The Sidebar is the control center for navigating your Workspace. From the Sidebar, you can quickly access Favorites, explore your Workspace hierarchy, and join and leave Spaces.

Sidebar 3.0 brings new features and flexibility to your Workspace, with new Hubs for Docs, Whiteboards, and Dashboards and customization with pinning items to your Sidebar.

Sidebar 3.0 is currently in beta. Join the 3.0 waitlist.

What you'll need

• Sidebar 3.0 is available in beta on all ClickUp Plans.
• Guests have access to a limited version of the Sidebar.

Enable Sidebar 3.0

Sidebar 3.0 is part of the ClickUp 3.0 experience. To learn how to upgrade to ClickUp 3.0 for your account, check out this article. 

Use Sidebar 3.0

Once you've enabled ClickUp 3.0, you can take advantage of the new Sidebar experience.

Collapse and expand

There are two ways to collapse or expand the Sidebar:

• In the Sidebar's upper-right corner, click the arrow icon. 
• Press Q.

Workspace switcher

The Workspace switcher at the top of the Sidebar shows you which of your Workspaces you're currently working in. 

You can use the Workspace switcher to access Workspace settings, upgrade your Workspace, switch Workspaces, or add new Workspaces. 

To open the Workspace switcher: 

1. Click the Workspace name at the top of the Sidebar. 

You can also access your Workspace settings from the Workspace switcher. To view your Workspace settings: 

1. Open the Workspace switcher. 
2. Choose Settings. 

Home

Home provides a panoramic view of your most important items so you always know where your focus should be.

To learn more about Home, check out this article. 

Inbox

Inbox (previously Notifications) allows you to view all of your Workspace notifications and keep up with the work that you and your team are doing.

To learn more about the Inbox, check out this article.  

Docs Hub

Docs Hub (previously Docs Home) is where you can manage all of the Docs in your Workspace. 

To learn more about Docs Hub, check out this article. 

Dashboards Hub

Dashboards Hub (previously the Dashboards section of the sidebar) is where you can view and manage your Workspace Dashboards. 

To learn more about Dashboards Hub, check out this article. 

Whiteboards Hub

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

To learn more about Whiteboards Hub, check out this article.

Pulse

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

To learn more about Pulse, check out this article. 

Goals

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

To learn more about Goals, check out this article. 

Favorites

With Favorites, you can bookmark the Locations, tasks, docs, and dashboards that matter most to you for easy access.

To learn more about Favorites, check out this article. 

Avatar menus

Your Avatar menus have moved!

• Workspace settings are now at the top of the Sidebar. [link to the Workspace switcher section above]
• Personal settings are now at the top right in the Toolbar. 

Invite users

Use the Invite Users icon at the bottom of the Sidebar to invite new users to your Workspace. 

Resource Center

Access the Resource Center by clicking on the question mark icon ? on the Sidebar. You can use the Resource Center to find answers to common questions, request support from our team, and more. 

Manage the Hierarchy

The ClickUp Hierarchy provides an organized way to break work down into easily managed actionable items for your whole team to collaborate.

Search the Hierarchy

Use the search icon to quickly find what you need. 

1. Click the Search icon next to Spaces.
2. Type the name of your Space, Folder, or List.
3. Select the Space, Folder, or List to open it.
4. Clear Search field to reveal all your Spaces, Folders, and Lists again.

Create a new Space 

You can also quickly create brand-new Spaces from the Sidebar. 

To create a new Space: 

1. Click the New Space icon + in the Spaces section. 
2. Use the Create new Space modal to create a new Space. 

Browse the Hierarchy

Browse your Workspace's Hierarchy right from the Sidebar.

• Everything: View all the tasks in your Workspace. 
• Shared with Me: See all the tasks that have been individually shared with you. If you are a Guest or a private Space has been shared with you, use Shared with Me to view them. 
• Spaces: Click the arrow beside each individual Space to expand it and reveal its Folders, Lists, or Docs. 

Edit the Hierarchy

You can make changes to the Hierarchy using the controls in the Sidebar. 

To add a new item to your Hierarchy: 

1. Navigate to the Hierarchy level where you'd like to add the new item. 
2. Click the plus icon + to open the creation modal. 
3. Select the item you'd like to create. 

Use the settings ellipsis ... beside any Hierarchy item to view its settings. 

View all Spaces

With Spaces Home, you can easily view all of the available Spaces in a Workspace and manage the Spaces that you're a part of. 

To view Spaces Home: 

• Click View all Spaces in the Sidebar at the bottom of the Hierarchy. 
• Or click the Spaces settings ellipsis ... and choose Browse Spaces. 

To learn more about Spaces Home, check out this article. [link to Spaces Home article]

Updated June 08, 2023 21:28