Features

• 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...

See all 10 articles

• 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...

See all 22 articles

• 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...

See all 18 articles

• 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...

See all 11 articles

• 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...

See all 11 articles

• 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...

• 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...