How to Build a Complete Life Planner in ClickUp

ClickUp can replace scattered notebooks and multiple apps with one organized life planner that keeps your personal goals, routines, projects, and notes in a single workspace. This guide shows you, step-by-step, how to set up a powerful life planning system using features inspired by popular productivity templates.

Everything below is based on the structure and ideas in the original life planner template guide, adapted into a practical ClickUp how-to.

Step 1: Plan Your Life Areas in ClickUp

Before you touch any settings, outline the main areas of your life you want to manage in ClickUp. This will be the foundation of your workspace structure.

Personal (habits, wellness, routines)
Work and career
Learning and skills
Finances and budgeting
Home and family
Hobbies and personal projects

Think of these as “chapters” of your life planner. Each will become a Space, folder, or list in ClickUp, depending on how granular you want to be.

Step 2: Set Up a Life Planner Space in ClickUp

Next, create a dedicated Space in ClickUp to keep your entire life planner organized.

Create a new Space and name it something like Life Planner or Personal HQ.
Assign a color and icon that you can quickly recognize in the sidebar.
Disable features you do not need (for example, time tracking) to keep the interface clean.

Inside this Space, you will create folders or lists for each area of life you identified in the previous step.

Organizing Life Areas in ClickUp Lists

Decide how detailed you want your ClickUp structure to be:

Folders for major categories (for example, Personal, Work, Finances)
Lists for specific systems (for example, Habits, Goals, Budget, Projects)

This hierarchy mirrors how comprehensive templates are organized while remaining easy to navigate.

Step 3: Create Core Life Planning Lists in ClickUp

To build a functional planner, start with a few essential lists in ClickUp that cover your daily, weekly, and long-term planning needs.

1. ClickUp Goals & Vision List

Create a list called Goals & Vision to capture your big-picture direction.

Add tasks for long-term goals (1–5 years).
Use custom fields for areas of life, priority, and timeframe.
Write your vision and success criteria in the task description.

This list becomes your north star for all other tasks you create in ClickUp.

2. ClickUp Projects & Outcomes List

Next, create a list called Projects where each task represents a project that moves you toward one or more goals.

Create a task for each active project (for example, “Get in shape”, “Launch side business”).
Link each project task to related goal tasks using relationships.
Add subtasks or checklists to outline key milestones.

Using ClickUp in this way keeps your projects connected to your goals instead of becoming isolated to-dos.

3. ClickUp Tasks & Next Actions List

Create a Next Actions or Daily Tasks list where you store actionable items you can execute this week.

Use ClickUp statuses such as To Do, In Progress, and Done.
Assign due dates and, if helpful, time estimates.
Use custom fields for context (Home, Computer, Errands, Deep Work).

This list is where you will spend most of your daily planning time.

Step 4: Build a Weekly Planning System in ClickUp

A strong life planner needs an easy way to plan and review each week. ClickUp views and recurring tasks make this simple.

Set Up a Weekly Review Task in ClickUp

Create a task called Weekly Review in your Life Planner space.
Set it to recur every week on your preferred day.
Add a checklist with steps such as:
- Review last week’s completed tasks and wins
- Move unfinished tasks to this week or reschedule
- Choose 3–5 priorities for the coming week
- Check goals and projects for alignment

Each week, this recurring task will guide you through a consistent review process inside ClickUp.

Create a Weekly Calendar View in ClickUp

To see everything scheduled for the week at a glance:

In your Life Planner space, add a Calendar view.
Filter by Tasks due this week.
Group by list or by assignee (for shared life planning with a partner or family).

Drag tasks on the calendar to quickly adjust your schedule and maintain a realistic weekly plan.

Step 5: Track Habits and Routines in ClickUp

Habits and routines are crucial to daily life planning. You can turn ClickUp into a habit tracker using recurring tasks and simple views.

Create a Habit Tracker List in ClickUp

Create a new list called Habits & Routines.
For each habit, create a task (for example, “Morning routine”, “Workout”, “Read 20 minutes”).
Set each habit task to recur daily or on selected days.

Use custom fields for habit type, time of day, or duration so you can sort and filter later.

Use ClickUp Views to Monitor Habits

Set up simple views that keep your habits visible:

Today view: Filter for tasks due today in the Habits & Routines list.
Board view: Group habits by status to see what is done and what is pending.
Completed view: Show completed tasks to track streaks or consistency.

This creates a lightweight but effective routine tracker entirely inside ClickUp.

Step 6: Organize Notes, Journals, and Resources in ClickUp

Most life planner templates combine tasks with notes and reference material. You can do the same in ClickUp using lists and Docs.

Set Up a Notes & Journal List in ClickUp

Create a list called Notes & Journal.
Use tasks for quick notes and logs (for example, “Daily journal – 2025-01-01”).
Add tags such as Reflection, Idea, Health, Work, or Gratitude.

Within each task, write your note or journal entry in the description area.

Use ClickUp Docs for Structured Life Guides

For bigger reference materials and long-form planning, use Docs inside your Life Planner space.

Create a Doc for your life principles, values, or personal mission.
Store checklists for packing, travel, or recurring events.
Maintain a resource library of links and learning materials.

Link Docs to relevant tasks so you can jump between action items and reference content easily.

Step 7: Create a Personal Control Center in ClickUp

Dashboards and custom views let you pull everything together into one control center that behaves like a life planner homepage.

Build a Life Dashboard in ClickUp

Open the Dashboards section and create a new dashboard called Life HQ.
Add widgets such as:
- Tasks by status (for this week)
- Calendar widget for upcoming events
- List widget for active projects
- Table widget for goals and key metrics
Filter the dashboard to show only items from your Life Planner space.

Pin the dashboard to your sidebar so it becomes your default starting point when you open ClickUp.

Step 8: Reuse Your System with ClickUp Templates

Once your life planner structure feels right, turn it into templates so you can reuse and refine it over time.

Save frequently used tasks (like Weekly Review) as task templates.
Save your Habits & Routines list as a list template for new years or seasons.
Save your entire Life Planner space as a space template if you want to experiment with variations.

Templates allow you to iterate on your life planning system without rebuilding everything from scratch.

Next Steps: Optimize Your ClickUp Life Planner

You now have the core building blocks of a complete life planner powered by ClickUp. Continue refining it by:

Adjusting custom fields to match your lifestyle.
Experimenting with new views like Gantt or timeline for long-term planning.
Sharing specific lists with family or teammates when collaboration is needed.

If you want expert help designing advanced task systems, automation, or AI workflows around your planner, consult with specialists at Consultevo for tailored productivity solutions.

Return to your system regularly, keep it simple, and let ClickUp become the single, trusted place where you plan and manage every important part of your life.

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

“`

How to Plan Your Life in ClickUp