Brand new to ClickUp? Make the most of our customizable platform by learning these core features!

For an overview of everything ClickUp offers, take a look at our features page. To see a comparison of our plans by feature, go to our pricing page.  

Desktop app and mobile

You can access ClickUp through your browser, the desktop app, or mobile.

Prefer to do your work and browse the web separately? Try the ClickUp desktop app.

Checking your ClickUp Notifications or Inbox on the go? Keep track with the ClickUp mobile app.

Intro to user roles

Your first step in ClickUp is creating a Workspace or being invited to join an existing Workspace.

Companies, organizations, small businesses, or individuals using ClickUp share a Workspace. When people are invited to join a Workspace, the owner or admin can assign them a user role.

Intro to the Hierarchy

The Hierarchy helps organizations of all sizes sort their work into easily managed tasks. The Hierarchy has the following benefits:

• Provides a scalable structure for your work. You can expand your Hierarchy as your organization grows. 
• Items and locations can be either private or shared. You can manage access to sensitive information. 
• Items and locations can be set up to allow individuals specific actions. You can manage who can do what and where. 

There are six Hierarchy levels, starting with the Workspace. 

1. Workspace:

   Contains your entire organization and all of your work. We recommend having one Workspace per organization. Your organization can grow and all of your work remains visible and in one place.
   

2. Spaces: Arrange your different workflows or types of work. You can organize Spaces by departments, teams, high-level initiatives, clients, or anything that makes sense for you to group together.

   Each Space has its own settings and can be shared with everyone in your Workspace or made private, allowing you to choose who has access.

3. Folders: Folders are optional, but are helpful for more complex workflows. You can add Folders to a Space, and then add Lists inside Folders to keep projects organized. When you create a new Folder, it automatically gets a List.

   Agile software teams, you can use Sprint Folders to keep your sprints organized.

4. Lists: Contain tasks of a similar type or that have a similar outcome or goal.

   Lists can be added to Spaces or Folders. Agile software teams, you can include regular Lists in a Sprint folder alongside your sprints. Lists are perfect for managing a backlog of tasks before adding them to a sprint.

5. Tasks: Organize the actionable parts of your projects within your tasks. 
   Tasks come with a set of default sections and customizable options to hold all of the info about your work, including:

   • Add details about the work to the task description. You can use text or media, including videos and screenshots.
   • Add accountability by setting assignees and start and due dates. 
   • Discuss task progress with assignees and stakeholders in the task comments. 
   • Estimate the amount of time a task will take to complete. Track or enter hours worked on the task. 
   • Attach related materials, like Docs and Whiteboards. 
   • Track key data points using Custom Fields. 
     

     Custom Fields are important if you're interested in later running reports in Dashboards. Take a look at our article Intro to Custom Field Manager.

   Tasks also have default and customizable options to:

   Add details about the work to the task description. You can use text or media, including videos and screenshots.
   • Share tasks with other Lists. This is helpful because each task has one parent List by default. 
   • Link tasks using our Relationships and Dependencies features.
   • Organize tasks by sorting.
   • Find tasks in long Lists by using Filters.
6. Subtasks: Add subtasks to a task to keep track of more granular action items. For complex projects, you can create layers of nested subtasks. 
   

   Nested subtasks is a ClickApp that must be enabled by an owner or admin. Software teams, nested subtasks can be used for epics. Or you can organize the cross-functional teams working on the same feature by creating product, design, and engineering nested subtasks.

Navigate your Workspace

Navigate your Workspace using the following menus. 

The Sidebar

The Sidebar on the left is where you set up, organize, and navigate your Workspace.

Some highlights of the Sidebar include:

• Home: Your most important tasks are here, so you always know where to focus. Home has several ways to prioritize your work. You can use some or all of them.
• Inbox: Keep track of your notifications.
• Chat: Keep all your work communication inside of ClickUp so that you never lose important context by switching to other tools.
• Docs: Integrate Docs with tasks and collaborate in real time with your team!
• Whiteboards: Create Whiteboards to track your sprint planning, brainstorm marketing collateral concepts, or help distributed teams work together. 

Account and Workspace settings menus

Depending on your user role, you'll have access to one or two settings menus:

Account settings menu: All users have access, though guests on certain plans may not see every option in this menu. Customize your experience by adjusting your notification settings, setting up your language and timezone, choosing a color theme, and more!

Workspace settings menu: In the upper-left corner, click your Workspace name to change Workspaces or create a new one. Owners and admins can also manage user roles, permissions, billing, security, and other operational duties from this menu.

The toolbar

Use the toolbar at the top of ClickUp to find content and get work done.

• Click Search to open the Command Center and find anything in your Workspace.
• Open the Quick Action menu to track time, create a Doc, access the App Center, and more!
• Generate content using ClickUp AI. 
• Quickly create a task, Doc, reminder, Chat, Whiteboard view, or Dashboard.

Command Center

In the center of the toolbar is the Command Center search bar. You can typeCmd + K on Mac or Ctrl + K on PC from anywhere within ClickUp to find anything in your Workspace.

Filters allow you to search by item, assignee, task status, and more. You can also type create to quickly create Docs, Reminders, and tasks. 

Use Connected Search to find your work that lives outside of ClickUp. Use the App Center to connect apps you’d like to search from ClickUp.

Quick Action menu

The Quick Action menu is located next to your personal avatar in the toolbar. 

This menu gives you immediate access to an array of useful features, and you can pin one or more of these features directly to your toolbar!

Chat

Use Chat to keep all your work communication inside of ClickUp and never lose important context by switching to other tools.

Overviews

Overviews provide a high-level view of Spaces and Folders, allow you to see similar items in a central location, and to make changes quickly. 

Location headers

Location headers let you quickly make changes to any Space, Folder, or List in your Workspace.

Breadcrumbs and location settings menus

We display breadcrumbs in the upper-left of a Space, Folder, or List to show your location in the Workspace.

For example, if you're in a List the breadcrumbs display like this:

Space / Folder / List ... 

In a Folder, the breadcrumbs display like this:

Space / Folder...

In a Space, the breadcrumbs display like this:

Space...

To access the settings menu for the location you're in, click the ellipsis ... at the end of the breadcrumbs. 

ClickUp AI

ClickUp Brain is a collection of conversational, contextual, and role-based AI features available everywhere in ClickUp.

Use our ClickUp AI features to connect your organization's people, work, and knowledge. 

Access ClickUp AI anywhere in your Workspace that allows text. 

Bulk Action Toolbar 

Eliminate repetitive steps by managing tasks, subtasks, and Docs in bulk. For example, you can assign multiple tasks to a new person or set a start or due date for a group of tasks.