Quick Action menu

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.

Quick Action menu

The Quick Action menu is located in the toolbar in the top-right corner.

  • Click the + New button on the toolbar to quickly create a task, Reminder, Doc, Chat view, or Whiteboard.
  • Click the grid icon to access the Quick Action menu.

Quick Action menu

These are the Quick Action menu 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.
  • New Whiteboard: Create a new Whiteboard.
  • Calendar: Pull up today's calendar in your right sidebar.

Pin an item

You can pin any Quick Action menu items for easier access.

To pin a menu item:

  1. Hover over an item.
  2. In the upper-right corner, click the pin icon.

Pinned items will remain in the toolbar.

Screenshot of the pin icon in the Quick Action Menu in ClickUp 3.0.

Take actions from the Command Center

Quickly find items and run commands to create tasks, docs, and more from the Command Center.

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