Getting started

• 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...

• 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...

• 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 ...

• 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...

• 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...

• 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....

• 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...

• Manage imports

  ClickUp's import manager makes it easy to keep track of all the data you import! Open your import settings To open your import settings...

See all 19 articles

• My Settings

  Manage your profile and customize your personal experience of ClickUp. What you'll need My Settings is available on every ClickUp pla...

• 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...

• 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...

• 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...

• 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...

• 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...

See all 9 articles

• Intro to guests

  Invite short-term employees like contractors or freelancers as guests. The guest role is ideal for people who don't need the full conte...

• Allow guest requests to upgrade to member

  Internal guests can send requests to upgrade to a member. Approving or ignoring the request is up to you! Internal guests are people in...

• 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 ...

• 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...

• 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 role permissions

  Create new custom role permissions to suit your team's needs. Custom role permissions are based on the standard guest, member, and admi...

See all 12 articles

• Public sharing

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

• 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...

• 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

  This article contains frequently asked questions about privacy and sharing. What is the difference between privacy, sharing, and permis...