Getting Started with ClickUp Mobile

  • Updated

This article covers how to navigate the ClickUp mobile app, including how to access everything in your Home and Workspace, as well as how to create tasks, reminders, and Docs.

 

No matter where you are, you'll never miss an important project update or deadline with ClickUp on your mobile device!

 

Map out your day from Home, catch up on notifications, or create new tasks from scratch from anywhere.

 

To get the best experience of ClickUp on your mobile device, download the free mobile ClickUp app from the App Store or Google Play Store.

 

Quick Actions

The Quick Action icon is located in the center of the navigation bar.

 

Tap the Quick Action button in the lower-right corner to:

 

Quick Create tasks

You can quickly create a task and add it to any List in your Workspace.

  1. To create a task either:

    • Tap the + icon in the lower-right corner

    • or tap the Quick Create button in the lower-right corner and select New Task

Screenshot highlighting the 'new task' option from the mobile quick action menu.

 

Create Reminders

Reminders let you jot down quick ideas and action items to ensure you don't get sidetracked in the middle of a task or project.

 

Screenshot highlighting the 'reminder' option from the mobile quick action menu.

 

Reminders show up in your Home and can include due dates, assignees, and attachments. Reminders can also have custom notifications so nothing slips through the cracks.

 

Screenshot showing the different notification options for reminders in the mobile app.

 

Reminders are private by default, but if you delegate them to other team members, the reminders will show up in the user's Home, as well.

 

Docs in ClickUp

You can also create new Docs in ClickUp on the go via the Quick Actions menu by selecting New Doc.

 

You can also create Docs in Spaces and Folders to show them in the Sidebar.

 

First, give your Doc a name so you can locate it easily later! Then start creating notes, a wiki, a user guide, and more.

 

Rich text formatting allows you to customize as needed. Bullet, numbering, and even checklist options make formatting simple!

 

Select the menu in the top right to add pages to your Doc to organize and add structure to your content.

 

Screenshot showing someone add Pages to a Doc in the mobile app.

Notepad

Use the Notepad to record even the simplest ideas and convert thoughts to tasks at a later time.

 

Screenshot highlighting the 'notepad' option from the mobile quick action menu.

 

The Sidebar

The Sidebar on Mobile includes:

You can open the Sidebar by swiping right from the left side of your screen or tapping the Sidebar icon.

 

Switch Workspaces

You can quickly switch between Workspaces from the top of the Sidebar.

 

  1. Open the Sidebar.

  2. Tap on the name of your current Workspace.

  3. Select another Workspace you've created or joined!

  4. We'll open that Workspace and hide the Sidebar automatically.

 

Search

Never lose track of anything in ClickUp with the Search feature! To access Search from the Sidebar, swipe left or tap on the Sidebar icon.

 

Enter the name or key search terms to any task, subtask, Docs or file that you have access to in ClickUp here.

 

Screenshot showing mobile search.

All search results will populate in the window below.

 

If you know whether you're searching for a task, file attachment, or Doc but your search yields many results, filter search results using the Tasks, Files, Docs filters located below the Search bar.

 

Once you've found your desired item, simply tap it to navigate directly to that location in ClickUp!

 

Home

You'll find yourself in Home when you first log into the ClickUp mobile app.

 

You can also access Home from the Sidebar by swiping right from the left side of your screen or tapping the Sidebar icon.

 

Notifications

To access your Notifications from the Sidebar, swipe left or tap on the Sidebar icon.

 

By default, all your uncleared notifications will show up here. Swipe left on a comment to clear it.

 

Selecting a notification will take you directly to the corresponding task in ClickUp, where you can reply, react, and more.

 

You can also filter by cleared notifications, @ mentions, or assigned comments by toggling the filter icon in the top right.

 

Clear all notifications by selecting the Clear all notifications button at the bottom of the Notifications filter.

 

Screenshot showing the 'clear all notifications' option on mobile.

Favorites

Anything you Favorite will appear in this view, which is extremely useful for quickly referencing important tasks or frequently viewed items!

 

Access Favorites by swiping right from the left side of your screen or tapping on the Sidebar icon.

 

Each Favorite will include an icon on the left that displays if it is a task or what kind of view it is. Tap on any favorited tasks or views to jump to that location in ClickUp.

 

To favorite a task in mobile, open the desired task, select the three-dot menu in the top right corner, and select the Add to favorites option.

 

While you're not able to Favorite views in mobile, any views that you Favorited in the web version of ClickUp will appear here.

 

Spaces

Access the entire ClickUp hierarchy from the Spaces section of the Sidebar, including:

  • Search: Tap the magnifying glass to search for Spaces, Folders, and Lists.

  • Shared with me: items that have been shared with you.

  • Everything: Views of all the tasks in your entire Workspace.

  • Expand and browse the Spaces, Folders, and Lists in your Workspace.

  • Explore the views you've created on web and mobile.

  • Create Folders, Lists, and Docs.

Dashboards

You can view any Dashboard on your mobile device or tablet using the left Sidebar. Create a Dashboard on the web, then take it with you anywhere you need to go!

 

Docs Home

Find and create Docs using Docs Home on Mobile.

 

Open the left Sidebar by swiping right from the left side of your screen, or tap the Sidebar icon. Expand Docs Home and click All, Assigned to me, Shared with me, or Private.

 

You can switch between sections of Docs Home using the tabs at the top.

 

Tap on Create new document to create a new private Doc.

 

View, edit, and comment on existing Docs by scrolling down and tapping on the Doc you're looking for. If you're using a tablet, you'll see Docs organized in a grid layout!

 

Screenshot showing Docs in mobile.

 

Settings

View and modify your ClickUp account's settings directly from the mobile app!

 

You can access settings from the top of your Sidebar by swiping right from the left side of your screen or tapping the Sidebar icon.

 

The settings menu includes the following options:

  • Workspaces: Select this field to switch between Workspaces

  • Dark Mode: Control whether you view ClickUp with light text on a dark background or dark text on a light background. Use Auto to have the mobile app switch between light and dark mode

  • Contact us: Send our amazing team an email at help@clickup.com with any questions you have about ClickUp

  • Report a bug: Let us know if you find something that's not working perfectly

  • Leave feedback: Share your experience, and the features you'd like to see in our Mobile app

  • Open roadmap: see what features we're working on and when you can expect to see them go live

  • Privacy policy: Read our official Privacy Policy

  • Terms of service: Read our Terms of Use

  • App version: Check which version of the ClickUp mobile app you're using

  • Log out: Sign out of your account

 

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