Looking for a 1.0 doc? Check out this link!

The Getting Things Done or "GTD" workflow was created to help follow through on every item you encounter so that nothing falls through the cracks. 

Start with Structure

ClickUp’s Hierarchy allows you to fully utilize the GTD method by organizing items (any sort of job or idea that comes to mind) so that they can be refined and acted upon, keeping you productive both at work and in your personal life. 

Use ClickUp's Getting Things Done  Folder template to start organizing your tasks! It's perfect way to structure your GTD workflow within the ClickUp Hierarchy:

How this template is organized

  • Folder: "Getting Things Done"
  • List: "Project"- this is where you will house your tasks
  • Tasks: Ideas, jobs, or other todo's that come to mind! Your tasks will also move through status workflows open  > in progress  > review  > revision > closed 

You'll find this template when creating a new Folder! Just search under the "Project Management" Template type:

Other notes about Lists

Lists are perfect for organizing multi-task projects in a more traditional way. There's already one created for you in the GTD Folder template, but you can add as many as you like! 

As soon as you're ready to start working on a task in your List, be sure to give it a due date so it will appear in your Inbox.

Capture Ideas

Inside of a task, it's easy to capture and articulate any action item:

  • Add comments or use the description box to give context to any ideas
  • Create subtasks if there are lots of items within a task

If you'd like to capture ideas outside of a specific task, just use the Notepad! It's the perfect place to reflect on your list and to leave any notes or reminders for yourself about next steps. 

You can enable it under your Preferences  settings page:

Other GTD Features

ClickApps 

ClickApps enable you to completely customize your team's experience within each Workplace.  A few ClickApps that perfectly complement the GTD method include:

  1. Tags: Used to further organize tasks even across Folders (eg: any household item can be tagged as such even if the type of item is different)
  2. Priorities: Makes choosing which items to work on much easier
  3. Time Estimates: Helpful for deciding how and when to work on an item

Favorites

With ClickUp's Favorites feature, you can save your favorite sorted and filtered views and access them anytime at the top of your screen. This feature ensures that you can develop a dependable workflow to get things done efficiently.

You can come back to this view in your Favorites at any time, without having to sort or filter again.

Inbox

This is where you brain dump. The ClickUp Inbox is made to collect every idea, note, todo, or just whatever might be followed up with one day. 

The goal is to collect things while you're working, then organize, delegate, and schedule at the end of the day. That way you can wake up with a fresh slate knowing everything is where it's meant to be.

On the left side of your inbox, you'll see different sections:

  1. Inbox : This is where you'll store your most immediate tasks that you're committed to completing in the near future.
  2. Next : Your place to store tasks that you want to do, but aren't immediately ready to complete. These tasks still have a due date, but they aren't the highest priority action items.
  3. Unscheduled : This section contains your non-urgent (but interesting) ideas.. Think of these more as wishes like "learn how to play the guitar"
  4. Delegated : This is where you can see the items you've delegated to other people in your Workplace.

Doc Views

This is where you'll detail anything you may need in the future, from wikis, to knowledge bases.

Make sure to also check out this fantastic blog post on how GTD and ClickUp can maximize your productivity. 

Now get things done!

Did this answer your question?