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Working in ClickUp
Learn how ClickUp is organized so you can get to work.
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Task durations in templates
When you're using the Duration ClickApp, you can include task durations in templates. For templates created before enabling the Duratio...
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Intro to scheduling
Quickly and easily plan new projects. Automatically keep your tasks up to date while your project is in progress.The Duration, Skip Non...
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Scheduling feature availability and limits
Scheduling is a powerful way to keep your work on track. The Duration, Skip Non-Working Days, and Reschedule Dependencies ClickApps wor...
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Use task duration to schedule tasks
Use task durations to spend less time planning and more time working!Save time setting up tasks by entering two inputs: start date, due...
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Search tasks in your Personal List
Quickly find tasks located in your Personal List.Feature availability and limits vary by plan and user role. Learn moreSearch for tasks...
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Show subtasks and closed tasks in your Personal List
Similar to List views, you can choose how subtasks and closed tasks are displayed in Personal List. Feature availability and limits var...
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Group and Filter your Personal List
Similar to List views, you can group and filter tasks displayed in your Personal List. Feature availability and limits vary by plan and...
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Use Automations on your Personal List
The full range of Automation Triggers, Conditions, and Actions are available to be used on tasks in your Personal List. Any Automations...
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Share your Personal List
You can choose to share your Personal List with other users. When sharing a Personal List, shared users are able to access tasks from s...
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Use custom task statuses for your Personal List
Similar to other Lists, you can use custom task statuses for tasks in your Personal List. Feature availability and limits vary by plan ...
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Find teams in your Workspace
Find the existing teams in your Workspace from the All Teams page in Teams Hub. Feature availability and limits vary by plan and user r...
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People overview page in Teams Hub
Manage people who have been invited or joined your Workspace. The options available vary depending on your selected layout. You can als...
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Team overview in Teams Hub
From Teams Hub, you can click on any team to open the team overview.In the upper right, click Add member to quickly add or remove peopl...
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Teams feature availability and limits
Teams Hub is central place to manage the teams in your Workspace. Pricing and availability for Teams Hub features is subject to change....
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Intro to Teams Hub
Teams Hub is a centralized location for you to see and manage the Teams in your organization.You can also create and manage teams from ...
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Use Teams in your organization
Add Teams to easily create groups of people you can assign to tasks, mention in comments, or add as followers.Assign incoming invoice t...
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Intro to the Sidebar in ClickUp 3.0
The Sidebar is the navigation center of your Workspace.Using ClickUp 4.0? The features available in the Sidebar in ClickUp 3.0 are now ...
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Global Navigation and Home Sidebar availability and limits
Your Global Navigation and Home Sidebar are available on all plans.Feature availability by user roleYour Global Navigation and Home Sid...
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Customize your ClickUp experience
Customize your Global Navigation, Home Sidebar, and Workspace themes.These changes only apply to your Workspace, so configure them howe...
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What are Hubs?
Hubs are structured pages that let you centralize, organize, find, and take action on items including: Clips Dashboards Docs Forms Tea...
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Preview ClickUp links
See live, synced link previews when you paste ClickUp links in your Workspace.Link previews are available on every ClickUp Plan to all ...
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Create a reminder
Create reminders to represent smaller action items that don't require a task. In ClickUp 4.0, reminders are displayed in your Inbox and...
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Overviews feature availability and limits
An Overview is a canvas with dynamic cards that help organize your high-level Space, Folder, and Sprint Folder views. Overviews availab...
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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...
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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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Search your Workspace
Search your Workspace to find tasks, messages, Docs, and more.What you'll need Search is available on all ClickUp plans. Everyone, incl...
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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 plan...
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Transfer Workspace ownership
Only Workspace owners can delete a Workspace or transfer Workspace ownership. What you'll need Workspace ownership can be transferred ...
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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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Default Home Sidebar sections and settings
This article details the items and settings in each default Home Sidebar section. Learn everything you can do in your Home Sidebar. Usi...
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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 n...
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Use All Spaces
With All Spaces, you can easily view, show, or hide all of the available Spaces in your Workspace. What you'll need All Spaces is ava...
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Create and edit Spaces
Spaces are the highest organizational level of your Workspace and hold all of your Folders and Lists. What you'll need Spaces are inc...
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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 ou...
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Duplicate Spaces, Folders, and Lists
Quickly duplicate entire Spaces, Folders, and Lists. This article covers versions 3.0 and 4.0. Learn what's new in ClickUp 4.0! Duplica...
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Folder feature availability and limits
Folders are part of the ClickUp Hierarchy. Using Folders is optional, but can be helpful for complex workflows.Folders availability by ...
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What are Folders?
Folders are part of the ClickUp Hierarchy. Using Folders is optional, but can be helpful for complex workflows. Unlike Lists, Folders d...
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Create a Folder
Create new Folders to customize and add organization to your Hierarchy.Feature availability and limits vary by plan and user role. Lear...
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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...
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Set Folder colors
Customize Folders with colors to help visually indicate project status or better distinguish your work.Additionally, Workspace owners a...
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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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Use List Info
Add detailed context to your Lists. List Info allows you to add descriptions, due dates, attachments, and more to your Lists.What you'l...
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Lists feature availability and limits
Use Lists to organize your tasks, within Spaces and Folders.Lists availability by planLists are available on all plans.List limits per ...
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Create a List
Create new Lists in your Workspace's Hierarchy.Feature availability and limits vary by plan and user role. Learn moreThis article cover...
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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 opti...
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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 pla...
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Create or update location statuses for Lists
Use location statuses to name and color code your Lists.This article covers versions 3.0 and 4.0. Learn what's new in ClickUp 4.0!Creat...
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Manage task statuses
Manage ClickUp's default task statuses. Or create custom task statuses to match your workflow. Whether you handle creative asset approv...
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Switch between task view versions
Upgrade to the latest version of task view! In ClickUp 4.0, you can switch between the new task view, also known as task view 4.0, and...
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Remove related items from tasks
Remove linked tasks and other items from tasks.Feature availability and limits vary by plan and user role. Learn moreThis article cover...
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Integrations on tasks
You can work with third party apps from your tasks using integrations.Icons for integrations are displayed on tasks once they've been a...
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Tasks right sidebar
On every task, the right sidebar lets you interact with tasks through comments and email, review task activity, find related tasks and ...
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Use ClickUp AI on tasks
You can use several ClickUp AI tools and features to create and manage your tasks.Tasks feature availability and limits vary by plan an...
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Work with subtasks from tasks
Create and manage subtasks directly from a parent task. Feature availability and limits vary by plan and user role. Learn more Subtask ...
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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-...
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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...
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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...
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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...
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Remap subtask due dates using task templates
Do you use task templates and need to update your tasks' and subtasks' dates? Rather than changing every subtask's start and due dates ...
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View assigned messages and comments
View all of your assigned messages and comments on one page. The Assigned Comments page has two tabs at the top, allowing you to switch...
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Save a comment or message for later
Don't have time to reply to a comment or Chat message? Need to revisit a conversation in the future? Save it for later!What you'll need...
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What is the Inbox?
Open your Inbox to access notifications, get updates, reply to comments, and take action on reminders or comments you saved for later. ...
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Schedule comments and emails
Schedule task comments or replies to be sent at a later time.You can also send emails from tasks at a specific date and time.Scheduling...
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Use custom emojis
Use custom emojis to animate your messages! You can use custom emojis in Chats, direct messages, Docs, task descriptions, and comments....
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Intro to the Inbox in ClickUp 3.0
Inbox lets you communicate with your team across all tasks, Docs, Chat views, and Lists from a single Inbox and puts your work side-by-...
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Set a work schedule for your Workspace
Tailor your organization's work schedule to anticipate the impact of days off on your project planning.What you'll need Work schedules ...
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