ClickUp Hierarchy

The heart of our platform! The Hierarchy provides an organized way to break work down into easily managed actionable items.

    • Invite guests to your Workspace

      Guests are great for working with people outside your organization who only need to access specific items in your Workspace. In ClickUp...

    • Limits on Spaces and Lists

      ClickUp provides an industry-leading amount of items to be created within all of our plans. We will never limit you to the amount of ta...

    • 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...

    • 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...

    • 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...

    • 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...

    • Changing a Space's Owner

      Spaces always have only one owner. By default, the person that creates a Space is the owner. If you have permission, you'll be able to ...

    • How to Create a Space

      Creating a Space Spaces are at the very top of the ClickUp hierarchy, and are the first organizational level that you encounter within ...

    • 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 vis...

    • 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...

    • 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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    • Folder Templates

      Folder Templates make it easy to get started with ClickUp! Browse our powerful collection of prebuilt templates created by our ClickUp ...

    • 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...

    • 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...

    • Statuses for Folders

      Certain scenarios require that Folders have different statuses than their parent Spaces. In just a few simple steps, you can implement ...

    • 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...

    • List Info

      Most people use Lists in ClickUp to group together related tasks, and often there is information that applies to all those tasks. List ...

    • List Templates

      Reuse Lists anywhere in your Workspace to quickly set up new projects for your team! What you'll need Templates are available on all ...

  • Articles

    • 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 ...

    • 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...

    • 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...

    • Attachments in Tasks

      We get it—sometimes you just need to quickly reference an attachment while adding a comment. We've got you covered! There are two ways ...

    • Comments overview

      Comments are one of our most powerful tools for collaboration. You can ask and answer questions, get feedback, provide approval, track ...

    • Convert a task to a List

      Easily turn tasks into Lists! Sometimes tasks become bigger than originally intended.  After converting tasks to Lists, you can customi...

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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...

    • 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 Calen...

    • 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 cust...

    • Share, embed, and export Forms

      Once you've created a Form, you can share a link to it with anyone, embed it on a webpage, or export your Form responses.   Note: There...

    • Portfolios (Legacy)

      Important: Dashboards are replacing the standalone Reporting and Portfolio features. Dashboard widgets are flexible and allow you to se...

    • Customize List view

      Customize your List views to show exactly what you need! What you'll need Unlimited List views are available on all ClickUp plans. ...

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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...

    • 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...

    • 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...

    • Status Templates

      You can save and reuse statuses in Folders, Lists, and Spaces throughout your entire Workspace. You can create new status templates in ...

    • 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 ...

    • 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...

    • Command Center

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

    • Prioritize your work

      There are several ways you can identify your most important tasks, from filtering views to creating Goals. Prioritize your tasks Filter...

    • Emojis 😀

      Add emojis to your comments, tasks, and more with our official emoji picker! 💜 What you'll need Emojis are available on every ClickUp...

    • Favorites

      Do you want even fewer clicks? Bookmark the Workspace locations you use the most with the Favorite setting to save more time! Your Favo...

    • 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...

    • Home

      Home provides a panoramic view of your most important items so you always know where your focus should be. Home includes some of the mo...

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    • Guests overview

      Invite people from outside your organization to join your Workspace as guests. People in a guest role will only be able to access the i...

    • Converting user roles

      Make sure your people are using the right user roles to be productive in your Workspace! You can convert anyone to any role. When you c...

    • 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 ...

    • Managing guests

      View and manage access for all guests in your Workspace. While guests are always invited to specific items, Workspace admins and owners...

    • User Roles

      ClickUp users can be assigned the following User Roles within a Workspace: Guests: People outside your organization who need to view ...

    • Create and view Reference Relationships

      References are a part of our Relationships feature — making it easy to find tasks and Docs that would usually get lost in the cracks. W...

    • Custom Relationships

      Our Relationships feature allows you to relate tasks to each other. With Custom Relationships, you have even more flexibility to connec...

    • Dependency Relationships

      Dependency Relationships are a part of our Relationships feature — allowing you to link your task to any task in your Workspace and set...

    • Rollup Field (Relationships)

      The Rollup Field is part of our Relationships feature — collecting and displaying all the various Relationships and corresponding field...

    • 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...

    • Formula Fields

      With Formula Fields, you can easily make calculations between numeric, date, and time fields on a task. Automatically determine things ...

    • 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...

    • 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 ...

    • 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 ...

    • Configure advanced permissions

      Limit what different user roles can do in your Workspace. Set granular permissions and security settings for guests, members, admins, a...

    • Custom Permissions

      Tailor the roles in ClickUp to fit your organization's policies. Custom permissions allow you to change the default settings for guests...

    • 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...

    • Share Spaces, Folders, Lists, and tasks

      You can take control of what people see in your Workspace when sharing Spaces, Folders, Lists, and tasks. You can also set individual ...

    • Permissions in detail

      Do you have sensitive information that you want locked down? Set permissions for important things in ClickUp. What are permissions? Per...

    • Permissions overview

      Do you have sensitive information that you want locked down? Set permissions for important things in ClickUp. Permission settings deter...

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