Navigating ClickUp

  • Home

    Home provides a panoramic view of your most important items so you always know where your focus should be. Home includes some of the mo...

  • My Work

    My Work is the center of Home and Profiles. It lets you see your tasks and reminders together in one place. My Work only includes tasks...

  • Intro to the People sidebar and Me Mode

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

  • Intro to Sidebar 3.0

    The Sidebar is the control center for navigating your Workspace. From the Sidebar, you can quickly access Favorites, explore your Works...

  • Sidebar features

    Use the Sidebar to search your Workspace, access Home, check notifications, open your Favorites, browse your Hierarchy, and more. Sideb...

  • Intro to App Center

    Connect and integrate other apps to bring all your work into ClickUp. Use App Center to discover, connect, and manage integrations in C...

  • Intro to Overviews

    Overview is currently in beta. Join the ClickUp 3.0 waitlist! Overviews give a high-level view of Spaces and Folders and allow you to s...

  • Intro to location header

    The location header lets you quickly make changes to any Space, Folder, or List in your Workspace.  Docs and Whiteboards do not have a ...

  • Intro to the toolbar

    Use the toolbar at the top of ClickUp to find content and get work done. The toolbar is available on ClickUp 3.0. Join the 3.0 waitlist...

  • Intro to Command Center

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

  • Desktop Command Center

    Use ClickUp Search and run commands from anywhere on your computer. Launch any app on your Mac, and use Universal Search to find your w...

  • Sort and filter Command Center results

    Searching for an item in Command Center but can't find it? Clarify and organize search results by sorting and filtering. What you'll ne...

  • 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...

  • Intro to Reminders

    Never forget anything ever again with Reminders! Use reminders to quickly create smaller action items that don't require a task. You ca...

  • 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 using recurring reminders! You can create them for yourself or delegate them to other people...

  • Favorites

    Bookmark the Workspace locations you use the most with the Favorite setting to save more time! Your Favorites are unique to you. They c...

  • Use Notepad

    Notepad is a personal place to write down any type of notes you want. Make a grocery list, save important links or images, and even con...

  • 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. E...

  • Embed content in ClickUp

    Embed interactive content from other platforms right into ClickUp! You can embed content into tasks, comments, Docs, views, and Dashboa...

  • 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...

  • Create a Goal Folder

    Use Goal Folders to easily organize your Goals. What you'll need Goal Folders are available for Business Plans and above. Guests ca...

  • Goals: Privacy and sharing

    Share your Goals and set permissions for them! Choose who can see your Goals and their individual permissions. What you'll need Worksp...

  • Use hotkeys and keyboard shortcuts

    Shortcuts are available all over your Workspace. Use shortcuts and Command Center to do just about anything without lifting a finger! Y...

  • 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...

  • Scheduling Time

    Drag and drop tasks into your Workspace’s agenda. How to Schedule Time for Your Workspace Switch to Week or Day view in the Calendar ...