Search

Intro to the toolbar

Use the toolbar at the top of your Workspace to find content and get work done.

What you'll need

Toolbar actions

The following features are quickly and easily accessible from the toolbar.

Search

Click the search bar, commands, or custom commands to find anything in your Workspace. 

Use the Calendar

Use the Calendar to quickly schedule or join events from anywhere in your Workspace.
Screenshot highlighting the calendar in the toolbar.png

Use ClickUp AI in the toolbar

Take a look at our Intro to ClickUp Brain article for more info on purchasing and using AI. 

To use ClickUp AI:

  1. Click the AI icon next to Search. Or press Option + K on a Mac or Alt + K on Windows.
  2. From the ClickUp AI modal, choose a selection or type a prompt.

Create items

Quickly create a task, Doc, reminder, Whiteboard view, or Chat Channel.

The Chat ClickApp must be enabled to create Chat Channels. If it is disabled, you can create Chat views instead.

On the toolbar, click +New to open the Create items modal, then select the tab for the item you want to create.

You can also quickly create items using the Command Center.

Create a task

Take a look at our article Create a task for more details on task creation. 

To use the toolbar to create a task:

  • You must choose the home List for your task, enter a name, and set any required Custom Fields.
  • Before creating the task, you can also set standard and Custom Fields, add watchers, dependencies, subtasks, checklists, and attachments, or apply a template.
  • To add content with ClickUp AI, in the open task select Write with AI or use the /Slash Command /ai.

Create a Doc

Take a look at our article Create a Doc for more details on Doc creation. 

To use the toolbar to create a Doc:

  • You can select a location for your Doc. If you don't choose a location, it will be created in Docs Hub.
  • By default, Docs are private. You can create a Doc that's available to everyone in your Workspace by clicking the Private toggle.
  • To add content with ClickUp AI, in the open Doc select Write with AI or use the /Slash Command /ai.

Create a Reminder

To use the toolbar to create a Reminder:

To create a Reminder, set the date, assignee, and notification preferences.

Create a Chat Channel

Read our Chat Channels article to learn more about this feature. 

You can use the toolbar to create a Channel if the Chat ClickApp is enabled:

  • Guests cannot create Channels.
  • You can select a location for your Channel. If you don't choose a location, it will be created at the Everything level.
  • By default, Channels are public in your Workspace. You can make them private to you by clicking the Private toggle.
  • To add content with ClickUp AI, in the open Chat use the /Slash Command /ai to write the message.

Create a Whiteboard, Dashboard, or Chat view

Take a look at our articles Create a Whiteboard, Create a Dashboard, and Add a Chat view for more details on creating these items. 

If you have the Chat ClickApp enabled, you will not be able to use Chat views. 

To use the toolbar to create a Whiteboard, Dashboard, or Chat view:

  • Whiteboards and Dashboards, and Chat views must be added to a location.
  • If you don't select a location for your Whiteboard or Dashboard, they'll be created in the Whiteboards Hub or Dashboards Hub. Chat views will be created at the Everything level. 
  • By default, these items are available to everyone in your Workspace. You can make them private to you by clicking the Private toggle.
  • Chat view only: To add content  with ClickUp AI, in the open Chat view use the /Slash Command /ai.

Quick Action menu

In the upper-right corner, click the Quick Action menu to create new Docs, track time, open the Calendar, and more!

Screnshot highlighting the Quick Action menu.png

Pin Quick Action menu items to the toolbar

Hover over an item and click the pin icon to pin it to the toolbar so you can quickly click it without opening the full menu. Pinning an item to the toolbar only applies to you. It won't pin items for anyone else in your Workspace.

By default, the following are pinned:

  • My Tasks
  • Notepad
  • Reminder
  • New Doc
  • Whiteboard

Account settings menu

Customize your Workspace experience. Click your account avatar on the right side of the toolbar to open your account settings menu.

Favorites

You can pin your Favorites to display them under the toolbar. Pinning Favorites to the toolbar only applies to you. It won't pin Favorites for anyone else in your Workspace.

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