Features and 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 ...

See all 36 articles

• 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 ...

See all 29 articles

• 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...

See all 15 articles

• 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...

See all 10 articles

• 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 ...

See all 11 articles

• 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 ...

See all 14 articles

• 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...

• 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...

• 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...

• 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...

• 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...

• 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...

See all 9 articles

• 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...

See all 12 articles

• 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...

• 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...

• Add relationship columns to tasks

  Relationship columns (formerly Rollup fields) display task fields from related tasks. What you'll need Relationship columns (previous...

• 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...

• 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...

See all 8 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...

• 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...

See all 12 articles

• 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...