How to Organize Your Personal Life in ClickUp (Tour)

If you want to learn how to organize your life in ClickUp, you're in the right place! I'll take you behind the scenes of how I manage my personal life and household tasks inside ClickUp...all in one beginner-friendly folder I lovingly refer to as my "Adulting" folder. It's filled with all the personal tasks.
Whether you're new to learning "how to adult" or are simply new to ClickUp for personal use, this ClickUp tutorial is a great place to start!
In this video we'll cover:
00:00 Introduction
1:28 ClickUp for Personal Use Structure
2:00 Keep this Simple!
4:38 Use ClickUp with Your Spouse
5:26 Custom ClickUp Views
6:48 Advanced "Me Mode" Option
7:35 Group by Life Category
8:28 Budget of Time and Money
9:11 "Personal Life" Space with fewer ClickApps
10:26 Suggested "Adulting Tasks"
11:56 Bonus Task Ideas
13:29 Conclusion
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[@getmc]

Your videos add so much value! Thank you for always going into meaningful, practical depth and for demonstrating/showing (and not just talking about) how to do things in ClickUp. You are brilliant at what you do.

[@LaylaPomper]

Wow, thank you! I appreciate your support! 😊

[@scottieoshow4191]

Thank you for making these videos! super helpful and I have been trying to get myself organized for a while and this definitely helps

[@LaylaPomper]

I'm so glad this was helpful to you! You got this! 🙌

[@financiallyspeakingbookkeeping]

I absolutely LOVE your channel!!! You are amazing, and you inspire me to be more PRODUCTIVE!!! Thank you for what you do :)

[@LaylaPomper]

Aw, you are so welcome! I'm happy to help!

[@user-ln5eh5nc1g]

Layla, the intro is brilliant. You have put complecated concept of personal productivity in one word - adulting 👍 I think that's what it is all about.

[@LaylaPomper]

Thank you so much - you're so kind!

[@TheRabbleAt22]

Thanks Layla - valuable content, as always.

[@LaylaPomper]

Thank you Shay!! I appreciate you leaving a comment and supporting this channel! 🙏

[@massaglia]

You’re the best! Looking forward to learning more. Just signed up for an ClickUp account. V

[@LaylaPomper]

Wahoo! Welcome to the ClickUp bandwagon, Victor! 👋

[@bahamagrl8318]

Hi Layla! Thank you for doing this video. I would love to see more ways to digitize our personal lives/tasks. This was so helpful!!! Can’t wait to cut the physical and mental clutter for my sanity.

[@LaylaPomper]

Noted. 😉 I'm so happy this video helped you out!

[@bahamagrl8318]

@@LaylaPomper 😊

[@samiam369]

Comcast doesn't stand a chance against you! 😂 I have been binge watching your vids to help me organize a major life transition, and I'm so grateful I found your channel - I had almost given up on ClickUp because it can do so much, it's hard to find where to do all the things. Thank you for your generous sharing! 😊

[@LaylaPomper]

Hey Fran! Just getting caught up on comments🙈 Thank you so much for the kind words! I'm so glad the content is helpful (and entertaining!)

[@heymrcody]

great examples! very helpful! 👍🏻

[@LaylaPomper]

Thanks, Cody! Appreciate you commenting! 🙌

[@mlaetitia]

Thanks for this video - things could really be simpler on the personal side of things..! I would love to see the home reno project - since you're willing or share - would be super useful!!!

[@LaylaPomper]

Definitely - simple works! And thanks for the vote on the Home Reno. I’m typing this message as we’re doing some of the last of the project clean up and I think it could be a fun way to debrief by publishing that! ☺️

[@areebaghafoor8362]

Your videos are so much inspirational.

[@LaylaPomper]

Oh, I’m happy to help! 🙂

[@areebaghafoor8362]

@@LaylaPomper 🙂

[@heidibriones]

THANK YOU! It's so hard to find content on how to use ClickUp for personal use.

[@LaylaPomper]

Ah si glad this helped you! I hope to do more like this if there’s interest. ☺️

[@LaylaPomper]

FYI - I'm going to talk about this live today during our Q&A on the Channel! Link if it helps: kzbin.info/www/bejne/eGewZGOqo65jasU

[@nickyjean0101]

Thank you I would love to see a house reno project vid

[@LaylaPomper]

Aye aye! Based on the response so far, I think I’ll try to get that out in the next month or so (as soon as the ACTUAL renovation stops sucking up all my free time! 😂)

[@juliedesnick7401]

Thank you for your clear and concise videos. Please consider doing new versions for 2023.

[@LaylaPomper]

Hey! Here's an updated version from 2022: kzbin.info/www/bejne/g5jdnGiNi8SnrK8 We'll see what we can do for 2023!

[@bignige]

You have so much energy, thanks for the video but phew, I'm going to go and lie down 😀

[@LaylaPomper]

😂 Fair enough! Ha! It takes time to download all of these tasks...but man is it nice to not have to keep them in your head and try and remember it all! 🤷 ☺️

[@bignige]

@@LaylaPomper I agree entirely

[@katrinajparker]

Love Love Love that you are shoiwng how to use this to organize your personal life! Thank you! So where do I go to learn how to set up ClickUp for "adulting" because I see stuff I don't know how to do. Of course I'm very new to ClickUp so maybe that's it! I don't necessarily want to sift through mulitple KZbin Channels to get this done...so best place to start please?

[@LaylaPomper]

Hey Katrina! Just getting caught up on comments🙈 Here's a playlist that may help! kzbin.info/aero/PLWhJ5L9a16ixtIYnzM7QlCzsuDZqL8b4Q

[@communicateexcellence101]

Love your videos.

[@LaylaPomper]

Aw, thanks so much! Appreciate your support!!

[@sarahjeanthayer1002]

Love it! Just found your channel def subscribing. “Or human parent. I guess that’s a thing too” haha

[@LaylaPomper]

😂😂😂 Thanks for subscribing!

[@renatoacardoso]

Thanks for the video

[@LaylaPomper]

Happy to help! ☺️

[@LaylaPomper]

What video would YOU like to see about ClickUp for personal use? I’m all ears! ☺️🦻

[@alethary]

Video that help in writin especially academic writing

[@josephshields317]

NICE!!!! MORE PLEASE!! As previously mentioned, there is very little content on ClickUp & personal use. Might be a good growth niche for your channel??? Possible ideas for personal use: dashboards, doc storage, habit tracking... Bonus adulting: yearly smoke detector (inspect/change batteries) Cheers,

[@LaylaPomper]

Thanks for the bonus task! ☺️ LOVE the ideas you have for personal use videos. I have one basic video on habit tracking, and one use case for Dashboards...but I hadn’t considered Docs. I haven’t really “highlighted” the personal side of things in the past, but I see that changing! 🙂

[@LaylaPomper]

FYI - I'll be talking about this live during our Q&A today on the Channel! Link if it helps: kzbin.info/www/bejne/eGewZGOqo65jasU

[@Irades]

Thank you Layla :)

[@LaylaPomper]

Happy to help!

[@PattyWak01]

Love the video, but do you have a ready to go importable template so that we could adopt your same structure? That would be a very helpful start!

[@LaylaPomper]

Hey Patrick! This template, along with 50+ others, is available inside of the ProcessDriven Membership! Get all of the details here: processdriven.co/services/membership

[@reichlpa]

Hi, what's your rule of thump - regarding using custom field like 'life category' vs. having separate list for each item of the 'life category'? Thanks!

[@LaylaPomper]

If you need unique Custom Field types or Permissions, use a List. Otherwise, try to keep it in the same List. ☺️

[@taragrant5495]

What about managing virtual homeschool classes with your children? I've managed to get my 8 yr old to maintain his classes via ClickUp and it is definitely a lot better, but I'm wondering if you have any other tips. You're totally awesome Layla!! & Thanks for the videos*

[@taragrant5495]

Specifically, I'm wondering if you have any tips for putting in classes for the year. Right now, I've been doing it week to week because it takes me so long to put it in the way I like. Any idea how I could simplify this process so I can update more classes ahead of time?

[@LaylaPomper]

I'm not sure I've got a great answer for you (I may need a bit more context!) but I'm going to pull this question to talk about live today in our Q&A. Link if it helps: kzbin.info/www/bejne/eGewZGOqo65jasU Feel free to join if you can to give me a bit more context! :)

[@tristanquevilly2223]

Hi Layla, thanks a lot for your useful videos. When "Personal Workspace layout" is turned on in the settings, I found that in the Home, all the tasks that are not assigned to me are filtered out which is not really practical and a risk to forget about important tasks. I think that in "Personal Workspace layout", assigning tasks to Me each time is not really relevant and the assigning system should be deactivated by default because the core purpose of this layout is to be "personal". By casualty are you aware of any workaround to this?

[@LaylaPomper]

Personal Workspace should accommodate this, I agree! If it's not working for you, I'd suggest using Automations instead and set "Always assign to Me" for the Space(s) you use!

[@maximboe]

One thing I feel like is still lacking is the ability to set up a personal knowledge base outside of a few docs. Maybe once folders are introduced that should get better but do you have any suggestions for company or personal knowledge management workflows within ClickUp? (Similar to say Confluence or Notion). I've tried using tasks as a "note" but it just feels like a gimmicky workaround /:

[@LaylaPomper]

Hey Maxim! There isn't a perfect answer... but I'm going to pull this question to answer live during our Q&A today on the Channel! Link if it helps: kzbin.info/www/bejne/eGewZGOqo65jasU

[@reichlpa]

May I ask how you managed to add an image to a custom field value - like the broccoli to the Health or the house to the Home, thanks!

[@LaylaPomper]

You can use the built-in emoji keyboard on your computer or just copy-and-paste values from emojipedia.org/ :)

[@reichlpa]

@@LaylaPomper Awesome, thanks! I need to acknowledge the widespread of unicode these days 👨‍🎓

[@SummitForWellness]

Do you have your Clickup connected to something like Google Calendar? If so, when you set the due dates (ex. recurring on Fridays), doesn't that block out the entire day unless you add specific times for start and end? That's one of the issues I've run into is I don't want a task to block out my entire calendar, yet it's a bunch of extra clicks to add in the times for each task.

[@LaylaPomper]

You are correct on the Google Calendar day blocking . Two solutions: 1 - Schedule Task due dates in Calendar View so there aren’t extra clicks needed to set a time. 2 - Use a secondary calendar for ClickUp tasks so it’s visible in your main account but isn’t blocking your availability. Do you think either of those methods might help? 😊

[@GordonJohansen]

@@LaylaPomper The secondary calendar idea is what I do. I actually use one for personal tasks and one for home tasks in addition to my main calendar which is what I need for blocking off time and appts. Time blocks tend to be everything from paperwork, dentist appts, to playing a game in the evening. Home tasks are your "adulting" tasks and reminders for the family. Personal tasks might be things that I don't want others to see like setting aside time for birthday shopping or preparing for a surprise party. I haven't really used this one too much but thought it might be handy.

[@Gadgets20]

Hi Layla, I wanted to ask if after 2 years if you still use ClickUp or if you've moved to using a different software.

[@LaylaPomper]

Hey! We still use ClickUp at ProcessDriven :)

[@benjaminbachman]

Argue with Comcast!!!!!!!! The best one.

[@LaylaPomper]

Right?! 🤣

[@EmmiRose]

Can you and your husband both use ClickUp for each personal work and together household on the free? Thank you for the videos!

[@LaylaPomper]

Hey Emmi! If you add your partner to your ClickUp account as a Guest, you'll be good to go!

[@rebeccaweingartner5500]

Do you recommend having personal life being a different WORKSPACE from your business? I know info can't be transferred between workspaces, and while I could get away with using 1 workspace right now and just have personal & business use different spaces...but my goal is to eventually have a few employees so as I set Clickup up, I'm trying to keep in mind what will also make sense for when I do start hiring.

[@LaylaPomper]

Hey Rebecca! Just getting caught up on comments🙈 You certainly can! That way you know that your personal life isn't accessible by your future team!

[@divinesecretsxoxo3079]

Hey! How do you create the categories? (Health, Wealth, etc)

[@LaylaPomper]

These are Custom Fields! 🤓

[@Gokuroro]

I just failed at "Adulting" when seeing the number of tasks in Routines and thinking "NICE"... No more need for ClickUp, back to middle school.

[@LaylaPomper]

😂😂😂 dying

[@GopalGupta15]

Is clickup safe if I use it to store personal data ( say banks related) ?

[@LaylaPomper]

Hey Gopal Gupta! You can learn more about ClickUp's security protocols at clickup.com/security ...however, I'd personally suggest you use a Password Manager like Lastpass for sensitive information instead of ClickUp. Just to be safe!

[@NDCLLC]

Before I go through this series, it seems to be 2-3 years old. Is this still a valid series or has click up changed much over the last few years? Thanks.

[@LaylaPomper]

The base is still very similar but ClickUp has came out with their 3.0 update.

[@danieltobias9742]

How can I comment in a single occurrence of a reoccurring task (in ClickUp) without this comment populating EVERY occurrence of this reoccurring task? For instance, the reoccurring task is weekly payroll, but for one week only I need payroll not to include one employee. If you've already made a video about this, would you please link me to it? Thank you so much for your helpful channel!

[@LaylaPomper]

There are a couple ways to do this! You can specify in the comment that it's for a specific date. Or, when you set the reoccurrence, be sure to deselect "comments." That will keep the comment on one specific task instead of being in the comment thread.

[@RalphRostas]

How about showing me how to set it up? You jumped right in and I have no idea how you set, why you set, how to use what you set. I know it's subjective, however, I need something that starts from scratch. Thanks.

[@mario312]

Do you really call that folder adulting or is it for this example only?

[@LaylaPomper]

We used to have it called “Life Chores” but when we finally filled it all out together we thought that felt way too boring. So, yes, it’s officially just called “Adulting”. 🤗🤷

[@JiuJitsuForHer]

Wow! Why can’t I just stay “childish” but be proficient in organizing? Lol 😭🤦🏽‍♀️🥴 to be honest this is much needed for me but this is overwhelming. Realizing why haven’t I done this!?!? Hahha

[@LaylaPomper]

Hey! Just getting caught up with comments🙈 This can feel like a lot - take it one step at a time! You've got this!

[@EdwinLaurence]

Hi

[@LaylaPomper]

👋

[@sdh42]

Where are you moving?

[@LaylaPomper]

No real destination...but the next place we have our eye on living is Utah. 😊🏞

[@siobhansdwconsultingclicku3714]

@@LaylaPomper I'm scrolling with the same question, how exciting!

[@LaylaPomper]

@@siobhansdwconsultingclicku3714 thanks!! I’m excited to experience what the “Silicon Slopes” culture is like! It’d be amazing to meet more talented (geeky!) folks like you and Staci locally...ya know, post-pandemic and all that. 😂

[@alethary]

Thank u for ur usefull videos but I hope u will speak slower so the non native speaker like me can understood , u speak very quickly

[@LaylaPomper]

Glad this helped! We do add subtitles if it helps?

[@alethary]

@@LaylaPomper yes of course

[@lenebel]

:)

[@LaylaPomper]

💙

[@umwhatthistime]

There has to be a better word than "adulting"

[@LaylaPomper]

Hey Julius! There probably is, but it's the term that stands out to me personally 🤣

[@umwhatthistime]

@@LaylaPomper yes well I can't actually think of one so ..... Thanks for the videos. I am enjoying getting going with click up 👍

[@martininthematrix]

Do you really talk so fast, or are you speeding up the video slighty, to save us time? At least as a non-native speaker, I need to pause often, just to let my mind translate and digest the content. So, it might be even more productive, to go slower. Other German friends, whom I've shown a video of yours, just give up watching due to speed. With all of this critique, let me add that, of course I only care about this, because I find your content great and would like it to be more accessible.

[@martininthematrix]

Oh, and I also just found an option to slow down the video with youtube's options.

[@LaylaPomper]

I’m glad to settings helped! For what it’s worth, this IS me trying to talk slower... 😅

[@iobtax]

Trust me being an adult is overrated. Sorry that was not helpful.

[@LaylaPomper]

Sorry to hear that!

[@GlennSojourner]

"Adulting" is a term for millennials. A real adult, grown-up doesn't do "Adulting" because they are adults.

[@LaylaPomper]

I do agree the term is new. That doesn’t mean it’s wrong. I think “adulting” describes what previously would have been called “homemaking” or “women’s work” ...but does a better job of having ALL adults share the load.

[@sunkanmibero]

Hi

[@LaylaPomper]

Hey Ola! Just getting caught up on comments🙈