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! 
Gif of someone minimizing a task to the 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

Screenshot of someone sending a task to the Tray from the Notifications page.

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 

Screenshot showing someone minimizing a task to the Tray from the pop-up that appears when a task is created.

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

Screenshot of someone sending a task to the Tray from the search modal.

Remove Tasks from Tray

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

Screenshot of someone removing a task from the Tray.

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

Screenshot highlighting the green checkmark on a task's minimize button, indicating the task is current in the Tray.

Hovering over it will reveal a red x that removes the task from your tray.

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! 

Screenshot highlighting the handle used to rearrange tasks 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!

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