Intro to Task view 3.0

Tasks are where you organize the actionable parts of your projects. 

Task view 3.0 has introduced several new features and UI updates! If you're using ClickUp 2.0, take a look at our Intro to Task view 2.0 article.

What you'll need

Use ClickUp AI with tasks

Use ClickUp AI in tasks to:

Take a look at our Intro to ClickUp Brain article to learn how more about using or purchasing ClickUp AI.   

Task view organization

A task's default layout has a left and a right side.

The left side contains the following options to organize project details:

  • Task description: Outline what the task is about. Using ClickUp AI, when creating a task you can write the description. And when looking at a task you can get a summary of the description. 
  • Details tab: This tab contains Custom Fields and task attachments.
  • Subtasks tab: Use subtasks to break down detailed goals or smaller to-do items that are part of the parent task.
  • Action items: Access your assigned comments and task checklists.

The right side contains the following collaboration and communication options:

  • Task Activity: This section includes task comments and a summary of task activity. 
    • The Activity section displays by default. If you don't see it, click Activity in the upper-right corner of a task. 

Screenshot of the Activity section.

  • Relationships: Relationships are links to items that are related to a task. 

Task layout options

There are three task layouts:

  • Default: The task description is three-quarters of the screen. You can drag the divider to expand either the task description or the Activity section.
    Screenshot showing the Task view default layout.
  • Full screen: The task fills your browser. You can drag the divider to expand either the task description or the Activity section.

    Screenshot of the Full screen button at the bottom-right of the task description field.
  • Sidebar: The task moves to the right side of the screen. The sidebar will display while you navigate to other locations in your Workspace, like Docs or Home.
    • In Sidebar layout, you can add or edit all of the task details. 
    • When you open another existing task while in Sidebar layout, the current task closes and the other task opens in Sidebar layout.
      Screenshot of a task minimized to the sidebar.

Navigate between layouts

Use the Switch layout button to navigate between the three layouts. 

From the upper-right corner of an open default-layout task, click the Switch layout button and select either Full screen, Default, or Sidebar.
Screenshot the switch layout button in Task view 3.0.

See task sections in full screen

You can see the task description, Custom Fields, attachments, subtasks, assigned comments, and checklists in full screen. 

Task description

To open the task description in full screen layout:

  • From an open task, hover at the upper-right corner of the task description field and click the Full screen icon.
  • To return to the entire task, to the right of the task title click Exit full screen. Or in the upper-left corner, click Back to task.  

Custom Fields, attachments, subtasks, assigned comments, and checklists

To open these items in full screen layout:

  • In the upper-right corner of the section, click the Full screen icon.  

Screenshot of hovering over the Subtask section Full screen button.

  • To return to the entire task, to the right of the task title click Exit full screen. Or in the upper-left corner, click Back to task.

Subtask sidebar 

Easily navigate between the task and its subtasks!

From an open task or subtask, in the upper-left corner click the Open Subtask sidebar button.

The Open Subtask sidebar button only displays when the task has subtasks.

Screenshot of the Open Subtask sidebar button in the upper-left corner of the Task view.

  • The Subtask sidebar opens to display the parent task and all of its subtasks.
    Screeshot of the Subtask sidebar open.

  • You can click an individual subtask to open it. 
  • You can click the parent task to return it. 

Custom Fields in subtasks

You can add and manage Custom Fields in subtasks. Subtask Custom Fields are independent of the parent task. 

Task view sections

By default, task information is separated into two columns. The left side is for breaking down and organizing project details. The right side is all about communication.

Upper-left side

The following features are found at the top of the task, starting in the upper-left corner:

Screenshot of the features found at the top left of a task. Features are listed below in the text.

  • Breadcrumbs: Displays the task's Space, Folder, and List. 
  • Move Task: To move the task to another location, hover to the right of the breadcrumbs, click Move Task, and choose another Space, Folder, or List.
  • Add to another List: Click the plus icon to move the task to an additional List.
  • When the task is in more than one List a number displays. Click the number to open the Other Lists modal to see the other Lists or add to an additional List. 
  • Subtask sidebar menu: Click Open Subtask sidebar to easily navigate between the task and its subtasks.

    The Open Subtask sidebar only displays when the task has subtasks.

  • Task Types dropdown: Click to the left of the task ID to change the default task type to a Custom task or Milestone
  • Task ID: Click to copy.
  • Add cover: Click the image icon to add or upload a cover image.
    • Search Unsplash images using keywords to add a cover image to the task.
    • Reposition cover images.
  • Change task status: You can change the task status in three ways:
    • Click the arrow to the right of the status name to move the task to its next status.
    • Click the status name, and from the Search Statues modal, choose a status name.
    • Quickly move the task to Done Status by clicking the Mark Complete checkbox. 
  • Add or edit task status: Underneath the task name, click the status name, then click the gear icon. From the Edit statuses modal, add or edit a status. 
    Screenshot after the status name has been clicked. The gear icon is selected.
  • Show time in status: Underneath the task name, click the status name, then click the gear icon. Time in status displays the amount of time a task has been in the present status. You can select Days, Hours, Date updated, or None
  • Add or remove assignees: Click into the Assigned to field to open the People modal. Choose a team member. Remove an assignee by clicking the x icon on their avatar.
  • Dates: If you use start and due dates, they'll display here.
  • Description: Enter details about the task or click / for a list of /Slash Commands.

Optional ClickApps

The following ClickApps will display if they are enabled in the task's Space:

  • Multiple Assignees: You can add more than one assignee.
  • Priority and Tag: A flag and tag icon will display here. Click the icon to edit.
  • Time Tracking: View time tracked by assignees. Click the green arrow to start the timer and click the red circle to stop the timer.
  • Time EstimateUse the hourglass icon to add a time estimate to your task. 

Lower-left side

The following items associated with the task are found under the task description. To display the following items in full screen, hover over the section and click the Full screen icon to the right.

Screenshot of the lower-left of the task. Items are listed in the text below.

  • Custom Fields: If the Custom Fields ClickApp is enabled in your Space, you can add and edit them here.
  • Subtasks: Click the subtask to open. Edit the assignee. If in use, edit the due date and Priority. Add another column. Add a new subtask.
  • Checklists: Edit or add a new checklist item, or click to close completed items.
  • Attachments: Click the plus icon to upload a file or create a new Doc.

Right side

This section is all about task collaboration and communication. Activity and comments display here together. Comments are always visible when this section is open. You can hide task activity. 

To show or hide activity:
At the bottom of the section, click Show more to show all of the task's activity. Click Hide to hide the task's activity. 

  • Activity: Click the speech-bubble icon to see all task activity like due-date changes, assigning tasks, or changing priorities. Actions are time-stamped.

    Screenshot of the Activity section in Task view 3.0

    • Click again to close the Activity section.
  • The following options are at the top of the Activity section:
    • Search: Search for a particular comment or status change in the task.
    • Filter: Filter activity by selecting fields like assignee, comments, or due date.
    • Watchers: Click the bell icon to see and edit team members who are task stakeholders but not assignees. Watchers are notified of all activity updates for the task.
    • Comments: In the Add comment field at the bottom of the Activity section, enter details about the task or click / for a list of /Slash Commands. Comments are time-stamped.
      You can open a comment thread so only that thread displays in the Activity section.
      • Assign a comment by @mentioning a person from this Space.
      • Click the bell icon to see who receives notifications about this task.
      • Click into the Add comment section to display icons to record a Clip, Voice Clip, or attach a file.
  • Task Links: Link related tasks, Docs, or URLs to a task. Task Links are also called Relationships. 

    IntroTaskView30Relationships.png

  • Integrations: If your Workspace uses certain integrations, like GitHub, the app icon will display under any Relationships.
  • Add Link: Click the plus icon to add related items to a task.
  • Share: Click the Share button in the upper-right corner to open the Share this task modal. Share the task by invitation, public or private link, or share with members of your Workspace.
  • Ellipsis ... menu: This menu in the upper-right contains task settings, like duplicating the task, merging the task with another task, and opening the Template Center.
  • Favorite: Click the star icon in the upper-right to favorite this task.
  • Minimize task: Click the minimize icon in the upper-right to send the task to your Tray.
  • Switch layout: Click the Switch layout button in the upper-right to choose between the Default, Full screen, and Sidebar layouts. 
  • Close task: Click the X in the upper-right corner of the task to close the task.

Optional ClickApps

The following ClickApps will display if they are enabled in the task's Space:



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