Intro to views

  • Intro to views

    Each view provides a unique perspective on your work. You can see individual tasks on a List, Board, or Calendar view. You can see how ...

  • Task views

    Task views are different ways of viewing tasks.  They give you completely unique views to visualize your tasks. With different ways of ...

  • Page views

    Add additional resources like Docs, Dashboards, and Whiteboards alongside your tasks as views. Unlike Task views, Page views do not dir...

  • Views Bar

    You can use the Views Bar at the top of any Space, Folder, or List to customize the way you view your tasks. What you'll need The Vie...

  • Add an Everything view

    Everything view lets you see tasks from all of your Spaces and Lists in one view! This is great for team leads and project managers. Th...

  • View Templates

    Save a view and quickly re-use it across any Space, Folder, or List in your Workspace. Plus, you can even set who has access to Templat...

  • Make a required view

    When navigating to Spaces, Folders, and Lists in ClickUp, you can set which views are automatically created and required, without havin...

  • Set a default view

    When you make a view the default, that view will be the first one that you see when you visit that location in your Workspace.  For exa...

  • Save view changes

    When you make changes to a task view, you can choose to save these changes for everyone else.  This means that everyone else can see ex...

  • Use grouping in views

    You can use the Group by menu to choose how your tasks are organized in your view. What you'll need The Group by menu is available on...

  • Duplicate a view

    See the same tasks as a different view type. Or choose the same view type and settings to make an exact copy.  What you'll need Requi...

  • Move views

    You can move views across your Workspace to preserve things like filters, sorting, or grouping. This includes any Page view, except for...

  • Protect a View

    Protect a view to prevent settings and preferences from being changed. What you'll need Protected views are available on the Business...

  • Views: Privacy and Sharing

    Take control of the views your team relies on to see the work they need to do! Share views with the world to give your contacts and cli...

  • Create a private view

    Private views are only visible to you. If you don't need other people to access your view, then you can make it a private view. You can...

  • Filter tags in views

    When the sheer volume of tasks gets out of hand, ClickUp's advanced filtering options help you drill down to see the information you ne...

  • Create and edit subtasks in List and Board view

    Create and edit subtasks directly from List and Board views. What you'll need You can create and edit subtasks in List and Board view ...

  • Calculate columns in List view

    Paid Workspaces can calculate numeric fields in List view to find their sum, average, or range!  What you'll need Workspaces on the U...

  • Export List and Table views

    You can export your List and Table views as an Excel or CSV file. The Excel format will retain many styles as well as how your tasks ar...

  • Delete a view

    If you don't need a view anymore, you can delete it. What you'll need Most views are available on all ClickUp plans. Team view and F...

  • Default View Templates

    You can set default templates for views so that newly created views in a Space automatically use that template.  You can also choose to...

  • List view vs Board view

    Most ClickUp users prefer to spend their time in either List or Board views, so it's a good idea to be aware of the different features ...

  • Saving view filters

    Do you use view filters frequently? Save filters to reuse them with just one click. View filter types There are two types of filters: P...

  • Everything You Need to Know About Task Views

    Views are the secret sauce in ClickUp! Each view provides a unique perspective on your work: visualize tasks on a list, boards, or a ca...