Onboarding

Build an organized and productive Workspace in ClickUp!

  • Core ClickUp features

    Brand new to ClickUp? Make the most of our customizable platform by learning these core features! For an overview of everything ClickUp...

  • Customizable ClickUp features

    ClickUp is an incredibly customizable platform. Learn how to make these features work for your team!  Some of the following features ha...

  • Install ClickUp using Windows Installer

    Windows users can download ClickUp as an MSI file and install it on devices using Windows Installer. Install ClickUp To install ClickUp...

  • Using ClickUp for team meetings

    ClickUp makes it easy to schedule and organize your team meetings. The following best practices are efficient and simple. They'll incre...

  • Search for items in your Workspace

    Search your entire Workspace to find tasks, Docs, Whiteboards, and more! What you'll need Search is available on all ClickUp plans. Ev...

  • How to mention (or tag) your team members

    Mentioning (or "tagging") your Workspace members is the perfect way to bring their attention to items within tasks or a Chat view! How ...

  • Quick Action menu

    Create tasks, reminders, Docs, and more from anywhere in your Workspace using the Quick Action menu in the lower-right corner. What yo...

  • Guide to Switching to 2.0

    If you've been using ClickUp 1.0, this doc will explain everything you need to know to move to ClickUp 2.0. This latest version brings ...

  • Everything You Need to Know About Dates

    Navigate the ins and outs of start dates and due dates, and learn how to remap them from templates! Start Dates and Due Dates Start dat...

  • Assigned Comments

    Have you ever asked someone to do something, only to find out that it was completely forgotten?  It can be difficult to hold colleagues...

  • Create an Assignee widget

    Assignee widgets show you how many tasks each person or Team is working on, as well as tasks that might've been forgotten. For more gra...

  • ClickBot

    ClickBot is responsible for automation actions performed by ClickUp. For example, when an Automation is triggered, you'll see any relat...

  • ClickUp Apps Across all Devices

    Experience ClickUp on any device, anywhere, any time! Desktop  Prefer to do your work and browse the web separately? Use ClickUp in our...

  • Collaborative Editing & Collaboration Detection

    Collaborative editing ensures everyone in your Workspace can comment, edit, and work on tasks and Docs simultaneously. What you'll need...

  • Duplicate Spaces, Folders, and Lists

    Learn how to quickly duplicate entire Spaces, Folders, or Lists.   Duplicate Spaces Click the ellipsis ... to the right of the Space ...

  • 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...

  • Manage Lists and Folders on mobile

    Manage your Lists and Folders from anywhere using the ClickUp mobile app. What you'll need Lists and Folders are available on all Clic...

  • Folders overview

    Folders are part of the ClickUp Hierarchy. Using Folders is optional, but can be helpful for complex workflows. Unlike Lists, Folders d...

  • Getting Started Guide

    Hierarchy Impeccable organization is at the heart of project management. We strongly feel that solid structure is lacking in many other...

  • ClickUp mobile app overview

    Instead of using your laptop to change a task status, reply to a comment, access Dashboards, or mark a reminder as completed, you can u...

  • Getting Started: New member in an existing Workspace

    If you're new to project management, it can be a bit overwhelming to jump into the existing infrastructure of a ClickUp Workspace. Belo...

  • The Hierarchy overview

    Organize your work with the Hierarchy! This core ClickUp organizational structure helps your team sort work into easily managed tasks. ...

  • I Want to Switch My Team Over - But How?

    Even though you know how much it would benefit your team, it can be daunting to ask your boss to make the switch to a new project manag...

  • Set List and Folder colors

    Customize Lists and Folders with colors to help visually connect related items or better distinguish your work. Additionally, Workspace...

  • Printing in ClickUp

    You can print a hard copy or save a PDF of many items and views within ClickUp. Printing is only available in the web app. What you'll ...

  • Saving Filters

    Do you use filters frequently in ClickUp? If so, saving these filters will allow you to reuse them with just one click. When you save f...

  • 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 ...

  • Text formatting overview

    Insert rich text, like headings and banners to make your ideas stand out. Use buttons and dividers to add style. Organize with a sticky...

  • Restore items from the Trash

    Some items can be restored from the Trash if deleted within the last 30 days. After 30 days, items in the Trash will be automatically a...

  • Use ClickUp as a Guest

    Guests are able to use many of ClickUp's personal productivity tools like Home, Favorites, and customized notification settings! What y...