How to Use ClickUp as a Solopreneur

ClickUp helps solopreneurs manage clients, tasks, and goals in one streamlined workspace. This step-by-step guide shows you how to set it up so you can run your entire solo business from a single, flexible system.

The instructions below are based on proven project management best practices adapted for one-person businesses, including freelancers, creators, and consultants.

Step 1: Plan Your ClickUp Workspace Structure

Before adding tasks, decide how to organize your work inside ClickUp. A clear structure keeps everything easy to find and reduces daily friction.

Choose a simple hierarchy in ClickUp

For most solopreneurs, a lightweight, predictable hierarchy works best:

• Workspace: Your entire business.
• Spaces: Major areas such as Clients, Marketing, Operations, and Personal.
• Folders: Group related projects, like Client Projects or Content Calendar.
• Lists: Individual projects or workflows, such as “Client – ACME Website Redesign.”

Keep the structure shallow. Fewer layers in ClickUp mean faster navigation and less time lost deciding where tasks should live.

Example layout for a solo business

• Space: Clients
  • Folder: Active Clients
    • List: Client – ACME
    • List: Client – Bright Studio
  • Folder: Leads & Prospects
• Space: Marketing
  • Folder: Content
    • List: Blog Content
    • List: Social Media
• Space: Operations
  • List: Admin & Finance
  • List: Systems & Templates

Adjust the names, but keep the logic: every task in ClickUp should fit easily into one List.

Step 2: Set Up Core ClickUp Views

Views control how information appears. As a solopreneur, choose views that support daily execution and long-term planning.

Create a ClickUp list view for detailed work

Start with a List view in each main List. Use columns to show:

• Task name
• Assignee (you)
• Due date
• Status
• Priority

This view gives you a spreadsheet-like overview without losing the flexibility of ClickUp tasks.

Use a ClickUp board view for workflow stages

For client or content projects, add a Board view with columns such as:

• Backlog
• In Progress
• Waiting on Client
• Review
• Done

Drag and drop tasks between columns as they move through your solopreneur workflow.

Add a calendar view for time-bound tasks

In Lists like Blog Content or Client Deliverables, add a Calendar view. This helps you:

• Visualize deadlines and launch dates
• Avoid overloading a single day
• Spot gaps for deep work or outreach

Use the date filters in ClickUp to focus only on upcoming work.

Step 3: Build Essential ClickUp Task Templates

Repeating work is where solopreneurs lose time. Task templates in ClickUp standardize recurring processes so you never start from scratch.

Create a client project template in ClickUp

For service-based work, design a reusable task or List template that covers your typical engagement:

1. Create a new List named “Template – Client Project.”
2. Add tasks for each phase, such as:
   • Onboarding and intake form
   • Discovery and strategy
   • Implementation or production
   • Review and revisions
   • Offboarding and testimonials
3. Add custom fields for budget, package type, and key dates.
4. Save the List as a template inside ClickUp.

Next time you sign a client, apply the template, update the details, and start working immediately.

Standardize your content workflow in ClickUp

If you publish content, set up a dedicated List template with tasks like:

• Brainstorm topic
• Keyword and outline
• Draft
• Edit
• Design or visuals
• Upload and schedule
• Promotion and repurposing

Save this as a ClickUp template and apply it to every new article, podcast, or video.

Step 4: Configure ClickUp Statuses and Custom Fields

Statuses and custom fields keep your solo workload organized and easy to scan.

Define clear statuses in ClickUp

For most solopreneurs, simple status sets work best:

• To Do
• In Progress
• Waiting (for client or vendor)
• Ready for Review
• Done

Apply this set across Lists where possible so you always understand what a status means at a glance.

Use custom fields in ClickUp for business data

Add custom fields that help you make better decisions:

• Client or brand name
• Service or offer type
• Estimated time (hours)
• Actual time spent
• Revenue or invoice amount

With these fields, you can sort and filter tasks in ClickUp to see which work brings the best return on your time.

Step 5: Set Up Daily and Weekly Routines in ClickUp

Tools only help if you use them consistently. Turn ClickUp into your operating habit with simple routines.

Daily review routine using ClickUp

1. Open your “Today” view: Use filters to show tasks assigned to you that are due today or overdue.
2. Time-block critical work: Move up to three high-impact tasks to the top and schedule time blocks on your calendar.
3. Update statuses: Move tasks through your ClickUp board columns as you work.
4. Capture new tasks: Add quick tasks for ideas, requests, or follow-ups so nothing lives only in your head.

Weekly review checklist in ClickUp

Once a week, use a filtered view showing the past and next seven days. Then:

• Close or archive completed tasks and Lists
• Reschedule any overdue work intentionally
• Check client projects for bottlenecks
• Review marketing tasks and plan new content

Make this part of your standard solo CEO routine so ClickUp stays accurate and reliable.

Step 6: Automate Repetitive Work in ClickUp

Simple automation reduces manual updates and keeps your projects moving even when you are busy.

Set basic automations in ClickUp

Start with a few targeted rules, such as:

• When status changes to Done, clear the due date.
• When a task moves to Waiting, add a “Follow-up” tag.
• When a task is created in a client List, assign it to you automatically.

These small automations maintain consistency in your ClickUp workspace without adding complexity.

Step 7: Track Goals and Progress with ClickUp

To grow as a solopreneur, you need visibility into your goals and performance.

Use ClickUp for client and revenue goals

Create goals such as:

• Number of active clients
• Monthly recurring revenue
• Number of published pieces per month

Link relevant tasks and Lists to each goal in ClickUp so progress updates automatically as you complete work.

Review dashboards in ClickUp

Create a personal dashboard showing:

• Tasks due this week
• Overdue tasks
• Time tracked by client or project
• Goal widgets for key business metrics

Use this dashboard as your single source of truth for planning the week.

Additional Resources on ClickUp and Solopreneur Project Management

If you want to compare tools or deepen your setup, you can explore the original guide to solo-friendly project platforms on the ClickUp blog for solopreneurs.

For personalized help designing efficient systems and AI-optimized workflows for your business, you can also visit Consultevo to explore consulting and implementation support.

With a clear structure, reusable templates, and simple automation, ClickUp can become the central hub that lets you run your entire solo business with less stress and more focus.

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

“`