Overviews give a high-level view of Spaces and Folders and allow you to see similar items in a central location, and make changes quickly.
What you'll need
- Everyone, including guests, can use location overviews.
- Location overviews are available on every ClickUp plan.
Open an Overview
You can use Overviews at the Space and Folder levels of your Workspace hierarchy. Overviews are not available at the Everything level.
To open a location's Overview:
- Go to the location you want to see an Overview for.
- Select Overview in the Views Bar.
On the Overview page, you'll see a location breakdown separated by cards: Recent, Docs, Resources, Folders, and Lists. Learn about each card's features below:
The Recent card shows any items or views you recently opened within the Space or Folder. Your most recent items appear at the top.
You can click on any item to open it or use the icons on the right to:
- Open the item in a new tab.
- Copy the item link.
If there are too many recent items to display, click See all to view all recently opened items.
The Docs card shows any Docs attached to the Space or Folder.
You can click on any Doc to open it or use the icons on the right to:
- Open the Doc in a new tab.
- Copy the Doc link.
You can also use the plus icon + to create a new Doc in the Sidebar or as a view.
The Resources card shows any files in the Space or Folder.
Use the plus icon + to upload files directly from your device or the following cloud storage services:
- Google Drive
- Google Docs
Once a file is uploaded, click on its name to open it, or use the icons on the right to:
- Edit the name of the file.
- Download the file to your device.
- Delete the file from your Workspace.
The Folders card is only available at the Space level and shows all the Folders within a Space.
You can click on any Folder to open it or use the plus icon + to create a new Folder in the Space.
The Lists card shows any Lists within a Space or Folder. You can also use this card to create a brand new List using the New List button at the bottom.
Lists within Folders will only appear on the parent Folder's overview. Lists within Folders will not appear in the Space overview.
With this card, open any List by clicking on it, or view important task information using the columns on the right, including:
- List color
- List Progress
List Progress tracks the completion of tasks in a List. The progress of subtasks that belong to Tasks in Multiple Lists is not tracked.
- Done date
- Due date
- Created date
- Start date
- End date
You can customize which columns are displayed by using the plus icon + in the upper right.