Creating new Folders from your Sidebar in ClickUp is easy!
Create a Folder
+next to the Space you're adding a Folder to then select
In the Create Folder modal select the
Newtab to create a new Folder from scratch, or select the
Templatestab to create a new Folder using a template
If you're setting up a new Space from scratch, enter a Folder name, a List name, and set sharing preferences and task statuses
Pro Tip: When using a template, remap due dates to preserve their relative times.
Set up Custom Fields
With our Custom Fields feature, you can create a completely unique task field to set a value, budget, or really anything for a task! Here's how to set them up for a Folder:
Click the ellipses ... next to the Folder you're setting up Custom Fields for
Morefrom the Folder Settings menu then select Custom Fields
Select a field from the Manage Custom Fields modal, enter the field name and set field options in the Create field modal. Or click
Use an existing fieldat the bottom of the Manage Custom Fields modal, and choose a field that's already being used in your Workspace
* Note that on the FreeForever Plan Teams are limited to 100 uses of Custom Fields.
Add colors to your Folders for better insight into the status of projects. Use RAG tracking to determine if a project is At Risk (Red), Behind (Amber) or On Track (Green).
Add/edit colors will allow you to add labels to the colors, applying them to the entire location!
Any Folder color you use will automatically show in the Portfolio widget on your Dashboard. Sort this widget by Folder color to easily see how projects are moving and keep your organization on track!