Working in ClickUp

• Intro to Sidebar

  The Sidebar is the control center for navigating your Workspace. You can quickly access Favorites from the Sidebar, explore your Worksp...

• Search cards

  Create a custom hub to organize all your work in a way that makes sense for your team! Search cards are available for Dashboards and Ov...

• Intro to cards

  Use dynamic cards to create custom views of your and your team's work and reporting.   Dashboard feature availability and limits vary b...

• Use custom commands in the Command Center

  Create customizable commands to use in the Command Center. What you'll need Custom commands are available on all ClickUp plans. Gues...

• Intro to the toolbar

  Use the toolbar at the top of your Workspace to find content and get work done. What you'll need The toolbar is available on all Click...

• Intro to the Command Center

  Looking for a task, Doc, or file? Use the Command Center to search for it and save time navigating through layers of the Hierarchy. Set...

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• Intro to the Hierarchy

  Organize all Workspace items, like tasks and Docs, into these Hierarchy locations. This core structure is the key to easily managing al...

• 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

  Only Workspace owners can delete a Workspace or transfer Workspace ownership. What you'll need Workspace ownership can be transferred ...

• 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 arrange your different workflows or types of work. What you'll ...

• Use Spaces Home

  With Spaces Home, you can easily view, show, and hide all the available Spaces in your Workspace.  What you'll need Spaces Home is a...

• 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 great way to give your teams, departments, and large projects a head start. Using agile project management? Try o...

• Duplicate Spaces, Folders, and Lists

  Quickly duplicate entire Spaces, Folders, or Lists. Duplicate Spaces To duplicate a Space:  From the Sidebar, hover over a Space and c...

• Transfer Space ownership

  Spaces can only have one owner at a time. By default, the person who creates a Space is the owner. Workspace owners, admins, and Space ...

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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

  Create new Folders to customize and add organization to your Hierarchy. Create a Folder To create a new Folder: From the Sidebar, hove...

• 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 Folder colors

  Customize Folders with colors to help visually indicate project status or better distinguish your work. Additionally, Workspace owners ...

• 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. Guest...

• 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 p...

• Use location statuses for Lists

  Create location statuses to name and color code List statuses. Create and edit location statuses You can create and edit location stat...

• 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

  Don't want an unused Folder or List cluttering up your Sidebar? Archive it. Archived Folders and Lists are fully searchable! Archived F...

• Intro to tasks

  Tasks are where you organize the actionable parts of your projects. Check out our course on how to Bring What Matters Into Focus With T...

• Intro to task IDs

  Unique task IDs are assigned to each task in your ClickUp Workspace to help make them identifiable.   What you'll need Task IDs are a...

• Intro to due dates

  Use due dates to keep track of important tasks and project deadlines. If you use subtasks, you can turn on Remap Subtask Due Dates to h...

• Intro to start dates

  Start dates help people in your Workspace separate the tasks that need to be worked on today from those that can wait until later. Comb...

• Custom task types

  Create your own unique building blocks for your work with custom task types. Whether you track contacts, campaigns, or user stories, yo...

• Create a task

  Create tasks to manage work items you or your team must complete. Save time by creating and using task templates for repeated work! If ...

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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! What's the difference bet...

• Remap subtask due dates using task templates

  Do you use task templates and need to update your task and subtasks' dates? Rather than changing every subtask's start and due dates ma...

• Use 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...

• SyncUps

  Start a SyncUp to collaborate live with your colleagues face-to-face in seconds. Improve communication, save time, and align on your pr...

• Connect tasks to Chat messages

  Add context to conversations and create action items directly from Chat messages. Whether you're ideating a new feature and need to cre...

• Intro to Chat

  With Chat, you'll never have to waste time switching to other tools again. Communicate with your team, create action items from message...

• 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 ...

• Intro to comments

  Comments are one of the most powerful tools for collaboration. Ask questions, get feedback, approve requests, track wins, and format wi...

• Intro to text formatting

  Insert rich text, like headings and banners to make your ideas stand out. Use buttons and dividers to add style. Organize with a sticky...

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