How to Create a Daily Work Plan in ClickUp

[@organizeyourempire]

FREE GIFT! Access My Freebies ⤵ organizeyourempire.com/#freebie Templates & Shortcuts organizeyourempire.com/shop Consulting & Done-for-You Workflow Setup organizeyourempire.com/services-offerings Subscribe for More Tips link.organizeyourempire.com/subscribe LET'S CONNECT Instagram: instagram.com/organizeyourempire/ TikTok: www.tiktok.com/@organizeyourempire Facebook: facebook.com/organizeyourempire LinkedIn: www.linkedin.com/in/krystal-clark/

[@BarryIsFunny]

First of all I LOVE YOUR ENERGY! Second of all this was exactly what I needed, thank you!

[@organizeyourempire]

Back at cha. I just watched your stand up and you're so funny! 💛

[@TessRoth]

This is brilliant! I don't know why it never occurred to me do this, but I'm so grateful for this tutorial. Thank you!

[@organizeyourempire]

I'm so glad you love it.

[@KenShenkman]

I have been using Clickup for a while and was trying to think of a simple way to do a daily plan. This is perfect- simple and organized. Thanks!

[@organizeyourempire]

Glad it was helpful!

[@katielovitt743]

This is so awesome, thank you!!

[@organizeyourempire]

Awesome. I'm so glad you love it.

[@RobinRobinson195g]

Hello Krystal. Thank you for sharing this. I love your method and I subscribed.

[@organizeyourempire]

I’m so glad you like. It give it a try and let me know how it works for you.

[@parostpg]

Excellent short video. Just what I was looking for. Thank you.

[@organizeyourempire]

You are so welcome! Don't forget to subscribe :)

[@CreativeXZion]

Wow this was soo helpful!!🤗I have been using click up for a couple months and been trying to find a good way to plan my daily schedule. This is fantastic!! Thank you thank you!!

[@organizeyourempire]

Thanks for watching! You might also like ClickUp's home feature so if you have tasks in different lists and folders you can see what's due for you to work on just for today and what's coming up tomorrow.

[@gina4808]

This was extremely helpful. I bought a fancy planner and haven’t touched it since. Thank you so much!

[@organizeyourempire]

Glad it was helpful!

[@MacAutomationTips]

Good idea. I created board view at the Everything level, and filter and sorted the tasks by Due Date. The board is divided by the days of the week, and you can also all your completed tasks for the week.

[@TessMDTV]

that was super helpful! thank you so much for the great information - you kept it short and to the point! LOVE IT!!

[@organizeyourempire]

Thank you! I hate it when people talk about themselves for 10 minutes before they even get to the tutorial. 🤣

[@BrigitteJoseph-b8f]

This is so genius thank you so much. I'll be implementing right away. ❤❤❤

[@organizeyourempire]

Awesome. I'm so glad you loved the video. Subscribe because new videos are coming in February and they are going to be AWESOME!

[@carrieelizabethrundhaug3528]

I just discovered Clickup and I am still learning more about it so I discovered your video! I'm so glad I did. I hope you make more videos about Clickup! Also, I would love to see more videos of like the spaces you are utilizing, etc. How many spaces you have etc.

[@organizeyourempire]

Hey love! Yes. There are more videos coming soon!! Especially videos about Clickup and Dubsado!

[@iffykazim9706]

Thanks Krystal. You indirectly answered my question of how to modify the statuses! :)

[@organizeyourempire]

Glad it was helpful!

[@kathrynoconnor]

OMG!, How cute are you!?... But more importantly, HELPFUL af! Thank you! Love, love, LOVE the little "let's match our days of the week color to task category" hack. Get it!

[@organizeyourempire]

You are so welcome! I'm so glad you love it and that it was helpful. Let me know if you have any special requests!

[@studiocelestedesign]

Love this way of using it for time blocking! Very smart indeed. Thanks so much! :)

[@organizeyourempire]

It's so helpful!

[@Jamiepalermo]

Love this! I'm going to give this a go. Thank you for sharing!

[@organizeyourempire]

Thanks so much for watching. I hope you like this method.

[@dawoodahmad539]

This is good work, thanks for sharing

[@organizeyourempire]

Thank You!

[@shannonschultheisatdailypo932]

This video is exactly what I was searching for, thank you! I do have a question though about using the app for quick entry into the planner. Is there an easy way to make this the primary function your app sees? I want to quickly add tasks from the app on the go. Thank you!

[@organizeyourempire]

You can mark this list or calendar view as a favorite for easy access.

[@Rocklaz]

Expected a video of inbuilt tool of clickup. Its tedious to make a new tasklist "daiy planner" when you have many other workspaces. Kindly make a video of putting up of tasks from different spaces into the callender.

[@organizeyourempire]

Thank you so much for your comment. Respectfully, this video was meant to inspire a cool way to use Clickup and mentions that you can create tasks that repeat themselves so that you don't have to make a 'new task list every day' Also, This video is almost 2 years old. ClickUp has since then created new features like the home feature. So all you'd need to do is click the home button to see all the tasks on your list for any given day as well as your upcoming tasks. Based on the directness of your comment, I can tell how important it is for you to stay organized. Kindly check out the home feature in clickup. You just might love it.

[@Rocklaz]

Yes thanks. @@organizeyourempire

[@wanakaweddingcollective2638]

This is awesome, thank you xx

[@organizeyourempire]

You are so welcome! Thanks so much for watching!

[@devangann6570]

Thanks! Love it! I started using Clickup for my business today (should've a long time ago xD) and I thought if I could find a good way to do so, it'd be perfect to host all my to-do lists. Last Thursday I made FIVE to do lists on pieces of paper and now they're all over the place. You gave me a good start to implement the idea. Thanks :D

[@organizeyourempire]

Great to hear! I'm so glad you're loving ClickUp!

[@devangann6570]

@@organizeyourempire oh yes girl, one day and I'm hooked. Going to gradually integrate my entire life onto it xD

[@onefourosix_]

Love watching how you use ClickUp! I use ClickUp too but I am always trying to see how others use ClickUp to gather more ideas to improve my usage of ClickUp! + 1 like ^^

[@organizeyourempire]

Thank you so much. I'm totally obsessed with ClickUp!

[@onefourosix_]

@@organizeyourempire Ohh!! I love to hear more about it! 😍

[@organizeyourempire]

@@onefourosix_ Stay tuned. More clickup videos coming very soon.

[@onefourosix_]

@@organizeyourempire 😍 Yay!

[@yolanda.vasquez]

New subbie JUST because of THIS🤯🤯🤯🤯🤯

[@organizeyourempire]

Oh yay! Thank you so much for subscribing. There are definitely some more videos to come.

[@yolanda.vasquez]

@@organizeyourempire so excited! Looking forward to it especially since we're fellow savvies 🤓💖

[@organizeyourempire]

@@yolanda.vasquez Yes girl! Me too!

[@yolanda.vasquez]

@@organizeyourempire may I make a request? would you do a video on your email inbox management?? I saw that glimpse and was like "OMG" I want to redo my entire system now...LOL

[@organizeyourempire]

@@yolanda.vasquez I will definitely put it on the list for upcoming videos! 💛

[@hagelslag9312]

Can I just say I think your hair is absolutely gorgeous!?

[@organizeyourempire]

Thanks you. They are spring twists. I did them myself.

[@SD-su8hg]

Loved this video. Also your lipgloss is beautiful!

[@organizeyourempire]

Thank you for the compliment and thanks so much for watching!

[@nikolXXXl]

Genius idea , great video ! could you do a tutorial on how you manage your workspace ?

[@organizeyourempire]

Hi in what capacity? Are you referring to me doing a tutorial on what spaces I have in my workspace?

[@ketan127]

I love this! Definitely subscribing! I was trying out click up for the last week for myself and was just about to leave the app because I was not a fan of the scheduling in the calendar view. So with this view you can only schedule this week correct? If I wanted to schedule something for next week I would have to add it to the calendar view. Then at the beginning of the next week when I’m scheduling using the daily planner view I have to manually add it under that status. Is that the best way or is there someway to automatically do it?

[@organizeyourempire]

If you make the tass recurring they will move around your planner week to week automatically. You don't have to do anything.

[@donnar.snyder9204]

I absolutely love this. Thanks so much

[@organizeyourempire]

You are so welcome. Let me know if you have any Clickup video requests.

[@gioulachelten]

You make great videos. I hope you will make more.

[@organizeyourempire]

Thank you so much. I have more videos coming soon. It's just been such a busy 4th quarter!

[@jdb6771]

Hey Krystal, thanks for the great video - super helpful. How do you get such a clean layout / view in Clickup? Mine is riddled with filter menus and option headings

[@organizeyourempire]

You can actually change your layout in ClickUp to something more appealing. I decide to turn stuff off so that I don't see tags and filters on the individual tasks.

[@thegallery]

I really like the idea. I take it though the day boards aren't actually linked to a date; so if you slide a task from one day to another it will not update the date of that task? I suppose you can do this though in one of the other views.. Or I wonder if you could make this type of view as custom view, where those boards actually correspond to dates. I'm new to clickup; I was looking to "project manage" my life so the way that you can instantly turn this into a gantt chart is really neat.

[@organizeyourempire]

Clickup's inbox feature is easier to use if you'd like a daily plan that's easier to manage for sure.

[@thegreatframeupiowa4830]

Thank you for sharing this information. New to ClickUp 2.0. Looking for better systems to manage teams and social media. Do you have a video that addresses those issues using ClickUp 2.0?

[@organizeyourempire]

I don't yet but I would love to create one soon! Thanks for that video request.

[@SLima-df7wj]

So creative! Thank you! ❤️🤩

[@organizeyourempire]

You are so welcome!

[@kbhatia76]

Very interesting, will try

[@byamberkri]

Such a great idea!! You could also do this by applying tags and have your view set to sort with tags instead of status. :)

[@organizeyourempire]

So true!

[@clarencehou3526]

Great tutorial very informative!

[@organizeyourempire]

Thank you!

[@Stella-xc3du]

ClickUp has great functionality but takes time to learn how to use effectively. Expect most people to not understand how to use immediately, I tried zentao and don't want to use any other project management tool because it easier to understand and has more features.

[@organizeyourempire]

I love Clickup and it's my forever tool. I never tried zentao but Clickup is launching features every single Friday to make my life easier. You can't beat that. Like anything... the more you use it, the better you get at navigating the system.

[@fleurlicityllc2067]

I created this list in clickup and its really helpful, but is there a way to keep the recurring task under the correct day (status)? My Tuesday recurring task etc automatically goes to the Things to Do folder after I complete it out

[@organizeyourempire]

When you set that task tor recurring. it should ask what status you want that task to change to once you mark it as complete. Just pick your respective day status and you should be set going forward.

[@markburrows8811]

Great tutorial - If you delete the task will it disappear from your calender ? I love the idea of planning this way but what if i want to recap on something from last week ? Is it as simple as keep creating new weeks or have a 'dump' task at the end ?

[@organizeyourempire]

Thanks for your question Mark. You could just look at the tasks you've completed day to day or week to week. I do recurring tasks in ClickUp so that I can look back at the history of that task. I'm happy to do a tutorial on this. :) If you delete a task it is supposed to remove from your calendar.

[@organizeyourempire]

Also if this method is not your favorite you could just create recurring tasks in a way like a "check emails in the morning" task could be done Monday-Friday and you could have it to recur every day and just focus on logging into the inbox in Clickup daily to get your task list for that day. The inbox in ClickUp is found at the home button.

[@markburrows9123]

@@organizeyourempire I do like the way of working on day to day tasks in this way but if i mark it as complete it disappears from my calendar. I need to be able to revert back in the future. I also dont want to have to keep creating New weeks as this defeats the object. Basically i need to complete my task but without taking it from my calendar

[@markburrows9123]

@@organizeyourempire also i have created recurring tasks for checking emails etc, this is for specific tasks though

[@MarcAltshuler]

Great video, but I’m struggling to understand why you’d re-engineer you own planner using custom statuses in ClickUp instead of using one of ClickUp’s core views, the calendar, where you can literally do all of this in an actual weekly calendar view and still keep all your task statuses intact.

[@organizeyourempire]

Mostly because I didn't like the way it was layed out in the integrated views.

[@pamelasandall4697]

I'm really enjoying your videos! If you're taking requests, I would love to seem integrations (zapier?) between Click Up and Dubsado.!

[@organizeyourempire]

Sure thing. I will add that to the upcoming video list right now! Thanks for the request!

[@BrownDogIsInTheHouse]

Thank you for a useful video. This is a good way to use click up.I have a problem in another contact number 8 using this particular example is there any way that I can drag and drop Wednesday to be before Tuesday. I know this is a contract example but I am just searching for a simple way to move the status lists and it seems I cannot drag and drop them like I used to do in trello. Thank you for any inputs

[@organizeyourempire]

When you edit the list statuses in for this list in Clickup, just order the statuses backwards and that will help to re order them :)

[@benzandi4673]

Quick question. At the start of every new week, what is the best way to keep track of tasks that were done in previous weeks? Is everything overwritten each week?

[@organizeyourempire]

If you set each task you add to recur in the same "weekday" status it will overwrite each week.

[@karenbauermeister6827]

Thank you!

[@organizeyourempire]

Thanks for watching!

[@fleurlicityllc2067]

Great, thanks!!

[@kathleentremose5005]

I love ClickUp and I never thought to do this! I think I will really like the visual aspect of this and YES! I would love to eliminate my planner! I do 90% in ClickUp already anyway! I love your energy!! Is that a Ruth planner you have? :)

[@organizeyourempire]

Yes. It's a Living Well Planner. You know your planners girl! I'm with you. I'm doing most of everything in Clickup anyway so that's why I'm using it more and more for planning.

[@atlantadigitalmediamc4375]

Very nice...

[@organizeyourempire]

Thank you!

[@HullioGQ]

Thank you for this tut! I got some ideas for a different scenerio for some odd reason. I actually discovered something nifty in Dubsado this afternoon. If I create a task in Outlook on my desktop, it will sync to my Dubsado Tasks. The reason this is going to be really handy is getting reminders to "get stuff done." If you get a chance, could you do a tut on Task Boards vs WorkFlows? I like the way you explain stuff.

[@organizeyourempire]

I love this idea. Great one. Yes that is totally doable. I actually like putting things in Clickup or Google tasks because you can make them repeatable tasks. Especially if you have a morning checklist you like to get through each day before you do client work.

[@bobbydellmusic]

I think this would work

[@organizeyourempire]

It works great. You can also just create tasks in their respective projects or lists and use the inbox feature as well. This method is for my people who are very visual.

[@AdrianneMachina]

I’ve spent sooooo much money on planners in my lifetime. 😩😭

[@organizeyourempire]

Me too and I was barely using them. Now I just use Clickup and Google calendar for everything. Especially with the fact that I can even access my schedule from my phone or computer at any given time.

[@maryanne2025]

Ive spent a lot on planners too

[@girlgetvisible]

I'm just learning Click up can you bring in a task from other places. For example, if I have a client project and I have all of their task on one board, do I need to re-write it here on the planner view too.

[@organizeyourempire]

Nope! Tasks can live in multiple lists!