Use ClickUp views to organize and filter marketing tasks, view project progress, and more!
Get started now using our Project Management template!
Space views
We recommend the following views for your Project Management Space:
| View | View type | Description |
| Team Wiki | Wiki Doc |
Introduce your teams in the company, and consolidate useful information, news, or resources. Utilize saved prompts when asking AI about wiki content! |
| Roadmap | List view |
See all of your project sorted by phase in a list. This List view is filtered by tasks with Project selected in the PMO Item Type Custom Field. |
| Project Request Form | Form |
Create a Form view for internal or external stakeholder requests. |
Folder views
We recommend the following views for your Project Management Folders:
| View | View type | Folder | Description |
| List | List view | OKRs | See all of your projects grouped by quarter in a list. |
| Objectives by Initiative | List view | OKRs |
See all of your objectives grouped by initiative in a list. Filter tasks in this view by the OKR Item Type and Initiative Custom Fields. |
| Calendar | Calendar | OKRs |
See all of your key results with start or due dates on a calendar. Filter tasks in this view by the OKR Item Type Custom Field. |
| Weekly Updates | Activity | OKRs |
See all activity across this quarter's objectives. Filter tasks in this view by the OKR Item Type Custom Field. |
| PMO Roadmap | List view | Portfolio |
See all of your project sorted by phase in a list. Filter tasks in this view by the PMO Item Type Custom Field. |
| Weekly Status Reports | Activity | Portfolio |
See all activity across your status report tasks. Filter tasks in this view by the PMO Item Type Custom Field. |
| Team | Team | Portfolio | See what your team is working on, what they've accomplished, and what their capacity is. |
| Overview | List view | Any project Folder |
See all of your tasks for this project in a list. Filter tasks in this view by the PMO Item Type Custom Field. |
| Progress Board | Board | Any project Folder |
See all of your tasks for this project in a visual Kanban-style view. Filter tasks in this view by the PMO Item Type Custom Field. |
| Urgent Tasks | List view | Any project Folder |
See all of of your urgent tasks for this project in a list. Filter tasks in this view by the PMO Item Type Custom Field. |
| Gantt | Gantt | Any project Folder |
Visualize the progress of this project in a Gantt view. Filter tasks in this view by the PMO Item Type Custom Field. |
| Workload | Workload | Any project Folder |
Visualize your team's work and capacity over time. Filter tasks in this view by the PMO Item Type Custom Field. |
| Dashboard | Dashboard | Any project Folder |
Get a high-level visual overview of this project by creating a customizable Dashboard view. |
List views
We recommend the following views for your Project Management Lists:
| View | View type | List | Description |
| OKR Planning | Doc | OKR Planning | Provide your team with a Doc that outlines what OKRs are and the best practices for creating and completing them. |
| Planning Activities | List view | OKR Planning | See all of your OKR tasks in a list. |
| Objectives | List view | Current calendar year | See all of your OKR tasks for this year grouped by quarter. |
| This Quarter | List view | Current calendar year |
See all of your OKR tasks for this quarter. Filter the tasks in this view by the OKR Item Type Custom Field and due date. |
| Next Quarter | List view | Current calendar year |
See all of your OKR tasks for next quarter. Filter the tasks in this view by the OKR Item Type Custom Field and due date. |
| Progress Board | Board view | Current calendar year, any project List | See all of your OKR or project tasks in a visual Kanban-style view. |
| PMO Roadmap | List view | Roadmap |
See all of your roadmap tasks in a list. Sort tasks in this view by the Project Phase Custom Field. |
| Status Reports | List view | Any project List |
See all of your status report tasks in a list. Filter the tasks in this view by the PMO Item Type Custom Field. |
| Risks & Issues | List view | Any project List |
See all of your tasks that are categorized as a risk or issue in a list. Filter and group the tasks in this view by the PMO Item Type Custom Field. |
| Project Team | List view | Any project List |
See all of your project team tasks in a list. Filter the tasks in this view by the PMO Item Type Custom Field. |
|
Overview/Project Tasks |
List view | Any project List |
See all of your tasks for this project in a list. Filter the tasks in this view by the PMO Item Type Custom Field. |
| Project Docs | Doc | Any project List |
Provide your team with a Doc that outlines the project charter, program brief, or any other helpful context. |
| Gantt | Gantt | Any project List |
Visualize the progress of this project in a Gantt view. |
| Dashboard | Dashboard | Any project List |
Get a high-level visual overview of this project by creating a customizable Dashboard view. |