In the following articles, learn how to set up your ClickUp Workspace to maximize your project management efficiency.

Organize your Hierarchy

Learn how to set up the ideal Workspace Hierarchy for project management

Use Custom Fields

Use Custom Fields to personalize your Workspace, manage projects, and capture information to help prioritize tasks. Automations, reporting, and knowledge sharing are all enabled by Custom Fields. 

Create views

Create and customize views to track roadmaps, status reports, risks, and more. Views display information from all tasks under them in the ClickUp Hierarchy.

Use Docs

Use Docs for wikis, repositories, and more.

Project management templates

Load pre-made project management Folders, Lists, tasks, Docs, and more into your Workspace. Templates enable everyone to save time by making common processes repeatable.

Use Automations

Automate your project management workflows and start saving time.

Use integrations

Connect an external app to improve communication and knowledge management, track time, reduce context switching, and more.