Tasks

  • Intro to Task view

    Tasks are where you organize the actionable parts of your projects. Check out our course on how to Bring What Matters Into Focus With T...

  • Intro to task IDs

    Unique task IDs are assigned to each task in your ClickUp Workspace to help make them identifiable.   What you'll need Task IDs are a...

  • Intro to due dates

    Use due dates to keep track of important tasks and project deadlines. If you use subtasks, you can turn on Remap Subtask Due Dates to h...

  • Intro to start dates

    Start dates help your Workspace members separate the tasks that need to be worked on today from those that can wait until later. Combin...

  • Custom task types

    Create your own unique building blocks for your work with custom task types. Whether you track contacts, campaigns, or user stories, yo...

  • Create a task

    Create a task to represent any work item you or your team must complete. Save time by creating and using task templates for repeated wo...

  • Create tasks from comments

    You can create new tasks using the rich text toolbar from an unsent task, Doc, or Inbox comment. This is a helpful way to quickly organ...

  • Create tasks and comments via email

    Turn emails into actionable tasks or comments by forwarding them using a unique URL in a task or List. You can also send emails from ta...

  • Duplicate a task

    You can quickly duplicate tasks in your Workspace to prevent unnecessary work.  Duplicate a task To duplicate a task:  Open the task ...

  • Create recurring tasks

    Eliminate admin work on repeatable items like weekly reports, team meeting agendas, and client or customer updates with recurring tasks...

  • Recurring tasks FAQ

    Find answers to common questions about recurring tasks. How do I create a recurring task? Take a look at our article Create recurring t...

  • Use task templates

    Reuse tasks by creating and applying task templates. Streamline processes, events, bug reports, and any other work you repeat regularly...

  • Manage tasks with the Bulk Action Toolbar

    Eliminate repetitive steps by managing your tasks in bulk. Select multiple tasks and make changes to all of them at once with the Bulk ...

  • View all your tasks

    ClickUp's Sidebar lets you easily view your tasks based on their Space, Folder, or List. To view every task in your Workspace, hover ...

  • Use Recurring Task Overview

    Use the Recurring Task Overview to view all recurring tasks in your Workspace. What you'll need Recurring Task Overview is available o...

  • Assign tasks

    There are multiple places where you can assign tasks in ClickUp.  To assign a task, click the people icon in any location. You can ass...

  • Add and remove task watchers

    Watchers are people who are notified when changes are made to a task. Assignees are automatically set as watchers on tasks they're assi...

  • Moving Tasks

    Create tasks anywhere in your Workspace, then move them to other Lists in your Workspace. For example, you could build a project plan i...

  • Link tasks

    Linking tasks is a type of Relationship that you can use when tasks relate to each other but aren't dependent. This allows you to move ...

  • Merge tasks

    Merging tasks can help you consolidate similar items by combining task descriptions, assignees, comments, attachments, and subtasks. Fo...

  • Tasks in Multiple Lists

    Can't decide which List a task belongs in? Find yourself duplicating the same task or constantly moving it around your Workspace? Use t...

  • Integrations, embeds, and links in Task view

    Link to your work and content from other apps right from tasks in ClickUp! What you'll need Integrations available in Task view are a...

  • Delete a task

    Created a task by accident? Want to permanently delete an old task or one that is no longer needed? Deleting a task sends it to the Tra...

  • Archive a task

    If you're done with a task, but want to access it later, you can archive it to clean up your Workspace. When you archive a task, you're...

  • Search and filter task activity

    Trying to find something in a task that's been long buried under tons of comments? Now you can search and filter comments and activity ...

  • Use filters to search tasks

    Use filters to search tasks by due date, tag, assignee, and more! Do a quick search of your own tasks to find the one you need. Project...

  • Add attachments to tasks

    Upload files to your tasks to add context. What you'll need Task attachments are available on every ClickUp plan. Our Free Forever ...

  • Add emails to tasks

    Use the ClickUp Chrome extension to add emails to ClickUp tasks from your Gmail inbox. If you'd like to send emails from your Workspace...

  • Convert a task to a List

    Turn tasks into Lists! Sometimes tasks become bigger than originally intended.  After converting tasks to Lists, you can customize view...

  • Minimize tasks to the Tray

    Minimize tasks to the Tray so you can quickly return to them at any time. You can also minimize Docs to the Tray. Docked tasks will car...