How to Use ClickUp for Powerful Reminders

ClickUp gives you everything you need to replace scattered reminder apps with a single, organized workspace so you never miss an important task again.

This step-by-step guide walks you through setting up reminders, automations, and daily workflows using features highlighted in the best reminder apps overview.

Why Choose ClickUp as Your Main Reminder Hub

Instead of juggling separate reminder tools, you can centralize work, notes, and deadlines in one place.

Using this platform as your reminder hub lets you:

• Collect tasks from multiple channels in one list
• Attach files, notes, and comments directly to reminders
• Assign owners and due dates so nothing slips through the cracks
• Automate repetitive notification workflows

This article is based on the reminder workflows outlined in the best reminder apps guide, but focuses purely on how to do it in practice.

Getting Started: Set Up Your ClickUp Workspace

Before you build reminder systems, you need a basic structure for your work.

Create a Space in ClickUp for Personal or Team Tasks

1. Log in to your account.
2. Click the + icon in the sidebar to add a new Space.
3. Name it something like Reminders & Routines or Personal Productivity.
4. Choose whether the Space is just for you or shared with a team.
5. Enable only the features you need at first, such as Tasks, Docs, and Calendar.

Keeping one dedicated Space makes it easier to see all your reminders in a single view.

Build Lists in ClickUp for Each Reminder Category

Within your Space, break work into Lists that match how you think about reminders.

• Today & This Week – short-term priorities
• Work Projects – job-related follow-ups and deadlines
• Personal Life – appointments, errands, and home tasks
• Habits & Routines – recurring tasks you want to track

Lists give you flexible containers where you can later filter, sort, and view reminder tasks by date, assignee, or priority.

Create Reminder Tasks in ClickUp

Once your Space and Lists are ready, you can start turning every commitment into an actionable task.

Add a New Reminder Task Manually

1. Open the List where the reminder belongs.
2. Click + Task.
3. Write a clear, action-focused title, such as Call client about proposal.
4. Add details in the description: context, links, or notes.
5. Set a due date and, if needed, a specific time.
6. Choose a priority level to help you focus.

Each task now functions as a complete reminder: it has what to do, when to do it, and why it matters.

Use ClickUp Due Dates and Time-Based Reminders

To ensure you actually act on tasks, attach time-based settings.

1. Open the task.
2. Click the Due Date field.
3. Select a date and toggle time on if you need an exact hour.
4. Enable notification options so you get alerted before it is due.
5. Use start dates when you need time to work on something before the deadline.

Due dates and times are the backbone of a reminder system because they control when notifications get sent.

Set Up Recurring Reminders in ClickUp

For tasks that repeat, you can avoid recreating them every time.

1. Open an existing task that should repeat.
2. Click the Due Date area again.
3. Select Set Recurring or the repeat option.
4. Choose the frequency (daily, weekly, monthly, custom).
5. Decide whether the task should reset when completed or simply create a new one.

Recurring rules are ideal for habit tracking, bill payments, and routine reviews.

Organize and View Reminders in ClickUp

You can switch between different views to keep reminders visible in the way that makes the most sense to you.

Use the Calendar View in ClickUp

1. Open your Space or List.
2. Click + View and choose Calendar.
3. Group tasks by List, status, or assignee if you work with a team.
4. Drag and drop tasks on the calendar to change due dates quickly.
5. Use filters to show only high-priority or personal reminders.

The calendar makes it easy to see your workload for the day, week, or month at a glance.

Use the List View for Priority-Based Reminders

When you need to triage tasks, List view is extremely helpful.

1. Switch to List view in your Space.
2. Add columns such as Priority, Due Date, and Assignee.
3. Sort by due date to see what is overdue or upcoming.
4. Filter to show only tasks assigned to you.

This view lets you quickly decide what must be done today and what can wait.

Automate Reminders with ClickUp Features

To reduce manual work, you can use automations and templates so reminders are created and managed automatically.

Create Simple Automations in ClickUp

Automations can update tasks or send notifications when certain conditions are met.

1. Go to a List where you want automation.
2. Click the Automate or Automation button.
3. Choose a template, such as When due date arrives, change status.
4. Customize the trigger (for example, on due date or 1 day before due).
5. Choose the action, such as updating status or sending a comment.

Automations can keep tasks moving forward without requiring you to manage every detail manually.

Use Templates for Repeat Reminder Workflows

For processes you repeat often, templates save setup time.

1. Create a task that has all the fields, checklist items, and dates you typically need.
2. Click the task menu and choose Save as Template.
3. Name the template clearly, such as Client Follow-Up Sequence.
4. Next time you need the same reminder workflow, create a task from that template.

Templates standardize your reminder structure so every recurring process follows the same steps.

Collaborate on Shared Reminders in ClickUp

Many reminders involve other people, such as teammates, clients, or stakeholders.

Assign Tasks and Use Comments in ClickUp

1. Open a task that needs someone else to act.
2. Set the Assignee so ownership is clear.
3. Use Comments to clarify instructions or share context.
4. Tag teammates with @ mentions so they receive a notification.
5. Resolve comments once questions are answered to keep things tidy.

This collaborative layer ensures that reminders turn into coordinated action instead of isolated notes.

Share Views and Dashboards

You can also share specific views with stakeholders so they can see the reminders that matter to them.

• Create a filtered List view that shows only tasks for a specific client or project.
• Save the view and share it with the right team members.
• Use dashboards to display key reminders, such as overdue tasks and upcoming deadlines.

Visual sharing reduces the need for status meetings and manual updates.

Tips to Make ClickUp Reminders Stick

To keep your system reliable, add a few simple habits.

• Perform a daily review of all tasks due today and tomorrow.
• Batch similar reminders together, such as calls or emails.
• Close or update tasks immediately after completing them.
• Refine automations when you notice repetitive manual work.

Over time, you will build a trustworthy reminder workflow that supports both your personal and professional goals.

Next Steps

Now that you know how to set up reminders, organize views, and add automations, you can adapt this system to fit your unique workload. For more strategy and implementation guidance, you can also explore consulting resources like Consultevo for help optimizing your productivity stack.

Use these steps to transform your account from a simple task list into a complete reminder engine that keeps every commitment visible and actionable.