Onboarding

Build an organized and productive Workspace in ClickUp!

  • 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...

  • Assignees Widgets

    Assignees widgets are part of our Dashboards feature - giving you a visual of how many tasks each member of your team is working on as ...

  • 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...

  • Command Center

    Use commands to create items and navigate through your Workspace.   You can also search your Workspace right from the Command Center mo...

  • Copy 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...

  • Editing Folders and Lists

    ClickUp makes it easy to reorganize where your tasks are stored with a few simple steps. To edit Folders and Lists from the Sidebar: ...

  • 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 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...

  • Getting Started with ClickUp Mobile

    This article covers how to navigate the ClickUp mobile app, including how to access everything in your Home and Workspace, as well as h...

  • 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...

  • 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 ...

  • Hierarchy structure in ClickUp

    The ClickUp Hierarchy is at the heart of the platform. The Hierarchy provides an organized way to break work down into easily managed a...

  • 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!...

  • 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...

  • Learn the difference between Folders and Lists

    Folders and Lists are located in the middle of the ClickUp Hierarchy. Folders are optional to use, but add a helpful layer for more com...

  • Onboarding Guide

    Want to dive in? Here’s the need-to-know information to get going on the right foot and get your team onboarded today!   1. ClickUp's H...

  • Person, Doc, Views, and Hierarchy Mentions

    With the power of the @ symbol, mention a user, Team, task, Doc, views, or any level of the Hierarchy to quickly reference or tag membe...

  • 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 ...

  • 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...

  • 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 ...

  • Search for items in ClickUp

    Search your entire Workspace to find tasks, Docs, Whiteboards, and more with our powerful search features!   You can also use commands ...

  • Set List and Folder colors

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

  • 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...

  • 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...

  • Use Clip screen recording

    With Clip, you can record Workspace videos right from your browser. What you'll need Clip is available on every ClickUp plan. Note:...

  • Use code block formatting

    Use code block formatting and our syntax highlighting will interpret more than 30 coding languages.   What you'll need Code blocks ar...