Create items

Quickly create tasks, Docs, reminders, Chat Channels, and Whiteboards from anywhere in your Workspace. 

What you'll need

  • You can create unlimited tasks using quick-create on all plans.
  • Guests with full edit permissions can create items.

This article covers versions 3.0 and 4.0. Learn what's new in ClickUp 4.0!

Create items with AI

You can use AI to create items, or to fill out text for task descriptions, docs, or to fill out AI Fields.

Create items in ClickUp 4.0

In ClickUp 4.0, you can quickly create items and locations from anywhere in your Workspace.

Create items from the toolbar in ClickUp 4.0

In ClickUp 4.0, you can create items from multiple places in the toolbar.

  • Click Search and type Create.
  • In the upper-right, click on a pinned personal tool.
  • In the upper-right corner, click your avatar to access unpinned personal tools.

Personal tools include options to create a task, Doc, Reminder, Whiteboard, Dashboard, track time, and record a Clip.

Screenshot of pinned personal tools in the toolbar.

Create items from your Global Navigation in ClickUp 4.0

In ClickUp 4.0, many of the pages opened from your Global Navigation have a create button in the top-right corner of their respective sidebars.

Screenshot of the create menu from the Home Sidebar.

The items you can create vary depending on the tab.

The following table describes the create options available from each Global Navigation tab:

Global Navigation tab Create options
Home Sidebar
  • Task
  • Message
  • List
  • Channel
  • Space
  • Doc
  • Form
  • Dashboard
  • Whiteboard
  • Section
  • Templates 
Spaces Sidebar
  • Task
  • List
  • Space
  • Doc
  • Form
  • Dashboard
  • Whiteboard
  • Section
  • Templates
Chat Sidebar
  • Create message
  • Create channel
Planner Sidebar
  • Event
  • Focus time
  • Out of office
  • Task
Teams Hub Sidebar
  • Create a new Team.
AI Sidebar
  • Create a new conversation
  • Create a new Super Agent
  • Browse or edit Super Agents
Docs Hub sidebar
  • Create Doc
  • Create Wiki
  • Browse Templates
  • Import
Dashboards Hub sidebar Instantly create a new Dashboard.
Whiteboards Hub sidebar Instantly create a new Whiteboard.
Forms Hub sidebar
  • Create a new Form
Clips Hub sidebar
  • Start recording a Clip

Create items in ClickUp 3.0

You can quickly create the following items in ClickUp 3.0:

To create an item:

  1. In the toolbar, click New.
  2. Select a tab.
  3. Add required and optional details.
  4. In the lower-right corner of the menu, click Create.

You can also quickly create tasks, Docs, and reminders from the AI Command Bar.