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Features
Details on all the great tools available in ClickUp Workspaces.
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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...
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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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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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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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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...
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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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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 ...
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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'...
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Use Dashboard filters
Filter every widget in your Dashboard at once using Dashboard filters. You can combine Dashboard filters with individual widget filters...
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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...
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Dashboard widgets overview
Customizable widgets are the building blocks of Dashboards. Use common charts, specialized widgets for time tracking and sprints, add r...
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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 ...
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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 objects
Whiteboard connectors are lines and arrows used to create relationships between objects. Use the connector Object menu to customize col...
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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 ...
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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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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...
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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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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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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...
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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
Set permissions for and share your Goals! Choose who can see your Goals and their individual permissions. What you'll need Workspace...
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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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