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...

  • Set up your team's Workspace

    Owners and admins, take the time to optimally configure your Workspace and set your team up for success! Make sure you have all the inf...

  • Set up your team's Workspace from scratch

      Once you've created your Workspace, it's time to set it up!  Make sure you have all the info. Read Core ClickUp features and Customiz...

  • Set up your personal Workspace

    Whether you're joining an established Workspace or a new one, set yourself up for success!  ClickUp is flexible and customizable, every...

  • ClickUp 3.0

    ClickUp 3.0 is our biggest release yet, featuring dozens of upgrades and improvements. Join the waitlist to be among the first to exper...

  • Avatar menus

    Personal and Workspace settings menus, or avatar menus, are in the lower-left corner of your Workspace.  Depending on your user role, y...

  • Communicate with your team using ClickUp

    You can communicate with your team using ClickUp in so many ways. In ClickUp you can @mention team members in Docs and tasks, use Proof...

  • 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...

  • Personal Workspace Layout

    If you're the only person in your Workspace, you'll be set up with our Personal Workspace Layout also called a one-person Workspace. Fo...

  • ClickUp University

    ClickUp University is the place to level up your skills to increase productivity and save time! Register for ClickUp University The cou...

  • Search your Workspace

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

  • 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 ...

  • Record and send Voice Clips

    Use Voice Clips in task comments to record and send audio files to your team. What you'll need Voice Clips are available on every Clic...

  • 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

    On March 6th, we will no longer be supporting ClickUp 1.0 and all accounts will automatically be upgraded to ClickUp 2.0. Check out thi...

  • 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...

  • Assignee cards

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

  • 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 the ClickUp de...

  • Disable or enable Collaborative Editing

    Collaborative editing means everyone in your Workspace can simultaneously edit Docs, List info, Task and Goal Descriptions, and Text ca...

  • Duplicate Spaces, Folders, and Lists

    Learn how to quickly duplicate entire Spaces, Folders, or Lists. Duplicate Spaces To duplicate a Space:  Click the ellipsis ... next t...

  • 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. ...