How to Setup a Recurring Daily Routine in ClickUp

Stay Productive in ClickUp with this Daily Routine Task!

Are you a business owner or entrepreneur using ClickUp  And are you super frustrated with your daily routine and staying on track with tasks? 

I’m going to show you my super secret method to staying productive and on top of your most important tasks  inside ClickUp.

I use something called a DMO. Daily Method of Operation. 

A DMO as it appears in the Inbox

A DMO is simply just a recurring task. It appears every day at the same time with the same set of subtasks and checklists, you’re going to put this DMO task somewhere inside your workspace that’s an admin or headquarters List. (Remember, this task has to live in a List) 

The  occurrence is set to generate at 7:00 AM every day. With a schedule to be due two hours later. 

To Set the Occurrence: 

  1. Go into the due date and click Set Recurring  and Use Legacy Recurring
  2. Set the repeat Schedule (daily, weekly, monthly)
  3. Pro Tip: Set it to Copy the newest Task (in case you make changes on the fly)
  4. Select what status you want the task to be in when it occurs
  5. Make sure it’s on a repeat Schedule, Not a Trigger. So it happens every day, even if you forget to close the task! 

*I want you to notice something important* 

 This is on a repeat schedule. It’s not on a trigger. So if I forget to close my task, it’s still going to generate every single day. Then this allows you to track  what days are most productive using your DMO and what days you’re not because the tasks will stay in progress. The others  still generate.

DMO Occurrence Settings

You should put a  mini standard operating procedure inside the task description so that you and your team members know what this task is. 

An Example is: 

“ This is the DMO daily method of operation. The activities are to be completed in the order of priority below. Once the priority subtasks are completed, you move on to the checklist items and then you complete those accordingly.” 

DMO SOP in the task description

You want to separate your daily tasks and  Break them into manageable time estimates. No more than 15 minutes each. 

Here are some ideas and examples of subtask & CheckList Items: 

Subtasks (high priority) 

  • Brain dumping into Dashboard
  • Turn on Me Mode
  • Email Inbox Organization / Sorting
  • Email to do or replies
  • Calendar Updates
  • Organizing Other Workspace LineUps
  • Assigning Tasks and Organize Individual LineUp

Subtask Examples

Checklist: (normal priority) 

  • Schedule 3 overdue Tasks
  • Check / Clear CU Notifications
  • Check Projects Dashboard
  • Review Task Tray for Closed Items
Checklist Examples

 So let’s cover what (3) three features inside ClickUp to use  with your daily method of operation.

  1. Embedding
  2. Dashboards
  3. Favorites

Embedding Examples: 

This is used with a CRM on a view when doing calendar updates or seeing a weekly schedule comparison on a dashboard. 

Dashboards Examples: 

  • Brain Dumping Dashboard
  • Projects Dashboard
  • Weekly Schedule

Favorites examples: 

 A Saved embedded CRM View

A Weekly Schedule at the everything level

Make sure that your DMO flows with your most used features so you can navigate ClickUp quickly and efficiently.  

It’s helpful to brainstorm and write down everything you need to do to plan your day inside ClickUp. Then turn those into a DMO Task Template. 

Final Pro Tip: 

Save a DMO Template inside your workspace and share it publicly with the rest of your team. 

Save your DMO Task as a template and share it with the team!

You can remind them to use Me Mode every day and add other important tasks to keep everyone on track and efficient every day.  If you save the legacy reoccurring settings, it will also save inside the template. They just need to click the link, add it to a specific list on their account and they’re ready to go! 

Quick reminder: AmbitiousVA rebranded to Anne Leah & Co., to serve a bigger purpose.

For all the links and resources Click Here.

Published by Anne of AmbitiousVA

Anne is a Project Manager turned ClickUp Consultant and is now using her 12 years of combined administrative & information technology experience to help turn other businesses and entrepreneurs into productivity powerhouses solely using ClickUp. She has a unique ability to apply logical processes to business strategy to help others LevelUp their productivity and push the needle forward to meet their goals! She is tech-savvy, while keeping it plain English for her clients, allowing her to grasp the quickly evolving nature of cloud-based software fast and being just dangerous enough to help anyone adapt to it with ease. She’s also a gifted instructor and has impeccable training abilities.

4 thoughts on “How to Setup a Recurring Daily Routine in ClickUp

  1. I was interested in recreating this but thought it cool that you offered a template for this in the playbook, so I signed up and downloaded it. Unfortunately, the two links to templates there only open the app ( just goes to https://app.clickup.com/ ), they aren’t links to templates of any sort. Error or something that you’re charging for now?

    Also found that the Clickup In Real Life Community goes to someone else’s site – something called Ask YVI? Maybe you decided to shut your community site down and send people to a peer’s site? That one seems to be busted as well so its not usable.

    1. Hi Dave please make sure that your logged in for the links to work. They will open inside your ClickUp app in the Chrome browser. Also, yes ClickUp In Real Life has since closed. I’ve removed all references to that offering. Thanks for your feedback.

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