Page views

Add additional resources like Docs, Dashboards, and Whiteboards alongside your tasks as views. Unlike Task views, Page views do not directly display tasks.

What you'll need

Add a view

To add a Page view:

  1. Click + View in the Views Bar. 
  2. Optional: You can check the Private view box if you don't want anyone else to access this view or the Pin view box if you want the view to always display in your Views Bar.
  3. Select a Page view or use the search bar. 
  4. Once the view has been created you can give the view a name and customize it using the Customize menu on the right. 

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Page view types

The following Page views are available:

Page view type Description
Dashboard view

Dashboard view puts your Dashboards right next to your work. Use Dashboard view to ensure your team can easily find the data they need.  
Create a Dashboard view from scratch. Or select a Dashboard view template for task tracking, team collaboration, time-tracking metrics, project management, client collaboration, or Sprint planning.

Embed view

Use Embed view to add other platforms like Google Sheets, YouTube, Twitter, and more, to your Workspace by pasting a URL. You can also embed using HTML for more customization options. Embedding with HTML is great for apps like Spotify, Airtable, and Typeform.

Whiteboards

Visually collaborate with your team in real-time using Whiteboards.

Doc view Use ClickUp Docs for knowledge bases, project plans, wikis, and more.
Chat view Add a Chat view to any List, Folder, or Space to communicate with your team about items unrelated to a specific task. Use rich editing, attachments, task links, and more.
Form view

Streamline your intake process with Form view. Build and share customizable Forms to collect information and automatically create tasks in ClickUp. You can also add Form views to the left Sidebar. This makes a new List called Form and sets the Form as the default view.

Screenshot of someone creating a Form view.

 

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