Features and ClickApps

• Intro to ClickApps

  Activate specific features, known as ClickApps, for your entire org or individual teams.ClickApps can be turned on or off for the whole...

• Activate the AI ClickApp

  Activate the AI ClickApp to enable your Workspace members and limited members to use our ClickUp AI features and Super Agents.  ClickU...

• Activate the AI Notetaker ClickApp

  Activate the AI Notetaker ClickApp so ClickUp's AI Notetaker can take meeting notes for you.ClickUp AI feature availability and limits ...

• Add to List Automation permissions

  For Automations that add tasks to Lists, the Automation depends on the creator’s access to the task and the destination List.Only remov...

• Use Custom Fields in Automations

  You can use Custom Fields in each step of your Automations.Feature availability and limits vary by plan and user role. Learn moreTrigge...

• Automatically rename form submissions

  You can use Automations to change the name of tasks created from form submissions.Feature availability and limits vary by plan and user...

• Integrate ClickUp using Automation webhooks

  To share ClickUp data with external apps, you can use two kinds of webhooks in ClickUp: Webhooks created through the ClickUp Public API...

• Keep task names consistent with Automations

  To keep your task names consistent and compliant with your preferred naming conventions, you can: Use templates to create your tasks. U...

• Apply an Automation to a specific task

  You can apply an Automation to a specific task in a List.For example, you want to apply an Automation to the budget approval task in yo...

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• BrainGPT Chrome extension feature availability and limits

  The BrainGPT Chrome extension is in beta. Pricing and packaging are subject to change.Activate the AI ClickApp To use the BrainGPT Chro...

• Use BrainGPT Home in the Chrome extension

  Access previous conversations, connect apps, and more when you open a new tab. BrainGPT Home is a feature of the BrainGPT Chrome extens...

• Use Talk to Text in the BrainGPT Chrome extension

  Use the BrainGPT Chrome extension's AI-powered Talk to Text to convert your voice to text completely hands-free in BrainGPT or any text...

• BrainGPT Chrome extension settings

  Customize your experience using the BrainGPT Chrome extension.The BrainGPT Chrome extension is in beta. Pricing and packaging are subje...

• Search using the BrainGPT Chrome extension

  Use the BrainGPT Chrome extension to search ClickUp, the web, or files from your connected apps like GitHub, Google Drive, Sharepoint, ...

• What is the BrainGPT Chrome extension?

  The BrainGPT Chrome extension is your AI-powered browser companion. Search across your work apps and the web using the best AI models, ...

• Cards in Chat Channels

  Add a card to the top of your team's Chat Channel to quickly surface bookmarks, notes, and more. Cards can be used in Channels but not ...

• 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, PN...

• 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...

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• Activate the Chat ClickApp

  Activate the Chat ClickApp to use Chat in your ClickUp Workspace. Communicate with your team using Channels or direct messages right al...

• Open your Planner

  Open your Planner to start scheduling events, creating tasks, and more!What you'll need The Planner is available on every ClickUp plan....

• Customize your Planner

  Customize your Planner by updating the week, timescale, timezone, and much more!What you'll need The Planner is available on every Clic...

• Schedule tasks from your Planner

  There are multiple ways to schedule tasks from your Planner.What you'll need The Planner is available on every ClickUp plan. Guests ca...

• Create events and schedule meetings from your Planner

  Create calendar events and schedule meetings from your Planner.What you'll needThe Planner is available on every ClickUp plan.Guests ca...

• Open or edit calendar events in your Planner

  When you open a calendar event from your Planner, you can see its details, join any video conferences, and more!Changes made from your ...

• Join or schedule meetings using Calendar Glance

  Join, schedule, and manage events from your toolbar using Calendar Glance!Calendar Glance is a limited version of your Planner that can...

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• Clips feature availability and limits

  Record your screen with video and audio Clips. Record audio only with Voice Clips. Clips availability by plan The following table descr...

• Record Clip screen recordings

  Record team trainings and demos. Record project plans to unite team objectives. Provide feedback on a team member's work.   You can rec...

• 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. Voice Clips are automatically sa...

• Reactions to comments

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

• Connected Search

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

• 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 are av...

• 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-...

• Dashboard settings

  Manage the settings for each of your Dashboards.Dashboards availability and limits vary by plan and user role. Learn moreAccess your Da...

• Move a Dashboard

  Move a Dashboard to put it in a new location in your Workspace. You can't move Dashboards that were created from Dashboards Hub.Feature...

• Move and resize cards on Dashboards

  You can arrange cards to organize your Dashboard for maximum impact and resize them to show more detail.Move a cardClick and drag any c...

• Schedule Dashboard Reports

  Automatically send copies of your Dashboards to anyone. Keep your stakeholders in the loop by setting up a scheduled report. ClickUp wi...

• 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...

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• Activate the Default Private Views Click App

  Make new views private by default. Spaces and Folders can become cluttered as your team builds customized views of their work over time...

• 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...

• 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. Everyo...

• 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 avail...

• Create a Doc

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

• Create a wiki

  Verify the information in a Doc by turning it into a wiki. Use wikis to manage knowledge and quickly identify the most up-to-date info ...

• Docs Hub

  Use the Docs Hub to organize, search, and create Docs and wikis from a centralized location!What you'll need The Docs Hub is available...

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• ClickUp email integration security

  Each time someone in your Workspace creates tasks, adds comments, and sends Channel messages via email in ClickUp, a unique email is ge...

• 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...

• Activate the Giphy ClickApp

  Make ClickUp more fun by using clever GIFs in your comments, Chat, Docs, and descriptions. Quickly add a GIF using the /giphy Slash Co...

• 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 on the Business Plan and above. Guests ...

• Share Goals

  Share your Goals and set permissions for them. Choose who can see your Goals and their permissions. What you'll need Goals cards are ...

• My Tasks page (formerly Home)

  The My Tasks page features a canvas that allows you to add specific cards to see content relevant to you.You can add, reorder, and remo...

• My Tasks feature availability and limits

  My Tasks is your personalized hub to start your day, prioritize your work, and plan what's most important. Feature availability and lim...

• My Tasks

  My Tasks is a personalized section to start your day, prioritize your work, and plan what's most important.Feature availability and lim...

• Use the ClickUp AI StandUp card in My Tasks

  Use the AI StandUp card from the My Tasks page (formerly Home) to write a summary of what you've been working on. AI uses data from you...

• Use the My Work card

  Use the My Work card to see tasks assigned to you and reminders from the My Tasks page (formerly Home). Feature availability and limits...

• Use the Reminders card in My Tasks

  Use the Reminders card from the My Tasks page (formerly Home) to see your reminders categorized by due date.  Feature availability and ...

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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 throu...

• 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 like assignees, du...

• 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...

• Activate the Preview Word, Excel, and Powerpoint files in ClickUp ClickApp

  View Microsoft Word, Excel, and Powerpoint files that are posted in your Workspace without having to download them.Activate the Preview...

• 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 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 relationships on tasks

  Create relationships between a task and other items throughout your Workspace.Feature availability and limits vary by plan and user rol...

• 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 create...

• Create Dependency Relationships in tasks

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

• Create Dependency Relationships in views

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

• 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.What...

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• Activate the Duration ClickApp

  Use task durations to spend less time planning and more time working!Enter an estimated duration for a task and keep it intact through ...

• Skip non-working days

  When you're scheduling tasks, ClickUp can skip non-working days. When you're planning a new project or updating tasks as their dates ch...

• Remap Subtask Due Dates

  The Remap Subtask Due Dates ClickApp automatically changes subtask due dates when their parent task's due date is updated to a later da...

• Rescheduling dependencies

  Automatically keep your dependent tasks up-to-date when blocking tasks are completed or delayed.Feature availability and limits vary by...

• 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...

• Use a Default List template for Sprints

  Create and apply a default List template to keep each new sprint consistent. List templates can include tasks, views, and Automations.F...

• Create a Sprint Folder

  Create a Sprint Folder for each team using the sprints to manage their work.Sprint Folders live in Spaces and allow you to add sprints ...

• Use the sprints column in views

  Add the sprints column to views to quickly add and remove tasks from each sprint.Feature availability and limits vary by plan and user ...

• Sprint statuses

  Quickly find sprints by their status. Sprint statuses let you see the overall status of each sprint.Sprint statuses are separate from t...

• Move a Sprint Folder

  You can move a Sprint Folder into a different Space.Feature availability and limits vary by plan and user role. Learn moreMove a Sprint...

• Customize sprint settings for each sprint

  Configure settings for each sprint.Feature availability and limits vary by plan and user role. Learn moreCustomize settings for each sp...

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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. Tags are perfect for ...

• 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? ...

• Create a template

  Did you create the perfect project plan? Turn it into a template with timelines, assignees, and key info for next time! Looking for a r...

• Intro to templates

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

• 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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• 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 settings...

• 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 tr...

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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 ...

• Use relative or absolute dates

  You can use relative dates or absolute dates throughout your Workspace.You can always use natural language or absolute dates to set dat...

• 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 Whit...

• 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 availability...

• 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 ...

• Find and open a Whiteboard

  Quickly find the Whiteboards you've created or have access to using Brain Assistant, the AI Command Bar, or Whiteboards Hub. Whiteboard...

• Intro to Whiteboards

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

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• Activate the Who's Online ClickApp

  See who's online by displaying a green dot on their avatar.Activate the Who's Online ClickAppTo activate the Who's Online ClickApp: Ope...

• 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...