Intro to the toolbar

Use the toolbar at the top of your Workspace to search your Workspace, create items, and access your settings.

What you'll need

This article covers versions 3.0 and 4.0. Learn what's new in ClickUp 4.0!

Search

Find anything in your Workspace!

Click the search bar in the middle to search and use commands or custom commands.

Screenshot of the toolbar.

Use your Planner

Use your Planner to quickly schedule or join events from anywhere in your Workspace.

Use ClickUp AI

If your Workspace has ClickUp AI, you can access it from the toolbar: 

  1. Click the AI icon in the toolbar, 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 in ClickUp 4.0

In ClickUp 4.0, you can use Personal Tools to create items from the toolbar.

Create items in ClickUp 3.0

In ClickUp 3.0, click the New button to create items from the toolbar.

Customize the toolbar

In ClickUp 4.0 you can pin Personal Tools to the toolbar.

In ClickUp 3.0, you can:

Account settings menu

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

Screenshot of an account avatar.png