Use the Chrome extension

  • Updated

With the Chrome extension, you can track time, create tasks, bookmark websites, add notes, and gather screenshots as you use Chrome.

Note: The Chrome extension is only available for the Chrome browser.

What you'll need

  • The Chrome extension is available on every ClickUp plan.

  • Everyone, including guests, can use the Chrome extension.

Install the Chrome extension

To install the Chrome extension, in a Google Chrome tab, open the Chrome Web Store and follow the instructions.

Set permissions

The ClickUp Chrome Extension requires the ability to "Read and change all your data on the websites you visit" because the extension must be able to access the web page to take screenshots and attach URLs to tasks.

It also requires the ability to Manage Downloads to save edited screenshots to your computer.

Note: There is no other data sent to ClickUp, except for error reports from the extension, and emails that you choose to attach to tasks.

Use the Chrome extension

Once you install the extension, you can use it to perform several ClickUp actions.

Switch or add Workspaces

To see your connected Workspaces or switch Workspaces, click on the avatar in the upper left corner.

To add a new Workspace to the extension, click on the plus + icon beside Workspaces. You'll see all of your Workspaces and can choose which ones you'd like to add.

Settings

Open the Settings tab to configure the extension with the following options:

  • Floating Buttons: Disable this to hide the ClickUp Floating Button. The Floating Button gives you quick access to the extension features.

    • Note: To move the button, click and drag it to any spot on the page. To hide the button, hover over the x icon.

  • Email feature: Turn this off to disable and hide the email feature in Gmail.

  • Time Tracking: This will hide or show the Time Tracking tab.

  • Notepad: This will hide or show the Notepad tab.

  • Edit screenshots by default: When enabled, the editing feature will automatically open after taking screenshots with the extension.

Notepad

You can also access your ClickUp Notepad from any browser page.

To access your Notepad from the extension:

  1. Select the Notepad tab, and you will see all of your notes from ClickUp synced across all of your devices.

  2. Optional: Hover over an existing note in the list to rename, archive, delete, or convert the notes to tasks.

  3. Click Create new note at the bottom to create a new note or click a note to open it.

    • While inside a note, you can see earlier versions of the note, open the fullscreen editor, or convert the note to a task.

Note: Use Markdown Shortcuts and Rich Text in any note.

Email

You can also attach emails to tasks using the extension. Learn more by checking out this article about the Gmail integration.

Screenshot

Use the Screenshot tab to capture your entire browser or select a specific area to add to a task or download to your computer.

To capture a screenshot:

  1. Select the Screenshot tab.

  2. Choose Entire screen or Select area.

    • When you choose Select area, you can click and drag around any part of your screen to capture that area.

  3. Mark up the screenshot with the following options:

    • Use the paintbrush to draw what you want on the screenshot.

    • Add an arrow, line, circle, or square.

    • Add text.

    • Blur areas of the screenshot.

    • Add numbers.

    • Use the pointer to select things you've already added to the screenshot and make adjustments.

    1. Undo and redo changes that you've made.

  4. Use the arrow icon beside the screenshot to download the image to your computer.

  5. Optional: Click Attach to task to attach the screenshot to a task in your Workspace.

Attach to comments

You can also easily attach recently captured screenshots to task comments.

To attach screenshots to task comments:

  1. Take a screenshot with the extension.

  2. With the screenshot still in the extension, open a task in ClickUp.

  3. Open the comment editor.

  4. Click the Chrome attachment button.

Track time

You can also track time on ClickUp tasks from the extension.

To begin tracking time:

  1. Select the Track Time tab.

  2. Select a task from the list and start the timer.

Note: From the Time Spent window, you can also view time logged on recent tasks and remove time that was accidentally logged.

Bookmark

Bookmarking sites with the Chrome extension will turn that bookmark into a task in your Workspace.

To bookmark sites, follow these steps:

  1. To automatically set the page title & URL as the task title, select the Bookmark tab.

  2. Optional: Add a description.

  3. You'll also have the option to attach a screenshot of the website to the task by clicking Include Screenshot.

Create a new task

To create a new task with the extension, follow these steps:

  1. Select the New Task tab.

  2. Name the task.

  3. Optional: Add assignees, a due date, or a description to the task.

  4. Click Create New Task.

Set a Default List

You can also save a destination in your Workspace as the default.

To save a default destination for tasks:

  1. Select the New Task tab.

  2. Choose the destination from the dropdown menu.

  3. Select the ellipsis ... and click Save as default.

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