Intro to mobile tasks

Work on tasks from anywhere with the ClickUp mobile app!

Tasks are separated into the Details tab and Activity tab. See and edit task information from the Details tab or view and post comments from the Activity tab.

This article outlines task view on mobile. Learn how to create tasks and subtasks on mobile.

Mobile 3.0 has introduced several updates to Task view! Instructions for Task view 2.0 and 3.0 are separated into different subsections throughout the article. Join the mobile 3.0 beta waitlist.

Screenshot of mobile Task view 3.0.

What you'll need

  • Tasks are available on every ClickUp plan.
  • Everyone, including guests with edit or full permissions, can use tasks and subtasks in the mobile app.
  • Mobile Task view 3.0 can be used simultaneously with ClickUp 2.0 on web or desktop.

Task breadcrumbs

See the exact Hierarchy location of your tasks on mobile!

Task view 2.0

When you open a task on mobile, you'll see its home List underneath its name.

If the task lives in multiple Lists, you can see additional Lists by tapping the location button to the right of the breadcrumbs.

To navigate to the task's home List:

  1. In the breadcrumbs, tap the List name.
  2. From the Task location modal, tap Open list.

If you have the Tasks in Multiple Lists ClickApp enabled, you can add a task to another List.

To add the task to another List:

  1. To the right of the task breadcrumbs, tap the + Add location button.
  2. Use the modal to search for a List.
  3. Tap a List name to add the task.
  4. In the upper-right of the modal, tap the x icon to close it.

Task view 3.0

When you open a task on mobile, you'll see its Space, Folder, and List location above its name.

Screenshot highlighting task breadcrumbs in mobile Task view 3.0.

To navigate to a Space, Folder, or List in the breadcrumbs, tap its name.

To see the full name of any Space, Folder, or List in the breadcrumbs, tap and hold its name.

If the task lives in multiple Lists, you can see additional Lists by tapping the + icon to the right of the breadcrumbs.

If you have the Tasks in Multiple Lists ClickApp enabled, you can add a task to another List.

To add the task to another List:

  1. To the right of the task breadcrumbs, tap the + icon.
  2. Use the modal to search for a List.
  3. Tap a List name to add the task.

Task details

Quickly locate important task information like assignees, Priority, due date, and more!

Task view 2.0

In mobile Task view 2.0, task details are located in the Overview tab, Attachments tab, and To do container.

Overview

When you open a task in mobile Task view 2.0, you'll be in the Overview tab by default.

Depending on which ClickApps are enabled in your Workspace, you can:

  • Add an assignee by tapping Add Assignee.
    • Edit existing assignees by tapping on the current assignee's avatar.
  • Add or edit watchers to a task by selecting the eye icon in the upper-right. Watchers are not assigned to the task, but will be notified of any and all changes within the task.
  • Change the status by tapping Status.
  • Set a Priority by tapping the flag icon.
  • Set a Start date and Due date by tapping their icons.
  • Add a Description so assignees and watchers know what the task's purpose is.
  • Include custom tags by selecting the Tags section below the Description to easily identify the task's type.
  • Below the Tags section, you can access the task's Custom Fields. While you aren't able to add any new Custom Fields to tasks in mobile, you can set existing Custom Fields here.

    Location Custom Fields cannot be edited on mobile.

Attachments

You can access attachments in Task view 2.0 by clicking the Attachments tab.

Attach videos, images, and other files to the task. Files stored in a task can be viewed or downloaded by anyone with access to the task.

To add or view attachments on mobile, open a task and tap the Attachments tab at the top.

To do

Create subtasks or checklists and see all assigned comments by tapping the To do container at the bottom of a task.

Task view 3.0

When you open a task in mobile Task view 3.0, you'll be in the Details tab by default.

From this tab, you can edit several task details depending on which ClickApps are enabled in your Workspace.

Screenshot highlighting task details in mobile Task view 3.0

Task Details toolbar

You'll find important task details directly under the task name. Swipe left to move through the options.

Action Instructions
Add or edit assignees Tap the Add assignee button or the current assignee's avatar to add or edit assignees.
Change status Tap the task's current status to update it.
Set Priority Tap the Add priority button or the current Priority flag to add or edit the task's Priority.
Set start and due dates Tap the Add dates button or existing start or due date to add or edit start and due dates.
Set tags

Tap the Add tags button or any existing tag to add or edit tags.

If two or fewer tags are shown, you will see the two tags separately. If there are more than two tags, open the tags picker menu to see them.

Track time Tap the Track Time button to track time for the task.
Copy Task ID Tap the task ID to copy it to your clipboard.

Description

See a preview of task description.

Tap anywhere on the description or See all to open it and edit.

Subtasks

See or add subtasks.

The number of completed and total subtasks appears to the right of the Subtasks header. For example, if 5 of your 7 subtasks are complete, you'll see 5/7 next to the header. Nested subtasks are not calculated.

If you have one or more subtasks, a See all button displays to the right of the Subtasks header. Click it to see all subtasks in fullscreen.

Custom Fields

See or edit Custom Fields. Pinned Custom Fields are always shown first.

The Custom Fields section only displays if the task has one or more Custom Fields.

The number of filled-out and total Custom Fields appears to the right of the Custom Fields header. For example, if 2/5 Custom Fields have data, you'll see 2/5 next to the header.

To see all Custom Fields:

  • Swipe left on a field to move through them.
  • Tap the header or See all to see a list of all Custom Fields in fullscreen.

To edit a Custom Field:

  1. Tap the Custom Field to open the editor.
  2. Make edits and tap Done.

Location Custom Fields cannot be edited on mobile.

Checklists

See or add checklists. The number of resolved items is shown below each checklist name.

To see all checklists:

  • Swipe left on a checklist to move through them.
  • If you have one or more checklists, a See all button displays to the right of the Checklists header. Click it to see all checklists in fullscreen.

To add a checklist:

  1. Tap + Add checklist.
  2. Tap the checklist to add items to it.

Attachments

See or upload attachments. The number of attachments is shown to the right of the Attachments header.

To see all attachments:

  • Swipe left on an attachment to move through them.
  • Tap See all to see all attachments in fullscreen.

To upload an attachment:

  1. Tap + Upload attachment.
  2. Select one or more files.
  3. Tap Use selected.

Relationships

See existing Relationships. The total number of Relationships is shown to the right of the Relationships header.

Tap on any item to open it.

To see all Relationships:

  • Swipe left on an item to move through Relationships.
  • Tap See all to see all attachments in fullscreen.

Relationships cannot be edited on mobile.

Activity

See task comments and activity history.

Task view 2.0

To access task comments and activity history in Task view 2.0, tap the Comments tab at the top.

Add a comment by typing your message in the Comment section at the bottom. To tag a user, include @ before their name or select the @ icon underneath the comment text section.

Once you've started typing, tap the speech bubble icon to assign a comment to a user. This creates a new required item for the assignee to complete before the task can be closed.

Reply to a comment by tapping Reply directly underneath it.

Tap and hold a comment to reveal the following options:

  • Reply: Directly reply to the comment.
  • Assign: Assign the comment to a specific user.
  • Edit: The creator can edit their comment using this option.
  • Copy text: Copy the comment to your clipboard.
  • Share link: Share a link directly to the comment.
  • Delete: The comment author can delete their comment.

Task view 3.0

To access comments and activity history in Task view 3.0, tap the Activity tab at the top.

Use ClickUp AI to summarize threads on mobile 3.0.

To reply to a comment, tap Reply on the comment and start typing.

To react to or assign a comment, tap and hold it. Choose from the available toolbar options:

  • React: Swipe through emoji options and tap on any to react to the comment.
    • See who reacted with which emoji by tapping and holding existing reactions.
  • Assign: Assign the comment to another user or yourself.
  • Copy URL: Copy the URL of the comment to your clipboard.
  • Delete: Delete the comment. Only the comment author can delete it.

Screenshot of someone tapping and holding a comment on mobile Task view 3.0.

Task options

There are several additional actions you can take from the Task options menu.

Task view 2.0

To open the Task options menu on mobile, tap the ellipsis ... icon in the upper-right corner.

Task options include:

  • Share private link: Share the task link via AirDrop, SMS, email, Slack, and more.
  • Copy task ID: Copy the task ID to your clipboard.
  • Move task: Move the task to another List.
  • Add to favorites: Add the task to your Favorites.
  • Archive: Archive the task.
  • Delete: The task creator can delete the task.

Task view 3.0

To open the Task options menu on mobile, tap the ellipsis ... icon in the upper-right corner.

Task options include:

  • Copy ID: Copy the task ID to your clipboard.
  • Share link: Share the task link via AirDrop, SMS, email, Slack, and more. Recipients must have a ClickUp account with access to the Workspace to view the task.
  • Copy name: Copy the task name to your clipboard.
  • Add or edit watchers: Add yourself as a watcher by tapping Watch. Remove yourself as a watcher by tapping Unwatch. You can see and edit existing watchers by tapping Watchers.
  • Share email to task: Copy the task's unique email address so you can add comments via email.
  • Favorite: Add the task to your Favorites.
  • Send to Tray: Send the task to the Tray so you can access it later.
  • Move Task: Move the task to another List.
  • Archive: Archive the task.
  • Delete: The task creator can delete the task.

Share and favorite tasks

In Task view 2.0, you can share and favorite tasks from the Task options menu. In Task view 3.0, it takes even fewer clicks!

Share a task

Share a task internally from Task view 3.0.

To share a task:

  1. In the upper-right corner, tap the share icon.
    • Alternatively, tap the ellipsis ... icon in the upper-right and select Share link from the modal.
  2. Share the task link via AirDrop, SMS, email, Slack, and more.

Favorite a task

To favorite a task in Task view 3.0, tap the favorite icon in the upper-right corner.

Resolve assigned comments

Resolve assigned comments from anywhere.

Task view 2.0

There are two ways to resolve assigned comments on the mobile app.

From the To Do container:

  1. Open a task.
  2. At the bottom, tap the assigned comments icon in the To Do container.
  3. Tap the checkbox to the left of the assigned comment to resolve it.

From the Comments tab:

  1. Open a task.
  2. At the top, tap the Comments tab.
  3. Tap the Resolve checkbox on the assigned comment.

Task view 3.0

You can resolve assigned comments from the Activity tab on mobile 3.0.

To resolve assigned comments:

  1. Open a task.
  2. Tap the Activity tab.
  3. Swipe to locate the assigned comment.
  4. Tap the Resolve checkbox on the comment.

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