Working in ClickUp

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

    • Intro to Sidebar

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

    • Intro to the toolbar

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

    • Intro to Command Center

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

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

    • 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 Task view

      Tasks are where you organize the actionable parts of your projects.  What you'll need Tasks are available on every ClickUp plan. Tas...

    • 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 your Workspace members separate the tasks that need to be worked on today from those that can wait until later. Combin...

    • Custom task types

      Custom task types help you use tasks to represent different types of work within ClickUp. You can create task types for events, clients...

    • 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 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 our most powerful tools for collaboration. You can ask and answer questions, get feedback, provide approval, track ...

    • 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...

    • Snooze Inbox notifications

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

    • Notification settings

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

    • 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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