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