • Share major updates or concerns
• To-Do Review (5 minutes)
  • Confirm completion of last week’s action items
• IDS: Identify, Discuss, Solve (60 minutes)
  • Work through the top issues from the list
• Wrap-Up (5 minutes)
  • Recap to-dos, ratings, and next steps

Create a recurring meeting task or a Doc in ClickUp with these sections. Turn that into a template so you can spin up each week’s agenda in seconds.

Step 5: Set Up a Scorecard View in ClickUp

A scorecard is central to every Level 10 Meeting. ClickUp can store your weekly metrics using tasks, custom fields, or tables.

Creating the scorecard list in ClickUp

1. Create a List named Scorecard under your leadership Space or Folder.
2. Add one task for each key metric (for example, New leads, Closed deals, NPS).
3. Use custom fields for weekly values, targets, and owners.
4. Create a Table or List view filtered by the current week.

During the meeting, open this ClickUp view and quickly scan for any metric that is off-track. Flag issues and add them to your issues list to be solved later in the IDS section.

Step 6: Track Rocks and Priorities with ClickUp

Rocks are your most important 90-day goals. ClickUp makes these visible and measurable.

How to manage Rocks in ClickUp

1. Create a List called Quarterly Rocks.
2. Add one task per Rock with a clear outcome and due date.
3. Assign each Rock to its owner.
4. Use custom fields or statuses like On Track, At Risk, Off Track.
5. Create a Board view grouped by status so you can see progress at a glance.

During your Level 10 Meeting, open this Rocks view in ClickUp and quickly review each Rock’s status. Only dive into discussion if something is off-track.

Step 7: Use a ClickUp Issues List for IDS

The heart of a Level 10 Meeting is the IDS (Identify, Discuss, Solve) section. A dedicated issues List in ClickUp keeps this focused and actionable.

Set up the issues list in ClickUp

1. Create a List named Issues under your leadership area.
2. Add a task for each issue, with a short, clear title.
3. Use priorities or custom fields to rank issues.
4. Create a view sorted by priority so you always tackle the most important items first.

During the meeting:

• Identify: Confirm the real issue behind the symptom.
• Discuss: Let each stakeholder share context briefly.
• Solve: Decide one clear action and owner, then convert it to a to-do.

Update the issue’s status or close it once solved in ClickUp.

Step 8: Convert Decisions into ClickUp To-Dos

Every solution should turn into an action item. ClickUp is ideal for assigning and tracking these to-dos.

1. Create a To-Dos List for leadership actions, or reuse an existing team List.
2. For each decision, create or update a task with:

• A clear description of the next step
• One owner
• A realistic due date
• Any needed attachments or comments

At the start of each Level 10 Meeting, open this to-do view in ClickUp and quickly check which tasks were completed since last week.

Step 9: Automate Recurring Level 10 Meetings in ClickUp

To make Level 10 Meetings repeatable, automate as much as possible in ClickUp.

Automation ideas in ClickUp

• Create a recurring Level 10 Meeting task every week.
• Attach or apply your agenda template automatically.
• Use Automations to move overdue to-dos into a visible view.
• Notify leaders before the meeting to update Rocks and metrics.

This ensures your agenda, scorecards, and issues are always ready when the meeting starts.

Step 10: Continuously Improve Your ClickUp Meeting Setup

Level 10 Meetings and ClickUp work best when you refine them over time.

• End each meeting with a quick 1–10 rating.
• Ask what would make the next session more effective.
• Adjust your templates, views, or custom fields accordingly.

If you want consulting help designing advanced Workspaces, you can explore services like Consultevo to optimize complex ClickUp implementations and EOS processes.

Start Running Better Level 10 Meetings with ClickUp

By combining a consistent Level 10 Meeting agenda with the flexibility of ClickUp, your leadership team gets a single source of truth for goals, issues, and metrics.

Use the Level 10 Meeting templates from the official ClickUp resource, customize them to your workflow, and schedule a recurring session so your team can stay aligned, accountable, and focused on the right priorities every week.

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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