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Getting Started

New to ClickUp? Learn the best practices in getting your Workspace set up for success!

  • Onboarding
    • Assigned Comments

      Have you ever asked someone to do something, only to find out that it was completely forgotten?  It can be difficult to hold colleagues...

    • Assignees Widgets

      Assignees widgets are part of our Dashboards feature - giving you a visual of how many tasks each member of your team is working on as ...

    • ClickBot

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

    • ClickUp Apps Across all Devices

      Experience ClickUp on any device, anywhere, any time! Desktop  Prefer to do your work and browse the web separately? Use ClickUp in our...

    • Collaborative Editing & Collaboration Detection

      Collaborative editing ensures everyone in your Workspace can comment, edit, and work on tasks and Docs simultaneously. What you'll need...

    • Command Center

      Use commands to create items and navigate through your Workspace.   You can also search your Workspace right from the Command Center mo...

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  • Personal settings
    • Change the Workspace color theme

      You can change your Workspace color theme at any time without affecting what other users see.    To change the color theme for your Wor...

    • Change your account time and date format

      Set your preferred date and time formats for your Workspace.   These changes are made at the account level and will not affect the time...

    • Change your Layout

      Change the size and style of your Workspace layout. Choosing a layout only applies to you personally, but will be reflected in any Work...

    • ClickUp Verified FAQ

      Become ClickUp Verified as a power user, social ambassador, or as a ClickUp Consultant and we'll add the official Verified Check to you...

    • My Settings

      Want to customize your personal experience of ClickUp?   Change your email address, reset your password, enable Two-Factor Authenticati...

    • Use High Contrast Mode

      On certain screens, ClickUp's standard color contrast can make it difficult for some people to see items on the page. You can turn on H...

  • Account Settings
  • Importing & Exporting
    • Data Portability: Export your Workspace's Data

      There are several options for exporting data from your ClickUp Workspace! CSV Export A Workspace owner or admin can export Workspace ta...

    • Date Formats

      ClickUp reads and provides dates in various formats during imports and exports. This doc explains the three formats you'll see.  Normal...

    • How to manage imports in ClickUp

      ClickUp's import manager makes it easy to keep track of any and all data you move into the platform! Open the import manager To open th...

    • Import a data file into ClickUp

      Import your work from almost anywhere with our flexible and powerful Excel & CSV import feature. Make sure your data is properly format...

    • Import from Basecamp

      Note: This import is compatible with Basecamp 3. If you use an older version of Basecamp, you'll need to upgrade to Basecamp 3 first to...

    • Import from JIRA

        Before you begin Prepare your tasks in JIRA All Time Spent in JIRA is assigned to the ClickUp user who performed the import. To mitig...

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  • Rewards
    • Affiliate Program

      Are you a professional promoter or influencer that wants to earn cash for visitors you refer to ClickUp? The affiliate program is for y...

    • Referral & Affiliate Partner Program

      Do you talk about and share ClickUp?  We'd love to reward you for helping grow ClickUp!  Referral program: For sharing with friends, fa...

    • Referral Program

      Share ClickUp with people. When they click your link, you'll earn ClickUp credit.  What's this for? Sharing with friends, family, or an...