Working in ClickUp

Learn how ClickUp is organized so you can get to work.

    • 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...

    • Intro to Overviews

      Overviews give a high-level view of Spaces and Folders and allow you to see similar items in a central location, and make changes quick...

    • Intro to location header

      The location header lets you quickly make changes to any Space, Folder, or List in your Workspace.  Docs and Whiteboards do not have a ...

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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, show, and hide all of the available Spaces in your Workspace.  What you'll need Spaces Home is...

    • 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...

    • Task Tray 3.0

      Minimize tasks to the Tray so you can quickly return to them at any time. You can also minimize Docs to the Tray. What you'll need Th...

    • 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

      Tasks are where you organize the actionable parts of your projects.  Task view 3.0 has introduced several new features and UI updates! ...

    • Intro to Task view 2.0

      ClickUp is all about taking immediate action. You'll find this illustrated in the view of every task you create. Use ClickUp AI in task...

    • 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...

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    • 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 lets you communicate with your team across all tasks, Docs, Chats, and Lists from a single Inbox and puts your work side-by-side ...

    • 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

      Customize your Inbox experience by managing your Inbox settings. Clear and work with notifications faster using keyboard shortcuts. Wha...

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