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Navigating ClickUp

  • Intro to the Sidebar

    The Sidebar is the navigation center of your Workspace. The Sidebar The Sidebar is located to the left of your Workspace. The Sidebar h...

  • Search cards

    Find and display the most important items for your team with Search cards. Show new content on a Dashboard to show off the team's most ...

  • Use custom commands in the Command Center

    Create customizable link, clipboard, or cloud commands to use in the Command Center.  What you'll need Custom commands are available ...

  • 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...

  • Intro to the Command Center

    Looking for a task, message, Doc, or file? Use the Command Center to search for it and save time navigating through layers of the Hiera...

  • 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 ...

  • 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...

  • 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...

  • Intro to Me Mode and the assignee sidebar

    ClickUp views will always show tasks assigned to all Workspace users by default. But with the assignee sidebar, you can select exactly ...

  • 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...

  • 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...

  • 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...

  • Create items

    Quickly create tasks, Docs, reminders, Chat Channels, and Whiteboards from anywhere in your Workspace.  What you'll need You can crea...

  • 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...

  • 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...

  • 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...

  • 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...

  • 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 ...

  • 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 ...

  • 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. ...

  • Embed content in ClickUp

    Embed content like YouTube videos and Google Sheets into tasks, Chat Channels, comments, Docs, views, and Dashboard cards. What you'll...

  • 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 ...

  • 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 ...

  • 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 ...

  • Use keyboard shortcuts

    Optimize your workflow and save time using keyboard shortcuts. Different shortcuts work in different places throughout your Workspace. ...

  • 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...

  • 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...