Features

Details on all the great tools available in ClickUp Workspaces.

    • Automations overview

      Automate your workflows to save time and increase productivity! You can set up Automations with custom Actions and Triggers to automate...

    • Create Custom Automations

      Can't find what you're looking for in Automation templates? You can create Custom Automations to fit almost any use case.  Browse our s...

    • Use Automation Actions

      Triggers and Actions are the two key parts of an Automation. Triggers start the Automation and result in an Action. Actions are the cha...

    • Use Automation Triggers

      Triggers and Actions are the two key parts of an Automation. Triggers start the Automation and result in an Action. Actions are the cha...

    • Use Automation Conditions

      Conditions give you more control of your Automations. For example, you could set a Trigger for tasks with a particular status and then ...

    • Automations FAQ

      Find answers to frequently asked questions about our powerful Automations! Q: Why isn't my Automation working? A: If a specific Automat...

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    • Docs overview

      ClickUp Docs are effortlessly integrated with your tasks and projects, empowering your team to take action immediately and get work don...

    • Docs Settings and Preferences

      Customize and take complete control of your content with the powerful and flexible settings and preferences available in ClickUp Docs! ...

    • Doc Settings Menu

      Customize and manage your Docs using the Doc settings menu. Check out the other settings menus available in Docs: Settings and prefer...

    • Customize Page Details in Docs

      You can experiment with different fonts, sizes, and spacing preferences to stylize the look and feel of your pages. Add cover images, i...

    • Page Settings Menu

      Customize and manage your Doc pages using the page settings menu. Check out the other settings menus available in Docs: Settings and ...

    • Docs Home

      Find and manage all the Docs in your Workspace in Docs Home. Organize and work on Docs in one convenient location, no matter where or w...

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    • Dashboards overview

      Dashboards are the best way to build high-level views of everything going on in your Workspace. Create a visual representation of work ...

    • Dashboards FAQ

      Find answers to frequently asked questions about Dashboards!   Q. I'm not seeing the right information on my Dashboard. A. If you aren'...

    • Use Dashboard filters

      Filter every widget in your Dashboard at once using Dashboard filters. You can combine Dashboard filters with individual widget filters...

    • Dashboards: Privacy and Sharing

      Let's put you in complete control of who sees what, what permissions they have, and who gets added to your Workspace. This guide has st...

    • Dashboard widgets overview

      Customizable widgets are the building blocks of Dashboards. Use common charts, specialized widgets for time tracking and sprints, add r...

    • Filter and sort Dashboard widgets

      Use filtering to see tasks that meet specific criteria and sorting to organize individual widget data. Different widgets have different...

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    • Add objects to a Whiteboard

      After you've added a Whiteboard view, you can get to work adding objects with the toolbar. Objects can be further customized using the ...

    • Collaborate creatively with Whiteboards

      Calling all social media marketers, content designers, digital producers, and other creatives! Learn how Cory and their team uses White...

    • Connect and align Whiteboard objects

      Whiteboard connectors are lines and arrows used to create relationships between objects. Use the connector Object menu to customize col...

    • Create a Whiteboard from a template

      Templates help you jump-start your everyday Whiteboard activities so you can spend more time brainstorming. Options include Flow Charts...

    • Create a Whiteboards Mind Map

      Mind Maps are hierarchical diagrams used to visualize and analyze a central idea. Mind Map in Whiteboards makes it easy to collaborate ...

    • Create and access Whiteboards

      Whiteboards are collaborative work areas you can add at the Everything, Space, Folder, or List level as views. You can add internal and...

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    • Convert Notes to Tasks

      Easily turn a Note into an action item by converting it to a Task. What you'll need You can convert a Note to a Task on every ClickUp...

    • Using the Notepad

      The Notepad is a personal place to write down any type of notes you want. Make a grocery list, save important links or images, and even...

    • Create a table

      Easily create tables with a /Slash Command. Paste data from a CSV file. Insert tables into Docs, task and subtask descriptions, Chat vi...

    • Move data between Workspaces using Templates

      You can move information between Workspaces by publicly sharing a template.   What you'll need Sharing templates publicly is available...

    • Add a template to your library

      From the Template Center, you can browse a selection of templates for Spaces, Folders, Lists, tasks, Docs, views, and checklists. You c...

    • Add preview images to templates

      You can add preview images to templates that are in your Template Center library to give your teammates a clue about the template's use...

    • Create a template

      Save tasks, Docs, and views as templates to efficiently apply an established format to new Workspace items. What you'll need Template...

    • Customize a template

      After finding a template in the Template Center, perfect it! Most of the original template's settings are included in Space, Folder, Li...

    • Edit and delete templates

      Make a mistake setting up your new template or have an older template that needs an update? Edit it! Need to tidy up your templates? Co...

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    • Create user groups with Teams

      Use Teams to easily create groups of people that you can assign to tasks, mention in comments, or add as watchers.   For example, let's...

    • Create reminders from comments

      Set Reminders for comments so you never lose track of important information! This is especially helpful when you are tagged in a commen...

    • Delegate reminders

      ClickUp Reminders are the perfect way to delegate quick action items to others without creating a new task. What you'll need Reminder...

    • Recurring reminders

      Create Reminders that repeat on a schedule using recurring reminders! You can create them for yourself or delegate them to other people...

    • Reminders overview

      Never forget anything ever again with Reminders! Use reminders to quickly create smaller action items that don't require a task. You ca...

    • Notification settings

      Set granular notification settings to stay on top of whatever matters most to you. Notification settings apply to each Workspace so you...

    • Notifications overview

      Notifications allow you to keep up with the work that you and your team are doing. Notifications are specific to each Workspace, so you...

    • How to clear your notifications

      Notifications help to ensure that you never miss important information, and they make up an essential part of staying productive. Keepi...

    • Add a Goals Widget

      You can, view, edit, and create Goals and Targets alongside other team metrics on your Dashboards using the Goals Widget. If you want t...

    • Create a Goal

      Goals are high-level objectives that are made up of smaller, measurable Targets. Complete all of the Targets to finish your Goal! For e...

    • Create a Goal Folder

      Use Goal Folders to easily organize your Goals. What you'll need Goal Folders are available for Business Plans and above. Guests ca...

    • Goals: Privacy and sharing

      Set permissions for and share your Goals! Choose who can see your Goals and their individual permissions.   What you'll need Workspace...

    • White Label [Enterprise]

      For Workspaces that want a more branded experience, internally and externally, White Labeling is the perfect option. The White Label fe...