Features and ClickApps

Use features like Docs, Dashboards, and Whiteboards. And customize your Workspace with ClickApps!

    • 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...

    • 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...

    • 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...

    • 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...

    • 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...

    • 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...

    • 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...

    • 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...

    • Docs Settings and Preferences

      Customize and take complete control of your content with the powerful and flexible settings and preferences available in ClickUp Docs! ...

    • 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...

    • 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, and from the Quick Action menu. In ClickUp 3.0, you can also create a Whiteboard from the...

    • 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

      ClickApps allow you to completely customize your team's experience within your Workspace. Choose to enable one or more of these feature...

    • ClickBot

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

    • 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...

    • Access ClickUp AI

      ClickUp AI is currently available in task descriptions and comments, Docs, Inbox, the toolbar, Notepad, Chat view, and Chat Dashboard c...

    • 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...

    • 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...

    • 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...

    • 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...

    • 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...

    • 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 ...

    • 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...

    • 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...

    • Reactions to Comments

      Communication and speed are essential parts of maintaining a productive workflow. Reacting to comments in ClickUp allows you to quickly...

    • 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...

    • Create Custom Fields

      Create new Custom Fields or add existing Custom Fields from other locations in your Workspace. For information on adding existing Custo...

    • 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...

    • 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 ...

    • 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...

    • 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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    • 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 ...

    • 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...

    • 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...

    • 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...

    • 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...

    • 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...

    • 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...

    • 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...

    • 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...

    • 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...

    • 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...

    • 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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    • 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...

    • Multiple Assignees

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

    • Multiple Assignees FAQ

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

    • 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

      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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    • 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

      Easily create and manage sprints with the Sprints ClickApp! This ClickApp provides settings specific to sprint project management while...

    • 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...

    • 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...

    • 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...

    • 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...

    • 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...

    • 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.   Q: What happens to my task's status if I move it to an additional Li...

    • 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...

    • 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...

    • 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

      Whether you're tracking client meetings or simply working on tasks, ClickUp provides you with numerous solutions across devices to easi...

    • 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...

    • 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 ...

    • 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...

    • 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...