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Features
Details on all the great tools available in ClickUp Workspaces.
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Automations overview
Automate your workflows to save time and increase productivity! You can set up Automations with custom Actions and Triggers to automate...
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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...
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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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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...
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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...
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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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Create a Doc
You can create Docs from views, the Docs Hub, the Sidebar, and almost anywhere using /Slash Commands. What you'll need Docs are availa...
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Docs Hub
Use the Docs Hub to organize, search, and create Docs from a centralized location! Docs in the Hub are organized into three cards and a...
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Move a Doc
Move Docs between tasks, subtasks, and views. You can also add Docs to the Sidebar. What you'll need You can move Docs on every plan....
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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...
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Docs Settings and Preferences
Customize and take complete control of your content with the powerful and flexible settings and preferences available in ClickUp Docs! ...
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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...
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Dashboards overview
Dashboards are the best way to build high-level views of everything in your Workspace. Create a visual representation of work and share...
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Chart drill-down view
You can drill-down into Pie and Battery Chart cards to see more details. Chart drill-down view is currently in beta. Join the 3.0 waitl...
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Bar Chart cards
The Bar Chart Dashboard card is a custom card available in our Dashboards feature that allows you to visualize changes to data over tim...
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Save a Dashboard as PDF
Save Dashboard as PDF is currently in a closed beta. Export any Dashboard as a PDF for easy reporting. When you export your Dashboard,...
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Create a Dashboard
Create a new Dashboard from scratch or use a template. New Dashboards are private to you. You can share Dashboards with other people. W...
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Dashboards Hub
Use the Dashboards Hub to organize, search, and create Dashboards from one centralized location! Dashboards in the Hub are organized in...
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Add items to a Whiteboard
After you've added a Whiteboard view, you can get to work adding items with the toolbar. Items can be further customized using the Item...
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Collaborate creatively with Whiteboards
Calling all social media marketers, content designers, digital producers, and other creatives! Learn how Cory and their team uses White...
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Connect and align Whiteboard items
Whiteboard connectors are lines and arrows used to create relationships between items. Use the connector Item menu to customize color, ...
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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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Create, access, and share 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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Customize Whiteboard items
Items are the building blocks of Whiteboards. Use the Item menus to customize them. Item menus display when you click on an item. The d...
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Convert notes to tasks
Turn a note into an action item by converting it into a task. What you'll need You can convert notes to tasks on every ClickUp plan. E...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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Recurring reminders
Create Reminders that repeat on a schedule using recurring reminders! You can create them for yourself or delegate them to other people...
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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...
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Proofing: Image, video, and PDF Annotation
Centralize feedback and expedite approval processes with Proofing by assigning comments directly on task attachments! Proofing is perfe...
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Notification settings
Set granular notification settings to stay on top of whatever matters most to you. Notification settings apply to each Workspace so you...
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Inbox overview
Inbox is currently in beta. Join the ClickUp 3.0 waitlist! Inbox lets you communicate with your team across all tasks, Docs, chats, and...
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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...
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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...
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Goals cards
Goals cards are a type of Priority card that allow you to see and edit Goals and their Targets alongside other team metrics on your Das...
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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...
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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...
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Goals: Privacy and sharing
Share your Goals and set permissions for them! Choose who can see your Goals and their individual permissions. What you'll need Worksp...
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White Label [Enterprise]
For Workspaces that want a more branded experience, internally and externally, White Labeling is the perfect option. The White Label fe...
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