Getting started

• Run your small business on ClickUp

  Capture work, align on strategy, execute efficiently, and continuously improve your small business.Capture and prioritize workCapture e...

• 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...

• 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 ...

• 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 ...

• 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...

• Import and export feature availability and limits

  If you're moving your work into ClickUp from another platform, or operating from an Excel file or Google sheet, you don't have to start...

• Consolidate Workspaces

  Need to move all your data from an existing Workspace to a new one? Our team can perform a one-way data migration from one Workspace to...

• Import from Slack

  ClickUp Chat can replace Slack and introduce ClickUp AI task management and message creation to your conversations! Import your Slack c...

• Intro to importing your work into ClickUp

  If you're moving to ClickUp from another platform, or operating from an Excel file or Google sheet, you don't have to start all over wh...

• Use the Spreadsheets importer

  If you're managing your work in an Excel, CSV, XML, JSON, TSV, or TXT file, you can easily import it into ClickUp. After you upload you...

• Prepare a spreadsheet for import

  Prepare your Excel, CSV, XML, JSON, TSV, or TXT file for use with Spreadsheet importer.  This article covers preparing your spreadsheet...

See all 22 articles

• Workspace storage limits

  Workspace storage includes: Attachments uploaded to tasks, List info, Notepad, or Docs. Attachments uploaded to Chat. Cover images uplo...

• ClickUp 4.0 and 3.0 Workspace settings

  Switch between ClickUp 3.0 and ClickUp 4.0!For a limited time, Workspaces that previously had ClickUp 3.0 can switch their entire Works...

• Browser tab limits

  To improve performance, ClickUp automatically puts inactive tabs in your web browser to sleep. You can easily wake up a sleeping tab by...

• My Settings

  Manage your profile and customize your personal experience of ClickUp.These changes only apply to your Workspace. My Settings is availa...

• Intro to Profiles

  Profiles give you a window into everyone's activity. You can add reminders, delegate responsibility, and track progress.Profiles are av...

• Change your Workspace appearance and theme

  Change your Workspace appearance and theme at any time! These settings only apply to your Workspace. The selection will apply to every ...

See all 12 articles

• Guest-type user roles

  Quickly compare pricing and permissions for guests. Learn how to invite or convert people to these user roles. This article covers gues...

• Manage invite permissions

  Control who can invite people to your Workspace. What you'll need Invite permissions are available on all plans.  The ability to edit i...

• Manage individual permissions for view only users

  Limited members view only and guests have four individual permissions. On paid plans, admins and owners can edit individual permissions...

• Allow requests for full edit permissions

  Limited members and limited members view only can request full edit permissions for locations that have been shared with them. Members ...

• Owner, admin, and member-type user roles

  Quickly compare pricing and permissions for member-type user roles. Learn how to invite and convert people to these user roles.  To lea...

• Allow requests to upgrade to a member

  Limited members and limited members view only can request an upgrade to a member. This will give them full access to all public items. ...

See all 14 articles

• Set permissions on individual locations

  Ensure that everyone in your Workspace has the right level of access. Instead of setting individual user permissions, set user permissi...

• Share locations and items with a public link

  Share work with contractors and clients without inviting them to your Workspace. You can publicly share many locations and items in you...

• Share Spaces, Folders, Lists, and tasks

  Share Spaces, Folders, Lists, and tasks with others and set permissions to limit what people can do and see. This article covers versio...

• Make Spaces, Folders, Lists, and tasks private

  Make Spaces, Folders, Lists, and tasks private so only certain people can access them.Spaces, Folders, Lists, tasks, and Goals are publ...