Create tasks, reminders, Docs, and more from anywhere in your Workspace.
What you'll need
- The Quick Action menu is available on all ClickUp plans.
- Everyone, including guests, can use the Quick Action menu.
Access the Quick Action menu
The Quick Action menu is located in the toolbar next to your personal avatar.
Quick Action menu options
There are several Quick Action menu options. Some options depend on your user role.
These are the Quick Action menu options:
- My Profile: Open your Profile.
- My Tasks: Open the My Work tab in your Profile.
- Calendar: Open your calendar.
- Track Time: Track time on a task.
- Notepad: Create a note to reference later.
- Clips: Record a Workspace video to share with others.
- Reminder: Create a reminder for yourself or someone else.
- Chat: Create a new Chat. The Chat ClickApp must be enabled.
- New Doc: Create a new Doc.
- Whiteboard: Create a new Whiteboard.
- People: Open the Command Center with the People filter enabled.
- Dashboard: Create a new Dashboard.
- App Center: Open the App Center.
- Template Center: Open the Template Center.
- Custom Field Manager: Open the Custom Field Manager.
- ClickApps: See all ClickApps.
- Recurring Task Overview: Open Recurring Task Overview.
Pin an item
You can pin Quick Action menu items to your toolbar for easier access:
- Hover over an item.
- In the upper-right corner of the icon, click the pin icon.
Take action from the Command Center
Quickly find items and run commands to create tasks, docs, and more from the Command Center.