Once you've created your Workspace, it's time to set it up!
Make sure you have all the info. Read Core ClickUp features and Customizable ClickUp features first to get an idea of available features before setting up your Workspace.
Some of the following features have plan-based limits.
Organize your Hierarchy
ClickUp is built to scale and grow with your organization. The Hierarchy is key to this flexibility. Before you dive in, take the time to organize your Hierarchy.
The following questions can help!
Does your organization mainly work inter-departmentally on separate projects or different clients?
You probably want to set up a Space for each department.
Do different departments work cross-functionally on the same recurring projects, or with the same clients?
Consider setting up Spaces by recurring project or by client.
What info and projects need to be visible to your whole team?
Make sure everyone has at least view-only permissions to these locations.
Who needs a high-level or specialized view of your team's work?
Create appropriate views for executives, upper management, project managers, and team leads.
Need some examples?
If you need some examples of how to set up your Hierarchy by industry or feature, browse the following options:
- Take a look at setup solutions for marketing, PMO, or software teams. See other set-up solutions by industry.
- Learn how to set up your Workspace to make the most of a ClickUp feature. Reporting on Time Tracking data, for example.
Configure Spaces
After you create your Workspace, you can edit your first Space or create new Spaces.
By default, new Spaces are shared with all Workspace members. You can make any Space private and select individual members to share it with.
Spaces can't be shared with guests. Spaces can only be shared with Teams on the Enterprise Plan.
Task statuses
Statuses are used to organize your team's workflow. They can be created on the Space and Folder level. We have ready-to-use status templates for use cases and workflow styles. You can also create custom statuses.
By default, your Space will have two statuses, To Do and Complete. If you're not sure yet which statuses you'll need, can edit the default statuses later!
Activate ClickApps
ClickApps are small apps that owners and admins can activate or deactivate.
Some ClickApps are activated by default. If you're not sure yet which ones you'll need, can add new ClickApps or edit the default ClickApps later!
If you're ready to configure them now, the following ClickApps are activated by default on the Space level:
Default settings for views
Use views to display your team's tasks in a way that suits your projects. You may need some time to figure out which views work for your team. You set up views at any time!
The location where your view is applied determines which tasks you'll see. For example, if you add a view to your Space, the view will include all tasks within all the Lists in your Space.
You can also add views to Folders and Lists later.
By default, List and Board views are created at the Everything, Space, Folder, and List level. Only List view is required at every level. Learn how to make Board view optional and to set up any other view as required! You can also set up another view as the default or use a Default View Template.
Build your Hierarchy
Now that you have a Space, you can create new Folders, Lists, and tasks to build out your Hierarchy.
Set up security
ClickUp has one of the strictest security policies in our industry to ensure your data never gets into the hands of third parties. You can find articles about our compliance with regulations and policies in our Help Center's Security & Privacy section.
Workspace security
Here are our recommendations for securely setting up your Workspace:
Collaboration
ClickUp has several features built around communication and collaboration.
Inbox: Receive and action on notifications.
Chat: Communicate with others in your organization.
Comments: Ask and answer questions, get feedback, provide approval, track quick wins, and format content with rich text, embeds, and attachments. You can use comments on tasks, Docs, and attachments for Proofing.
@mention a person: Notify others by mentioning them in tasks, Docs, Chat Channels, and direct messages.
Whiteboards: Whiteboards are the fastest way to collaborate with your team and bridge the gap between brainstorming and getting work done.
Reminders: Use reminders to quickly create smaller action items that don't require a task. You can create them for yourself or delegate them.
Clip: With the Clip ClickApp, you can record videos right from the Quick Action menu or task comments.
Proofing: Centralize feedback and expedite approval processes by assigning comments directly on task attachments.
Looking for some Workspace communication and collaboration best practices? Read Using ClickUp for team meetings and Communicate with your team using ClickUp!