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Use the ClickUp desktop app
Eliminate another browser tab and stay focused by using the desktop app.What you'll need The desktop app is available on every plan. Ev...
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Locked out of ClickUp
If you can't log in to your ClickUp account, follow the steps in this article.I forgot my ClickUp passwordUse the following steps if yo...
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Intro to ClickUp 4.0
ClickUp 4.0 introduces a converged Workspace that connects your tasks, Docs, Chat, and AI tools in one place. New and updated features ...
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Set your status or mute notifications
Are you at a doctor's appointment, lunch, out of office, or on vacation? Or do you need to focus for a few hours? Let your team know by...
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Core ClickUp features
Brand new to ClickUp? Make the most of our customizable platform by learning these core features!For an overview of everything ClickUp ...
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Customizable ClickUp features
ClickUp is an incredibly customizable platform. Learn how to make these features work for you and your team. Some of the following feat...
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Customize your ClickUp experience
Whether you're joining an established Workspace or creating one for yourself, set up for success! ClickUp is flexible and customizable....
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Global Navigation and Home Sidebar availability and limits
Your Global Navigation and Home Sidebar are available on all plans.Feature availability by user roleYour Global Navigation and Home Sid...
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Customize your ClickUp experience
Customize your Global Navigation, Home Sidebar, and Workspace themes.These changes only apply to your Workspace, so configure them howe...
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What are Hubs?
Hubs are structured pages that let you centralize, organize, find, and take action on items including: AI Clips Dashboards Docs Forms T...
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Preview ClickUp links
See live, synced link previews when you paste ClickUp links in your Workspace.Link previews are available on every ClickUp Plan to all ...
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Create a reminder
Create reminders to represent smaller action items that don't require a task. Reminders are displayed in your Inbox and only exist in t...
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Articles
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Intro to the Hierarchy
Organize all Workspace items, like tasks and Docs, into these Hierarchy locations. This core structure is the key to easily managing al...
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Overviews feature availability and limits
An Overview is a canvas with dynamic cards that help organize your high-level Space, Folder, and Sprint Folder views. Overviews availab...
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Set up your team's Workspace
Owners and admins, take the time to optimally configure your Workspace and set your team up for success.Make sure you have all the info...
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Intro to pricing
Learn how pricing is affected by feature usage, add-ons, and inviting people to join your Workspace. Only the Workspace owner or an adm...
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Invite people to your Workspace
Invite members and admins to join your Workspace. Share Workspace locations and items with guests and limited members so they can colla...
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Track your Workspace's ClickUp AI usage
The AI usage dashboard tracks your Workspace's AI use with feature-by-feature details. You can also purchase AI add-ons from the dashbo...
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Invite people to join your Workspace from Chat
Invite people to your Workspace from Chat.Discover more ways to invite people to your Workspace.Invite people from a messageTo invite p...
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Default user role permissions
Every plan has the same set of default Workspace-level user role permissions for guests, limited members, members, and admins. Workspac...
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Guest-type user roles
Quickly compare pricing and permissions for guests. Learn how to invite or convert people to these user roles. This article covers gues...
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Manage invite permissions
Control who can invite people to your Workspace. What you'll need Invite permissions are available on all plans. The ability to edit i...
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Manage individual permissions for view only users
Limited members view only and guests have four individual permissions. On paid plans, admins and owners can edit individual permissions...
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Allow requests for full edit permissions
Limited members and limited members view only can request full edit permissions for locations that have been shared with them. Members ...
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Owner, admin, and member-type user roles
Quickly compare pricing and permissions for member-type user roles. Learn how to invite and convert people to these user roles. To lea...
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Allow requests to upgrade to a member
Limited members and limited members view only can request an upgrade to a member. This will give them full access to all public items. ...
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Import and export feature availability and limits
If you're moving your work into ClickUp from another platform, or operating from an Excel file or Google sheet, you don't have to start...
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Consolidate Workspaces
Need to move all your data from an existing Workspace to a new one? Our team can perform a one-way data migration from one Workspace to...
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Import from Slack
ClickUp Chat can replace Slack and introduce ClickUp AI task management and message creation to your conversations! Import your Slack c...
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How do I import my work into ClickUp?
If you're moving to ClickUp from another platform, or operating from an Excel file or Google sheet, you don't have to start all over wh...
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Use the Spreadsheets importer
If you're managing your work in an Excel, CSV, JSON, TSV, or TXT file, you can easily import it into ClickUp. After you upload your fil...
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Prepare a spreadsheet for import
Prepare your Excel, CSV, JSON, TSV, or TXT file for use with the Spreadsheet importer. This article covers preparing your spreadsheet b...
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View assigned messages and comments
View all of your assigned messages and comments on one page. The Assigned Comments page has two tabs at the top, allowing you to switch...
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Save a comment or message for later
Don't have time to reply to a comment or Chat message? Need to revisit a conversation in the future? Save it for later!What you'll need...
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What is the Inbox?
Open your Inbox to access notifications, get updates, reply to comments, and take action on reminders or comments you saved for later. ...
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Schedule comments and emails
Schedule task comments or replies to be sent at a later time.You can also send emails from tasks at a specific date and time.Schedule a...
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Use custom emojis
Use custom emojis to animate your messages! You can use custom emojis in Chats, direct messages, Docs, task descriptions, and comments....
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Intro to comments
Comments are one of the most powerful tools for collaboration.Ask questions, get feedback, approve requests, track wins, and format wit...
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Find teams in your Workspace
Find the existing teams in your Workspace from the All Teams page in Teams Hub.Feature availability and limits vary by plan and user ro...
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People overview page in Teams Hub
Manage people who have been invited or joined your Workspace. The options available vary depending on your selected layout.You can also...
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Team overview in Teams Hub
From Teams Hub, you can click on any team to open the team overview.In the upper right, click Add member to quickly add or remove peopl...
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Teams feature availability and limits
Teams Hub is central place to manage the teams in your Workspace.Pricing and availability for Teams Hub features is subject to change.Y...
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Intro to Teams Hub
Teams Hub is a centralized location for you to see and manage the Teams in your organization.You can also create and manage teams from ...
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Use Teams in your organization
Add Teams to easily create groups of people you can assign to tasks, mention in comments, or add as followers.Assign incoming invoice t...
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Workspace storage limits
Workspace storage includes: Attachments uploaded to tasks, List info, Notepad, or Docs. Attachments uploaded to Chat. Cover images uplo...
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Browser tab limits
To improve performance, ClickUp automatically puts inactive tabs in your web browser to sleep. You can easily wake up a sleeping tab by...
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My Settings
Manage your profile and customize your personal experience of ClickUp.These changes only apply to your Workspace. My Settings is availa...
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Intro to Profiles
Profiles give you a window into everyone's activity. You can add reminders, delegate responsibility, and track progress.Profiles are av...
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Change your Workspace appearance and theme
Change your Workspace appearance and theme at any time! These settings only apply to your Workspace. The selection will apply to every ...
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Change your account language, region, and time and date formats
Set your preferred date and time formats for your Workspace. These changes are made at the account level and will not affect the time a...
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Set permissions on individual locations
Ensure that everyone in your Workspace has the right level of access. Instead of setting individual user permissions, set user permissi...
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Share locations and items with a public link
Share work with contractors and clients without inviting them to your Workspace.You can publicly share many locations and items in your...
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Share Spaces, Folders, Lists, and tasks
Share Spaces, Folders, Lists, and tasks with others and set permissions to limit what people can do and see.Who has access to locations...
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Make Spaces, Folders, Lists, and tasks private
Make Spaces, Folders, Lists, and tasks private so only certain people can access them.Spaces, Folders, Lists, tasks, and Goals are publ...
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Manage task statuses
Manage ClickUp's default task statuses. Or create custom task statuses to match your workflow.Whether you handle creative asset approva...
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Switch between task view versions
Upgrade to the latest version of task view! You can switch between the new task view, also known as task view 4.0, and the old task vie...
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Remove related items from tasks
Remove linked tasks and other items from tasks.Feature availability and limits vary by plan and user role. Learn moreRemove a related i...
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Integrations on tasks
You can work with third party apps from your tasks using integrations.Icons for integrations are displayed on tasks once they've been a...
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Tasks right sidebar
On every task, the right sidebar lets you interact with tasks through comments and email, review task activity, find related tasks and ...
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Use ClickUp AI on tasks
You can use several ClickUp AI tools and features to create and manage your tasks.Tasks feature availability and limits vary by plan an...
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Work with subtasks from tasks
Create and manage subtasks directly from a parent task. Feature availability and limits vary by plan and user role. Learn more Subtask ...
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Intro to subtasks
Subtasks add an additional level of organization to your Workspace Hierarchy, allowing you to create more detailed goals or smaller to-...
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Manage subtasks in a task window using the Bulk Action Toolbar
You can use the Bulk Action Toolbar to manage multiple subtasks within a task window!What you'll need: The Bulk Action Toolbar is avail...
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Subtasks in Multiple Lists
Using subtasks to manage parts of an Epic, goal, or project? Plan and manage your workflow easier than ever with Subtasks in Multiple L...
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Subtasks in Multiple Lists FAQ
Using subtasks to manage parts of an Epic, goal, or project? Add Subtasks in Multiple Lists to your workflow!What's the difference betw...
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Remap subtask due dates using task templates
Do you use task templates and need to update your tasks' and subtasks' dates?Rather than changing every subtask's start and due dates m...
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Run your small business on ClickUp
Capture work, align on strategy, execute efficiently, and continuously improve your small business.Capture and prioritize workCapture e...
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Intro to ClickUp best practices
Use the following articles to learn about ClickUp best practices. Check out our ClickUp for Beginners Webinar in ClickUp University.As ...
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Hierarchy best practices
There are many ways to organize your work in ClickUp. In this article, you'll learn our recommended best practices for organizing your ...
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Teamwork best practices
ClickUp provides a powerful platform to collaborate with team members. In this article, you'll learn tips on how to collaborate better ...
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Working efficiently best practices
It's important to consider how the features in ClickUp can streamline your workflows, saving your team even more time. The following ar...
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