Sheets are spreadsheets built into ClickUp. Create a Sheet to plan a budget, track a project, or work with your task data using formulas, charts, and conditional formatting. All Sheets are saved in the Sheets Hub.

Sheets are in beta.

What you'll need

• Sheets are available on the Business Plus Plan and above.
• Everyone, including guests and limited members, can create Sheets.

Create a Sheet

New Sheets are private by default. Only you can see a Sheet until you share it.

There are multiple ways to create a Sheet.

From the Sheets Hub

To create a Sheet from the Sheets Hub:

1. In your Global Navigation, select Sheets. If its not pinned, click More, then select Sheets.
2. In the upper-right corner, click New Sheet.

3. From the New Spreadsheet modal, select how to start:
   • Blank spreadsheet: Start with an empty Sheet.
   • Tasks data: Pick a Space, Folder, or List and bring its tasks into the Sheet.
   • Import: Drop or browse for an .xlsx, .csv, or .xlsm file.

You can also click Create Sheet in the Sheets Hub sidebar to open a blank Sheet right away, or click a template at the top of the All Sheets page.

From the Create button

To create a Sheet from the Home sidebar:

1. In the upper-right corner of your Home Sidebar, click Create.
2. Select Sheet.

From an open Sheet

From any open Sheet, click File, then select New. A new Sheet opens with the New Spreadsheet modal.

Name your Sheet

New Sheets are named Untitled Spreadsheet.

To rename a Sheet:

1. In the upper-left corner, click the Sheet name.
2. Type a new name.

You can also click File, then select Rename.

Bring task data into a Sheet

You can import tasks from a Space, Folder, or List as a table in your Sheet.

To connect a List:

1. Click Data, then select the Connect a List… button.
2. Under Source, select a Space, Folder, or List.
3. Under View, select one of the source's views.
4. Under Destination, select Current Sheet or New data Sheet.
   • For the current Sheet, set the Insert range or click Use active range.
5. Click Connect to Sheet.

Pull in data and review connected sources

Imported task data is a snapshot. It doesn't update on its own.

To pull in the latest task data:

1. Click Data.
2. Select Refresh Connected Data.

To review connected sources:

1. Click Data.
2. Select Data Connections.

When you click into an item from a connected source, you have options to refresh it, move the table, and more.

Add sheets to your Sheet

A Sheet can hold more than one sheet tab. To add sheets:

• In the lower-left corner, click the plus icon to add a sheet.
• In the lower-left corner, click the All sheets icon to jump to a sheet.
• Right-click a sheet tab to Delete, Copy, Rename, Change color, Hide, or Unhide it.

Share a Sheet

To share a Sheet:

1. In the upper-right corner, click Private.
2. From the menu, choose how to share it:
   • Invite people by name or email.
   • Click Copy link to copy a private link.
   • Check Workspace members to share with everyone in your Workspace.
   • Click Make Public to create a public link.

Export, print, or delete a Sheet

Click File, then select:

• Export: Download the Sheet as Excel (XLSX) or CSV (.csv).
• Print: Print the Sheet.
  • Choose Portrait or Landscape, and whether to show gridlines, page numbers, the Workbook title, Sheet name, current date and time, or a custom header or footer.
  • Repeat frozen rows and Repeat frozen columns are on by default. Click NEXT to continue.
• Delete: Delete the Sheet. Click Delete again to confirm. Deleted Sheets and their data can't be recovered.

Read or leave a comments

Comments are only accessible to Sheets that have been shared. To open comments:

1. In the upper-right corner, click the comment icon.
2. Comments are grouped by Open, Assigned to me, and Resolved.

Favorite a Sheet or ask Brain about it

To favorite the Sheet, click the star icon in the upper-right corner.

Ask ClickUp Brain about the Sheet by clicking the Brain icon. The Sheet is attached as context.

View a Sheet's history

To see past versions of a Sheet:

1. In the upper-left, click File.
2. Select History.

In the right sidebar, you'll see each version. Click a version to open it.

To return to the current version, click Back to current version at the bottom of the Sheet. To close the sidebar, click the x in the upper-right corner.

Edit cells

Click any cell to edit it. To cut, copy, move, and more, use the keyboard shortcut, right-click your selection, or click the Edit menu in the upper-left.

Access the rich text editing options, undo or redo, and more using the options below the toolbar.

Cut, copy, or paste

To cut, copy, or paste:

1. Select one or more cells.
2. Right-click your selection, or click Edit in the upper-left corner.
3. Select Cut, Copy, or Paste, then select an option:
   • To paste only part of what you copied, select Paste Special, then Values Only, Formulas, Formatting Only, Column Width Only, or All Except Borders.
   • To copy a link to the selected cells, right-click them and select Copy Link.
   • To copy the cells as an image, right-click them and select Copy as picture.

Find and replace

To find and replace:

1. In the upper-left, click Edit.
2. Select Find or Replace. You can also press Ctrl+F to find or Ctrl+H to replace.
3. Type what you're looking for.

Clear cells

To clear cells:

1. Select the cells by clicking and dragging.
2. Right-click your selection, or click Edit in the upper-left corner.
3. Select Clear, then choose from the options:
   • All
   • Formats
   • Contents

Add a comment or note to a cell

To add a comment or note to a cell:

1. Right-click the cell.
2. Select an option:
   • Add Comment: Start a thread in the Comments panel. You can also press Ctrl+Alt+M.
   • Add Note: Attach a note to the cell.

Insert rows, columns, or cells

To insert rows, columns, or cells:

1. Select a cell, row, or column.
2. Right-click your selection, or click Insert in the upper-left corner.
3. Select an option:
   • Cells: Insert cells and shift right or insert cells and shift down.
   • Rows: Insert 1 row above or insert 1 row below.
   • Columns: Insert 1 column left or insert 1 column right.

Delete rows, columns, or cells

To delete rows, columns, or cells:

1. Select the cells, row, or column.
2. Right-click your selection, or click Edit in the upper-left corner.
3. Select Delete, then choose from the options:
   • Values
   • Row
   • Column
   • Cells and shift up
   • Cells and shift left
   • From a row or column header, the option is Delete row or Delete column.

Move rows or columns

To move rows or columns:

1. Select the row or column.
2. In the upper-left corner, click Edit, then select Move.
3. Choose from the options:
   • Row up
   • Row down
   • Column left
   • Column right

Resize rows and columns

To resize rows or columns:

1. Right-click a row or column header.
2. Choose from the options:
   • Row Height: Set an exact height in pixels. Rows only.
   • Decrease or Increase: Make the column narrower or wider.
   • Autofit: Fit the row or column to its content.

To fit every row or column to its content, click Format in the upper-left corner, then select Autofit rows or Autofit columns.

Format cells

Format cells from the toolbar above the grid or from the Format menu in the upper-left corner. The toolbar has the same options as the menu.

Format text

To format text:

1. Select the cells.
2. In the toolbar, choose from the options:
   • Font: Choose a font. Arial is the default.
   • Font size: Type a size or click the minus or plus icon.
   • Bold, Italic, Underline, or Strikethrough.
   • Text color or Fill color: Pick a color, or click Add color.
   • Border: Choose which edges get a border, then set the color and line style.

Format numbers

To format numbers:

1. Select the cells.
2. In the toolbar, click the Number format icon.

3. Choose from the options:
   • Number
   • Percentage
   • Currency
   • Date, Time, or Duration
   • Custom, and more

The toolbar also includes Currency and Percentage options, and options to add or remove decimal places. To turn text that looks like a number into a number, click Format in the upper-left corner, select Number Format, then select Convert to Number.

Align, wrap, or rotate text

To align, wrap, or rotate text in a cell:

1. Select the cells.
2. In the toolbar, click an icon and choose from the options:
   • Horizontal align: Left, Center, or Right.
   • Vertical align: Top, Middle, or Bottom.
   • Text wrap: Overflow, Wrap, or Clip.
   • Text rotate: Tilt Up, Tilt Down, Stack Vertically, and more.

Merge cells

To merge cells:

1. Select the cells.
2. In the upper-left corner, click Format, then select Merge Cells.
3. Choose from the options:
   • Merge All
   • Merge Vertically
   • Merge Horizontally
   • Unmerge

Clear formatting

To clear formatting:

1. Select the cells.
2. In the upper-left corner, click Format, then select Clear Formatting.

Use conditional formatting

Conditional formatting changes how cells look based on their values.

To add a conditional formatting rule:

1. Select the cells.
2. In the upper-left corner, click Format, then select Conditional Formatting.
3. Select a rule type:
   • Highlight Cell
   • Top/Bottom/Average
   • Custom Formula
   • Color Scale
   • Data Bar
   • Icon Set
4. In the Conditional Formatting panel, click Add rule and set up the rule.
5. Edit the range, style type, and style rule, then click Submit.

To see every rule on the Sheet:

1. Click Format and select Conditional Formatting.
2. Select Manage Conditional Formatting.

To remove rules, select Clear Rules for Selected Range or Clear Rules for Entire Sheet from the same menu.

Zoom in or out

To zoom in or out:

1. In the upper-left corner, click View.
2. Select Zoom, then choose a level from 50% to 200%.

You can also drag the zoom slider in the lower-right corner. To return to 100%, click Reset zoom.

Show or hide gridlines

To show or hide gridlines, click the gridlines icon in the lower-right corner. Or, click View in the upper-left corner and select Gridlines.

Freeze rows or columns

Frozen rows and columns stay in place while you scroll.

To freeze rows or columns:

1. Select a cell, row, or column.
2. Right-click a row or column header, or click View in the upper-left corner and select Freeze.
3. Choose from the options:
   • First Row
   • First Column
   • Up to row 1, column A
   • From a row or column header, the option reads Freeze up to row N or Freeze up to column N.

To unfreeze rows or columns:

1. In the upper-left, click View.
2. Hover over Freeze and select Unfreeze.

Group rows or columns

Group rows or columns to collapse and expand sections of your Sheet.

To group rows or columns:

1. Select the rows or columns.
2. Right-click a selected row or column header, or click View in the upper-left corner.
3. Select Group and choose from the options:
   • Group Rows
   • Group Columns
   • Ungroup Rows
   • Ungroup Columns

Hide or unhide rows, columns, or sheets

To hide rows, columns, or a sheet:

1. Select the rows or columns.
2. Right-click a selected row or column header, or click View in the upper-left corner.
3. Select Hide and choose from the options:
   • Selected Rows
   • Selected Columns
   • Current Sheet
   • From a row or column header, the option is Hide Selected Row or Hide Selected Column.

To unhide rows, columns, or sheets:

1. In the upper-left corner, click View.
2. Hover over Unhide and select Rows, Columns, or Sheets.

Sort a sheet

To sort a whole sheet by one column:

1. Select a cell in the column you want to sort by.
2. In the upper-left corner, click Data, then select Sort Sheet.
3. Select Sort sheet by column A (A to Z) or Sort sheet by column A (Z to A). The column letter matches the column you selected.

Sort a range

To sort a range:

1. Select the range.
2. Right-click your selection, or click Data in the upper-left corner.
3. Select Sort and choose from the options:
   • Sort A to Z or Sort Z to A: Sort only the selected cells.
   • Expand A to Z or Expand Z to A: Sort the selected cells and the data next to them, so each row stays together. These show in the right-click menu.
   • Custom Sort: Select Keep range sorting or Extend range sorting, then click Confirm.
   • From the Data menu, the option is Sort Range.

Filter a range

The first row of the range is treated as the header.

To filter a range:

1. Select a range with at least two rows.
2. In the upper-left corner, click Data, then select Filter. You can also press Ctrl+Shift+L.
3. On a column header, click the filter icon.
4. Choose from the options:
   • Sort A to Z or Sort Z to A
   • By Values: Check or uncheck values, or search for them.
   • By Colors: Filter by cell color.
   • By Conditions: Set a condition the values must meet.
5. Click Confirm.

To clear one column's filter:

1. On the column header, click the filter icon.
2. Select Clear Filter.

To remove the filter from the range:

1. In the upper-left corner, click Data.
2. Select Remove Filter.

Add dropdowns and data validation

Data validation limits what people can enter in a cell. A dropdown is one kind of validation rule.

To add a dropdown or another validation rule:

1. Select the cells.
2. In the upper-left corner, click Insert, then select Dropdown.
3. In the right sidebar, under Type, choose from the options:
   • Dropdown or Dropdown-Multiple
   • Checkbox
   • Number, Integer, or Text length
   • Date
   • Custom formula, and more
4. For a dropdown, under Options, select Custom and type each option, or select From a range.
   • To add more options, click Add.
   • To require an entry, uncheck Allow blank values.
5. Click Done.

To review every rule on the Sheet:

1. In the upper-left corner, click Data.
2. Select Data Validation.
3. Select a rule to edit it, or click Remove to delete it.

Name a range

Name a cell range so you can reference it in formulas by that name.

To name a range:

1. Select the range.
2. In the upper-left corner, click Data, then select Named Ranges.
3. In the Named ranges panel, click Add named range.
4. Add the name, then select the Range or Formula tab.
5. Fill out the remaining fields and click Save.

Use formulas and functions

Formulas work the way they do in other spreadsheet apps. The formula bar sits above the grid.

To enter a formula:

1. Select a cell.
2. Type = followed by the formula, for example =SUM(A1:A5).
3. Press Enter.
   • To cancel, click the x icon in the formula bar.

To browse functions by category:

1. In the upper-left corner, click Insert.
2. Select Formulas.
3. Select a common function, or open a category such as Date & Time, Financial, Logical, or Text.
   • To see everything, select All Functions.

The name box at the left of the formula bar shows the selected cell, such as A1. To jump to a cell or range, type its address, like B1:B3, and press Enter. To see long formulas, click the Expand formula bar icon.

Embed a task

The TASKEMBED function pulls a task's fields into your Sheet.

To embed a task:

1. Select a cell.
2. Type =TASKEMBED("task ID"). Use the task ID from the task's URL, or reference a cell that contains it.
3. Press Enter. The task's fields fill the cells to the right of and below the formula.

Add a chart

To add a chart:

1. Select the data.
2. In the toolbar, click the Insert chart icon. Or, click Insert in the upper-left corner and select Chart.
3. Select a chart type, such as line, column, bar, pie, area, scatter, and more.

Add a sparkline

To add a sparkline:

1. In the toolbar, click the Sparkline icon. Or, click Insert in the upper-left corner and select Sparkline.
2. In the Edit Sparkline menu, set the Select Data Range and Select Placement fields.
3. Click Confirm.

Add an image or shape

To add an image or shape:

1. Select a cell.
2. In the upper-left corner, click Insert.
3. Choose from the options:
   • Image: Select Float Image to place it over the grid, or Cell Image to place it in the cell.
   • Shape: Pick a shape from Lines, Rectangles, Basic Shapes, Block Arrows, and more.

Add a link to a cell

To add a link to a cell:

1. Select a cell.
2. Right-click the cell, or click Insert in the upper-left corner.
3. Select Insert Link. From the Insert menu, the option is Link. You can also press Ctrl+Shift+K.
4. Enter the Text and the Link.
5. Click Save.

Add checkboxes, emoji, dates, and notes to a cell

To add a checkbox, emoji, date, or note to a cell:

1. Select a cell.
2. In the upper-left corner, click Insert.
3. Choose from the options:
   • Checkbox
   • Emoji: Search for an emoji or change its skin tone.
   • Date & Time
   • Note: Type the note in the Type here box.

Create a table

To create a table:

1. Select a range with at least two rows.
2. In the upper-left corner, click Insert, then select Table.
3. Check the range, then click Confirm.

Create a pivot table

To create a pivot table:

1. Select a cell.
2. Right-click your selection, or click Insert in the upper-left corner.
3. Select Pivot Table.
4. Set the Data Source Range.
5. Under Pivot Table Placement, select New Sheet or Existing Sheet.
6. Click OK.