Customize your task experience from the task settings menu.
The options in the task settings menu vary based on your permissions to each task.
Feature availability and limits vary by plan and user role. Learn more
Access the task settings menu
You can access the task settings menu from tasks and views.
From a task
In the upper-right corner, click the ellipsis ... icon.
From views
Right click on a task to open the task settings menu.
From the Home Sidebar
From favorites and custom sections, the task settings menu includes a limited selection of the available options.
To access the limited task settings menu:
- Hover over a task added to your favorites or a custom section and click the ellipsis ... icon.
- Or, right click on a task in your favorites or a custom section.
Task settings
Available options include:
- Copy link: Copy a link to the task.
- Copy ID: Copy the task ID.
- New tab: Open the task in a new tab
-
Favorite: Add the task to your favorites.
In ClickUp 4.0, from the favorites menu, you can:- Add the task to a custom section.
- Pin to top.
- Pin to bottom.
- Convert to: Make the task into a List, subtask, or Milestone.
- Task type: Set the custom task type.
- Duplicate: Duplicate the task.
- Remind me in Inbox: Add an Inbox reminder.
- Unfollow task: Only receive @mention notifications for the task.
- Send email to task: View the email address to send emails to the task.
- Add to: Add the task to additional Lists.
- Merge: Merge this task with another task.
- Move: Move the task to a different List.
- Print: Print the task.
- Description history: View and restore previous versions of the task description.
- Relationships: View and add relationships and dependencies.
- Templates: Create, update, or apply a task template from the Template Center.
- Custom Fields: View and manage Custom Fields.
- New task view: Switch to the new task view experience.
- Archive: Archive the task.
- Delete: Send the task to the Trash.
- Sharing & Permissions: Share this task with others.