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Navigating ClickUp
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Intro to Sidebar
The Sidebar is the control center for navigating your Workspace. You can quickly access Favorites from the Sidebar, explore your Worksp...
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Search cards
Create a custom hub to organize all your work in a way that makes sense for your team! Search cards are available for Dashboards and Ov...
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Intro to Overview cards
Add cards to your Overviews to create a high-level view that makes sense for your Workspace. What you'll need Overviews are available...
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Intro to cards
Use dynamic cards to create custom views of your and your team's work and reporting. What you'll need Access to cards varies by plan ...
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Use custom commands in the Command Center
Create customizable commands to use in the Command Center. What you'll need Custom commands are available on all ClickUp plans. Gues...
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Intro to the toolbar
Use the toolbar at the top of your Workspace to find content and get work done. What you'll need The toolbar is available on all Click...
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Intro to the Command Center
Looking for a task, Doc, or file? Use the Command Center to search for it and save time navigating through layers of the Hierarchy. Set...
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Intro to App Center
Integrate your organization's essential systems with ClickUp! Use the App Center to connect and manage all of your integrations in one ...
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Intro to Overviews
An Overview is a canvas with dynamic cards that help organize your high-level Space, Folder, and Sprint Folder views. What you'll nee...
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Intro to location header
The location header lets you quickly edit any Space, Folder, or List settings in your Workspace. Docs and Whiteboards do not have a lo...
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Intro to Me Mode and the People sidebar
ClickUp views will always show tasks assigned to all Workspace users by default. But with the People sidebar, you can select exactly wh...
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Intro to timesheets
Use timesheets to view, track, and review time tracked on tasks across your Workspace. What you'll need Unlimited uses of timesheets...
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Intro to reminders
Never forget anything with reminders! Use reminders to quickly create smaller action items that don't require a task. You can create th...
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Sort and filter Command Center results
Searching for an item in Command Center but can't find it? Organize search results by sorting and filtering. What you'll need Command...
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Desktop Command Center
Use the Command Center on the desktop app to launch any app on your Mac, quick-create items, use commands, and search with Connected Se...
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Create items
Quickly create tasks, Docs, Reminders, Chats, and Whiteboards from anywhere in your Workspace. What you'll need You can create unlim...
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Quick Action menu
Create tasks, reminders, Docs, and more from anywhere in your Workspace. What you'll need The Quick Action menu is available on all Cl...
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Create reminders from comments
Set reminders for comments so you never lose track of important information! This is especially helpful when you are tagged in a commen...
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Delegate reminders
ClickUp reminders are the perfect way to delegate quick action items to others without creating a new task. What you'll need Reminder...
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Recurring reminders
Create reminders that repeat on a schedule. You can create them for yourself or delegate them to other people. What you'll need Recur...
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Favorites
Add the Workspace locations you use the most to the Favorites menu to save more time! Your favorites are unique to you. Your favorited ...
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Use Notepad
Use Notepad to quickly save anything you want to remember. Like meeting notes, a grocery list, or important links. When you take notes ...
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Convert notes to tasks
Turn a note into an action item by converting it into a task. What you'll need You can convert notes to tasks on every ClickUp plan. ...
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Embed content in ClickUp
Embed interactive content from other platforms right into ClickUp. You can embed content into tasks, comments, Docs, views, and Dashboa...
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Create a Goal
Goals are high-level objectives that are made up of smaller, measurable Targets. Complete all of the Targets to finish your Goal! For e...
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Create a Goal Folder
Use Goal Folders to easily organize your Goals. What you'll need Goal Folders are available on the Business Plan and above. Guests ...
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Share Goals
Share your Goals and set permissions for them. Choose who can see your Goals and their permissions. What you'll need Goals cards are ...
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Use hotkeys and keyboard shortcuts
Optimize your workflow and hand movements with shortcuts. What you'll need Hotkeys are available on every ClickUp plan. Guests can ...
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Use /Slash Commands
Quickly add rich text, attach images, move tasks, change due dates, and more using /Slash Commands. Combined with the Command Center, y...
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Natural language processing for dates and times
ClickUp can interpret dates and times using natural language. You can use natural language to: Set start and due dates and times on ta...