Views are the secret sauce in ClickUp! Each view provides a unique perspective on your work: visualize tasks on a list, boards, or a calendar, see their interconnectedness on a Gantt view, or take a look at how work is distributed among team members in Box view. These are called task views, and each one gives you amazing task management power! 

How Views Work

Task views

Task views provide completely different styles of visualizing your tasks. For each view there are different ways of grouping, sorting, and filtering, putting you in complete control of how you see and interact with your tasks!

Views are available to customize on each List, Folder, and Space. And, you can see all your tasks with views on the Everything level!

To increase efficiency, you can create multiple views of the same type, and pin important views that you visit often. Unpinned views will be stacked with other views of the same type.

Tip: Name each view to reflect its purpose or intended use. Example: 'Due' For a list view sorted by due date. Or 'Urgent' for a Board view that is filtered to show only urgent priority flags.

Required views 

Choose which Task views will be most useful for a Space, and provide quick, consistent access for all users!

List view is always required and the other Task views can be activated through the Space settings. If you want to apply a custom look to the required views in a Space, use a default view template!

Tip: you can use hotkeys to jump between any Required Views in a Space!
     l for List View
     b for Board View
     x for Box View
     c for Calendar View

At any time, you can add a new custom view by clicking +View!

Saving changes made to a Task view

If you make changes to a view, you can choose to save the changes from time to time, or turn on autosave view to continuously save and maintain view changes as you go. 

Task view options

Click on the ellipses ... next to a Task View to see its options menu:

• Rename - use the icon at the top to add a descriptive name to a view

• Default for everyone (Business plan) - make a default Task or Page view for anyone visiting a Space, Folder, or List

• Pin view allows you to keep that view visible for easy clicking

• Use Me mode for everyone - anytime someone comes to this view, they'll only see the tasks that are assigned to them

• Reset view to defaults - clears all filters and view specifications

• Templates - save a Task view so you can reuse it in the future

• Private view (Business plan) - great when you have a view that you find super helpful for personal use. 

• Protect view (Business plan) - Protecting a view locks everything in place to prevent accidental changes. You can even leave a note explaining to others why you protected the view.

• Add to favorites 

Updated October 08, 2022 02:14