In today’s fast-paced digital world, doing more isn’t enough. It’s about doing the right things, faster and smarter. If you use ClickUp, you have a powerful tool at your fingertips.
But are you using ClickUp to its full potential?
Whether you’re a solo entrepreneur, part of a growing startup, or leading a distributed team, this guide has the ultimate productivity hacks for ClickUp users. These hacks save time, eliminate clutter, and help you focus on what matters most.
1. Use the “Everything View” to Stay on Top of Your Work
Hack: Use the “Everything” view to see tasks across all Spaces, Folders, and Lists. It’s great for managing multiple projects or teams.
Why it works: You don’t have to click through different areas to see what’s urgent. Filter by “due today”, “assigned to me”, or “overdue” to focus on priorities.
2. Plan Your Week with the Calendar + Workload View
Hack: Use the Calendar View and Workload View to manage time like a pro.
- Use Calendar View for deadline visibility and time-blocking.
- Use Workload View to balance team capacity and avoid burnout.
Pro Tip: Set realistic time estimates for tasks. Let ClickUp alert you when someone is overloaded.
3. Automate Repetitive Work with ClickUp Automations
Hack: Automate common workflows using built-in automations. Start with:
- Assign tasks when moved to a specific status
- Auto-update due dates when tasks are created
- Notify team members when a task is ready for review
Bonus: Kodah can help build advanced, multi-step automations tailored to your business processes.
4. Create Task Templates for Repeatable Processes
Hack: Turn recurring workflows into task or list templates. Perfect for:
- Client onboarding
- Content creation
- Product releases
- Employee onboarding
Why it works: Templates save hours of setup time and ensure consistency.
5. Use Custom Fields to Track Anything
Hack: Add Custom Fields to your tasks for anything you want to measure or manage, such as:
- Budget
- Client type
- Priority level
- Status notes
- ROI estimates
Pro Tip: Use dropdowns, formulas, and date fields to supercharge reporting and filtering.
6. Link Docs to Tasks for One-Click Context
Hack: Attach relevant ClickUp Docs to tasks or use the Docs widget in your dashboard.
Use Docs for:
- Create SOPs
- Take meeting notes
- Share project plans
- Build a knowledge base
Why it helps: It reduces back-and-forth and centralises critical information.
7. Replace Daily Stand-Ups with Comments + Assigned Comments
Hack: Swap out unnecessary meetings for assigned comments.
- Leave updates directly on tasks
- Tag team members for next steps
- Convert conversations into actionable tasks
Outcome: You’ll spend less time in meetings and more time getting things done.
8. Build Dashboards in ClickUp for Real-Time Visibility
Hack: Create personalised Dashboards to track important metrics.
Widgets to consider:
- Task progress
- Project completion
- Time tracked
- Goals
- Workload by team member
Pro Tip: Kodah can design executive dashboards tailored to your business KPIs.
9. Use Tags and Filters to Quickly Find What You Need
Hack: Organise tasks with tags like “urgent,” “client A,” or “Q3 priority”. Then use filters to create saved views for fast navigation.
Why it’s useful: It declutters your workspace and helps you quickly find high-priority work.
10. Set Up Reminders and Goals in ClickUp
Hack: Use ClickUp Goals to track OKRs, personal milestones, or team performance — and tie them directly to task progress.
Use reminders to stay ahead of deadlines or follow up on dependencies.
Why it works: It brings accountability into your daily work without needing external tools.
11. Integrate ClickUp with Your Favourite Tools
Hack: Connect ClickUp with apps you already use via:
- Native integrations (Slack, Google Calendar, Outlook, etc.)
- Zapier or Make for no-code automation
- Zluri (via Kodah) to manage SaaS access and user roles
Outcome: A connected ecosystem that saves time and reduces tool-switching.
12. Use “Me Mode” for Distraction-Free Focus
Hack: Activate Me Mode to see only the tasks assigned to you across views. Perfect for deep work and cutting through the noise.
Pro Tip: Encourage team members to use Me Mode during focus hours to improve productivity.
13. Archive Old Tasks and Lists
Hack: Regularly archive completed or inactive tasks and Lists to keep your workspace clean and performance high.
Why it helps: Avoids clutter and makes active work easier to manage.
Bonus: Get Help from ClickUp Experts Like Kodah
ClickUp is incredibly powerful — but the real magic happens when it’s customised to how your team works.
Kodah, a certified ClickUp partner, helps businesses:
- Build scalable, automated workflows
- Design clean, intuitive workspaces
- Set up dashboards, goals, and reporting
- Train teams for long-term success
Outcome: You work faster, collaborate better, and waste less time on admin.
Final Thoughts: Work Smarter, Not Harder
ClickUp is more than just a task manager. It’s a complete productivity suite. When used correctly, it becomes your team’s most valuable asset.
By using these hacks, you’ll:
✅ Reclaim your time
✅ Improve team alignment
✅ Reduce mental overhead
✅ Get more done — with less stress
Need help setting up ClickUp for your team?
Let Kodah help you make these hacks work in real life. Contact info@kodah.ai or visit kodah.co.uk to book a free session.