Special dates.
Birthdays, anniversaries and the days worth remembering for the people you work with — and a heads-up before each one.
Live simulation · What your team sees
Every client, lead and number shown is illustrative.
CRM
Special dates
1
Today
3
Next 7 days
8
Next 30 days
Who
Occasion
Notes
When
Jordan Lee
Birthday · turns 41
Loves single-origin coffee
TodayJordan & Sam Lee
Anniversary · 10th
Dinner gift card
Oct 14Biscuit (Lee family)
Birthday · turns 4
Treats from the bakery
Oct 15Ana Reyes
Birthday
—
Oct 30this morning's email: Jordan's birthday today, an anniversary in 5 days
How it works.
Add the date
On a person's page, or from the Special dates page — linked to who it's about.
See what's coming
Today, the next 7 and 30 days, by month, with a search.
Never miss one
An email to whoever you choose, days ahead and on the day.
What you get
- On each person's page, with their family and pets
- Comes round every year: "turns 41", "10th anniversary"
- Gift ideas and notes on each date
- A daily email a set number of days before
More in running the work.
All features →Tasks
Every task across every client: numbers you can click, charts that filter, time and cost on every row, and four ways to look at it.
Task page
Any ClickUp record in full — every field editable, linked records clickable, without opening ClickUp.
Planner
Each person's day hour by hour: meetings from the calendar, tasks fitted into the gaps, biggest clients first.