Working in ClickUp

• 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...

• My Work

  My Work is the center of Home and Profiles. It lets you see your tasks and reminders together in one place. My Work only includes tasks...

• Intro to the People sidebar and Me Mode

  ClickUp views will always show tasks assigned to all Workspace users by default. But with the People sidebar, you can select exactly wh...

• Intro to Sidebar 3.0

  The Sidebar is the control center for navigating your Workspace. From the Sidebar, you can quickly access Favorites, explore your Works...

• Sidebar features

  Use the Sidebar to search your Workspace, access Home, check notifications, open your Favorites, browse your Hierarchy, and more. Sideb...

• Intro to App Center

  Connect and integrate other apps to bring all your work into ClickUp. Use App Center to discover, connect, and manage integrations in C...

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• Intro to the Hierarchy

  Organize your work with the Hierarchy! This core ClickUp organizational structure helps your team sort work into easily managed tasks. ...

• 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...

• Search your Workspace

  Search your Workspace to find tasks, Docs, Whiteboards, and more. What you'll need Search is available on all ClickUp plans. Everyon...

• Manage your Workspace storage

  Check how much storage you've used in your Free Forever Plan Workspace. You can free up more space, or consider upgrading to a paid pla...

• 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...

• Intro to Spaces

  Spaces are the second level of the ClickUp Hierarchy. This is where you decide how simple or complex your work should be. Keep in mind ...

• Use Spaces Home

  With Spaces Home, you can easily view all of the available Spaces in a Workspace and leave or join Spaces.  What you'll need Spaces Ho...

• 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...

• Use Space templates

  Space templates are a powerful way to give your teams, departments, and large projects a head start! Spaces can include Folders, Lists,...

• Duplicate Spaces, Folders, and Lists

  Learn how to quickly duplicate entire Spaces, Folders, or Lists. Duplicate Spaces To duplicate a Space:  Click the ellipsis ... next t...

• 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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• Intro to Folders

  Folders are part of the ClickUp Hierarchy. Using Folders is optional, but can be helpful for complex workflows. Unlike Lists, Folders d...

• 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 th...

• Use 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...

• Set List and Folder colors

  Customize Lists and Folders with colors to help visually indicate project status or better distinguish your work. Additionally, Workspa...

• 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...

• Move a Folder

  Reorganize your Folders at any time by moving them to a new Space. What you'll need You can move Folders on all ClickUp Plans. Move...

• Intro to Lists

  Lists are in the middle of ClickUp's Hierarchy and hold every task in your Workspace. Tasks cannot exist outside Lists. Folders are op...

• Intro to List Info

  List Info lets you give detailed context to your Lists. Add descriptions, due dates, comments, attachments, and more. What you'll need ...

• Use 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...

• 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 ev...

• 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...

• Create and manage custom statuses

  Set statuses at the Space, Folder, and List levels to organize your team's workflow. You can mark your tasks with custom, color-coded s...

• Custom task types

  Custom task types are only available for customers using ClickUp 3.0 Custom task types help you use tasks to represent different ...

• Intro to Task view 3.0

  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...

• Intro to Task view 2.0

  Task view 3.0 is currently in beta. Join the 3.0 waitlist. ClickUp is all about taking immediate action. You'll find this illustrated i...

• Create a task

  Create a task to represent any work item you or your team must complete. Save time by creating and using task templates for repeated wo...

• Quick create tasks

  Quickly create tasks from anywhere in your Workspace. What you'll need You can create unlimited tasks using quick-create on all plans...

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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-...

• 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 av...

• 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...

• Subtasks in Multiple Lists FAQ

  Using subtasks to manage parts of an Epic, goal, or project? Add Subtasks in Multiple Lists to your workflow! Widgets were renamed to c...

• Task Templates: Remap Subtask Dates

  Do you use task templates and need to update your task and subtasks' dates? Rather than changing every subtasks' dates manually, you ca...

• Using Subtasks for Epics in Product Management

  Break down Epic tasks with subtasks, then add those subtasks individually or in bulk to each Sprint! Meet Sam, a product manager, and l...

• Intro to notifications

  Notifications allow you to keep up with the work that you and your team are doing. Notifications are specific to each Workspace, so you...

• Notification settings

  Set granular notification settings to stay on top of whatever matters most to you. Notification settings apply to each Workspace so you...

• How to clear your notifications

  Notifications help to ensure that you never miss important information, and they make up an essential part of staying productive. Keepi...

• Intro to Inbox

  Inbox is currently in beta. Join the ClickUp 3.0 waitlist! Inbox lets you communicate with your team across all tasks, Docs, Chats, and...

• Snooze Inbox notifications

  Clear your Inbox faster by snoozing notifications to follow up on them later. Snoozing allows you to temporarily hide notifications fro...

• Inbox settings and keyboard shortcuts

  Inbox is currently in beta. Join the ClickUp 3.0 waitlist! Customize your Inbox experience by managing your Inbox settings. Clear and w...

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