The Sidebar is the navigation center of your Workspace.

The Sidebar

The Sidebar is located to the left of your Workspace.

The Sidebar holds the ClickUp locations that make up the Hierarchy. This is how we help you organize work into actionable pieces.

The Sidebar also holds items like Docs and Whiteboards so your whole team can easily collaborate.

Who can use the Sidebar?

Depending on your user role and permissions, you may see a limited version of the Sidebar. For example, guests only see locations and items shared with them. 

Expand or collapse the Sidebar

The main Sidebar can be expanded to show all available items and locations in one section. It can be collapsed to hide the Hierarchy. 

To expand and collapse the main Sidebar or open the Spaces sidebar:

• Expand the main Sidebar: All available items and locations are visible in one section.
  
  • To expand the main Sidebar: To the upper-right of the collapsed Sidebar, click the expand icon. 
    
  • Or press Q on your keyboard.
• Collapse the main Sidebar: Workspace settings, Home, Inbox, and pinned items are visible. Spaces, Folders, Lists, and other items are hidden.
  • To collapse the main Sidebar: In the Sidebar's upper-right corner click the collapse icon.
    
  • Or press Q on your keyboard.

Open the Spaces sidebar

For less clutter, you can also quickly open and close the Hierarchy in a separate Spaces sidebar. 

Open the Spaces sidebar: All Spaces in the Workspace display in a new section to the right of the main Sidebar. In the main Sidebar, Workspace settings, Home, Inbox, and pinned items are visible.

• • To open the Spaces sidebar: When the main Sidebar is collapsed, below any pinned items select Spaces.
    
  • Click each Space to expand its Folders, Lists, and items.  

Spaces settings

To open the Spaces settings:

1. From an expanded Sidebar in the upper right corner of the Spaces section, click the ellipsis ... icon.
   
   Or from the Spaces sidebar, hover in the upper-right corner and click the ellipsis ... icon.
2. Choose from the following settings:
   • Create Space: Use the Create a Space modal to create a new Space. 
   • Manage Spaces: Open Spaces Home. 
   • Show all Spaces: Click the toggle on to see hidden Spaces.
   • Show archived: Click the toggle on to see archived Spaces. 

Search the Hierarchy

To search the Hierarchy:

1. From an expanded Sidebar in the upper right corner of the Spaces section, click the search icon. Or from the Spaces sidebar, hover in the upper-right corner and click the search icon. 
   
2. Type the name of your Space, Folder, or List.
3. Select the Space, Folder, or List to open it.
4. Clear the search field to display all of your Spaces, Folders, and Lists again.

Create a new Space

To create a new Space:

1. From an expanded Sidebar in the upper right corner of the Spaces section, click the plus icon. Or from the Spaces sidebar, hover in the upper-right corner and click the plus icon. 
2. Use the Create a Space modal to create a new Space. 

Browse the Hierarchy

Expand the Sidebar or open the Spaces sidebar, and browse the following Hierarchy locations:

• Everything: Click Everything to view all the Spaces, Folders, Lists, tasks, and other items in your Workspace.
• Shared with me: See all the locations and items that have been individually shared with you. Guests only see the Shared with me section of the Sidebar.

  Guests cannot see archived items in the Shared with me section.

• Spaces: Click the arrow to the left of the Space to see Folders, Docs, Forms, Whiteboards, and Folderless Lists.

  Lists that are not in a Folder display alone under Spaces. Folders are suggested, as they create a more granular organizational structure.

• Folders: Click the arrow to the left of the Folder to see Lists.
• Lists: Click the List to see its tasks.
  If you're a Workspace member or above, a number displays beside the List showing the number of open tasks in the List. Guests will only see the number of tasks shared with them. 

Create items

You can create locations and items from Spaces, Folders, and Lists in the Sidebar. 

To create an item from a Space or Folder:

1. To the right of a Space or Folder, click the plus icon.
2. In the Settings menu, select the item.
   
   • You can also create items using templates or import them from outside apps. 

To create an item from a List:

1. To the right of a List, click the ellipsis ... icon, then select Create New. 
   • You can also create items using templates. 

Space, Folder, and List settings menus

Use the settings menus to edit, copy the link, Favorite, duplicate, archive, or access sharing and permissions for the location.

To use the settings menus:

• To the right of a Space, Folder, or List click the ellipsis ... icon. 

Workspace settings menu

Workspace settings are visible to the people who manage things like ClickApps, security, permissions, and billing. This menu is generally used by admins and owners.

On Business Plus plans and above, members can be given select custom role permissions. Many of the permissions give them limited access to this menu. 

To open the Workspace settings menu:

1. In the upper-left corner of the Sidebar, click your Workspace avatar.
2. From the menu, access your Workspace settings.

Account settings menu

Everyone has access to their personal account settings. 

To open your account settings menu:

1. In the upper-right corner of the Workspace, click your account avatar. 
2. From the menu, access your account settings. 

Home

Home puts your most important items into focus.

Inbox

Inbox organizes all of your Workspace notifications in one place.

Chat

With Chat, you keep all your work communication inside of ClickUp so that you never lose important context by switching to other tools.

Pinned items

Organize and keep your focus on items like Docs and Dashboards.

To pin or unpin an item:

1. In your Sidebar, select More. 
2. Click the pin icon next to a feature. 
3. If the pin is purple, it's pinned to your Sidebar. If the pin is white, it's not pinned to your Sidebar. 

The following items can be pinned or unpinned from your Sidebar:

Docs Hub

Docs Hub is where you manage all of the Docs in your Workspace.

Dashboards Hub

Dashboards Hub is where you view and manage your Workspace Dashboards.

Whiteboards Hub

Use Whiteboards Hub to organize, search, and create Whiteboards from one centralized location.

Clips

Use the Clips Hub to organize, record, or search your Clips from a centralized location.

Pulse

With Pulse, you can view your entire team at a glance, to see who is online and what they're working on.

Goals

With Goals, you can create and track high-level objectives with targets to measure OKRs, Sprints, individual tasks on a project, and more.

Timesheets

Use timesheets to view, track, and review time tracked on tasks across your Workspace.

Invite people

At the bottom of the Sidebar, click the person icon to invite people to join your Workspace.

Resource Center

At the bottom of the Sidebar, click the question mark icon. You can use the Resource Center to find answers to common questions, request support from our team, and more.