In this video tutorial, Amalie will show you how to use ClickUp for personal use. She will show you 5 real-life examples and how-to’s that you can implement on your own ClickUp account.
Watch Amalie Show You How To Use ClickUp For Personal Use:
To-Do Lists
Click here to find how to create & use To Do Lists in the video.
You can use this feature in a list view, board, or even a calendar view. To create a to-do list, you just create your tasks in Home, and integrate it with your Google Calendar. For example, I set this list up yesterday, and have it as recurring, so when I mark it complete, it’s going to go ahead and create the new task for me. For me personally, the best way to look at the calendar and what I have going on for the day is from the home view.
To-Do List Email
Click here to learn how to create tasks from emails in the video.
You can create a to-do list right from your email inbox. To do this, it’s better to have the ClickUp Chrome extension – that way, a little ClickUp symbol will show up inside of your email inbox. Then, all you have to do is click on the email and create a new task from it.
And then if you need to respond to this email, just email from right inside of ClickUp, and any conversation back and forth will live inside of this task. You can put the task In Progress while the conversation is happening, and then move it to Complete when it’s all done.
Meal Planning
Find out how organize your meal planning in the video here.
My recommendation for meal planning is to go to the Statuses and add your meals in the Not Started column – this means they are not active yet. You can also add another Status for meals of the week and another one for the grocery list. You can put due dates on your meals when you are going to cook them, too.
So whenever you want to take a look at your weekly meal planning, you can just go to the Calendar view.
If you are trying to track how much you are paying for groceries, you can add a custom field for money, which is really useful.
We recommend downloading the ClickUp app to your phone so you can keep track of your meal planning wherever you are – for example, you can check your shopping list when you are at the grocery store.
You can also add the recipes to your description box so you can have easy access to it at all times.
Garden Planning
Find how to create a garden plan in the video.
Here’s an idea for a way to manage a garden. I recommend using the Board view but you can also look at it in the list view. Add tasks with the name of the plants or seeds you want to plant and add due dates so you know when you are planting them. Use tags to make visualizing them easier in your calendar. For example, purple means March, yellow means January, etc.
You can use custom fields to put links to resources or even directions on planting and put important information in the description box, like notes for yourself.
Habit Tracker
Learn how to keep track of your habits in the video.
Habits are built in 21 days, so if you want to instill a habit, using ClickUp for habit tracking will be very useful. For this function, create tasks set to recur every day (or the days you want to track), but when creating your task, be sure to remove the description and remove the custom fields.
You can add a custom field to write how you are feeling, too.
Some examples of things you can track are:
- How many liters did you drink today?
- Did you workout? For how many minutes?
- Did you write in your journal today?
- Did you walk your dog?
- Did you meditate?
Read The ClickUp For Personal Use Tutorial Video Transcript
Hi, I’m Amalie with Systematic Excellence Consulting. And today I’m going to go over some examples of how to use ClickUp for personal use. So this is one of the things that I’ve seen questions about. And so I just came up with some examples of how you could potentially use ClickUp for personal use. If you have other questions of different ways to use it for personal use, other than what I’m going to show you, feel free to put them in the comments, because I can always make another video going over my take on whatever it is you’re trying to organize in ClickUp. So if there’s something that I don’t mention here, but you would like to see, feel free to put that in the comments. Also, before we get started, give us a thumbs up if you enjoy the content, make sure you subscribe to the channel to catch our future videos.
But let’s go ahead and dive in. So the first personal use case I have is to do list. So this would be in my mind, personal beyond what you’re maybe managing in the business. So you can use this in a list view or board or even a calendar view. Now I set this up yesterday, what I can do is just mark that complete, and I have it set as recurring. So it’s going to go ahead and create the new task for me, you can look at it in calendar view. For me personally, the best way to look at the calendar and what I have going on for the day is from the home view. So that’s really where I would go. To see it is right here in home. And then you can integrate your Google calendar with it. Now I personally don’t sync the tasks to the Google Calendar, because then your Google Calendar looks a little crazy, depending on how much you have in there. This is just our test account, but I do sync our events with the calendar in ClickUp. So then I can start to see what I have to do. You know if I put dates on the different items here, what I did is I actually forwarded some emails or made tasks from emails out of the Chrome extension to the Chrome extension. Now I go over how to set this up integrations and Chrome extensions in other videos, but I have the Chrome extension.
So when I go into my inbox in my email, a little ClickUp symbol will show up. And I can just create a new task right inside of my inbox. You do have the option to email, you do have the option to email the list, which is fine. But then you have to remember the email instructions. So for me, has a Chrome extension, it follows me to every web page I’m on. If I’m in my email, I can just click it and create a new task. And so that’s exactly what I did. So I just pulled over some marketing emails that we got. And I just put read email in front of it. And then the email down here is right there. And so that’s going to show me the email. And then if I need to respond to this email, I can just email from right inside of ClickUp and then any conversation back and forth will live inside of this task. And so maybe if it’s in the to do, but I need to actually email this person, I’ll leave it in progress. Well, I’m waiting for them to respond or get back to me about something. And then I can move it to complete. And once I’m done or move it to another project or whatever. But if I want to have a personal to do list, like I said, I can do that from in here. I forwarded another email or made a task from another email, you have the doctor’s appointment. And this doesn’t have to be to do, in progress, complete. It could just be to do and complete whatever you prefer. I just wanted to show an example of a way that you could create a to do list so instead of your email being your to do list, this could become it and it’s really easy to send emails from your email inbox to your to do list.
Now, if you have some recurring things like checking your email or other things that you have that you want to set as your normal to do, then you can, you know, set those as recurring like I do a check email. And you can use any of the views with this, I just prefer to see it in the list view.
Okay, so the next one I have is meal planning. So this is just an idea of how maybe you could utilize ClickUp for meal planning. So my recommendation and how I had this setup, I’m just going to go to the statuses here. I have meal ideas as a not started status, meaning it’s not active, there’s no action being taken or anything like that, and the act of statuses or meals for the week and grocery list for the week. And then complete. So what I was thinking is, as you start to come up with ideas for recipes or whatever, you can create a task and then you can just pull from them. And what I did inside of here, because- also I want to give credit to where I pulled this from so Nourishplate.com is the website for the recipe. I did copy and paste and put it here. You don’t have to do that. I just did that. And then I put the recipe right here so that it’ll open up to the recipe. I actually made this recipe, it’s really good. So that is what I did. So then what I did for the ingredients for my shopping list, I went through and said, “okay, which ones do I not have? Which ones do I need?” And then you can put due dates on when maybe you’re going to cook them or when you’re going to eat them. So what you could do is start date, you could do a start date or a due date. So if I say okay, I’m gonna cook this, maybe I always cook on Sundays, but we’re going to eat this on Tuesday or Monday to Tuesday next week. And then let’s say we’re going to eat this one. But I do also Wednesday, and Thursday. Oops. So start date is Wednesday and Thursday, close. Okay, so then if we go over to calendar view, then we can see, let me go to July. Now we can see what our menu is right. And then you can have lunch. I didn’t do it this way, but you could even break the statuses down for like breakfast for the week, lunch for the week, dinner for the week. And so then when you looked at the calendar view, the purple status, you would have three statuses. So maybe purple is for lunch, and then pick other colors for breakfast and dinner. And then you can see what you have going on for the week, right? And then the way you do that would just be to change the statuses. And then let’s change this to lunch.
We’ll put the grocery list up here. And hit save. So now what I’m going to do is let’s say you know, this is dinner. And that’s lunch. Let’s just say, for example, pasta salads purchase. Not that no, that’s not probably normal. But anyway. So you can also use the tags to help organize your meal ideas, because let’s say you have just a bunch of meal ideas, then you can use the tags to help organize it but let’s just say for example. Maybe we’re going to eat the pasta salad all week. So let’s give it okay. Okay, so now let’s look at the calendar. Go to July. So now you can see like all week long, right? So that might be another way to do it. Okay, so that’s meal planning. I do recommend having an eye pinned to this view because I thought the calendar would be helpful. All you do to do that, you can just remove it as the pinned view and then here’s the list view. So I do recommend having the link to the recipe in here because it makes it super easy to open up. And you can use the app on your phone. If you’re at the grocery store and need to see your list or you are cooking and you have maybe just an iPad or you know, your phone or something, you need to see the recipe, you can just go into your ClickUp app, open the recipe.
So then what I did is I created the grocery list, I put the date of the grocery list here. And then I just put exactly what I needed and the measurements, I just copy and paste them from the recipe. And then you could use this as your grocery list. You know, if you’re trying to track how much you’re paying for groceries, you could also add a custom field here for like money to track how much you spend, if that’s something you’re doing, so you just go to money. And then you could just say, spent pursuing it, something like that. And then you’d be able to put in how much you spent on groceries, that’s something that you wanted to do, you know, to track that. And, you know, let’s say we spent $100. So then over here, you’d add custom fields spent. And then if you have the unlimited plan, then you can actually calculate columns. So you could see over a month, over two months, over three months, what you spent on groceries if you wanted to track that.
So that’s one way of using it, or second way and then I’m going to show you a garden plants. So here’s an idea for a way to manage a garden. Now, I don’t know what area you’re going to be in, I’m in zone seven. So I just use some examples from my zone. And this will depend if you’re starting from seed or if you’re putting plants in the ground, but I just put some examples here. Now you can look at this in list view, but for this, I prefer to see it in the board view. And once you put some due dates on these, like if you look at the button and say “okay, March I’m going to start planting seeds”, you can say “okay, this weekend in March I’m gonna plant them” you can actually put due dates in here to look at the calendar view but right now I don’t have anything due, I don’t put a due date. So looking at the calendar view wouldn’t be very helpful. You could look at your calendar and place things so unscheduled you know, we can place when we’re going to do that if you want to look at your calendar with what you have going on, that might be a good way of doing it. Okay, so you could use the calendar view to plan so if you know like okay it’s in March and on the first week of March I have something going on but I can plant seeds the next week and then you can drag and drop all the unscheduled tasks into when you have available in the month of March right, so for organizations like to get started this is what I did.
So I use tags here, so like plant the seeds in March indoors, so there’s a difference between indoors outdoors obviously and then when to harvest them so what I would do is once I planted them I would move it over to June to let me know that that’s when I need to harvest them, that’s how I would probably do it. Could you put it over here like just create a new task to say harvest the carrot? Sure. I think that this would be a good way to keep organized as far as when you need to do things and then I used the month as the statuses for across the top.
Could you just use tags for statuses or for when to do it in statuses are, to do, in progress, complete, something like that? Sure. I just felt like I don’t know this was an easy way to kind of visually see what’s going on. And then for the inactive status what I used is for guidelines. So typically, when is the last frost once the first frost, those are important when you’re planting to know when that’s when that’s going on. And then the seeds indoors, they should go in the ground in four to six weeks. And then just in here, you could use custom fields to put links to resources or directions on planting, however you would want, if you have directions, I use some. So I put a custom field here for information. So maybe you do a bunch of research and you have websites that you want to add here, you could put them in the custom field.
And then if you’re looking at it in the list view, you can add a column called information, which would then show you, I added a couple here. So this will have for corn, this is just a website I found that tells me how to plant the corn, when to harvest it, how to harvest it, those kinds of things. So you can use that there as a quick reference to different websites. So you can look at it here, you know what, maybe I would duplicate them and put them in June or whatever may whenever they’re to be harvested. So that way I can see kind of what I have going on, you can see you know, inside the task, you do see the actions taken. So you can go back and see kind of what was going on. The other great thing is in a description you can put it did well, it didn’t do, well next time do this, like notes to yourself for next time. So you know, put the carrots in on the far left side of the garden, they didn’t do well next year, I want to try the far right side, something like that, I want to plant the seeds earlier. So you could put all those notes and stuff inside the task. So you can find them next year, you know, when you’re starting to garden, so that is gardening.
And then the last example I have is the habit tracker. So this is just one way of doing it. I personally think that this would be the better way than having just a list of tasks that I want to do, because I want to see sort of the history of what I’m doing. So if let’s say you have goals, now I have it set up here, so that way I can see the goals. So 21 days of I don’t know, meditating two times per day, or something like that, right. And then so I can see what my goal is, this is an inactive status. So it’s not like there’s anything, there’s no action being taken. But here’s my daily tracker. And what I have here is I have it set to recur every day, including weekends. Now the thing that I changed inside of create new task options is I removed the description and I removed the custom fields because I want the custom fields to be empty, or you know not have anything in them when it creates the task for the next day.
I have it recur forever, you could have it record for 21 days, you know, if you’re trying to do something like that, or just forever and then update to do and on schedule. So instead of doing it when it’s closed, I have it doing it on schedule. You don’t have to do that. That’s just what I set up. I would just like to see because if I missed one I kind of want to see that I missed one. I think you could do it either way.
Okay, so the other thing that I have here is… custom fields are like the habits that I want to track, the ones that I want to instill. So drinking water- how many liters that I drink, Workout- how many minutes, journal, meditate, walk dog, right if those are the things that I’m trying to instill, or trying to adapt or have in my daily routine, then I need to do that. You could even break this down to morning routine or evening routine. And then the other thing that I like about doing it this way is that I can keep a journal here of my daily journal right? And I can take notes on how I’m feeling, what’s going on how I’m feeling about, you know, if I missed a day or, you know, something like that, I can keep track of that. And then I’m gonna now have, I can go back and look at each day and see what’s going on. You could even add a custom field of, you know, mood, how you’re doing those kinds of things, whatever, you know, whatever it is that you’re trying to implement into your schedule. All the research I’ve done says that habits take 21 days to solidify. So looking back and being able to count 21 days that you’ve done it and keeping track. I think that’s helpful.
So those are just a few ways of being able to use ClickUp for personal use. Again, if you have ideas that I didn’t think of, or you’re not sure how to organize something, click up, feel free to put it in the comments. And I will, you know, I’ll think about it. And if I can come up with a way, I will absolutely share it.
Make sure you subscribe to catch our future videos. I hope this was helpful. Like, comment, subscribe. And again, my name is Amalie, I’m with Systematic Excellence Consulting. There is a link below to book a free call if you’re looking for some additional one on one support to get into ClickUp, getting organized in ClickUp. Feel free to book that call and we can connect so thank you so much for watching. Have a great day.
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