Use the Assigned to me card in Home

See all tasks assigned to you from Home.

What you'll need

  • The Assigned to me card in Home is available on every ClickUp plan.
  • Everyone, including guests, can use the Assigned to me card in Home.

Create tasks

To create a task from the Assigned to me card:

  1. Click Add Task.
    • Alternatively, click the plus icon in the upper-right corner.
  2. Name your task and select a location.
  3. And add additional optional info.
  4. Press Enter on Windows or Return on Mac to create the task.

Tasks created in the Assigned to me card are automatically assigned to you.

Update task statuses

To update a task status from the Assigned to me card:

  1. To the left of a task, tap the status icon.
    • If there are only two statuses, click the check icon to close the task.
  2. From the Status menu, choose a status.

Edit tasks

To edit tasks from the Assigned to me card:

  1. Hover over a task.
  2. Click one of the following icons:
    • Add subtask: Create a subtask.
    • Edit tags: Add or remove tags.
    • Rename: Rename the task.
    • Ellipsis ... menu: Copy, move, share, and more.
      • Alternatively, right-click a task name to open this menu.

Screenshot of the create subtask, edit tags, rename, and ellipsis option in the Assigned to me card.png

Customize columns

Add, rearrange, show, or hide columns in the Assigned to me card.

Add a column

To add a column:

  1. In the upper-right above the task table, click the plus icon.
  2. Search or scroll for a field and click the toggle to display it.
    • To add a field from another location, click Add field from Workspace.
    • To create a new Custom Field and add it as a column, click Create field.

Screenshot of the Fields modal.png

Workspaces created on or after March 1, 2024 will display the following UI.

To add a column:

  1. In the upper-right above the task table, click the plus icon.
  2. Search or scroll for a field and click it to display it.
    • To add a field from another location, click Use existing field.

Screenshot of the Use existing field button.png

Rearrange columns

There are three ways to rearrange columns:

  • Click and drag a column header.
  • Click the column header and select:
    • Move to start: Place the column all the way to the left.
    • Move to end: Place the column all the way to the right.
  • In the upper-right above the task table, click the plus icon and use the drag handles.

Hide a column

To hide a column:

  1. In the upper-right above the task table, click the plus icon.
  2. Search or scroll for a field and click it to hide it.

Show a column

To show a column:

  1. In the upper-right above the task table, click the plus icon.
  2. Search or scroll for the field and click it to display it as a column.

Group tasks

To group tasks in the Assigned to me card:

  1. In the upper-left corner of the card, click Group.
    • Alternatively, click Customize in the upper-right corner of the card and select Group.
  2. Select a criteria to group tasks.

Filter tasks

To filter tasks from the Assigned to me card:

  1. At the top of the card, click Filters.
    • Alternatively, click Customize in the upper-right corner of the card and select Filter.
  2. Select criteria to filter tasks.

Show subtasks

To customize how subtasks are displayed in the Assigned to me card:

  1. In the upper-left corner of the card, click Subtasks.
    • Alternatively, click Customize in the upper-right corner of the card and select Subtasks.
  2. Choose how you'd like to display subtasks:
    • Collapse all: Subtasks will not display unless you manually expand them.
    • Expand all: See your subtasks as separate items directly below parent tasks.
    • As separate tasks: Subtasks are shown as separate items and can be moved between columns independently. Choose this option if you want subtasks to appear in filtering results.

      To see subtasks that are assigned to you when their parent tasks are not, use the As separate tasks option.

Show closed tasks

To show closed tasks in the Assigned to me card, click Show closed at the top of the card.

Alternatively, click Customize in the upper-right, select List options, and enable Closed tasks.

Search for tasks

Use the search bar in the upper-right corner of the card to quickly search for tasks by their names, descriptions, or content in their Custom Fields.

To choose one of these search options:

  1. In the upper-right corner of the card, hover over the search bar.
  2. Click the ellipsis ... menu.
  3. Click a toggle to select one or more search options.

Screenshot of search settings.

Customize List options

Customize the Assigned to me card to improve your workflow.

To customize the card:

  1. In the upper-right corner of card, click Customize.
  2. Select List options.
  3. Choose from the available List options.

List options

The following List options are available:

List options Description
Empty statuses Display status groups with no tasks.
Wrap text Automatically wrap and expand the content of your tasks to reveal everything.
Task locations Show location breadcrumbs on tasks.
Subtask parent names Display subtasks' parent task names.
Closed tasks Display tasks in a Closed status.
Closed subtasks Display subtasks in a Closed status.
Tasks in Multiple Lists

Display tasks added to this List from another location.

The Tasks in Multiple Lists ClickApp must be enabled by an admin or owner to use this option.

Subtasks in Multiple Lists Display subtasks added to this List from another location.

The Subtasks in Multiple Lists ClickApp must be enabled by an admin or owner to use this option.

 

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