Add additional resources like Docs, Dashboards, and Whiteboards as views alongside your tasks. Unlike Task views, Page views do not directly display tasks.
What you'll need
- Guests can see Page views in locations that have been shared with them.
- Guests can create Page views if they have been given individual guest permissions.
Add a view
To add a Page view:
- Click + View in the Views Bar.
- 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.
- Select a Page view or use the search bar.
- Once the view has been created you can give the view a name and customize it using the Customize menu on the right.
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. |
| 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 |
Chat views are only available when the Chat ClickApp is disabled. 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. |