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ClickUp OneNote Templates Guide

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How to Move From OneNote Templates to ClickUp

ClickUp gives you a complete workspace to organize notes, projects, and tasks in one place, going far beyond what traditional OneNote templates can offer.

This step-by-step guide shows you how to recreate and improve common OneNote templates using ClickUp Docs, tasks, and views. You will learn how to capture ideas, manage projects, and track meetings in a structured, repeatable way.

Why Use ClickUp Instead of Simple OneNote Templates

Basic note templates are great for quick capture, but they often fall short when work becomes complex. With ClickUp, every note can be connected to tasks, owners, due dates, and workflows.

Key advantages include:

  • Centralized docs, tasks, and goals in one platform
  • Customizable templates for pages, projects, and recurring processes
  • Time-saving automation and real-time collaboration
  • Flexible views so different teams can see work in their own way

This lets you move from static OneNote pages to a dynamic system that can scale with your work.

Preparing Your OneNote Content for ClickUp

Before you rebuild your templates, review how you currently use OneNote. This makes it easier to map everything into ClickUp.

Step 1: List Your Existing OneNote Templates

Start by listing the types of templates you use most often, such as:

  • Meeting notes pages
  • Project planning outlines
  • Personal to-do lists
  • Brainstorming or idea capture pages
  • Goal-setting worksheets

Knowing what you rely on the most helps you prioritize what to rebuild first inside ClickUp.

Step 2: Identify Structure and Repeating Elements

Look at each OneNote template and note the repeating sections. For example:

  • Agenda, decisions, and action items in meeting notes
  • Objectives, milestones, and timelines in project plans
  • Categories such as work, personal, and learning in to-do lists

These repeating patterns will become custom fields, headings, and blocks in your new ClickUp templates.

Setting Up Your Workspace in ClickUp

Once you understand your existing structure, you can build a more organized system using folders, lists, and Docs in ClickUp.

Create Spaces, Folders, and Lists in ClickUp

Use this hierarchy to mirror and improve how your OneNote notebooks are organized:

  1. Create a Space for a major area of work, such as Marketing, Product, or Personal.
  2. Add Folders inside each Space to group related projects or themes.
  3. Create Lists for specific projects, clients, or workflows.

Each List can store tasks, views, and Docs that replace multiple scattered OneNote sections.

Use ClickUp Docs to Replace Note Pages

ClickUp Docs function like your OneNote pages, but with deeper integration into tasks and projects.

To replace a typical note template:

  1. Create a new Doc in the appropriate Space or Folder.
  2. Rebuild your headings (for example, Agenda, Notes, Action Items).
  3. Use checklists and bullet lists for structured content.
  4. Turn action items into tasks directly from the Doc.

This approach keeps your notes connected to real work, not isolated from your task list.

How to Rebuild Common Templates in ClickUp

The article on the original OneNote templates page highlights several types of templates that professionals use frequently. Below is how you can create similar or better structures directly in ClickUp.

ClickUp Meeting Notes Template

Transform your recurring meeting pages into a reusable ClickUp Doc template:

  1. Create a new Doc called “Meeting Notes Template”.
  2. Add sections such as:
    • Meeting title and date
    • Attendees
    • Agenda
    • Discussion notes
    • Decisions
    • Action items
  3. Convert the Doc into a template so you can reuse it for every meeting.
  4. For each meeting, create a new Doc from the template and link it to the relevant task or List.

Use checkboxes for action items and convert them into ClickUp tasks to track owners and due dates.

ClickUp Project Plan Template

Project planning is one of the biggest limitations of simple note templates. In ClickUp, you can combine Docs and tasks for a full project view.

  1. Create a new List named after your project.
  2. Add a Doc called “Project Overview” with sections for:
    • Objectives
    • Scope
    • Key milestones
    • Risks and assumptions
  3. Create tasks for each deliverable and milestone.
  4. Use views (List, Board, or Gantt) to visualize the project schedule.

Save this structure as a List template so every new project can be created in a few clicks instead of starting from a blank OneNote page.

ClickUp To-Do List and Personal Planner Template

Replace simple OneNote to-do pages with a flexible personal planning system in ClickUp:

  1. Create a Space or List for personal productivity.
  2. Add tasks for each item instead of keeping them only as notes.
  3. Use custom fields to track priority, energy level, or estimated time.
  4. Create views like “Today”, “This Week”, and “Someday” using filters and sorting.

This gives you all the benefits of familiar to-do lists with extra clarity and control that static templates cannot provide.

Creating and Reusing Templates Inside ClickUp

Once you have your first structures built, you can turn them into templates that work like advanced versions of your old OneNote layouts.

How to Turn a Doc into a Reusable Template

  1. Open the Doc you want to reuse.
  2. Clean out any meeting-specific or project-specific content.
  3. Save it as a template from the Doc settings menu.
  4. Give the template a clear, searchable name, such as “Client Kickoff Notes” or “Weekly Team Meeting”.

Next time you need that structure, create a new Doc from the saved template and link it directly to the relevant task or List.

How to Create Task and List Templates in ClickUp

To systematize work that repeats frequently:

  1. Build an example task or List that includes all the fields, checklists, and views you need.
  2. Open the settings menu and choose the option to save it as a template.
  3. Select which parts to include, such as custom fields, subtasks, checklists, and Docs.
  4. Apply the template whenever you start a similar piece of work.

This template system lets you go far beyond what a OneNote template can handle, because it also stores workflow rules and structure, not just formatting.

Best Practices for Organizing Templates in ClickUp

As you move away from OneNote, plan how you want to store and access templates so your team can find them quickly.

  • Use naming conventions such as “Template – Meeting – Weekly Sync”.
  • Document usage rules in a central Doc that explains when to use each template.
  • Review regularly to archive outdated templates and update active ones.
  • Share access with the right teams so templates appear where they work.

Keeping everything clearly labeled reduces confusion and helps new team members adopt the system faster.

Additional Resources for Optimizing ClickUp Workflows

For help designing a full workspace strategy, you can explore consulting resources such as Consultevo, which focuses on process optimization and modern productivity tool stacks.

To see the original discussion of OneNote templates and use it as a reference while you redesign your system in ClickUp, review the source article at this OneNote templates guide.

By following the steps in this guide, you transform your familiar OneNote layouts into powerful, connected workflows powered by ClickUp, helping you capture information and move it efficiently into action.

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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