Features

Details on all the great tools available in ClickUp Workspaces.

    • 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...

    • Automations FAQ

      Find answers to frequently asked questions about our powerful Automations! Q: Why isn't my Automation working? A: If a specific Automat...

    • 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 ...

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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...

    • 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...

    • 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....

    • 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...

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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...

    • 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...

    • 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...

    • 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,...

    • 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...

    • 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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    • 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...

    • 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, checklists, and White...

    • 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 Templates...

    • 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...

    • 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...

    • 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...

    • Notification settings

      Set granular notification settings to stay on top of whatever matters most to you. Notification settings apply to each Workspace so you...

    • 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...

    • 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...

    • 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...

    • 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

      Share your Goals and set permissions for them! Choose who can see your Goals and their individual permissions. What you'll need Worksp...

    • White Label [Enterprise]

      For Workspaces that want a more branded experience, internally and externally, White Labeling is the perfect option. The White Label fe...