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Getting started
Joining or setting up a Workspace? Customize your account and Workspace settings.
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Intro to ClickUp best practices
Use the following articles to learn about ClickUp best practices. Check out our ClickUp for Beginners Webinar in ClickUp University. As...
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Hierarchy best practices
There are many ways to organize your work in ClickUp. In this article, you'll learn our recommended best practices for organizing your ...
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Teamwork best practices
ClickUp provides a powerful platform to collaborate with team members. In this article, you'll learn tips on how to collaborate better ...
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Working efficiently best practices
It's important to consider how the features in ClickUp can streamline your workflows, saving your team even more time. The following ar...
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Personal Productivity best practices
ClickUp can also be used to maximize your personal productivity. Use the following recommended features to be more productive. Inbox In...
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Import from Slack
With ClickUp Chat, you can replace Slack for communication and introduce extensive task management with AI to your conversations. Impor...
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Import to ClickUp
If you're coming into ClickUp from another platform, or operating from an Excel file or Google sheet, you don't have to start all over ...
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Import a data file into ClickUp
If you're managing your work in a spreadsheet, you can easily import it into ClickUp. Map fields and processes you're using into ClickU...
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Prepare a data file for import
Import your work from almost anywhere with our flexible and powerful Excel & CSV import feature. Ensure your files are prepared for imp...
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Supported fields for data file imports
Import your data into the most appropriate field in ClickUp.Make sure your data is properly formatted before you import your data file....
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Date formats used during imports and exports
ClickUp reads and provides dates in various formats during imports and exports. Normal Day, date, time, timezone offset English fo...
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My Settings
Manage your profile and customize your personal experience of ClickUp. What you'll need My Settings is available on every ClickUp pla...
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Intro to Profiles
Profiles give you a window into everyone's activity. You can add reminders, delegate responsibility, and track progress. What you'll ne...
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Change the Workspace color theme
Change your Workspace color theme anytime! The theme color will apply to every Workspace you've created or joined. Workspace color them...
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Change your account language, region, and time and date formats
Set your preferred date and time formats for your Workspace. These changes are made at the account level and will not affect the time a...
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Dark Mode
Enable Dark Mode to turn ClickUp's primary background color black. What you'll need You can enable Dark Mode on all ClickUp plans. Eve...
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Use High Contrast Mode
On certain screens, ClickUp's standard color contrast can make it difficult for some people to see items on the page. You can turn on H...
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Guest-type user roles
Quickly compare pricing and permissions for guests. Learn how to invite or convert people to these user roles. Owner, admin, and membe...
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Owner, admin, and member-type user roles
Quickly compare pricing and permissions for owners, admins, members, limited members, and limited members read only. Learn how to invit...
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Allow requests to upgrade
Limited members and limited members read only can request an upgrade to a member. This will give them full access to all public items. ...
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Permissions FAQ
Frequently asked questions about permissions. Is there a permission level that lets users delete a task but doesn't let them delete a ...
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Intro to user roles
Not sure how to assign your team roles? For an IT leader, Workspace ownership is right. For someone building workflows and making sign...
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Convert user roles
Make sure your team is assigned the right user roles for maximum productivity. When you convert someone, their access and permissions ...
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Public sharing
Share work with contractors and clients without inviting them to your Workspace. You can publicly share many items in your Workspace wi...
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Share Spaces, Folders, Lists, and tasks
Share Spaces, Folders, Lists, and tasks with others and set individual permissions to limit what people can do and see. This article co...
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Make Spaces, Folders, Lists, and tasks private
Make Spaces, Folders, Lists, and tasks private so only certain people can access them. You can also set individual permissions to limit...
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Privacy and sharing FAQ
This article contains frequently asked questions about privacy and sharing. What is the difference between privacy, sharing, and permis...
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