Features

• Automations FAQ

  Find answers to frequently asked questions about our powerful Automations!   Q. My Automation isn't working. A. If a specific Automatio...

• Automations overview

  Set up Triggers to automate recurring Actions within your tasks, like setting a new due date when there's a status change. You can brow...

• Create an email Automation

  Email Automations can be used to automatically send emails from your ClickUp Workspace based on certain parameters! Automations elimina...

• Create Custom Automations

  Can't find what you're looking for in Automation templates? You can create a Custom Automation! Browse our large selection of Triggers ...

• Manage Automations and usage

  Use the Manage tab in the Automations modal to view, edit, or delete all of the Automations in each of your Spaces, Folders, and Lists....

• Set up Automations Integrations

  Our Automations feature Integrations create more efficient workflows between your Workspace and these other apps: Bugsnag Calendly ...

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• Add cover images to Docs

  Add extra flair to your Docs with cover images! Pick from a selection of images from the gallery, upload your own, add an image from a ...

• Add Docs to Sidebar

  Include key Docs in the Sidebar alongside Folders and Lists!   Help your team find important info even faster by adding it alongside yo...

• Archive a Doc

  While archived Docs are hidden automatically, they are saved so you can find them at a later date. Unarchiving a Doc restores it to the...

• Archive a page

  Ready to let go of outdated pages in a Doc, but not ready to delete it? Archive pages to hide content without throwing it away! You can...

• ClickUp Docs overview

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

• Create Doc templates

  Save Docs and pages as templates for frequently used layouts or processes in your Workspace.   What you'll need Doc templates are ava...

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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 ...

• Burndown Widgets

  A Burndown widget is a Sprint widget available on Dashboards!Sprint Widgets are available on our Business Plan and above. What is a Bur...

• Burnup Widgets

  A Burnup widget is a Sprint widget available in our Dashboard feature! Sprint Widgets are available on our Business Plan and above. Wha...

• Create a Portfolio widget

  The Portfolio widget is a custom Dashboard widget that lets you categorize and track the progress of tasks in your Workspace. What you'...

• Create a Priority widget

  Priority Dashboard widgets allow you to get a high-level overview of tasks by the level of importance. What you'll need 100 uses of Da...

• Custom Widgets

  Custom widgets are part of our Dashboards feature - giving you the ability to visualize how work is happening in your Workspace any way...

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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...

• 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...

• Find a template

  The Template Center is a library of ready-to-use templates. You can browse a selection of templates for Spaces, Folders, Lists, tasks, ...

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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 ...

• 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...

• 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...

• 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...

• 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...