Views

• Export List and Table views

  Export List and Table views as a CSV or Excel file for more insights. Export all Custom fields to see everything about all your tasks, ...

• Add a view

  Add a view to provide a different focus on your and your team's work. You can see individual tasks on a List, Board, or Calendar view. ...

• Group and reorder views

  Organize and streamline your work by reordering and grouping views. What you'll need Grouping and reordering views are available on al...

• Pin a view

  Bookmark a view by pinning it to the Views Bar. Pinned views display before unpinned views so they're easy to find.  Pin groups of view...

• Intro to views

  Each view provides a different focus on your and your team's work. You can see individual tasks on a List, Board, or Calendar view. You...

• Use Page views

  Add additional resources like Docs, Dashboards, and Whiteboards as views alongside your tasks. Unlike Task views, Page views do not dir...

See all 25 articles

• Intro to Activity view

  Add an Activity view to get an aggregated view of all activity across that location. Alternatively, you can click into individual Profi...

• Create and share a Board view

  Though Board view’s drag-and-drop interface makes it a go-to option for agile teams, any team can find it convenient. What you'll need...

• Filter tasks in Board View

  Set up your tasks to view only relevant information by filtering in Board View. Filters Choose to apply one or more of the following fi...

• Use subgroups in Board view

  In Board view, tasks are organized into columns based on one shared field like due date or assignee.  You can use subgroups to organize...

• Pin a Cover Image

  When using Board View, the first picture attached to a task is automatically set as the cover image. To change the image, you can pin a...

• Intro to Calendar view

  You can use Calendar view for planning, scheduling, and resource management. Drag and drop tasks, customize and categorize tasks, and p...

• Customize and categorize tasks in Calendar view

  Calendar view offers a wide variety of customization options so you can create the ideal calendar for your team's needs. To start cust...

• Filter tasks in Calendar view

  Reduce the clutter in your Calendar view by filtering your tasks. What you'll need All ClickUp plans include unlimited uses of Calenda...

• Show future recurring tasks in Calendar view

  Schedule recurring tasks and view the upcoming occurrences in Calendar view. What you'll need Customers on the Unlimited Plan and abov...

• Add national holidays to Calendar view

  Plan around national holidays using Calendar view. If you're working on a global team, you can add as many national holiday calendars t...

• Add a Chat view

  Chat view lets you talk about items outside of tasks in a specific location in ClickUp. View attachments, notifications, unfurled task ...

• Add an Embed view

  You can add apps and websites alongside your tasks with the Embed view. This is a great way to save time and declutter your screen by k...

• Form settings

  In the Settings tab, you can apply a task template to Form submission tasks or automatically assign them. There are also advanced setti...

• Preview a Form before sharing

  Make sure your Form looks right before sharing. Your Form is published by default and is ready to share.    Feature availability and li...

• Access and download Form submissions

  When people submit a Form, a submission task is created in the location selected when the Form was created.   Feature availability and ...

• Customize a Form's design

  Customize the design elements of your Form, by changing the layout, theme, and colors, or adding a cover image.  Feature availability a...

• Use conditional logic in Forms

  On the Business Plus and Enterprise Plans, you can use rules and conditions to add dynamic logic to your Form questions. Logic is used ...

• Edit Form questions

  Customize your Form! You can edit things like the question's name and description, hide questions, and require questions to be answered...

See all 14 articles

• Create and share a Gantt view

  Use Gantt view to plan time, manage resources, visualize task Dependencies, and more! Track project progress and resolve delays. What y...

• Critical Path and Slack Time

  See the tasks you must complete on time and which ones are flexible with our Critical Path and Slack Time tools! Critical Path: Determi...

• Intro to List view

  Do you thrive with a classic to-do list? Use List view! What you'll need Unlimited List views are available on all ClickUp plans. G...

• Customize List view

  Customize your List views to show exactly what you need! What you'll need Unlimited List views are available on all ClickUp plans. ...

• Sort Tasks in List View

  Tasks aren't very useful until they're organized. Let ClickUp handle the tediousness and sort your tasks with one click! Sort Options Y...

• Filter and search tasks in List view

  You can use the filter and search options in List view to find and organize tasks, or create a customized view for your needs. What you...

• Add rollup fields to List view

  Display data from related tasks in List view by adding a rollup field column! What you'll need Rollup fields are available on every ...

• Create and share a Map view

  Looking for your next job location, real estate listing, or delivery address in an upcoming task? Coupled with the Location Custom Fiel...

• Create and share a Mind Map

  Create a free-form Mind Map for planning and organizing projects, or build on what you've already created in ClickUp. What you'll need...

• Create and share a Table view

  Work on tasks with a familiar spreadsheet style view. Every task is a row with a fixed height, and the fields are columns so you can qu...

• Intro to Team view

  Team view (formerly Box view) allows you to see what your team is working on, what they've accomplished, and what their capacity is. If...

• Group tasks in Timeline view

  Timeline view displays a canvas of tasks over time. Each row of the canvas represents one value of the selected group by option. Featur...

• Add and manage tasks in Timeline view

  Add and manage tasks in your Timeline view. Feature availability and limits vary by plan and user role. Learn more Add tasks to Timelin...

• Customize your Timeline view

  Customize the settings for your Timeline view. Feature availability and limits vary by plan and user role. Learn more Layout options E...

• Timeline view feature availability and limits

  Timeline view is a linear way to visualize and schedule your tasks. Timeline view displays information according to your personal timez...

• Create and share a Timeline view

  Timeline view is a linear way to visualize and schedule your tasks. Feature availability and limits vary by plan and user role. Learn m...

• Resource management

  Resource management involves effectively organizing and overseeing business resources like assets, finances, and workforce to achieve o...

• Customize your Workload view

  Customize the settings for your Workload view. Feature availability and limits vary by plan and user role. Learn more Layout options Ex...

• Add and manage tasks in Workload view

  Add and manage tasks in your Workload view. Feature availability and limits vary by plan and user role. Learn more Start and due dates ...

• Measure availability or capacity in Workload view

  Measure your team's workload by the work they've committed to do, or by how much they can take on. Feature availability and limits vary...

• Set capacity limits in Workload view

  Set limits for each person so everyone can visualize if they are over or under capacity. You can only set capacity limits when grouping...

• Set the time period in Workload view

  View your team's workload by day, week, or month to focus on the details or see the bigger picture. Feature availability and limits var...

• Measure your workload

  Pick the metric to measure your team's workload. Feature availability and limits vary by plan and user role. Learn more Workload measur...

See all 9 articles