If you’re looking to set up daily and weekly task lists in your business, ClickUp might just be your new best friend.
If you have spoken to me for any length of time, you’ll know how obsessed I am with ClickUp. I recommend it to friends, colleagues, other business owners, and even random people on Threads and Instagram. I’ve converted copywriters, lawyers, social media managers, and photographers to it.
In my opinion, ClickUp is the best project management tool to set up daily and weekly task lists out there. And trust me, I have tried a BUNCH of them.
One of my favourite features of ClickUp (and the reason I switched over to it from Trello in the first place) is that it offers you the ability to set up your task list in a way that suits your brain best. From lists organized by priority, due date or status, to kanban boards, to calendars – there really is a task list view to suit everyone’s brain.
Why Daily and Weekly Task Lists Work Best
I love to know exactly what I have on my plate for each day and to see the whole week at a glance. After speaking with other entrepreneurs and seeing questions on Threads, I found that many people are looking for this type of setup. So hopefully this blog post helps ya out!
Let’s kick things off 👇
Getting started with ClickUp tasks
Before you start, turn on auto-save by going to the ‘Customize’ button in the top right and then to ‘More Settings’. This ensures you don’t need to set up your daily and weekly lists every time you log in.
Reminder: Tasks will only auto-populate into daily or weekly tasks if they have a due date already set. Otherwise, they will sit in the ‘no due date’ section.
Use the ‘Everything’ list to set up your tasks in ClickUp
The best way to set up daily and weekly task lists in ClickUp is to use the Everything List.
In ClickUp, the Everything List houses all of your tasks from all of the other lists and boards and views you have tasks in across the platform. So it’s the best list to use to create your overall task list.
This doesn’t mean you have to see everything from your ClickUp on your Everything List for your daily and weekly tasks – you can use filters to hide the stuff you don’t want added.
Okay, now you’ve got that, let’s talk about daily task lists.
Set up daily tasks in ClickUp
On the Everything List, you are going to want to take a look at all of the filter boxes along the top of the page and make sure you have the following set up:
- Group By: Due Date – Ascending
- Subtasks: As separate tasks
By having subtasks listed separately, it’s going to show you all the subtasks you need to do inside of your larger projects, rather than just the overall deadlines for your larger projects, which is going to be a truer reflection of your task list.
To help you get even more organized, you can also add a few extra columns to your list.
- Priority: This will let you sort your daily list by priority. To do this, just click the text at the top of the priority column and then select ‘sort’.
- Lists: This will show you what list the task originated from, so you get a better idea of the context of your text. Eg. ‘business task’, ‘social media’, ‘client task’
If you like the list view, keep it like this! But if you prefer looking at your lists kanban style, you can add the same filters to a Board View on your Everything List.
If you use a board view, here are a few things I recommend turning on in the view settings by using the ‘Customize’ button in the top right corner:
- Fields: Due Date, Priority, Status and Assignee (if there is more than just you)
- Group: Due Date
- Sort: Priority
- Subtasks: As separate task
Set up weekly tasks in ClickUp
Note: If you want this weekly task list in addition to the daily task list, set up a new ‘List’ View and rename it ‘weekly tasks’ and then rename the daily task list too. If you want this as your only view, just change the settings on the default list view.
To create one large task list for everything you have to do this week, you are going to want to make sure the filters are as follows:
- Group: None
- Subtasks: As separate task
- Filter: Due Date is Next 7 Days
And you now have a list of all your tasks over the next 7 days! But you might want a biiiit more organization here. So again, here are a few suggestions:
- Sort: Priority
- Group: Status, Assignee or Priority
A note on ‘views’
Depending on how your brain works, you might like the list view, but you might prefer the board view which is kanban style. I always set both up for my clients because sometimes it’s nice to switch things up, and while I prefer checking things off my list in the list view, I prefer planning my week in the board view.
Personally I don’t recommend using a calendar view in the Everything List as that’s gonna get real overwhelming real quick. I use that view for my content lists to plan content instead.
