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Task view 3.0 overview

Task view 3.0 is currently in beta. Stay tuned for LevelUp to learn more!  

Organize the actionable parts of your projects within tasks. Tasks come with a set of default sections and customizable options.

Enable or disable Task view 3.0

You can enable or disable Task view 3.0 at any time from your settings:

  1. From your personal avatar in the lower-left corner, click My Settings.
  2. From the Preferences section, enable or disable Task View 3.0 [BETA]. Screenshot showing how to enable or disable Task View 3.0
  3. This setting updates automatically.

What's new in Task view 3.0?

Task view 3.0 has introduced several new features and UI updates!

New task layout options

Task view 3.0 supports full screen and sidebar layouts for tasks and subtasks. 

Default, full screen, and sidebar layouts

In the default layout, the Task Description section displays to the left of the Updates section.
Screenshot of the default (2.0) layout, where the Task Description section displays to the left of the Updates section.

Some of the following controls only display when there are items in the locations.

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 or Sidebar.
Screenshot of the Switch layout button with choices to navigate between the three layouts.

Full screen: The task fills your browser. 

Sidebar: The task moves to the right quarter of the screen. You can simultaneously see the other tasks in the same location.
Screenshot of the task moved to the right quarter of the screen.png

  • 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.
  • Sidebar layout displays while you navigate to any other locations in your Workspace, like Docs and Home!

Task description full screen

The following options are not available in Sidebar layout.

You can open the task description in full screen layout. 

From an open task, hover at the bottom-right of the task description field and click Full screen.

Screenshot of the Full screen button at the bottom-right of the task description field.

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 Open Subtask sidebar.

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

Screenshot of the Open Subtask sidebar button in the upper-left corner of a task.

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

  • You can click an individual subtask to open it in full screen. 
  • You can click the main task to return it. 

All subtasks full screen

You can focus on the progress of your subtasks without the distraction of the main task.

Hover over the Subtasks section and click Full screen to the right. 

Screenshot of hovering over the Subtask section Full screen button.

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

Individual subtask full screen

You can open an individual subtask in full screen layout. 

  1. Click the subtask to open.
  2. Hover in the description field, and click Full screen to the right.
    Screenshot of hovering over the Full screen button in an individual subtask.
  • To return to the default subtask layout, to the right of the subtask title click Exit full screen.
  • To return to the task, from the upper-left corner, click Back to task.

Custom Fields, checklists, and attachments full screen

To display all available items in full screen, hover over the location and click Full screen to the right.

To return to the task, click Back to task in the upper-left corner.

Relationships updates

In Task view 3.0 all items related to the task are grouped together and easy to find!

Create Relationship: Click the plus icon to add the following relationships to a task.
Screenshot highlighting the plus icon with the Relationships section open. Shows the unique icons that display.

  • Connect a URL: Add a URL from ClickUp or another location. 
  • Link task or Doc: Link a related task or Doc.
  • Waiting on: Add a dependent task that needs to be completed before starting this task.
  • Blocking: Add a dependent task that can't be started til this task is complete.
  • Custom: Create a Custom Relationship.

Each relationship has a unique icon that displays after the relationship is added. Click the icon to show the relationship item.

Task view organization

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.

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 ID: Click to copy.
  • Add cover: Click the image icon to add or upload a cover image.
  • 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 remove assignees: Click into the Assignees field to open the People modal. Choose a team member. Remove an assignee by clicking the x icon on the assignee's 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 timer, click the red circle to stop timer.

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 Full screen 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.

Screenshot of the Task Activity section open and highlighting the speech-bubble icon.

  • Task Activity: To the left of the Updates section, click the Task Activity speech-bubble icon to focus on the task details, description, Custom Fields, subtasks, checklists, and attachments. Actions are time-stamped.
    • Click again to return to the task.
  • Create Relationship: Click the plus icon to add related items to a task.
  • Integrations: If your Workspace uses certain integrations, like GitHub, the app icon displays under Relationships.
  • Links: Click to see any links attached to the task.
  • Share: Click the Share button 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 contains task settings, like duplicating the task, merging the task with another task, and opening the Template Center.
  • Star icon: Click to favorite this task.
  • Minimize task: Click to send the task to your tray.
  • Expand: Click to make the task larger.
  • Sidebar layout: Click to focus on the task details, comments, and relationships. Sidebar layout displays while you navigate to any other locations in your Workspace, like Docs and Home.
  • Watchers: Click the eye icon to see and edit team members who are stakeholders but not assignees. Watchers are notified of changes.
  • Search and Filter: Looking for a particular comment or status change in a task? Search for it in the task's activity. You can also filter activity by selecting fields like assignee, comments, or due date.
  • Comments: From the Updates section in the Comments field, enter details about the task or click / for a list of /Slash Commands. Comments are time-stamped.
    • Assign a comment by @mentioning a person from this Space.
    • Click the bell icon to see who receives notifications about this task.
    • Click the icons at the lower-right of the Comments section to record a Screen Clip, a Voice Clip, or attach a file.

Optional ClickApps

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

  • Threaded Comments: You can respond to just the comments thread.
  • Email: Click the email icon to send an email.

Updated

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