How to Master Tasks in ClickUp

ClickUp helps you replace cluttered Monday to-do lists with a single, organized workspace for all your tasks, projects, and weekly planning. This how-to guide walks you step by step through using ClickUp features that mirror (and improve on) traditional Monday task lists and templates.

The examples below are based on the Monday to-do list templates and productivity strategies described in the original ClickUp blog guide, adapted into a practical setup you can follow inside ClickUp.

Why Use ClickUp Instead of Monday To-Do Lists

Switching from scattered Monday to-do lists to a structured system in ClickUp gives you clarity and flexibility every week. You can manage simple daily tasks or complex projects in one place.

Key benefits of using ClickUp for weekly planning include:

Centralizing all tasks into one workspace instead of multiple tools
Creating reusable templates for recurring Monday planning sessions
Visualizing work in lists, boards, and calendars
Keeping personal and team tasks aligned in the same platform

Set Up Your Weekly Task System in ClickUp

Before building templates, you need a basic structure in ClickUp. This structure helps you manage every Monday kickoff and track work through the week.

Step 1: Create a Space for Weekly Planning in ClickUp

Log in to ClickUp.
Create a new Space dedicated to personal productivity or team planning (for example, “Weekly Planning”).
Choose default task views you will use often, such as List and Calendar.
Set permissions and sharing options so the right people can see and edit tasks.

This Space becomes the home of your Monday-style to-do lists and recurring planning routines.

Step 2: Build Lists for Each Week in ClickUp

In the Weekly Planning Space, create Lists that group tasks by time frame or focus area.

Weekly List: A List named after the week (for example, “Week of March 2”).
Focus List: A List for priorities like “This Week’s Top 10”.
Backlog List: A List for ideas and tasks that are not scheduled yet.

Using Lists this way helps you shift from one chaotic Monday list to a predictable weekly workflow in ClickUp.

Step 3: Add Essential Task Fields in ClickUp

To match the detail of structured Monday templates, add Custom Fields in ClickUp. These make sorting and filtering much easier.

Add fields such as:

Priority: High, Medium, Low
Effort: Time estimate or complexity rating
Status: To Do, In Progress, Blocked, Done
Owner: Person responsible for the task
Deadline: Due date for completion

Configure these Custom Fields at the Space or Folder level so every new task created in ClickUp is consistent.

Create a Monday-Style To-Do Template in ClickUp

Now you can convert your weekly routine into a reusable ClickUp template. This saves time and ensures each Monday starts with a clear plan.

Step 4: Design Your Ideal Monday in ClickUp

Begin by drafting a perfect Monday schedule as a List inside ClickUp. Include time-blocked tasks, deep work sessions, and quick admin items.

Use tasks such as:

Review weekend messages and notifications
Plan weekly priorities and deadlines
Deep work block #1
Team standup meeting
Deep work block #2
Admin and follow-ups

Assign durations through time estimates and add due times if you follow a strict schedule. This List becomes the pattern you reuse every week.

Step 5: Convert the List to a Template in ClickUp

Open the Monday planning List in ClickUp.
Click the three-dot menu for the List and select Save as Template (terminology may vary slightly with updates).
Give it a clear name, such as “Monday Weekly Kickoff Template”.
Include tasks, Custom Fields, and views when saving.
Save the template to your Workspace so your entire team can access it.

From now on, you can generate a complete Monday plan with a few clicks instead of rebuilding it every week.

Step 6: Reuse Your Monday Template in ClickUp

At the start of each week:

Create a new List for the week.
Apply the Monday template in ClickUp to that List.
Adjust due dates with bulk actions to match the current week.
Assign tasks to the right people and confirm priorities.

This routine brings the comfort of a familiar Monday checklist with the flexibility of ClickUp views and automation.

Use ClickUp Views to Replace Static Monday Lists

Traditional Monday lists are flat. ClickUp turns the same tasks into multiple visual layouts so each person can work in their preferred style.

List View in ClickUp for Structured To-Do Items

List view feels closest to a classic to-do format, but with far more power.

In List view you can:

Sort by Priority, Effort, or Due Date
Group tasks by Status or assignee
Show or hide Custom Fields for a clean interface
Use quick filters for “Today”, “This Week”, or “Overdue”

Start each Monday by scanning List view for High Priority tasks and overdue work.

Board View in ClickUp for Kanban-Style Mondays

Board view turns your Monday plan into an interactive Kanban board. Each column represents a status such as To Do, In Progress, and Done.

Use Board view to:

Drag tasks across columns as you work
Spot bottlenecks where many tasks get stuck
Run fast standup meetings around your Monday priorities

Many teams prefer to live in Board view while still using List view for planning and reporting in ClickUp.

Calendar View in ClickUp for Time-Blocking

If you like scheduling Monday tasks on a calendar, Calendar view in ClickUp is ideal.

You can:

Drag tasks onto specific dates for quick scheduling
See workload across the week at a glance
Combine Calendar with time estimates to avoid overload

Match your Monday template tasks to time blocks so every hour has a clear purpose.

Automate Recurring Mondays in ClickUp

To fully replace manual Monday planning, automate repetitive steps in ClickUp.

Recurring Tasks in ClickUp

For tasks that repeat every Monday, set them as recurring:

Create or open a task such as “Weekly planning review”.
Set the due date to Monday.
Configure recurrence (for example, “Every week on Monday”).
Choose whether ClickUp creates a new task or updates the same one.

Recurring tasks ensure your Monday setup checklist never disappears.

Automations for Status and Assignment

Use built-in automations so ClickUp handles routine updates:

Auto-assign tasks in a Monday template to the right owner
Change status when due dates arrive or when subtasks are completed
Post comments or reminders in advance of key Monday events

These automations reduce manual work and keep your Monday workflow consistent.

Collaborate on Monday Planning in ClickUp

Collaboration is easier when everyone shares the same ClickUp Space and templates.

Use these features to coordinate Monday planning:

Comments: Discuss tasks directly on the item instead of in scattered chats.
@Mentions: Notify teammates when their Monday tasks change.
Shared Views: Save Monday-specific views, such as “Today’s Standup Board”.
Permissions: Control who can edit templates versus just using them.

Because ClickUp centralizes all of this, teams avoid the confusion of separate Monday documents or disconnected tools.

Next Steps: Improve Your ClickUp Setup

Once your basic Monday-style structure works, continue refining how you use ClickUp:

Analyze which tasks repeatedly spill over to the next week.
Adjust priorities and time estimates to be more realistic.
Add documentation links and checklists inside tasks.
Create separate templates for different types of Mondays, such as sprint kickoffs or content planning days.

For broader workflow strategy, you can explore consulting resources like Consultevo to combine ClickUp with process optimization and automation across your business.

By following these steps and reusing templates inspired by Monday to-do list structures, you can turn ClickUp into a reliable system that launches every week with clarity, focus, and a repeatable plan.

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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