Spaces make up the highest organizational level of your Workspace and hold all of your Folders and Lists.

Some settings, like ClickApps, are implemented at the Space level. 

Other settings, like statuses, privacy, and Custom Fields, can be set at the Space level, but are overridden and further customized at levels below the Space. By default, all Folders and Lists inherit settings from their parent Spaces. 

The settings you choose when creating a Space can be changed anytime.

What you'll need

• Spaces are included in all ClickUp plans.
  • Workspaces on the Free Forever Plan have access to 5 Spaces.
  • Workspaces on the Unlimited Plan and above have access to unlimited Spaces.
• Guests cannot create, edit, or view Spaces.
• On the Enterprise Plan, you can share Spaces with Teams.

Create a Space from scratch

To create a new Space from scratch:

1. From the Sidebar, click + New Space.
2. Name your Space and click Next.
3. Select an avatar color and icon, or upload your own. Click Next.
   

   The optimal dimensions to upload a Space logo are 300px by 300px!

4. Choose to keep your Space public or make it private. Click Next.
   • Choose to make the Space public, or private and share it with specific people. You can only grant members full access to Spaces. Guests do not have access to Spaces.
   • You can choose different privacy settings for Folders, Lists and tasks within a Space. 
5. Create your own statuses for a custom workflow or use one of our pre-made templates. Click Next.
   

   Any settings for statuses on the Space act as defaults for Folders and Lists, but can be overridden at any time.

6. Decide which ClickApps you want to enable in your Space. Click Next.
7. Set Required viewsor use Default View Templates:
   • Required views: Select which views you would like to require, or use a template. Please note that List view is required for all Spaces.
   • Default View Templates: Use a template to see a similar view everywhere.

Each time you create a new Space, you have the option to start from scratch or copy existing statuses, views, Automations, and Custom Fields from any other Space.

Create a Space from a template

When you create a Space from a template, you can customize many of the settings.

To create a new Space from a template:

1. From the Sidebar, click + New Space.
2. From the Create new Space modal, select the Templates tab.
3. Search for or choose a Space template.
4. Click Use Template.
5. Name your Space.
6. Select an import option:
   • Import everything: Import the template exactly as is.
   • Customize import items: Import select items from the template.
7. Choose if you want to remap task start and due dates.
   • Import as is: Use the task start dates and due dates included in the template.
   • Remap Dates: Create custom task start dates and due dates.
8. Choose if you want to include archived tasks:
   • Nope: Do not include archived tasks.
   • Yes, but make them unarchived: Include archived tasks and unarchive them.
   • Yes (keep them archived): Include archived tasks and keep them archived.
9. Click Use Template.

Edit a Space

Workspace owners, admins, and Space owners can edit a Space.

To edit an existing Space:

1. From the Sidebar, hover over the name of the Space you want to edit.
2. Click the ellipsis... icon to open the Space settings.
3. Select More settings and choose an item to edit.

Actualización 22 de marzo de 2023 20:30