Tray

  • Updated

Minimizing a task or Doc will dock it into your tray, allowing you to come back at any time. Use this to keep active tasks at the front of your mind all day!

how to access the 'minimize task' icon in order to put the task in your tray

Why Use the Tray

  1. Priorities aren't always 100% accurate.

  2. Tasks with overlapping due dates aren't ideal.

  3. Tracking tasks through the notifications feed can be overwhelming.

Use the Tray with Docs

Put Docs you're actively working on in your personal Tray, right next to your minimized tasks!

Use your Tray to keep Docs and tasks handy you search your Workspace for information or have conversations with your team.

Minimize Tasks to Tray

You can also conveniently send a task to your tray from many places in your Workspace!

From a task window: locate the minimize button in the upper-right corner of the window and click to dock the task into your tray 

From Notifications: hover over the notification and select the button shown below

How to send a task to your tray via your Notifications

After you create a new task: you can move it to your tray from the pop up note on the bottom left of your screen

arrow pointing to where you can add a task to your tray once you create it

In the search feature: When you are searching for a task using the s hotkey, or the magnifying glass icon in the top right of your screen, you have the option to send a task to your tray

press the Tray button to send a task to your tray after searching


Remove Tasks from Tray

Tasks in your tray are easily removed with the x button.

press the 'x' next to a task name to remove it from your tray

Additionally, when you open a task that is in your tray, you will see a green checkmark on the minimize button. 


picture showing a green checkmark next to the minimize button

Hovering will reveal a red x that removes the task from your tray without having to jump from tab to tab or close the task!

picture showing a red 'x' next to the minimize button


Don't fear tasks being misplaced!

  • Opening ClickUp in a new browser tab will retain your docked tasks for further use!

  • Minimizing (or closing) a task with a partially written comment will save the comment as a draft.

Reordering Items in Your Tray

Rearrange the tasks in your tray with the following task handle - great for lining them up in the order you want to tackle them!

box around the dots next to a task in the tray

Tip: Your tray remains visible when viewing a docked task. This allows you switch easily between the important tasks with one click!

arrow pointing to your task tray when viewing a task in task view

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