Features

• Manage Automations usage

  Track the number of Actions used this month, and see how many you have left. When the limit has been exceeded, your Workspace's Automat...

• 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 ...

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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 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...

• Create and use Whiteboard templates

  Templates help you jump-start your everyday Whiteboard activities so you can spend more time brainstorming. Template a Whiteboard that ...

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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, checklists, and White...

• 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 Templates...

• Customize a template

  After finding a template in the Template Center, perfect it! By default, the original template's settings are included when you apply i...

• Delete templates

  Need to tidy up your templates? Consider deleting the ones you no longer need. What you'll need Task templates are available on every...

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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 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...

• Proofing: Image, video, and PDF Annotation

  Centralize feedback and expedite approval processes with Proofing by assigning comments directly on task attachments! Proofing is perfe...

• 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...