Customize the toolbar

Create tasks, reminders, Docs, and more from anywhere in your Workspace.

Pinning an item to the toolbar only applies to you. It won't pin items for anyone else in your Workspace.

Screenshot of pinned personal tools in the toolbar.

What you'll need

This article covers versions 3.0 and 4.0. Learn what's new in ClickUp 4.0!

Customize the toolbar in ClickUp 4.0

In ClickUp 4.0, you can pin or unpin the following Personal Tools to your toolbar:

Tool Description
My Work Open your Profile in a sidebar on the right.
Track Time Open the time tracking modal to start or edit time entries.
Notepad Open your Notepad.
Record a Clip Start recording a Clip.
Create Reminder Create a reminder.
Create Doc Create a Doc.
Create Whiteboard Create a Whiteboard.
View People Open the AI Command Bar with the People filter activated.
Create Dashboard Create a Dashboard.
AI Notetaker Open the AI Notetaker menu.

Pin or unpin items in ClickUp 4.0

To pin or unpin a Personal Tool to the toolbar in ClickUp 4.0:

  1. In the upper-right corner, click your personal avatar.
  2. Under Personal Tools, click the pin icon to pin or unpin the available tools.

The Create task tool cannot be unpinned.

Screenshot of Personal Tools.png

Customize the toolbar in ClickUp 3.0

In ClickUp 3.0, you can pin or unpin the following items in the Quick Action menu to your toolbar:

Pin or unpin items in ClickUp 3.0

To pin or unpin a Quick Action menu item to your toolbar in ClickUp 3.0:

  1. In the toolbar, click the grid icon to open the Quick Action menu.
  2. Hover over an item.
  3. In the upper-right corner of the icon, click the pin icon.