ClickUp

ClickUp to Organize Your Personal Life

September 15, 2023

How to Use ClickUp to Organize Your Personal Life

To say that I’m obsessed with ClickUp would be the understatement of the year. So, it should come as no surprise that I have allowed my obsession with this amazing project management tool to creep into my personal life. And honestly? I can’t imagine turning back now.

Because I’m in ClickUp virtually every day for my business, I decided to explore ways I could plan normal, everyday things with it too. All I had to do was create a space within ClickUp that was only private to me, and I’ve never looked back! The results have nothing short of amazing and exciting.

So, if you want to organize your life, reach your goals, and truly use ClickUp to its fullest, let’s break down a few ways you can think outside the box and get to work!

Watch our video below where I walk you through some of my ClickUp tips for personal use, or keep reading for more inspiration!

Plan vacations and trips

If you love meticulously planning vacations and trips as much as I do, ClickUp will change the way you do it forever. Here’s how I do it within ClickUp:

First, I use each day of the week as a status. Like with any status in ClickUp, you can customize these as much or as little as you want. For example, if your vacation is only three days, you can remove the other four. If your vacation is more than seven days (yay!), you can add additional days, like ‘SUNDAY 1’ and ‘SUNDAY 2’, to keep things easy to read.

Next, you can use Simple Board View (one of many ClickUp Views) to see your entire vacation laid out like a planner. This is where you can add and remove as many custom fields and tasks (AKA: activities or events) as you want. You can even drag and drop tasks from one day to another if plans change or if you have a ‘go with the flow’ style of vacationing.

Finally, one of my favorite ways to use ClickUp for vacation planning is to track costs and experiences for each activity. In List View – and within each task – I add custom fields like:

  • Date
  • Time
  • Location
  • Cost
  • Rating

Then, for each activity that’s planned, I can go in and add the total expected cost for each to ensure we’re staying within budget. Once we complete that task – like eating at a restaurant or doing a local excursion, I actually go in and rate our experience! That way, if we ever plan to visit the same area in the future – or share our recs with family and friends – I know what must-haves we want to visit again and what we didn’t enjoy so much.

Get your vacation planner template for ClickUp!

Keep track of gifts

For the past few holidays, I’ve set a goal to be more intentional about gift-giving. Of course, with everything else in life going on, it’s sometimes difficult to track who is getting what, when I bought it, when it shipped, and everything in between. So, why not use ClickUp to help?

Within a typical list, I create new tasks for each person I want to purchase a gift for. I then create different statuses to track where I’m at in the process. For example:

  • Think of gift
  • Purchase confirmed
  • Shipped
  • Wrapped
  • Given

I also use custom fields to help manage all the other elements that go into gift-giving, like budgets and costs. Here are the custom fields I use:

  • Budget
  • Cost
  • Link
  • Tracking #
  • Notes

This way, I don’t have to juggle tons of different emails, links, tabs, bookmarks, and anything else. Everything is in one place! Trust me when I say this will absolutely change the way you stay on top of gift-giving!

Populate and manage your address book

These days, there are probably thousands of different apps and planners to manage your entire address book. And that’s great! But if you already have a great tool for it, why not use it?

First, to gather addresses, I simply create a ClickUp form with my own title and description, then include fields like:

  • Name
  • Email
  • Address
  • Birthday

If you want, you can add extra fields to get more information from people, like maybe their favorite places to shop and eat, some of their favorite hobbies, and anything else you need!

Then, once someone submits the form, it’s automatically populated into tasks! From there, you can group your contacts however you want (my personal fav is by birthday month) and add custom fields to organize them differently. For me, that means categorizing my contacts by Family, Friends, and Clients.

Once that’s complete, you can easily add subtasks to any contact to send yourself (or someone else) reminders to buy a gift, send a card, send a happy birthday text – whatever you want!

Crush your goals with a fitness tracker

Within ClickUp, you can create a multi-week plan for a fitness routine, a fitness goal, or anything else you set to accomplish. This functions just like any other task list within ClickUp, except you can categorize each by Week 1, Week 2, and so on. You can even assign each task to yourself so your workouts populate on your calendar!

Then, when you go into your subtasks, you can add exactly what you’re doing that day, including:

  • Weights
  • Sets
  • Reps
  • Notes
  • Video examples or tutorials

Depending on what your fitness focus is, you can adjust your subtasks as needed. Once you’re finished with each workout, you can mark it as complete!

By tracking your workouts and fitness goals within ClickUp, you can log everything you do, add custom fields for things like nutrition and notes, and visually track your progress. And yes, all of this is totally doable through the app, too. How amazing is that?

Get your Fitness Tracker Template for ClickUp! (It even includes a couch to 5K plan!)

Get all of these ClickUp Templates (and MORE) in our ClickUp Vault!

Using ClickUp to organize my personal life has been a total game-changer, and I want the same for you!

That’s why I’ve created templates for all of these scenarios (and more!) to help you bring your personal space to life, too. So, if you want all the work done for you, you can get lifetime access to our Lifestyle ClickUp Templates – plus dozens more for your business – inside our Systems School ClickUp Template Vault!

You can get these exact build-outs in ClickUp, along with video tutorials for customization, to make organizing your life that much easier.

 

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