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Features and ClickApps
Use features like Docs, Dashboards, and Whiteboards. And customize your Workspace with ClickApps!
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Use the My Work card in Home 3.0
Use the My Work card to see your tasks and reminders from Home. What you'll need The My Work card in Home 3.0 is available on every C...
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Use the Reminders card in Home 3.0
Use the Reminders card in Home to see your reminders categorized by due date. What you'll need The Reminders card in Home 3.0 is av...
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Use the LineUp card in Home 3.0
Identify and organize tasks you need to complete as soon as possible from Home. What you'll need The LineUp card in Home 3.0 is avai...
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Use the Agenda card in Home 3.0
Use the Agenda card to see scheduled tasks, reminders, and external calendar events from Home. What you'll need The Agenda card in Ho...
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Intro to Home 3.0
Home 3.0 is your personalized hub to start your day, prioritize your work, and view your schedule. If you are using ClickUp 2.0, read o...
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Use the Assigned to me card in Home 3.0
See all tasks assigned to you from Home. What you'll need The Assigned to me card in Home 3.0 is available on every ClickUp plan. Gu...
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Intro to Dashboards
Create a visual representation of your work for your entire team. Dashboards are the best way to build high-level views of everything g...
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Who's Behind cards
The Who's Behind Dashboard card is a table card available in our Dashboards feature. The card allows you to see who's behind on Inbox n...
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Use Date fields in Dashboard cards
Easily organize the data captured by Date Custom Fields into a specific time range to visualize trends in a Bar, Pie, or Battery chart....
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Intro to Dashboard cards
Customizable cards are the building blocks of Dashboards. The customization and flexibility of cards allow Dashboards to be used for va...
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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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Intro to Docs
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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Create a Doc
You can create Docs from views, the Docs Hub, the Sidebar, the toolbar, and almost anywhere using /Slash Commands. What you'll need D...
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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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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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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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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 ...
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Add items to a Whiteboard
In addition to the standard shapes and connectors, you can add dynamic tasks and Docs to your Whiteboard. You can also add editable app...
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Add tasks and Docs to a Whiteboard
Add tasks and Docs to your Whiteboard and edit them without leaving the canvas. Tasks and Docs have the same functionality as the other...
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Connect and align Whiteboard items
Whiteboard connectors easily snap into place. Use these lines and arrows to create relationships between Whiteboard items. Then, custom...
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Create a Whiteboard
Create Whiteboards in the Sidebar, as a view, and from the Quick Action menu. In ClickUp 3.0, you can also create a Whiteboard from the...
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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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Customize Whiteboard items
Item menus display when you click on an item. You can change the default colors, shapes, and sizes of Whiteboard items. You can convert...
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Intro to ClickApps
ClickApps allow you to completely customize your team's experience within your Workspace. Choose to enable one or more of these feature...
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ClickBot
ClickBot is responsible for automation actions performed by ClickUp. For example, when an Automation is triggered, you'll see any relat...
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Intro to ClickUp AI
Write better and faster using ClickUp AI. Whatever your role or job function, ClickUp AI can transform the way you work! Our research-b...
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Access ClickUp AI
ClickUp AI is currently available in task descriptions and comments, Docs, Inbox, the toolbar, Notepad, Chat view, and Chat Dashboard c...
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Write with ClickUp AI
ClickUp AI is currently available in task descriptions and comments, email, Docs, Inbox, the toolbar, Notepad, Chat view, and Chat Dash...
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Use ClickUp AI Tools
We've created over 100 tools that use prompts tailored to specific roles! What you'll need ClickUp AI is available for purchase on all...
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Edit with ClickUp AI
ClickUp AI is currently available in task descriptions and comments, email, Docs, Inbox, the toolbar, Notepad, Chat view, and Chat Dash...
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Email with ClickUp AI
Using the Email ClickApp, you can write or reply to emails from your tasks. What you'll need ClickUp AI is available for purchase on ...
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Intro to Automations
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 your use case. Apply custom Automa...
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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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Use Automations templates
Browse our Automations templates to find a quick way to create efficient processes for your team. These templates are pre-set Triggers ...
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Use Clip screen recording
Use Clip to record videos of your Workspace from Chrome or Firefox. What you'll need Clip is available on every ClickUp plan. If yo...
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Record and send Voice Clips
Use Voice Clips in task comments to record and send audio files to your team. What you'll need Voice Clips are available on every Cli...
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Reactions to Comments
Reacting to comments in ClickUp allows you to quickly communicate acknowledgment and understanding whenever your colleagues update a ta...
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Use Formulas 3.0
Formulas 3.0 is currently in a closed beta. Formula Fields allow you to make calculations between numeric, date, and time fields on tas...
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Intro to Custom Fields
Use Custom Fields to customize your Workspace. Different Custom Fields contain different types of data. Custom Fields can be added to L...
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Create Custom Fields
Create new Custom Fields or add existing Custom Fields from other locations in your Workspace. For information on adding existing Custo...
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Custom Field types
Use our large selection of Custom Field types to format your data to ensure consistency. What you'll need 60 uses of Custom Fields ar...
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Set Custom Fields on tasks
Set Custom Fields values from tasks, views, or the Bulk Action Toolbar. Available options vary by Custom Field type. What you'll need ...
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Show Custom Fields
See Custom Field data when working on tasks or looking at views. What you'll need 60 Custom Field uses are available on the Free Forev...
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Intro to Custom Field Manager
View, find, and manage all the Custom Fields in your Workspace in one place! What you'll need Owners and admins can enable or disable ...
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Create a Custom Field with Custom Field Manager
You can create new Custom Fields from the Custom Field Manager. What you'll need Owners and admins can access the Custom Field Manager...
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View Custom Fields with Custom Field Manager
You can view all Custom Fields in your Workspace or browse the Custom Fields available at each level of your Workspace hierarchy. Using...
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Edit Custom Fields with Custom Field Manager
Update existing Custom Fields to make sure they meet your team's needs. Changes other than location-specific actions apply to all the t...
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Add or move Custom Fields with Custom Field Manager
Re-use existing Custom Fields in other locations to keep your data organized. You can add or remove Custom Fields to Spaces, Folders, a...
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Convert Custom Fields with Custom Field Manager
Need your data in a different format? You can convert specific Custom Fields to different types. Your data will be converted to the new...
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Create Custom Task IDs
With the Custom Task IDs ClickApp, you can create unique task IDs for your Workspace. What you'll need Custom task IDs are available ...
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Custom Task IDs FAQ
Find answers to common questions about the Custom Task IDs ClickApp. Q: What happens when I move a task from a Space with Custom Task I...
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Use Email in ClickUp
With this ClickApp, you can send and receive emails directly within a task. Replies will funnel into the same task thread. Easily switc...
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Email in ClickUp FAQ
Frequently asked questions about Email in ClickUp. Q: What happens if I delete the email in my inbox? A: Emails added to ClickUp are pr...
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Dependency Warnings
Before closing a task that is waiting on another task, ClickUp can display a warning message to ensure you aren't missing anything. You...
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Copying Dependencies FAQ
Dependencies provide a crucial way for tasks to interact with each other, but when you're creating new tasks with set Dependencies, it...
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Incomplete Warning
Have you ever closed a task only to find out later that it wasn't actually ready to be closed? This feature ensures nothing slips thro...
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Not Started Statuses
You can use the Not Started Status Group ClickApp to differentiate between tasks that have been started and not started in your Worksp...
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Pin Task templates in List view
Create tasks that already have Task templates applied! What you'll need Pinned templates are available on every plan. Guests with fu...
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Intro to templates
Browse the Template Center to find a pre-made template or create templates from your most frequently-used items. This article covers te...
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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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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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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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Multiple Assignees
Enable the Multiple Assignees ClickApp to assign multiple people to one task. What you'll need The Multiple Assignees ClickApp is ava...
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Multiple Assignees FAQ
Frequently asked questions about using the Multiple Assignees ClickApp. Q: Can I change this setting after creating a Space? A: Yes. ...
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Create nested subtasks
Nested subtasks are even more granular than subtasks! Just like tasks and subtasks, you can add detailed information to like assignees,...
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Set task Priorities
Prioritize your tasks using the Priorities ClickApp. There are four levels of Priority in ClickUp: Urgent, High, Normal, and Low. How y...
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Intro to Pulse
The Pulse ClickApp lets you see a high-level activity report for your entire team at a glance, so you can see who's online and what the...
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Intro to Relationships
Relationships are links to items that are related to a task. Build simple links between tasks in your Workspace or create an advanced d...
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Create task Relationships
Task Relationships allow you to quickly link tasks across your entire Workspace. You can link related tasks for quick reference or use ...
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Intro to Dependency Relationships
When part of your work depends on other tasks, you can use a Dependency Relationship. Set tasks to block or wait on each other to creat...
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Create Dependency Relationships in tasks
Create Dependency Relationships between tasks. What you'll need Dependency Relationships are available on all plans. Everyone, includi...
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Create Dependency Relationships in views
Create Dependency Relationships between tasks in List, Board, Calendar, and Gantt views. What you'll need Dependency Relationships are...
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Using Relationships in List view
Our Relationships feature allows you to relate tasks to each other. Use List view to use Relationships without opening individual tasks...
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Remap Subtask Due Dates
The Remap Subtask Due Dates ClickApp automatically changes subtask due dates when their parent task's due date is changed. For example,...
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Reschedule Dependencies
With this ClickApp turned on, ClickUp will automatically change all tasks' dates (both start and due dates) that are dependent on (wait...
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Intro to Sprints
Easily create and manage sprints with the Sprints ClickApp! This ClickApp provides settings specific to sprint project management while...
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Create your first Sprint
Once you've enabled the Sprints ClickApp, you can start creating Sprint Folders and sprints! Sprints are Lists with additional features...
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Create Sprints
Need to add tasks to a Sprint in the future? Create more Sprints to support Sprint planning and inform your roadmap! What you'll need ...
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Use Sprint Points
Sprint points are used in Agile methodology to estimate the amount of effort it will take to complete an item in your backlog. Sprint p...
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Sprint views
Visualize the work in your Sprints! Sprints are like Lists within a Sprint Folder. Like any List, you can visualize the tasks in a Spri...
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Create Sprints with a custom duration
Custom Sprint Duration is currently in Beta and only available if you opt-in on the ClickApps page. Once you opt-in to the Custom Sprin...
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Intro to tags
You can apply any number of tags to tasks in your Workspace to colorfully identify and quickly categorize tasks. The beauty of task ta...
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Manage task tags
Create, edit, and delete tags on tasks to organize your work! Task tags are different than Doc tags. Check out this article if you'd l...
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Edit Tags
When renaming, changing colors, or deleting tags, the changes you make will affect all the tasks throughout that Space. You can open th...
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Organize templates with tags
Use color-coded tags to quickly organize your templates. Add a tag after creating the perfect template for a Space, Folder, List, task,...
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Tasks in Multiple Lists FAQ
Frequently asked questions about using Tasks in Multiple Lists. Q: What happens to my task's status if I move it to an additional Li...
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Intro to Time Estimates
The Time Estimates ClickApp allows you to set how long individual tasks are going to take, so you can make decisions and see how much t...
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Set Time Estimates
Add an estimate of how long a task will take! You can add Time Estimates from tasks and views. What you'll need Time Estimates are av...
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Set Time Estimates per assignee
When a task is big enough to need more than one assignee, you can set a different Time Estimate for each individual person. What you'll...
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Customize Time Estimates
Change how many hours should be shown as a day for Time Estimates throughout your Workspace. You can also display time estimates in hou...
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View Time Estimates
Display the amount of time you and your team think each task is going to take. You can see Time Estimates on individual tasks, while us...
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Time Estimates Rollup
With the Time Estimates Rollup turned on, you can make tasks display the sum of all time estimates from the parent task and any subtask...
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Intro to Time Tracking
Whether you're tracking client meetings or simply working on tasks, ClickUp provides you with numerous solutions across devices to easi...
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Create and edit time entries
Create and edit time entries using the Time Tracking ClickApp. You can enter time tracked from the Time Tracking modal which is availab...
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Time Tracking Rollup
Show a sum total of time tracked, including time entries from subtasks, any nested subtasks, and the task itself. If a task has 1 hour ...
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Display Total time in Status
Know exactly how long a task has been in any status and quickly find any tasks that might've fallen through the cracks using the Total ...
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Universal Search
Use Universal Search to find your work that lives outside of ClickUp. Use the App Center to connect apps you’d like to search from Clic...
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Work in Progress Limits
You can manage your team's capacity with the Work in Progress (WIP) Limits ClickApp. Automatically show when they're under, near, at, o...
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