This article covers grouping tasks, editing columns, using List Info, interacting with tasks, and more! We have a separate article that covers List view customization.
What you'll need
Unlimited List views are available on all ClickUp plans.
- Up to 5,000 tasks can load at a time in List view. Use filters to narrow your search results.
View tasks across your entire Workspace
Get a high-level overview of all tasks across your Workspace using Everything view. You can group, sort, filter, and search for tasks throughout your Workspace:
Click Spaces in the left sidebar.
Select the List view at the top of your screen.
To create tasks in List view 2.0:
- Click the +Task button in the lower-right.
To create tasks in List view 3.0:
- Click the Add task button in the upper-right.
Enable the Status Progress ClickApp to add pie chart progress icons to your tasks in List view.
You can click the status progress icon to change the task's status.
You can group your tasks by clicking Group by in the top right corner of your Workspace in ClickUp 2.0 and by clicking Customize and then Group in the top right corner of your Workspace in ClickUp 3.0. You have the option to group by the following:
When grouping by status at the Everything, Space, or Folder level in ClickUp 2.0, you can choose to toggle on or off the Also group by List option:
Toggle on: Display the Lists from that location separated into their home Lists.
Toggle off: Display the Lists from that location as one List.
Tip: When changes are made to a view, a popup will appear in the lower-right providing the option to Save the view. Click Autosave view if you would like all new changes to save automatically.
You can customize List view columns or use them to create new Custom Fields in any List view:
Click the + icon in the upper-right of your screen.
Click Show/Hide to show or hide existing columns or New Column to create and add a Custom Field column.
You can also click a column header to rearrange it manually:
Move to start: Place the column all the way to the left.
Move to end: Place the column all the way to the right.
Hide column: The column is hidden from view.
Convert tasks and subtasks
Drag and drop tasks and subtasks to convert them into tasks, subtasks, or nested subtasks. A colorful line indicates where the task will live in your task hierarchy.
Update tasks in bulk
To activate the Bulk Action Toolbar:
Hover over a task and click the circle to the left of the task's name.
Choose from several Bulk Action Toolbar editing options at the top of your screen.
In List view, click the ellipsis ... next to the name of any List located at the top of your screen to view the List info. You can record any relevant information about the List you're working on here, including comments, attachments, Priorities, owners, watchers, and general descriptions.
Interact with tasks
You have several options to quickly edit or preview tasks in List view:
Rename: Hover over a task and click the pencil icon to rename it.
Task description preview: Hover over the task description icon to see a preview of it.
Pinned image preview: You can preview pinned cover images by hovering over the image thumbnail next to the task name.