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ClickUp Hierarchy
The heart of our platform! The Hierarchy provides an organized way to break work down into easily managed actionable items.
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Invite guests to your Workspace
Guests are people from outside your organization who you've shared specific Workspace items with! What you'll need Workspace owners a...
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Limits on Spaces, Folders, and Lists
All of our plans offer an industry-leading number of items per plan. We will never limit the number of tasks you can create! Take a loo...
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Transfer Workspace ownership
Workspace owners have the fullest editing permissions and are the only user role that can transfer Workspace ownership or delete a work...
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Delete a Workspace
If you no longer need a Workspace, you can permanently delete it in your Workspace settings. You can also transfer the ownership of a W...
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Create a new Workspace
Workspaces are at the highest level of the ClickUp Hierarchy. Spaces, Folders, Lists, and tasks all live within a Workspace. You can cr...
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Leave a Workspace
Leave any Workspace that you no longer need access to. What you'll need Workspace owners must transfer ownership before leaving. Work...
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Archive a Space
If you want to clean up your Sidebar, instead of deleting a Space, you can archive it to keep it accessible later! Best of all, archive...
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Transfer Space ownership
Set up your Workspace for success by making sure your Spaces have the proper owners. Spaces are the second level of the ClickUp Hierarc...
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Create and edit Spaces
Spaces make up the highest organizational level of your Workspace and hold all of your Folders and Lists. Some settings, like ClickApps...
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Move or hide Spaces
You can move or hide Spaces in the left Sidebar to personalize your Workspace experience. Any changes made to the Sidebar are only visi...
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Rename a Space
Rename Spaces to keep your Workspace organized and up to date! What you'll need Spaces can be renamed on all plans. The Workspace owne...
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Spaces overview
Spaces are the second level of the ClickUp Hierarchy and they let you customize everything. This is where you decide how simple or comp...
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Create and apply Folder templates
Use Folder templates to quickly set up new projects in your Workspace. You can browse our collection of prebuilt templates or create an...
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How to Create a Folder
Creating new Folders from your Sidebar in ClickUp is easy! Create a Folder Click plus + next to the Space you're adding a Folder to t...
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Move a Folder
Reorganize your Folders at any time by moving them to a new space. Tip: You can also move Folders using our Mobile app! What you'll nee...
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Statuses for Folders
By default, Folders inherit the statuses of their parent Spaces. You can set unique statuses for your Folders if you need to differenti...
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Set a default task template for Lists
Automatically apply a template to all new tasks created in a List. What you'll need Default task templates for Lists can be set on eve...
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Archive Folders and Lists
If you don't want an unused Folder or List cluttering up your Sidebar, but might need the contents later, you can archive it. Best of a...
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List Info overview
List Info lets you give detailed context to your Lists. Add descriptions, due dates, comments, attachments, and more. What you'll need...
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List templates
Reuse Lists in your Workspace when setting up new projects for your team! What you'll need Templates are available on every ClickUp pl...
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Articles
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Add emails to tasks
Use the ClickUp Chrome extension to add emails to ClickUp tasks from your Gmail inbox. If you'd like to send emails from your Workspace...
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Integrations, embeds, and links in Task view
Link to your work and content from other apps right from tasks in ClickUp! What you'll need Integrations available in Task view are a...
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Task view 3.0 overview
Task view 3.0 is currently in beta. Join the 3.0 waitlist. Organize the actionable parts of your projects within tasks. Tasks come wi...
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Create tasks from comments
You can create new tasks and subtasks using the rich text toolbar in the comment section of an existing task. This is a helpful way to ...
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Minimize Docs to Tray
Put Docs you're actively working on in your personal Tray, right next to your minimized tasks! Use your Tray to keep Docs and tasks han...
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Archive a task
If you're done with a task, but want to access it later, you can archive it to clean up your Workspace. When you archive a task, you're...
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Add rollup fields to List view
Display and summarize fields from your relationships by adding rollup fields to List view. What you'll need Rollup fields are availabl...
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Delete a view
If you don't need a view anymore, you can delete it. What you'll need Most views are available on all ClickUp Plans. Box view and For...
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Use swimlanes in Board view
In Board view, tasks are organized into columns based on one shared field like due date or assignee. You can use swimlanes to organize...
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Add national holidays to Calendar view
Plan around national holidays using Calendar view. If you're working on a global team, you can add as many national holiday calendars t...
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Filter tasks in Calendar view
Reduce the clutter in your Calendar view by filtering your tasks! What you'll need All ClickUp plans include unlimited uses of Calend...
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Customize and categorize tasks in Calendar view
Calendar view offers a wide variety of customization options so you can create the ideal calendar for your team's needs. To start custo...
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Create and manage custom statuses
Set statuses at the Space, Folder, and List level to organize your team's workflow. You can mark your tasks with custom, color-coded st...
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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 Workspa...
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Reverse the Order of Statuses
If you are one of those people that prefers to view tasks in an early stage status first, then this setting is for you! With this setti...
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Status Templates
You can save and reuse statuses in Folders, Lists, and Spaces throughout your entire Workspace. You can create new status templates in ...
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Statuses FAQ
Find answers to common questions about Statuses! Why am I seeing statuses on a view that I don't recognize? Statuses can be customized ...
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Use Done statuses
Use Done statuses when you need to keep an eye on a task after your team's work is complete. For example, all engineering is complete o...
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Sort and filter Command Center results
Searching for an item in Command Center but can't find it? Clarify and organize search results by sorting and filtering. What you'll ne...
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Command Center overview
Looking for a task, Doc, or file in your Workspace? Use the Command Center to search for it and save time navigating through layers of ...
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Prioritize your work
There are several ways you can identify your most important tasks, from filtering views to creating Goals. Prioritize your tasks Filter...
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Emojis 😀
Add emojis to your comments, tasks, and more with our official emoji picker! 💜 What you'll need Emojis are available on every ClickUp...
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Favorites
Bookmark the Workspace locations you use the most with the Favorite setting to save more time! Your Favorites are unique to you. They c...
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Use filters to search tasks
When the sheer volume of tasks gets out of hand, drill down to see the information you need. Use filters to search tasks by due date, t...
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Guests overview
Invite people from outside your organization to join your Workspace as guests. Guests are only able to access items that have been shar...
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Converting user roles
Make sure your people are using the right user roles to be productive in your Workspace! When you convert someone, their access and pe...
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Custom Roles overview
Take complete control over permissions through Custom Roles. Create new Custom Roles to suit your team's needs. Custom Roles are based ...
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Manage guests
Guests are people from outside your organization who you've shared specific Workspace items with. Admins and owners can manage guests f...
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User roles
ClickUp users can be assigned the following user roles within a Workspace: Guests: People outside your organization who you've shared...
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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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Create and view Reference Relationships
Find and relate tasks and Docs without building formal relationships. References are automatically created whenever someone @mentions a...
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Custom Relationships
Relationships allow you to relate tasks to each other. With Custom Relationships, you have additional control and flexibility when link...
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Dependency Relationships overview
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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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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Formula Fields
With Formula Fields, you can easily make calculations between numeric, date, and time fields on a task. Automatically determine things ...
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Get started with Start Dates
Start dates help your Workspace members separate the tasks that need to be worked on today from those that can wait until later. Combin...
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Natural Language Processing for Dates and Times
ClickUp can magically interpret dates and times without having to type out the full thing! How it Works - Examples When you're setting ...
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Times (Start and End)
Hold yourself (or your team members) accountable by choosing when a task should start and be completed - down to the minute! Setting a ...
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User roles and permissions FAQ
Frequently asked questions about user roles and permissions. Q: What's the difference between members and guests? A: Members are people...
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Sharing overview
ClickUp's sharing options give you complete control of who sees what, and what permissions they have. What you'll need Sharing optio...
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Public sharing overview
ClickUp's sharing options give you complete control of who sees what, and what permissions they have. If the person you want to share s...
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Permissions in detail
Do you have sensitive information that you want locked down? Set permissions for important things in ClickUp. What are permissions? Per...
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How do Permissions work?
Permissions give you complete control over what people can do with the things you've shared with them! Members and guests will get perm...
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Configure advanced permissions
Limit what different user roles can do in your Workspace. Set granular permissions and security settings for guests, members, admins, a...
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