Features and ClickApps

• Authorize ClickUp Calendar access to Microsoft 365

  Authorize ClickUp's Calendar for your Workspace. What you'll need You must be a Microsoft admin to approve the necessary scopes. The...

• Use the Calendar to schedule and join events

  Join, create, and manage calendar events from ClickUp! This article is about the Calendar. Learn more about Calendar view. What you'll...

• Use AI Notetaker to take meeting notes

  Never miss important meeting info again! Use AI Notetaker to take meeting notes for you, so you can stay fully engaged. After the meeti...

• Export data from cards

  Export the data from an individual card to take your data outside ClickUp. Export your card to a popular file format including PDF, PNG...

• Export data from time tracking cards

  Export the data shown on time tracking cards so you can import it into other apps. Streamline invoicing clients by exporting the data f...

• Time Estimated legacy card

  Quickly view time estimates as a team resource for planning projects. Our support team no longer troubleshoots bugs reported for this c...

• Timesheet card

  See each person's time tracked for a given week, month, or any custom range. Cards feature availability and limits vary by plan and use...

• Time Tracked legacy card

  See the total of how much time each person in your Workspace has tracked. Our support team no longer troubleshoots bugs reported for th...

• Billable report card

  See all billable time entries, filter by multiple properties, and display them in customizable groups. Cards feature availability and l...

See all 14 articles

• What is ClickUp Brain?

  Brain is a collection of conversational, contextual, and role-based AI features available everywhere in ClickUp. Use these AI features ...

• Autofill task properties with ClickUp AI

  Save time by using ClickUp AI to determine task assignees and Priorities using a prompt you provide. Learn how to write effective Click...

• Summarize a location's activity with ClickUp AI

  Ask AI to generate a progress update! Quickly summarize the task activity in Spaces, Folders, or Lists. For example, For example, chang...

• Search the web from ClickUp AI

  Search the web without leaving ClickUp! You don't have to open another browser tab to find a new lunch spot or look at your competitor'...

• Prompt and configure AI Agents

  ClickUp AI Agents are configured to act autonomously in the ways they're instructed to.  Effective configuration and prompting help age...

• Custom AI Agents in ClickUp

  ClickUp's AI Agents adapt to changes in your Workspace to autonomously act based on the instructions given. We offer a no-code interfac...

See all 35 articles

• Create a task webhook Automation

  Create a webhook Automation to communicate with an external integrated app when a specific event occurs in a ClickUp task. Take a look ...

• Purchase more Automation Actions

  Have you hit your Automation Actions usage limit? Owners and admins can purchase more Automation actions.   Feature availability and li...

• Track your Automations activity

  Track the success or failure status of your Automations.    Feature availability and limits vary by plan and user role. Learn more   Tr...

• Create a Chat webhook Automation

  Create a Chat webhook Automation to communicate with an external integrated app when a specific event occurs in ClickUp. For example, w...

• Create an Automation

  Create Automations to take care of busy work like applying a template when a task is created, or sending an email when a task status ch...

• Google Calendar Automations

  Create, update, or delete Google Calendar events from ClickUp using Automations! Try Google Calendar Automations on any plan for a lim...

See all 15 articles

• Pie Chart cards

  Create a pie representing every task in the location. Then group the pie into sections that show the percentage of tasks assigned to ea...

• Intro to Dashboards

  Create a high-level look at your team's work by converting Workspace data, like task info, into a visual representation. Use Dashboards...

• Dashboards Hub

  Use the Dashboards Hub to organize, search, and create Dashboards from one centralized location. Dashboard views are also accessible fr...

• Create and share a Dashboard view

  Dashboard view puts your Dashboards right next to your work. Use Dashboard view to ensure your team can easily find the data they need....

• Drill-down view for Dashboard cards

  See the tasks and details behind your charts and cards. For example, click a slice of a Workload by Status Pie Chart card to see the li...

• Average age of tasks

  The Average age of tasks is a calculation used by several Dashboard cards.    Feature availability and limits vary by plan and user rol...

See all 39 articles

• Keyboard shortcuts in Docs

  Use keyboard shortcuts to quickly make changes to your content in Docs! What you'll need Docs are available on all ClickUp plans. E...

• Content Blocks

  Content blocks allow you to organize and style your content as a block, rather than line by line. Once a content block is created, you ...

• Intro to Docs

  ClickUp Docs easily integrates with tasks, empowering your team to take action and get work done faster. What you'll need Docs are ava...

• Create a Doc

  You can create a Doc from the Sidebar, Views Bar, location header, toolbar, Docs Hub, a template, and using /Slash Commands anywhere th...

• Create a wiki

  Verify the information in a Doc by turning it into a wiki. Take a look at our webinar on how to Build a Knowledge Base with ClickUp 3.0...

• Docs Hub

  Use the Docs Hub to organize, search, and create Docs and wikis from a centralized location! Docs and wikis in the Hub are organized in...

See all 32 articles

• Add items to a Whiteboard

  Transform your blank canvas into a flow chart, collaborative brainstorming session, or mind map using the Whiteboard item menu. Try Whi...

• 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...

• Create a Whiteboard

  Need to organize your thoughts or illustrate a process? Create a Whiteboard almost anywhere in your Workspace!    Whiteboards availabil...

• 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 ...

• Intro to Whiteboards

  Whiteboards are built for collaboration. Whiteboards make it easy for distributed teams to brainstorm ideas. Everyone can see each othe...

• Search for a Whiteboard

  Quickly find the Whiteboards you've created or have access to using the Command Center or Whiteboards Hub.   Whiteboards availability a...

See all 9 articles

• Intro to Home

  Home is your personalized hub to start your day, prioritize your work, and plan what's most important. Home serves as your personal ove...

• Use the ClickUp AI StandUp card in Home

  Use the AI StandUp card in Home to write a summary of what you've been working on. AI uses data from your tasks to summarize your work ...

• Use the My Work card in Home

  Use the My Work card to see tasks assigned to you and reminders from Home. What you'll need The My Work card in Home is available on e...

• Use the Reminders card in Home

  Use the Reminders card in Home to see your reminders categorized by due date.  What you'll need The Reminders card in Home is availa...

• Use the LineUp card in Home

  Identify and organize tasks you need to complete as soon as possible from Home. What you'll need The LineUp card in Home is availabl...

• Use the Agenda card in Home

  Use the Agenda card to see scheduled tasks, reminders, and external calendar events from Home. What you'll need The Agenda card in Ho...

See all 8 articles

• Intro to ClickApps

  Activate specific features, known as ClickApps, for your organization and specific teams. ClickApps can be turned on or off for the who...

• ClickBot

  ClickBot is responsible for Automation Actions performed by ClickUp. For example, when an Automation is triggered, you'll see any relat...

• Record Clip screen recordings

  Record team trainings and demos. Record project plans to unite team objectives. Provide feedback on a team member's work.   What you'll...

• Clips Hub

  Use the Clips Hub to organize, record, or search your Clips from a centralized location! New Clips are automatically added to the Clips...

• Record, send, and transcribe Voice Clips

  Use Voice Clips in task comments to record and send audio files to your team in or outside of ClickUp.  If your Workspace has ClickUp A...

• Reactions to comments

  Reacting to comments in ClickUp allows you to quickly communicate acknowledgment and understanding whenever your colleagues update a ta...

• Create Custom Task IDs

  Create unique task IDs for your Workspace. Custom task IDs are automatically applied to subtasks. What you'll need Custom task IDs ar...

• Custom Task IDs FAQ

  Find answers to common questions about the Custom Task IDs ClickApp. How do I find a task's original task ID? Open the task and double-...

• Use Email in ClickUp

  Use the Email ClickApp to centralize your work and conversations. Send and receive emails directly from tasks, with replies displayed a...

• 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. Adm...

• Copying dependencies

  Duplicating tasks, Lists, Folders, or Spaces with dependencies maintains the relationships on the new task or location. The new depende...

• 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 throu...

• 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...

• Create a template

  Did you create the perfect project plan and are ready to use it again? Turn project into a template with timelines, assignees, and impo...

• Intro to templates

  Browse the Template Center to find a pre-made template or create templates from your most frequently-used items.Check out our course on...

• 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...

• 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...

• 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...

• 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...

See all 10 articles

• Multiple Assignees

  Enable the Multiple Assignees ClickApp to assign multiple people to one task.  What you'll need The Multiple Assignees ClickApp is av...

• Multiple Assignees FAQ

  Frequently asked questions about using the Multiple Assignees ClickApp. Can I change this setting after creating a Space?  Yes. Worksp...

• Create nested subtasks

  Nested subtasks are even more granular than subtasks! Just like tasks and subtasks, you can add detailed information to like assignees,...

• 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...

• Intro to Pulse

  See a high-level activity report for your entire team. What you'll need 100 uses of Pulse are available on the Free Forever Plan. Unli...

• 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...

• 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 ...

• 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...

• Create Dependency Relationships in tasks

  Create Dependency Relationships between tasks. What you'll need Dependency Relationships are available on all plans. Everyone, includi...

• Create Dependency Relationships in views

  Create Dependency Relationships between tasks in List, Board, Calendar, and Gantt views. What you'll need Dependency Relationships are...

• Use Relationships in List view

  Relationships allow you to relate tasks to each other. You can use List view to use Relationships without opening individual tasks. Wha...

See all 9 articles

• 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,...

• Reschedule Dependencies

  With this ClickApp turned on, ClickUp will automatically change all tasks' dates (both start and due dates) that are dependent on (wait...

• Sprint Task Report card

  Use the Sprint Task Report, formerly the Action Report, to track Sprint scope changes. Track tasks that were added, removed, re-estimat...

• Intro to Sprints

  Create and manage sprints with the Sprints ClickApp. This ClickApp provides settings specific to sprint project management while mainta...

• Activate the Sprints ClickApp

  The Sprints ClickApp has several settings that impact how your sprints will be managed.  What you'll need Sprints are available on eve...

• Create your first Sprint

  Create your first Sprint by enabling the Sprint ClickApp and editing your Sprint settings. What you'll need Sprints are available on e...

• Add Sprints and tasks to a Sprint Folder

  Add a Sprint to a Sprint Folder, then add tasks. If you need to add a Sprint Folder or edit your Sprint settings take a look at our art...

• Add or move tasks to Sprints

  Add or move tasks and subtasks to a Sprint from another Sprint or List easily. You can also use the Bulk Action Toolbar to add or move ...

See all 18 articles

• Show status progress

  With the Show status progress ClickApp, you can create a linear workflow for tasks and use pie chart icons to easily show task progress...

• 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 tag...

• 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...

• Edit tags

  When renaming, changing colors, or deleting Tags, the changes you make will affect all the tasks throughout that Space. Edit tags You c...

• 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,...

• Tasks in Multiple Lists FAQ

  Frequently asked questions about using Tasks in Multiple Lists.   What happens to my task's status if I move it to an additional List? ...

• 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...

• 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...

• 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...

• 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...

• See time estimates in tasks, views, and Dashboard cards

  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...

• 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...

• Intro to time tracking

  Track time spent on software implementations, client deliverables, or any kind of work with ClickUp time tracking. We also integrate wi...

• Report on time tracking

  Generate a time tracking report in ClickUp. Time tracking feature availability and limits vary by plan. Learn more Time reporting using...

• Track time without a task

  Track time unrelated to a specific task. You can add this time to a task later!  Time tracking feature availability and limits vary by ...

• Set default time tracking settings

  Choose to mark all time tracking entries as billable or non-billable.  A Workspace owner or admin can set default time tracking setting...

• Activate time tracking

  To start tracking time in ClickUp, an owner or admin must enable the Time Tracking ClickApp at the Workspace level or for individual Sp...

• Time Tracking feature availability and limits

  Track time spent on software implementations, client deliverables, or any kind of work with ClickUp time tracking. We also offer time t...

See all 11 articles

• 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 ...

• Connected Search

  Connected Search transforms how teams work by breaking down silos, eliminating app-switching, and turning scattered data into actionabl...

• Work in Progress Limits

  You can manage your team's capacity with the Work in Progress Limits ClickApp. Show when people are under, near, at, or over capacity o...