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Getting started

Joining or setting up a Workspace? Customize your account and Workspace settings.

  • Import and Export
    • Import from Confluence

      Easily import your spaces from Confluence to ClickUp. Imports from Confluence are currently in an early beta version–we're excited t...

    • How to manage imports in ClickUp

      ClickUp's import manager makes it easy to keep track of any and all data you move into the platform! Open the import manager To open th...

    • Importing Into ClickUp

      We've made bringing your work into ClickUp easy with our import features! What you'll need Unlimited imports are available on all Cl...

    • 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....

    • 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...

    • Date formats used during imports and exports

      ClickUp reads and provides dates in various formats during imports and exports. This doc explains the three formats you'll see.  Normal...

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  • Account settings
    • My Settings

      Want to customize your personal experience of ClickUp? Change your email address, reset your password, enable Two-Factor Authentication...

    • Intro to Profiles

      Profiles and the My Work card is here to solve the biggest problem in management: people forgetting things! Profiles give you a window ...

    • Change the Workspace color theme

      Change your Workspace color theme anytime! The theme color will apply to every Workspace you've created or joined, but it only applies ...

    • Change your account time and date format

      Set your preferred date and time formats for your Workspace.   These changes are made at the account level and will not affect the time...

    • Change your Layout

        Change the size and style of your Workspace layout. Choosing a layout only applies to you personally, but will be reflected in any Wo...

    • 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. ...

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  • User roles and permissions
    • Intro to guests

      Guests are people you've invited to your Workspace by sharing specific items with them. Guests only have access to those shared items. ...

    • User roles

      ClickUp users can be assigned the following user roles within a Workspace: Guests: People outside of your organization who you've sha...

    • Manage guests

      Admins and owners can manage guests from their Workspace's Manage people page. Guests are people you've invited to your Workspace by sh...

    • Convert user roles

      Make sure your team is assigned the right user roles for maximum productivity!  When you convert someone, their access and permissions ...

    • Intro to Custom Roles

      Take complete control over permissions through Custom Roles. Create new Custom Roles to suit your team's needs. Custom Roles are based ...

    • Create user groups with Teams

      Use Teams to easily create groups of people that you can assign to tasks, mention in comments, or add as watchers. For example, let's s...

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  • Privacy and sharing
    • Intro to sharing

      ClickUp's sharing options give you complete control of who sees what, and what permissions they have. What you'll need Sharing optio...

    • Intro to public sharing

      ClickUp's sharing options give you complete control of who sees what, and what permissions they have. If the person you want to share s...

    • 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...

    • Privacy, permissions, and guests

      ClickUp's Sharing and Privacy settings mean that you’re in complete control of who sees what, what permissions they have, and who has t...

    • 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...

    • Privacy and sharing FAQ

      Frequently asked questions about privacy and sharing. Q: What's the difference between privacy, sharing, and permissions?  A: Privacy a...