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Time Study How-To With ClickUp

Time Study How-To With ClickUp

Using ClickUp to run a time study helps you capture accurate work data, analyze productivity, and improve workflows without complex tools. This step-by-step guide shows you how to use time study templates inspired by the official ClickUp blog on time study templates so you can standardize how your team tracks time and optimizes processes.

What Is a Time Study and Why Use ClickUp?

A time study is a structured way to measure how long tasks actually take in real work conditions. You break work into steps, record time spent, then compare results against expected standards.

Managing this in ClickUp centralizes data, keeps it consistent, and makes it easier to analyze and improve. You can reuse templates, adjust them for different projects, and track time from one workspace instead of scattered spreadsheets.

Step 1: Prepare Your Time Study in ClickUp

Before you start timing work, define your goals and structure. In ClickUp, that means setting up a dedicated Space, Folder, or List.

Set Up a Dedicated ClickUp Space or Folder

Create a clear home for your study so tasks, forms, and reports stay organized.

  1. Create or open your workspace in ClickUp.

  2. Add a new Space or Folder named something like “Time Study” or “Process Improvement.”

  3. Inside it, create a List for each role, project, or process you plan to analyze.

Organizing this way lets you run multiple studies, compare results, and keep historical data separate but accessible.

Define What You Will Measure

Use your ClickUp List description or a task to document the scope of your time study:

  • Which process or workflow you are measuring

  • Which team or role is involved

  • What time frame the study will cover

  • What metrics you need (cycle time, idle time, interruptions, etc.)

Clear scope makes your later analysis accurate and prevents wasted effort.

Step 2: Choose the Right Time Study Template in ClickUp

The source article highlights multiple time study templates you can adapt inside ClickUp. Each template supports a different angle of analysis.

Work Sampling Template in ClickUp

Use work sampling when you want to know how often types of work occur rather than timing every second of activity.

  • Create tasks representing activity categories (for example: Email, Meetings, Deep Work, Admin).

  • Use Custom Fields like dropdowns or labels to tag task type, priority, and location (remote, office, hybrid).

  • At random intervals, record what the person is doing by updating or creating a task entry.

Over time, this gives you a distribution of how work time is spent across the categories inside ClickUp.

Continuous Observation Template in ClickUp

Continuous observation tracks an entire process from start to finish.

  1. Create a parent task for the full process you want to measure.

  2. Add subtasks for each step in the workflow.

  3. Use the built-in time tracking in ClickUp to log time on each subtask as work is performed.

  4. Add Custom Fields for interruptions, wait time, or defects so you can note issues without losing timing accuracy.

This structure lets you see the total cycle time as well as the time spent in each step, all tracked in ClickUp.

Standard Time Study Template in ClickUp

The standard time study approach looks at typical task duration and establishes benchmarks.

  • Create a template task in ClickUp for a repeatable activity.

  • Duplicate it for each observation session or worker.

  • Use time tracking to capture how long each person takes to complete the same steps.

  • Record ratings or notes with Custom Fields (such as experience level or difficulty).

Once you gather enough entries, you can average times and set realistic standards for that task.

Step 3: Build Your Time Study Tasks in ClickUp

Next, you translate your chosen template into specific task structures.

Create Task Layouts for Each Process

For each process under observation in ClickUp:

  1. Create one List per process or department.

  2. Add tasks or subtasks for each major step.

  3. Set clear task names so observers can quickly identify the correct item.

  4. Use task descriptions to document instructions for how to time and what to note.

Consistent layouts reduce confusion and ensure every observer uses the same structure in ClickUp.

Configure Custom Fields in ClickUp

Custom Fields are essential to record all relevant time study details in ClickUp without cluttered task names.

Helpful Custom Fields include:

  • Dropdown: Type of work, location, or shift

  • Number: Measured time in minutes if you want a manual backup

  • Text: Notes about delays, tool issues, or context

  • Checkbox: Indicate if the time entry includes interruptions

Standardized fields make it easy to filter, group, and compare time study data later.

Step 4: Collect Time Study Data in ClickUp

Once your structure is ready, start collecting data in real time using ClickUp features.

Use Built-In Time Tracking

Enable time tracking at the workspace level if it is not already active. Then:

  1. Open the relevant task or subtask in ClickUp.

  2. Start the timer when the work step begins.

  3. Pause or stop the timer when the step ends or if there is an interruption.

  4. Add notes to the time entry to capture conditions, such as tool issues or approvals.

For teams that prefer manual entry, observers can log time directly without using the timer, but the timer encourages consistency.

Standardize Observation Instructions in ClickUp

To ensure all observers follow the same rules, create a guideline task in ClickUp containing:

  • Definition of when to start and stop timing

  • What counts as a break, delay, or rework

  • How to handle multitasking or context switching

  • Examples of accurate and inaccurate entries

Pin this task to the List or mark it as a reference so everyone involved can access it quickly.

Step 5: Analyze Time Study Results in ClickUp

After you have collected enough data, use ClickUp views and fields to interpret your findings.

Use List and Table Views for Quick Analysis

Switch to List or Table view in ClickUp to see all time study tasks and Custom Fields at a glance. Then:

  • Sort by total time to find the slowest steps.

  • Group tasks by type of work or role to compare performance.

  • Filter out partial or test entries, keeping only finalized observations.

This helps you quickly identify bottlenecks and outliers without exporting data.

Identify Patterns and Opportunities

Look for:

  • Steps with consistently high cycle time

  • Large variation between workers on the same task

  • Frequent interruptions recorded in notes or Custom Fields

  • Work types that dominate time but add limited value

Use this insight to propose changes such as training, automation, or process redesign based on objective evidence from ClickUp.

Step 6: Turn ClickUp Time Study Insights Into Action

Time studies only help if you act on the information. In ClickUp, you can convert insights directly into improvement work.

Create Improvement Tasks in ClickUp

For each issue you discover, create a dedicated improvement task:

  1. Summarize the problem and impact in the task description.

  2. Attach related time study tasks or link them using task relationships.

  3. Assign owners and due dates to keep improvements on track.

  4. Track time again after changes to verify improvement.

This closes the loop between measurement and action while keeping everything inside ClickUp.

Standardize New Processes With Templates

Once you refine a workflow, save your updated task or List structure as a template in ClickUp:

  • Open the improved List or task that represents the new standard.

  • Use the template menu to save it as a reusable pattern.

  • Apply this template to similar teams or projects so they benefit from your time study results.

Over time, your workspace becomes a library of optimized processes, each backed by measured data.

Optimize Your Time Studies and Beyond

A structured time study managed in ClickUp lets you move from guesses to evidence-based decisions. By using templates, Custom Fields, and time tracking, you can consistently measure work, test improvements, and standardize better processes across your organization.

If you want expert help designing scalable workflows, time tracking strategies, or automation, you can learn more at Consultevo, a consulting partner focused on optimized systems and productivity.

Use the ideas and template structures drawn from the official ClickUp time study templates guide as a starting point, then adapt them to your team, your tools, and your long-term improvement goals.

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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