Creating a Space
Spaces are at the very top of the ClickUp hierarchy, and are the first organizational level that you encounter within your Workspace.
Almost everything in ClickUp is customizable, and some settings (such as ClickApps) are implemented at the Space level.
By default, all Folders and Lists will inherit settings from their parent Spaces.
When you're ready to switch Spaces, navigating between Spaces and editing them is also easy.
You can change these settings at any time.
Which type of Space should I choose?
Once you click to create a Space, you'll be given two options. You can create a completely new Space, or you can create a Space based on an existing template.
This doc will detail the creation steps for both of these Space types.
Creating a Space from Scratch
Space Avatar Menu
Select from tons of pre-loaded colors and icons or add your own avatar to customize your Space.
The optimal dimensions to upload a Space logo are 300px by 300px.
Choose to make the Space public, or private and share it with specific people. You can only grant members full access to Spaces. Guests do not have access to Spaces.
On the Enterprise Plan, you can share Spaces with Teams.
You can choose different privacy settings for Folders, Lists and tasks within a Space.
Next, create a workflow for tasks in your Space. You can choose to keep things simple with only a "beginning" and "end" status, or add as many phases as you need in between.
You can even add Done statuses in your workflow. These are perfect for indicating that a task is complete, without actually closing the task.
ClickUp also gives you options to choose from pre-created workflows. These include Scrum, Marketing, Content Creation, and of course, Kanban.
Any settings for Statuses on the Space will act as defaults for Folders and Lists, but can be overridden at any time.
At the bottom of the page you will be asked which ClickApps you would like to enable for this Space. These include:
Multiple Assignees : By checking this box, you may have more than one assignee for each task within this Space. If this box is unchecked, you can only have one assignee for each task.
Priorities: Classify each task as "Urgent", "High", "Normal", or "Low" priority.
Time Tracking: Keep a record of how long you work on tasks within this Space.
Tags: Organize tasks on a whole new level, and give your tasks a renewed sense of purpose.
Time Estimates: Gauge how long you believe it will take to complete each task within your Space.
Custom Fields : Create unique task columns to manage a budget, client contact info and much more.
Dependency Warning : Before closing a task that is waiting on another task, ClickUp can display a warning message to ensure tasks are closed in the proper order.
Default View Settings
Required Views : List View is always required in your Spaces. However, here you can decide which other views will be automatically created and required in this Space, so you don't have to remake them manually. These views cannot be deleted.
Default View Templates : Do you want to use a similar view everywhere? Choose a template for your views to use automatically.
Editing Existing Spaces
Hover over your Spaces bar on the left side of your screen
Once it expands, click on the ellipses next to the Space you’d like to edit
Click “Space Settings” to make changes
You must be an admin in order to access the Settings and make changes!
Creating a Space from a Template
If you select the option to create a Space from a Template, you'll be able to customize exactly how to implement the template into your new Space.
Under the “Templates” tab of the “Create new Space" menu, enter a new Space name
Select the existing Space template you’d like to use
Choose what you want to import from the template
Each time you create a new Space, you have the option to start from scratch or copy existing statuses, views, Automations, and/or Custom Fields from any other Space.