Quick Action menu

  • Updated

Create tasks, reminders, Docs, and more from anywhere in your Workspace using the Quick Action menu in the lower-right corner.

Screenshot of the Quick Action menu icon.

What you'll need

  • The Quick Action menu is available on all ClickUp plans.
  • Everyone, including guests, can use the Quick Action menu.

Use the Quick Action menu

To use the Quick Action menu:

  1. In the lower-right corner, click the Quick Action button.
  2. Select one of the following options:
    • Record Clip: Record a Workspace video to share with others.

    • Track Time: Start tracking time on a task.

    • Reminder: Create a reminder for yourself or someone else.

    • Notepad: Create a note to reference later.

    • New Doc: Create a new Doc.

    • Calendar: Pull up today's calendar in your right sidebar.

    • Task tray: Expand or contract the Tray.

Pin actions

You can pin any Quick Action menu items for easier access. To pin a menu item, click the pin icon to the right of any action. Pinned actions will remain in the lower-right corner of your Workspace no matter what you're doing in ClickUp!

Screenshot of the Quick Action menu with two of the options pinned.

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