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Features and ClickApps
Use features like Docs, Dashboards, and Whiteboards. And customize your Workspace with ClickApps!
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Intro to Dashboards
Create a visual representation of your work for your entire team. Dashboards are the best way to build high-level views of everything g...
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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...
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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...
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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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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...
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Use Dashboard filters
Filter every card in your Dashboard at once using Dashboard filters. You can combine Dashboard filters with individual card filters to ...
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Intro to Docs
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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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 avail...
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Create Doc templates
Save Docs and pages as templates for frequently used layouts or processes in your Workspace. What you'll need Doc templates are ava...
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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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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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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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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...
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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...
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Connect and align Whiteboard items
Whiteboard connectors easily snap into place. Use these lines and arrows to create relationships between Whiteboard items. Then, custom...
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Create a Whiteboard
Create Whiteboards in the Sidebar, as a view, and from the Quick Action menu. In ClickUp 3.0, you can also create a Whiteboard from the...
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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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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
ClickApps allow you to completely customize your team's experience within your Workspace. Choose to enable one or more of these feature...
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ClickBot
ClickBot is responsible for automation actions performed by ClickUp. For example, when an Automation is triggered, you'll see any relat...
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Intro to ClickUp AI
Write better and faster using ClickUp AI. Whatever your role or job function, ClickUp AI can transform the way you work! Our research-b...
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Access ClickUp AI
ClickUp AI is currently available in task descriptions and comments, Docs, Inbox, the toolbar, Notepad, Chat view, and Chat Dashboard c...
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Use ClickUp AI Tools
We've created over 100 tools that use prompts tailored to specific roles! What you'll need ClickUp AI is available for purchase on all...
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Write and edit with ClickUp AI
Write with AI allows you to enter custom prompts in multiple languages. What would you like AI to write about? What you'll need ClickU...
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Summarize with ClickUp AI
ClickUp AI can summarize Docs and comment threads. You can also use AI to summarize recent task activity and generate task progress upd...
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Create ClickUp-AI generated subtasks
Use ClickUp to create subtasks from just a task name! What you'll need ClickUp AI is available for purchase on all paid plans. We ens...
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Intro to Automations
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 your use case. Apply custom Automa...
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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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Use Automations Templates
Browse our Automations templates to find a quick way to create efficient processes for your team. These templates are pre-set Triggers ...
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Use Clip screen recording
Use Clip to record videos of your Workspace from Chrome or Firefox. What you'll need Clip is available on every ClickUp plan. If yo...
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Record and send Voice Clips
Use Voice Clips in task comments to record and send audio files to your team. What you'll need Voice Clips are available on every Cli...
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Reactions to Comments
Communication and speed are essential parts of maintaining a productive workflow. Reacting to comments in ClickUp allows you to quickly...
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Intro to Custom Fields
Use Custom Fields to customize your Workspace. Different Custom Fields contain different types of data. Custom Fields can be added to L...
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Create Custom Fields
Create new Custom Fields or add existing Custom Fields from other locations in your Workspace. For information on adding existing Custo...
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Custom Field types
Use our large selection of Custom Field types to format your data to ensure consistency. What you'll need 60 uses of Custom Fields ar...
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Set Custom Fields on tasks
Set Custom Fields values from tasks, views, or the Bulk Action Toolbar. Available options vary by Custom Field type. What you'll need ...
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Show Custom Fields
See Custom Field data when working on tasks or looking at views. What you'll need 60 Custom Field uses are available on the Free Forev...
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Edit Custom Fields
You can rename and update the details of your Custom Fields to meet your team's needs. What you'll need 60 uses of Custom Fields are ...
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Intro to Custom Field Manager
View, find, and manage all the Custom Fields in your Workspace in one place! Custom Field Manager is currently in beta. Functionality a...
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Create a Custom Field with Custom Field Manager
You can create new Custom Fields from the Custom Field Manager. Your selected location on the Sidebar determines the location of your C...
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View Custom Fields with Custom Field Manager
You can view all Custom Fields in your Workspace or browse the Custom Fields available at each level of your Workspace hierarchy. Using...
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Edit Custom Fields with Custom Field Manager
Update existing Custom Fields to make sure they meet your team's needs. Changes other than location-specific actions apply to all the t...
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Add or move Custom Fields with Custom Field Manager
Re-use existing Custom Fields in other locations to keep your data organized. You can add or remove Custom Fields to Spaces, Folders, a...
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Convert Custom Fields with Custom Field Manager
Need your data in a different format? You can convert specific Custom Fields to different types. Your data will be converted to the new...
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Create Custom Task IDs
With the Custom Task IDs ClickApp, you can create unique task IDs for your Workspace. What you'll need Custom task IDs are available ...
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Custom Task IDs FAQ
Find answers to common questions about the Custom Task IDs ClickApp. Q: What happens when I move a task from a Space with Custom Task I...
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Use Email in ClickUp
With this ClickApp, you can send and receive emails directly within a task. Replies will funnel into the same task thread. Easily switc...
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Email in ClickUp FAQ
Frequently asked questions about Email in ClickUp. Q: What happens if I delete the email in my inbox? A: Emails added to ClickUp are pr...
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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. You...
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Copying Dependencies FAQ
Dependencies provide a crucial way for tasks to interact with each other, but when you're creating new tasks with set Dependencies, it...
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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 thro...
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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...
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Pin Task templates in List view
Create tasks that already have Task templates applied! ClickUp 3.0 is in beta. Join the 3.0 waitlist. What you'll need Pinned templat...
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Intro to templates
Browse the Template Center to find a pre-made template or create templates from your most frequently-used items. This article covers te...
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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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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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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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LineUp™️
We've built a better way to keep your priorities focused called LineUp™️. LineUp™️ is a prioritized order of tasks for each person. Now...
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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 avai...
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Multiple Assignees FAQ
Frequently asked questions about using the Multiple Assignees ClickApp. Q: Can I change this setting after creating a Space? A: Yes. ...
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Create nested subtasks
Nested subtasks are even more granular than subtasks! Just like tasks and subtasks, you can add detailed information to like assignees,...
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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...
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Intro to Pulse
The Pulse ClickApp lets you see a high-level activity report for your entire team at a glance, so you can see who's online and what the...
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Intro to Relationships
Relationships let you link your tasks, Docs, or just about anything together! Build simple links between tasks in your Workspace or cre...
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Add relationship columns to tasks
Relationship columns (formerly Rollup fields) display task fields from related tasks. What you'll need Relationship columns (previous...
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Using Relationships in List view
Our Relationships feature allows you to relate tasks to each other. Use List view to use Relationships without opening individual tasks...
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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...
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Create Dependency Relationships in tasks
Create Dependency Relationships between tasks. What you'll need Dependency Relationships are available on all plans. Everyone, includi...
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Create Dependency Relationships in views
Create Dependency Relationships between tasks in List, Board, Calendar, and Gantt views. What you'll need Dependency Relationships are...
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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,...
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Reschedule Dependencies
With this ClickApp turned on, ClickUp will automatically change all tasks' dates (both start and due dates) that are dependent on (wait...
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Intro to Sprints
Easily create and manage sprints with the Sprints ClickApp! This ClickApp provides settings specific to sprint project management while...
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Create your first Sprint
Once you've enabled the Sprints ClickApp, you can start creating Sprint Folders and sprints! Sprints are Lists with additional features...
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Create Sprints
Need to add tasks to a Sprint in the future? Create more Sprints to support Sprint planning and inform your roadmap! Create more Sprint...
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Use Sprint Points
Sprint points are used in Agile methodology to estimate the amount of effort it will take to complete an item in your backlog. Sprint p...
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Sprint views
Visualize the work in your Sprints! Sprints are like Lists within a Sprint Folder. Like any List, you can visualize the tasks in a Spri...
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Create Sprints with a custom duration
Custom Sprint Duration is currently in Beta and only available if you opt-in on the ClickApps page. Once you opt-in to the Custom Sprin...
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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. The beauty of task ta...
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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...
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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...
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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,...
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Tasks in Multiple Lists FAQ
Frequently asked questions about using Tasks in Multiple Lists. Q: What happens to my task's status if I move it to an additional Li...
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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...
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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...
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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...
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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...
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View Time Estimates
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...
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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...
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Intro to Time Tracking
Whether you're tracking client meetings or simply working on tasks, ClickUp provides you with numerous solutions across devices to easi...
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Create and edit time entries
Create and edit time entries using the Time Tracking ClickApp. You can enter time tracked from the Time Tracking modal which is availab...
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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 ...
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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 ...
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Universal Search
Use Universal Search to find your work that lives outside of ClickUp. Use the App Center to connect apps you’d like to search from Clic...
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Work in Progress Limits
You can manage your team's capacity with the Work in Progress (WIP) Limits ClickApp. Automatically show when they're under, near, at, o...
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