ClickUp Class Management template is the perfect way to organize the lesson plans, learning outcomes, and assignment submissions for your classes. In this video tutorial, we’ll teach you how to set it up and how to make the most of the template.

P.S.: Click the hyperlinked text to go exactly to the part of the video where we mention each feature!

To bring the template into our account, we select the space that we want it to come in.  Click on the plus sign, go to New Folder, Templates, click on Community and look for Class Planning. At this point, you can import everything as is or just choose what you need. 

The template comes with two list views. One includes everything – all the classes, curriculum planning, to-do list, and assignment submissions. The other view is Today, so it’s anything that is due for today. 

The template also comes with a calendar view that helps for scheduling your classes and lessons with specific dates and times.

If you click on Class one, you can change the name and put the information of each class in the list information, like a Google folder link if that is where you save for the materials or printouts for the class.

We recommend that inside the lessons, you add a checklist with each of your students and then check off that they’ve done a specific homework or lesson. Then you can save it as a template and apply it to any other classes you have.

We also suggest using the description of the task for your final class plans, or embedding a Google Doc if you have it there instead. That way students will be able to access the plan any time they need to.

Then, we have statuses – to do, fail, pass, and archived. A good way to use this is by creating subtasks per student and assigning them the fail/pass status, and once the lesson is done you can archive it so it won’t be showing.

If you have a paid account, you can also access the submission form. With that, you can have a Google form and set up an automation that sends the responses into ClickUp. Or you can have a form right inside ClickUp where students can fill out their name, their grade, subject, notes, and upload the homework assignment. 

If you have the same classes every year, you can create a template and reproduce it every year. We recommend looking at what the template has, figuring out exactly what you need, removing what you don’t need, and then saving it. To save as a template, you need to click on the three dots, go to Templates center, and Save as Template.

Watch Amalie Show You How To Use The ClickUp Class Planning Template:

Read The ClickUp Class Planning There’s A Template For That Video Transcript

Amalie Shaffer 0:04
Hi, my name is Amalie Shaffer, and I am with Systematic Excellence Consulting. And today I’m going to continue my series on ClickUp’s free templates. And today I’m going to go over the class planning template. So to bring that template into your account, it’s a folder. So what we’re going to do is we’re going to select the space that we want it to come in. So I’m going to bring it into my templates space, click on the plus sign, I’m going to go to New folder, go to templates. And we can actually type in class planning and it’s right there, or we can click on community, and it’s in the community one. So I’m going to go ahead and click on this. And I am going to click on Use Template. I’m going to remap due dates. And we’ll set it to start maybe next week, you don’t have to remap the due dates, if you want to import as is, actually I can do that import as is and then really, you’re going to end up changing everything in the template anyway, the due dates aren’t necessarily gonna match up with what you need anyhow. So we’ll import as is, we’re going to call this class planning to because I already imported it, to review it. So I’m going to go ahead and say use templates. So while that’s importing, I’ve actually already imported it. And so what we’re looking at now is the actual template. And I will switch between this and the class management template because I did a video previously on class management. And if you want to click on that, you can click on the link that’s popping up on the screen right now. And you can watch that, where I really see the difference is class management is for a teacher, or group of teachers that are trying to plan a schedule to figure out when they can hold which class if you have students that are moving to different classrooms or things like that, where that might be for like a bigger school or a school where where kids aren’t, aren’t necessarily in the same classroom. So maybe older kids or something like that. In this one, in the class management, it helps organize classes as a whole, where you’re looking at the class name, and then you’re looking at a student’s what classroom it’s in, what grade it is the subject, that kind of thing, where our class planning templates. So let me Here we go. Go back over here. Okay, so our class planning template is for the finer details of the actual class, and the lessons that you’re teaching and things like that. So this is what it looks like when it gets imported. I usually prefer to import everything as, as open, every task is open. So that way, I can kind of see everything that’s going on. So this view is the folder level view, which I’m at right now. And at this view, or at this level, at the folder level, we have two list views, we have all lists, meaning everything that’s in the folder. So class one, class two to do curriculum planning, and assignment submissions. And then we have today, so anything that would be today, and they set that filter by saying due date is for today, and it’s grouped by status. So if we go back to this all list, and let’s say we change the due date, let’s change this to today. Let’s change this one to today as well. And let’s say this is to do, we’ll also put this one in to do. So then if I go over to the today, it’s going to show me lesson one and two that I’ve now set that due date for Okay, so let’s go back to the all list we have those two, we have a board view, we have a calendar that set for the month. And the reason this is showing that it’s sort of this ongoing thing is if we click on this and look at it, it has a start date of March 8 at 4pm and a due date, an end due date of today at 5pm. So it’s showing that it started on March 8 And it ends today. Same thing with this one. It started four days ago. It’s ending on March 24. So we can see the whole schedule and then things that are due just in one day meaning they don’t have a start and end date of More than one day will look just like in one day. So this is due on March 28.

Then inside of the calendar or not inside, but in addition to this main calendar, it’s it has this week, where they’ve set the week view. And they’ve selected that they want all statuses to be shown here. Now, it’s not necessarily the the way that I might look at it. But you could, you know, if this works for you, you can look at at that, if we did took off times. So if we just remove the time

then it’s going to give us a little different view of it, if we take off the times, the times are going to help you if you are doing block scheduling you know, if you but really, I would just use if it was me, I would use the the times on a specific day, not necessarily in the whole calendar only because then it looks like a lot. So it’d be hard to organize this in this week view. But see, here, you can see, we have our lesson where we took the due dates off. So it’s just showing them up here versus showing like this is showing the times from 12am to you know, 11pm. And so I don’t know, I just prefer I wouldn’t want to look at it this way to be honest. So. And the way that I would do it then is I would take the due dates off. If you are going to work on something on a specific day, then I did, I didn’t remove that. I would just set the due date for that one particular day and set the block of time I’m going to work on that not over the course of multiple days. If you’re going to try to look at it in the there we go in the week view because then you can see like okay, what what is due on these particular days. Okay, so let’s go back to Okay, and then one last thing in the views here, they have a guide, which is really helpful, and is basically what I’m walking you through, but it’s spelled out here, they’ve done a nice job of breaking this down and going over, you know what’s available for you that kind of thing. Okay, so let’s go back to our list. Now what I want to do is this, I want to go list by list because basically, this is showing us everything that’s in each list. So I want to go list by list. So I’m gonna click on Class one. So you could give this a name, whatever this class is. Now, they’ve recommended putting the information of each class in the list information. So if you click on this little eye right here, then you can add any information, you could add additional information, if you have a specific Google folder for this class where you save your your classroom materials or printouts that you need to you could add a, you know, a Google Folder link here if you wanted to, to have it saved there. So all the information is in one place, then this is broken down by lesson. And when I first come into the ListView, most of the time the templates come in without being able to see all the empty statuses. I personally like to see them, you can even select to see close tasks. And then what we can do is we can just flip this up here and then we can hit save on that view. So now we can see what is to do. And then we can see what’s required. So if these custom fields so assignee, due date, time estimate attended behavior, unfinished activities, homework set, if they are if they don’t work for you, if you don’t want one to be visible, you can hide them. If you just click Hide column, it’ll hide that column. If you want to bring it back, then you would just select it. Oops, I just unselected so let me select them back. If you want to delete them, you can. If you delete them by accident, you can go into your trash which is located if you click on these two dots and you go to to trash, you can go there and reinstall them. I think they’re there for 30 days, once you’ve deleted something, but if you want, if you’re not sure, if you’re going to need it, and you just don’t want to see it, I would probably just hide it. And then you know, bring it back if you need it, then you can add more custom fields, depending on what you need, whether, you know, it’s the link to the printout that you need for that specific day or something like that. One recommend datian that they make is inside of the lessons, you can add a checklist with each of your students, and then check off that they’ve done the particular lesson or the homework and I will show you where they have an assignment submission form in just a minute. But you know, if you did, you know person, and you added your class list.

Here, maybe I should person, too. And so then what you can do is you can make a checklist, a template, and then you can apply that to the other tasks. So let’s say in the beginning of the year, you know who your classes, maybe you make a lesson template tasks. So maybe this is the template task. And this is the template task for you know, school year.

And then maybe you put like, you know, the class name or something like that. And so then maybe this becomes your template task. And from there, what you can do is make so once you put all the students names in, and then you can make this a template. So we’ll go to template center, we’ll Save as Template, we’ll just paste that name in that I just said, this is the lesson template task for this particular school year. And then we’d put the class name, we want to import everything, and then I hit Save. And then that way as you’re planning when you you know when you’re creating a new lesson, maybe this is lesson number four, then you can just import your template. Go to browse templates. And we’ll just go ahead and click on that template that we just created. And we’ll import it. And now is it’s going to add it twice because I clicked it twice. Oh, well, it’s fine. So now it is going to add let’s refresh. It’s gonna add our checklist. So it did add it twice because I accidentally clicked on it twice. Okay, and so then now it’ll add that class list every time. And so you can do that with each of your lessons. The other thing that they mentioned is using the description of the task for your final class plans. And putting that in there so that you can pull that up, you know, you could have click up opened on your laptop or computer in your classroom. And then you can add your lesson plan right inside the description. If it’s on a Google doc you can embed a Google doc if you click the slash mark and go to Oh Google Doc or click up doc if you wanted and then you just put the link to the click up doc and it’ll embed it right into the description if you’re using a click up doc for for that you can do the same thing you can embed a doc inside of there. So if you’ve hit the slash and you go to

ah we can type

so if we have a list now it’s going to have that maybe this is our classroom list, or our lesson plan. We can rename this as lesson plan probably. There we go. Now it will live inside of there. And it’s it’ll be embedded if you decide to use a Clickup Doc. And then if you want if this is a particular lesson and you want to save templates for each of the lessons because it’s something you do every year, then you can save this as This particular lesson, save this as a template versus just the classroom or the class list like I did down here. So that’s one thing I would add. Now what I want to do is go over the statuses. So here we have the to do status, fail, pass and archived. So you can edit these statuses, you can, if you wanted to show fail pass as far as students, then you could even create subtasks for each of your students. So if we did person one, person two, and let’s say, person one failed, but person two passed, you could do that. And then when you’re done with, so then it’ll show that there. And then once you’re done with it, you can archive it, it’s just gonna ask me if I want to resolve those items, and I will. So now it’ll be archived, but it’ll still show me who passed and who failed if I decided to do it that way. So the way to do this, also, as far as templates is, you can make each of your list templates. So if you have the same classes every year, you can create a template, I would not have I would like remove all the due dates, I would, I would just get your, your basically your wireframe in place. So like what you need, and then save that as a template. And then you can reproduce that each year. Now inside of the class. List, there are two views. So it’s today’s classes. So this is going to show whichever classes are today, there’s a board view, if you prefer to see it that way. And you can rename them, you can filter out specific things. Right now this one is just grouped by status as this one is too. And then they have a calendar view again here, and then they have another calendar view with the week. So again, that’s going to show those tasks because they had a start and end date with times on it. And that’s why it’s going to look that way. Okay, so let’s go back over here to the list. So in the beginning, I would just start with looking at what the template has, I figure out what I want, what I don’t want, what I want to remove, if there’s anything missing, and then I would create templates for the things that are recurring. So if I teach this particular 10th grade math class, every year, and the lessons are the same for the most part, I would set that up first, and then I, I’d save it as a template. So if we were going to save this class one as a template, let’s say this is exactly how we want it every single year that it repeats, I would click on the three dots, we’ll go to templates center, we want to Save As Template, and we’ll call this math great, too 10. And then we want to import everything, I’m just gonna go ahead and save that. So now that’s going to be a template. And I can create a new list from that. So if we do new list, I’m going to call it

it’s going to add it and then we can go to templates, center browse templates. And there it is our math grade 10 template. And then we use template, we want to import everything. And now it’s going to import everything exactly how we had it. So that’s why I was saying if you’re going to create the template, I recommend making sure it’s like exactly how you want it for you know the start of every year, if you will. So now you can see, but now we just need to show him two statuses. And now it is all set up and it’s showing exactly what we had in the previous one. We can delete that one because it created it there for us. Okay, so now let’s look at class two. So this is a second class. So again, that information is laid out here at the top like I showed and then these are set up almost exactly the same way they’re set up exactly the same as the other classroom. Now let’s look at curriculum planning. Just gonna refresh my screen because it looks like the list is not updating properly.

Okay, so this is a way to look at and plan your learning objectives. And I think this is really fantastic. And the way that they have this setup, and so this really helps you to, you know, kind of get your your plans in place, they have a main task with two subtasks. And then within the subtasks are checklists. So if I just click on part one here, it’s going to show a step one, step two, and you can put notes in the description, they recommend putting background in the, in this in the description of the main task. And then again, you can turn these into templates as well. And then they mentioned up here that if you need more space, you can make a folder, so maybe you have, you know, a class folder, and then a learning objectives folder. If it if you need some more space, or if you have multiple people working on it, you might want to, you might want to turn it into a folder versus a list. Now, oh, I skipped the to do list. So the to do list here, this is again, so I’m just going to empty statuses, close tasks, flip this around, and hit save. Now things to do. You might want to change the statuses here, maybe that doesn’t fit for you, we can just go to List statuses, this is pulling from the folder statuses. So for this template, the statuses were set at the folder level. And maybe we just do to do in progress and complete. And so now we have those statuses here, we can put due dates on them put notes in our description, and be able to keep track of our to do list. Now they do mention what time blocked. So what I was mentioning is, if I was going to do a time block, I would not have a start and end date because it’s going to show across all those days. But I might say okay, I know for sure, on the 23rd I am going to work on it from 1pm to 3pm. Okay, and then what I can do is I can go over to the calendar, and I can look at the 23rd. And it’s going to show me a block of time that I’m working on it, versus it being like across all those days. And then if we wanted to look at the week view, then let’s say we go to the week, then we can see how this is going to show Okay, during 1pm to 3pm. This is when I’m going to work on that. Okay, then I’m going to show you the the last piece of this is the assignment submission. Now this is a free account. So I’m going to switch over to my paid account to show that because in the pay in my paid account, I’m able to view the submission form. But with the free account, you unfortunately, you can’t have the forms there. So I’m going to show that to you in my paid account. And this is for you know, doing assignment submissions, you could have a Google form and set up a zap or an automation that sends the responses into clique up. But I want to show what what’s actually native in click up here. So let me switch over to that account. And I’ll finish show you that in just a moment. Okay, so now I’m in my other accounts, and I’m in the assignment submissions list. And what you can what you have here is a form that someone can fill out their name, their grade, the subject, any notes, and then they can upload a file here to whatever the homework assignment is and hit submit. And when they submit it, it will populate a task here with an attachment. And then you can open the attachment. This was just a text file. You can open it up here and see the responses that they had so 10th grade math, and then from there, we can look at want to see empty statuses, close tasks, and maybe we’ll flip it over Round. And so then here you can see, you can move them through failed or passed.

And then you can see the date it was created when they submitted it. Or maybe they pass and you can then do it that way. And then you can edit the form. So right now we’re viewing it, but we can edit it. So if we want to rename this, or if we want to add a new, you know, something else for them to, I don’t know, maybe if they have to submit a website, maybe like, the resources that they use, I don’t know, something like that. You can put that in here, make it required or not, and then upload it. And then you can also edit. You can edit the field here. So if you need to change the grades, or add other grades, you can do that delete this field, you can do all of that. And if you want to, you can also set an assignee. So if you want it to be assigned to you when the test comes in, then you can do that, you can redirect it to a URL, if you have a template task that you want attached to it when it gets submitted. So that there’s you know, if there are checklist items that you have to go through or something like that, you can you can add that as well. And there’s some other options here. That you can, that you can add here is if you want the custom field responses to be in the description of the task, you can turn that on or turn it off, excuse me. And then for viewing purposes, this is what it’s gonna look like. And if we copy the link, and I put the link over here, then we can see that and just fill that out. Okay, so I’ll just

hit submit. Now let’s go back to our list. And there is my submission. So if I open this up, I did select to put any notes in the notes section into the description. So it just pulled in the word notes, because that’s all I typed in there. And then you can see the file that I uploaded, which is just our logo. And then you can add comments and things to to this. So you can, you know, go back and forth if you need to have a discussion about it. And yeah, so that’s how that works. Now, there was one last thing that I wanted to show some task linking. So in class one, so let’s look at class one. And let’s look at lesson one. Now, say you want to add a relationship, so I actually already did it. So let me delete this. Well, anyway, what I did was, I did create relationship. And I typed in learning outcomes, and I selected any task in your workspace and I hit create. And so this is what it produced. So now I want to add a relationship. Okay, so if I add the relationship, so if I come over here, and I go to add, and I want to attach it to the learning outcome one, I click on that now it’s created this relationship between the two. So if less than one, maybe less than one, two, and three are part of the learning outcome, it’s number one, then when you click on this, it’ll take you to learning outcomes one, just to make it easier to go between the two and then there’s a backlink to lesson one, it’ll take you back there, so that relationship linking or linking of tasks can be helpful if you want to quickly reference one of the other tasks or something like that. So that is the class planning template that click up provides free with your account the submission the the Assignment Submission List, the form is with a paid account. So I did want to show you kind of both sides, so you can see what that looks like. If you have any questions please feel free to put them in the comments. Make sure you subscribe to catch my future videos. Again, my name is Amalie. I’m with Systematic Excellence Consulting and this is the Clickup Mastery YouTube channel thank you so much for watching

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