Features and ClickApps

• 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 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...

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• 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...

• 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...

• 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

  Click a data segment on these Dashboard cards to see more details. What you'll need Chart drill-down view is available for the follow...

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• 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.  Check out our webinar on how to Build a Knowledge Base with ClickUp 3.0 in ...

• 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...

• Create a task from a Doc or wiki

  Use the Doc toolbar to create a task or a subtask from a Doc or a wiki.  What you'll need Docs and wikis are available on every Click...

• Create, apply, and update Doc templates

  Save Docs and pages as templates for frequently used layouts or processes in your Workspace. What you'll need Doc templates are availa...

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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...

• 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...

• Connect and align Whiteboard items

  Whiteboard connectors easily snap into place. Use these lines and arrows to create relationships between Whiteboard items. Then, custom...

• Create a Whiteboard

  Create Whiteboards in the Sidebar, as a view, from the Whiteboards Hub, and the toolbar. What you'll need Whiteboards are available on...

• 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 ...

• 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

  Don't confuse your team with unneeded features. Simplify the Workspace and help your team focus. Check out our ClickApps Overview cours...

• ClickBot

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

• ClickUp AI and Connected Search

  Get real-time answers about work in external apps and your Workspace. Ask AI to search a Google Sheet to find which potential customers...

• Intro to ClickUp Brain

  ClickUp Brain makes every part of your workflow more efficient. Quickly draft project plans. Instantly create subtasks from task detail...

• Use AI from anywhere in ClickUp

  Use ClickUp AI alongside your work, from anywhere in ClickUp.   Feature availability and limits vary by plan and user role. Learn more ...

• Add ClickUp AI to your workflow

  Add ClickUp Brain's AI features to your Workflow. ClickUp AI helps you manage your projects, knowledge, and content. Feature availabili...

• Write with ClickUp AI

  Quickly draft work-related content like project plans and emails with our role-based and general writing prompts. Or start with your co...

• Edit with ClickUp AI

  You can edit AI-generated content or use AI to polish up existing content. No need for external editing and spell-checking apps!   Feat...

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• Intro to Automations

  Eliminate admin busy work with Automations. Whether you need to add stakeholders as watchers, assign comments to review work, or send e...

• 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 ...

• Build Automations with ClickUp AI

  Building Automations is easy with ClickUp AI! Use natural language to set your Triggers, Actions, and Conditions.    This feature is cu...

• 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 Clip audio and screen recording

  Record team trainings and demos. Record project plans to unite team objectives. Provide feedback on a team member's work.   Use Clip to...

• Clips Hub

  Clips 3.0 introduces the Clips Hub! Use the Clips Hub to organize, record, or search your Clips from a centralized location! New Clips ...

• Record and send Voice Clips

  Use Voice Clips in task comments to record and send audio files to your team. If your Workspace has ClickUp AI enabled, your Voice Clip...

• Reactions to Comments

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

• Custom Field permissions FAQ

  Frequently asked questions about Custom Field permissions. Who can give permissions to others to edit a Custom Field? If a Custom Field...

• Custom Field permissions

  Safeguard important Custom Field information. Choose who can interact with individual Custom Fields to safeguard internal client notes,...

• Create Custom Task IDs

  Create unique task IDs for your Workspace. What you'll need Custom task IDs are available on the Business Plan and above. Workspace ow...

• 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

  Need to cover a sick coworker and follow-up with one of their clients? Information is often lost in emails, from client communications ...

• Email in ClickUp FAQ

  This article contains frequently asked questions about Email in ClickUp. What happens if I delete the email in my inbox? Emails added t...

• 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 FAQ

  Dependencies provide a crucial way for tasks to interact with each other. This article covers frequently asked questions about copying ...

• 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...

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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 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...

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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,...

• Reschedule Dependencies

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

• Intro to Sprints

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

• Enable 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

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

• Sprint management and reporting

  See the sprint info you need by creating views. Manage sprints through settings in the Sidebar, overviews, location headers, and the Sp...

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• 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. You can open th...

• 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...

• Edit time entries

  If you made a mistake in your time entry, you can edit or delete it. What you'll need A Workspace owner or admin will need to enable ...

• 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...

• Create time entries

  Track where your time is being spent. Whether it's on client work, specific projects, or cross-departmental initiatives, time entries e...

• 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 ...

• 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

  Use Connected Search in the Command Center to find your work that lives outside of ClickUp.  There are two Connected Search options: ...

• 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...