{"id":19195,"date":"2025-12-21T01:36:12","date_gmt":"2025-12-21T09:36:12","guid":{"rendered":"https:\/\/clickup.com\/blog\/?p=19195"},"modified":"2025-12-21T01:36:19","modified_gmt":"2025-12-21T09:36:19","slug":"the-ultimate-guide-to-clickup-terms-features","status":"publish","type":"post","link":"https:\/\/clickup.com\/blog\/the-ultimate-guide-to-clickup-terms-features\/","title":{"rendered":"The Ultimate Guide to ClickUp Terms &#038; Features"},"content":{"rendered":"\n<p><a href=\"https:\/\/www.gartner.com\/en\/newsroom\/press-releases\/2023-05-10-gartner-survey-reveals-47-percent-of-digital-workers-struggle-to-find-the-information-needed-to-effectively-perform-their-jobs\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">40% of digital workers<\/a> use more apps than they need, and 5% bounce between 26+ tools every single day. That\u2019s not productivity. That\u2019s tool sprawl.<\/p>\n\n\n\n<p>And the cost of this constant switching is a staggering <a href=\"https:\/\/clickup.com\/general-resources\/how-to-fix-work\">$625B in lost productivity<\/a> across the global workforce.<\/p>\n\n\n\n<p><a href=\"http:\/\/clickup.com\">ClickUp<\/a> delivers the world\u2019s first Converged AI Workspace in the form of a digital environment where your work, teammates, and tools operate in context. It\u2019s powerful because of its extensive customization options, but it\u2019s easy to miss features that could simplify half your workflow.<\/p>\n\n\n\n<p>So in this ClickUp terms and features guide, we\u2019ll explore everything you need to know. Start taking notes! \ud83d\udcdd<\/p>\n\n\n<div class=\"wp-block-ub-table-of-contents-block ub_table-of-contents\" id=\"ub_table-of-contents-2635fa0b-595c-4a59-a290-63cc643e50a7\" data-linktodivider=\"false\" data-showtext=\"show\" data-hidetext=\"hide\" data-scrolltype=\"auto\" data-enablesmoothscroll=\"false\" data-initiallyhideonmobile=\"false\" data-initiallyshow=\"true\"><div class=\"ub_table-of-contents-header-container\" style=\"\">\n\t\t\t<div class=\"ub_table-of-contents-header\" style=\"text-align: left; \">\n\t\t\t\t<div class=\"ub_table-of-contents-title\">ClickUp Terms and Features Guide: Everything You Need to Know<\/div>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t<\/div><div class=\"ub_table-of-contents-extra-container\" style=\"\">\n\t\t\t<div class=\"ub_table-of-contents-container ub_table-of-contents-1-column \">\n\t\t\t\t<ul style=\"\"><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/the-ultimate-guide-to-clickup-terms-features\/#0-clickup-hierarchy-and-terminology\" style=\"\">ClickUp Hierarchy and Terminology<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/the-ultimate-guide-to-clickup-terms-features\/#7-core-clickup-features-explained-\" style=\"\">Core ClickUp Features Explained<\/a><ul><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/the-ultimate-guide-to-clickup-terms-features\/#22-dashboards-and-reporting-widgets-\" style=\"\">Dashboards and reporting widgets<\/a><\/li><\/ul><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/the-ultimate-guide-to-clickup-terms-features\/#28-collaboration-and-management-terms-\" style=\"\">Collaboration and Management Terms<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/the-ultimate-guide-to-clickup-terms-features\/#49-advanced-features-and-latest-updates-\" style=\"\">Advanced Features and Latest Updates<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/the-ultimate-guide-to-clickup-terms-features\/#77-how-to-use-this-guide-in-your-workflow-\" style=\"\">How to Use This Guide in Your Workflow<\/a><ul><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/the-ultimate-guide-to-clickup-terms-features\/#78-1-build-an-internal-%E2%80%98glossary%E2%80%99-doc-\" style=\"\">1. Build an internal \u2018Glossary\u2019 Doc<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/the-ultimate-guide-to-clickup-terms-features\/#79-2-map-your-workflows-end-to-end-\" style=\"\">2. Map your workflows end-to-end<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/the-ultimate-guide-to-clickup-terms-features\/#80-3-create-a-%E2%80%98getting-started%E2%80%99-ai-checklist-\" style=\"\">3. Create a \u2018Getting started\u2019 AI checklist<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/the-ultimate-guide-to-clickup-terms-features\/#81-4-review-new-features-and-refresh-processes-\" style=\"\">4. Review new features and refresh processes<\/a><\/li><\/ul><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/the-ultimate-guide-to-clickup-terms-features\/#83-frequently-asked-questions-faq-\" style=\"\">Frequently Asked Questions (FAQ)<\/a><\/li><\/ul>\n\t\t\t<\/div>\n\t\t<\/div><\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"0-clickup-hierarchy-and-terminology\">ClickUp Hierarchy and Terminology<\/h2>\n\n\n\n<p><a href=\"https:\/\/clickup.com\/hierarchy-guide\">ClickUp\u2019s Project Hierarchy<\/a> organizes your work into a simple, scalable structure: <strong>Workspace &gt; Space &gt; Folder &gt; List &gt; Tasks &gt; Subtasks.<\/strong><\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1920\" height=\"1080\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUps-Project-Hierarchy-adds-order.gif\" alt=\"ClickUp\u2019s Project Hierarchy: Visual overview of how Spaces Folders and Lists help teams stay organized\" class=\"wp-image-564744\"\/><figcaption class=\"wp-element-caption\"><em>Beyond basic task management, ClickUp\u2019s Project Hierarchy adds order, context, and growth-ready organization to your workflow<\/em><\/figcaption><\/figure>\n<\/div>\n\n\n<p>Let\u2019s understand the <a href=\"https:\/\/clickup.com\/blog\/12-benefits-that-make-clickup-unique\/\">benefits that make ClickUp unique<\/a>. \ud83d\udc47<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"1-workspace-\"><strong>Workspace<\/strong><\/h3>\n\n\n\n<p>Your <a href=\"https:\/\/help.clickup.com\/hc\/en-us\/sections\/17043527915799-Workspaces\">ClickUp Workspace<\/a> is the home base for your entire organization. It contains all your Spaces, Folders, Lists, Tasks, people, and workspace-wide settings.<\/p>\n\n\n\n<p>Suppose you\u2019re a small digital marketing agency setting up ClickUp to manage client projects. Your entire company can operate inside a single Workspace titled \u2018Swift Sites Agency\u2019.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"2-spaces-\"><strong>Spaces<\/strong><\/h3>\n\n\n\n<p><a href=\"https:\/\/clickup.com\/spaces\">ClickUp Spaces<\/a> divide your workspace into major groups. Think of them as departments, teams, clients, or big initiatives. Each Space has its own:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Permissions<\/li>\n\n\n\n<li>ClickApps<\/li>\n\n\n\n<li>Views<\/li>\n\n\n\n<li>Customization options<\/li>\n<\/ul>\n\n\n\n<p>Inside your Workspace, you create a <strong>Space<\/strong> called \u2018Client Work\u2019 dedicated to all client-facing projects, complete with its own settings and permissions.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"3-folders\">Folders<\/h3>\n\n\n\n<p><a href=\"https:\/\/help.clickup.com\/hc\/en-us\/articles\/6311450560407-Intro-to-Folders\">ClickUp Folders<\/a> sit inside Spaces and help you group Lists for more complex workflows. They\u2019re optional, but extremely useful when you\u2019re running big or multi-stage projects.<\/p>\n\n\n\n<p>Within the Space, you add a <strong>Folder<\/strong> named \u2018Acme Corp Website\u2019. This groups all the Lists related to that specific client project, such as:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u2018Website Redesign\u2019 List inside the Marketing Space<\/li>\n\n\n\n<li>\u2018Sprints\u2019 List&nbsp; inside the Engineering Space<\/li>\n\n\n\n<li>\u2018Client Deliverables\u2019 List inside the Client Space<\/li>\n<\/ul>\n\n\n<div style=\"background-color: #d9edf7; color: #31708f; border-left-color: #31708f; \" class=\"ub-styled-box ub-notification-box wp-block-ub-styled-box\" id=\"ub-styled-box-36914404-9896-413d-b401-b5e9bfd6e2a1\">\n<p id=\"ub-styled-box-notification-content-\">\ud83d\udcd6 <strong>Also Read: <\/strong><a href=\"https:\/\/clickup.com\/blog\/solve-work-sprawl-with-contextual-ai\/\">Context Is Your Competitive Advantage in the Age of AI<\/a><\/p>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"4-lists-\"><strong>Lists<\/strong><\/h3>\n\n\n\n<p><a href=\"https:\/\/help.clickup.com\/hc\/en-us\/sections\/17043543576343-Lists\">ClickUp Lists<\/a> are containers that hold all the actionable Tasks for a specific project, workflow stage, or topic. They\u2019re the core building blocks of your work in ClickUp, sitting within Spaces or Folders, and providing structure and clarity to your projects.<\/p>\n\n\n\n<p>For small projects, a single List may be enough to manage all Tasks. For larger projects, use multiple Lists within a Folder to represent different phases or teams. Examples would be:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Design<\/li>\n\n\n\n<li>SEO<\/li>\n\n\n\n<li>Assets<\/li>\n\n\n\n<li>FE dev<\/li>\n\n\n\n<li>BE dev<\/li>\n<\/ul>\n\n\n\n<p>\u2757\ufe0f<strong>Note: <\/strong>A List is not the same as a List View. A list is a location, whereas List View is one of the <a href=\"https:\/\/clickup.com\/features\/views\">Customizable Views<\/a> you can use to visualize Tasks.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"5-tasks-\"><strong>Tasks<\/strong><\/h3>\n\n\n\n<p><a href=\"https:\/\/clickup.com\/features\/tasks\">ClickUp Tasks<\/a> are the basic units for organizing work within your projects. Each Task lets you break down actionable steps and hold every relevant detail in one place, so your team knows exactly what to do and what\u2019s next. This is where you add:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Assignees<\/li>\n\n\n\n<li>Due dates<\/li>\n\n\n\n<li>Priorities<\/li>\n\n\n\n<li><a href=\"https:\/\/clickup.com\/features\/custom-fields\">ClickUp Custom Fields<\/a><\/li>\n\n\n\n<li>Attachments<\/li>\n\n\n\n<li>Comments<\/li>\n<\/ul>\n\n\n<div style=\"border: 3px dashed #0693e3; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-6390928e-c9d8-4446-9c9e-eff281ad3237\">\n<p id=\"ub-styled-box-bordered-content-\">\ud83d\udccc <strong>Example: <\/strong>Inside the \u2018Design\u2019 List of the \u2018Acme Corp Website\u2019 Folder, your team creates a Task called \u2018Create Wireframes\u2019. This becomes the central hub for that deliverable, housing the design brief, reference links, attached screenshots, feedback threads, and the final link.<\/p>\n\n\n<\/div>\n\n\n<p>\u2757\ufe0f<strong>Note: <\/strong>Every Task can have <strong>Assignees <\/strong>(the people doing the work) and <strong>Followers <\/strong>(people who just need visibility). For instance, on a client deliverable, the account manager watches the Tasks while the designer is assigned. Both stay up to date, but only the assigned teammate is responsible for execution.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"6-subtasks-\"><strong>Subtasks<\/strong><\/h3>\n\n\n\n<p><a href=\"https:\/\/help.clickup.com\/hc\/en-us\/articles\/6309825777943-Intro-to-subtasks\">ClickUp Subtasks<\/a> break a Task into smaller action items. You can add up to three layers of Subtasks by default or enable the <strong>Nested Subtasks ClickApp<\/strong> to create several more layers (perfect for complex work).<\/p>\n\n\n\n<p>For example, within the \u2018Create Wireframes\u2019 Tasks, your UX designer adds Subtasks to break down the workflow:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Draft Home Page Wireframe<\/li>\n\n\n\n<li>Create About Page Wireframe<\/li>\n\n\n\n<li>Apply Client Branding<\/li>\n\n\n\n<li>Prepare Review Deck for Presentation<\/li>\n<\/ul>\n\n\n<div style=\"border: 3px solid #9b51e0; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-d0fd9552-b874-445e-9a9d-1fb936833d7e\">\n<p id=\"ub-styled-box-bordered-content-\"><strong>\ud83d\udcee ClickUp Insight:<\/strong> <a href=\"https:\/\/clickup.com\/blog\/ai-usage-survey\/\">18% of our survey respondents<\/a> want to use AI to organize their lives through calendars, tasks, and reminders. Another 15% want AI to handle routine tasks and administrative work.<\/p>\n\n\n\n<p>To do this, an AI needs to be able to: understand the priority levels for each task in a workflow, run the necessary steps to create tasks or adjust tasks, and set up automated workflows.<\/p>\n\n\n\n<p>Most tools have one or two of these steps worked out. However, ClickUp has helped users consolidate up to 5+ apps! Experience <a href=\"https:\/\/clickup.com\/features\/calendar-view\">AI-powered scheduling<\/a>, where tasks and meetings can be easily allocated to open slots in your calendar based on priority levels. You can also set up custom automation rules via <a href=\"https:\/\/clickup.com\/ai\">ClickUp Brain<\/a> to handle routine tasks. Say goodbye to busy work!<\/p>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"This AI Integrates with Every Part of Your Work (Calendar, Projects, Chats, and More)\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/3ywcmAcZZ9U?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<div class=\"wp-block-cu-buttons\"><a href=\"https:\/\/app.clickup.com\/signup\" class=\"cu-button cu-button--purple cu-button--improved\">Organize your entire work in ClickUp<\/a><\/div>\n\n\n<\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"7-core-clickup-features-explained-\"><strong>Core ClickUp Features Explained<\/strong><\/h2>\n\n\n\n<p>Here\u2019s the go-to cheat sheet for understanding <a href=\"https:\/\/clickup.com\/features\">ClickUp Features<\/a>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"8-tasks-and-subtasks-\"><strong>Tasks and Subtasks<\/strong><\/h3>\n\n\n\n<p>Once you know what Tasks and Subtasks are, the next step is bringing them into your workflow in a way that keeps work clear, trackable, and easy to execute.<\/p>\n\n\n\n<p>Start by creating <strong>Tasks<\/strong> directly inside the List that mirrors how your team works. You can add Tasks from any List, the <strong>Create<\/strong> button in your toolbar, the AI Command Bar, saved templates, and automations (e.g., \u2018When a form is submitted \u2192 Create Tasks\u2019).&nbsp;<\/p>\n\n\n\n<p>Whether you\u2019re using <a href=\"https:\/\/clickup.com\/blog\/clickup-for-small-businesses\/\">ClickUp for small businesses<\/a> or large enterprises, you can create Tasks for:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Adding briefs, acceptance criteria, meeting notes, or links to research<\/li>\n\n\n\n<li>Keeping discussions inside the Tasks, assigning follow-up items, and preventing action items from getting lost<\/li>\n\n\n\n<li>Uploading creative files, specs, screenshots, recordings, and Figma links<\/li>\n\n\n\n<li>Tracking micro-steps through checklists that don\u2019t need Subtasks<\/li>\n<\/ul>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"426\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Tasks-and-Subtasks.gif\" alt=\"ClickUp Tasks and Subtasks: View showing how to manage tasks effectively with clear structure\" class=\"wp-image-564752\"\/><figcaption class=\"wp-element-caption\"><em>Centralize Tasks discussions across multiple lists with ClickUp Tasks and Subtasks<\/em><\/figcaption><\/figure>\n<\/div>\n\n\n<p><strong>Subtasks<\/strong> come in when work naturally breaks into different stages or roles. You\u2019ll create manageable Subtasks when:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The main Task includes multiple major steps<\/li>\n\n\n\n<li>Different people own different parts of the Tasks<\/li>\n\n\n\n<li>You need layered work breakdowns<\/li>\n<\/ul>\n\n\n<div style=\"background-color: #d9edf7; color: #31708f; border-left-color: #31708f; \" class=\"ub-styled-box ub-notification-box wp-block-ub-styled-box\" id=\"ub-styled-box-d45b6ad0-384b-47f0-842a-037d6f60eb51\">\n<p id=\"ub-styled-box-notification-content-\">\ud83d\udca1 <strong>Pro Tip: <\/strong>To help you plan your structure properly, here are important limits and capabilities to keep in mind:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Each Task can contain up to 1,000 Subtasks<\/strong>, including nested ones<\/li>\n\n\n\n<li><strong>You can nest Subtasks up to three levels<\/strong> by default, or up to seven levels when the Nested Subtasks ClickApp is enabled<\/li>\n\n\n\n<li><strong>Subtasks inherit permissions and Custom Fields<\/strong> <strong>from their parent<\/strong>, so workspace rules stay consistent<\/li>\n\n\n\n<li><strong>Show Subtasks collapsed under the parent<\/strong>, expanded for clarity, or displayed as separate, standalone Tasks, depending on the view<\/li>\n\n\n\n<li><strong>Subtasks support bulk edits<\/strong>, sorting, and filtering<\/li>\n<\/ul>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"9-views-\"><strong>Views<\/strong><\/h3>\n\n\n\n<p><a href=\"https:\/\/clickup.com\/features\/views\">ClickUp Views<\/a> are a flexible system for displaying your work in different formats. Visualize, manage, and organize multiple projects in a way that fits your workflow<\/p>\n\n\n\n<p>Here\u2019s how you can use them:&nbsp;<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"10-list-view\">List View<\/h4>\n\n\n\n<p>The <a href=\"https:\/\/help.clickup.com\/hc\/en-us\/articles\/6310260883351-Intro-to-List-view\">ClickUp List View<\/a> displays specific Tasks in a column-and-row format where every detail is visible at once. It\u2019s the most precise view for editing fields, scanning statuses, and managing work in bulk.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"774\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Run-backlog-grooming-1400x774.png\" alt=\"ClickUp List View: List layout displaying tasks and key terms for streamlined work\" class=\"wp-image-564754\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Run-backlog-grooming-1400x774.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Run-backlog-grooming-300x166.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Run-backlog-grooming-768x424.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Run-backlog-grooming-1536x849.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Run-backlog-grooming-700x387.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Run-backlog-grooming.png 1920w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\"><em>Run backlog grooming sessions by updating multiple Tasks at once with the ClickUp List View<\/em><\/figcaption><\/figure>\n<\/div>\n\n\n<p>Teams use it to:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Review all Tasks<\/strong> with Custom Fields like effort, sprint, points, or cost in one grid&nbsp;<\/li>\n\n\n\n<li><strong>Sort Tasks to find blockers<\/strong>, such as procurement work without approvals<\/li>\n\n\n\n<li><strong>Group and filter tasks<\/strong> to view precisely what they need<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"11-board-view-\"><strong>Board View<\/strong><\/h4>\n\n\n\n<p>The <a href=\"https:\/\/clickup.com\/features\/kanban-board\">ClickUp Board View<\/a> is a Kanban-style layout for visual progress tracking that arranges Tasks into columns based on your grouping selection, such as status, assignee, and priority. It\u2019s designed for drag-and-drop movement and quick status updates.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"751\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Drag-drop-and-prioritize-Tasks-1400x751.png\" alt=\"ClickUp Board View: Kanban board showcasing features designed for flexible workflows\" class=\"wp-image-564766\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Drag-drop-and-prioritize-Tasks-1400x751.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Drag-drop-and-prioritize-Tasks-300x161.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Drag-drop-and-prioritize-Tasks-768x412.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Drag-drop-and-prioritize-Tasks-1536x824.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Drag-drop-and-prioritize-Tasks-700x376.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Drag-drop-and-prioritize-Tasks.png 1920w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\"><em>Drag, drop, and prioritize Tasks across columns for smoother project management with the ClickUp Board View<\/em><\/figcaption><\/figure>\n<\/div>\n\n\n<p>Teams use it to:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Move creative assets through a pipeline<\/strong> like Brief &gt; Draft &gt; Review &gt; Approved &gt; Live<\/li>\n\n\n\n<li><strong>Manage agile sprints and run standups<\/strong> by shifting cards between <a href=\"https:\/\/clickup.com\/features\/custom-task-statuses\">ClickUp Custom Statuses<\/a> like To Do, Doing, and Done<\/li>\n\n\n\n<li><strong>Visualize QA stages<\/strong> (Testing, Fix Needed, Re-test)<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"12-calendar-view-\"><strong>Calendar View<\/strong><\/h4>\n\n\n\n<p>The <a href=\"https:\/\/clickup.com\/features\/calendar-view\">ClickUp Calendar View<\/a> is a date-based layout for scheduling and plotting Tasks on a monthly, weekly, or daily grid based on start and due dates.&nbsp;<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"580\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/overlaps-with-ClickUp-Calendar-View-1400x580.png\" alt=\"ClickUp Calendar View: Calendar interface syncing with Google Calendar for scheduling\" class=\"wp-image-564768\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/overlaps-with-ClickUp-Calendar-View-1400x580.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/overlaps-with-ClickUp-Calendar-View-300x124.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/overlaps-with-ClickUp-Calendar-View-768x318.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/overlaps-with-ClickUp-Calendar-View-1536x636.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/overlaps-with-ClickUp-Calendar-View-700x290.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/overlaps-with-ClickUp-Calendar-View.png 1912w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\"><em>Align product release dates and eliminate overlaps with ClickUp Calendar View<\/em><\/figcaption><\/figure>\n<\/div>\n\n\n<p>Teams use it to:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Build editorial calendars<\/strong> and drag Tasks to shift publish dates without opening them<\/li>\n\n\n\n<li><strong>Plan sales outreach sequences<\/strong> by seeing follow-ups and demos across the week<\/li>\n\n\n\n<li><strong>Coordinate client deliverables<\/strong> in agencies to avoid overloading any single day<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"13-gantt-chart-view-\"><strong>Gantt Chart View<\/strong><\/h4>\n\n\n\n<p>The <a href=\"https:\/\/clickup.com\/features\/gantt-chart-view\">ClickUp Gantt Chart View<\/a> displays Tasks as horizontal bars along a timeline, allowing you to plan durations, visualize dependencies, and manage milestones.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"540\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Track-progress-across-Tasks-1400x540.png\" alt=\"ClickUp Gantt View: Visualize your project timelines and dependencies properly \" class=\"wp-image-564769\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Track-progress-across-Tasks-1400x540.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Track-progress-across-Tasks-300x116.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Track-progress-across-Tasks-768x296.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Track-progress-across-Tasks-1536x593.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Track-progress-across-Tasks-700x270.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Track-progress-across-Tasks.png 1920w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\"><em>Track progress across Tasks, dependencies, and phases using the ClickUp Gantt Chart View<\/em><\/figcaption><\/figure>\n<\/div>\n\n\n<p>Teams use it to:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Map multi-phase complex projects<\/strong> like app redesigns, marketing campaigns, or engineering sprints<\/li>\n\n\n\n<li><strong>Show leadership a clear roadmap<\/strong> by exporting a PDF snapshot<\/li>\n\n\n\n<li><strong>Identify bottlenecks and blockers<\/strong> (e.g., QA Testing starting before API Integration finishes)<\/li>\n\n\n\n<li><strong>Adjust project timelines after scope changes<\/strong> by dragging Tasks along the timeline<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"14-timeline-view-\"><strong>Timeline View<\/strong><\/h4>\n\n\n\n<p>The <a href=\"https:\/\/help.clickup.com\/hc\/en-us\/sections\/17044456038679-Timeline-view\">ClickUp Timeline View<\/a> is a people-first schedule for workload balancing that shows Tasks in a linear timeline. You can group tasks by assignee, status, Team, and more.&nbsp;<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"339\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Timeline-View-1400x339.png\" alt=\"ClickUp Timeline View: Allocate resources and manage multiple clients effortlessly \" class=\"wp-image-564773\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Timeline-View-1400x339.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Timeline-View-300x73.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Timeline-View-768x186.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Timeline-View-1536x372.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Timeline-View-700x170.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Timeline-View.png 1920w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\"><em>Map out your projects and deadlines at a glance with ClickUp Timeline View<\/em><\/figcaption><\/figure>\n<\/div>\n\n\n<h4 class=\"wp-block-heading\" id=\"15-workload-view\">Workload View<\/h4>\n\n\n\n<p>Need help with capacity planning? This is your tool.<\/p>\n\n\n\n<p>Teams use it to:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Allocate resources effectively <\/strong>to avoid overworking employees&nbsp;<\/li>\n\n\n\n<li><strong>Map staffing for multi-client agencies<\/strong> where deliverables overlap across accounts<\/li>\n\n\n\n<li><strong>Forecast hiring needs<\/strong> by visualizing resource load 6-8 weeks out<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"16-table-view-\"><strong>Table View<\/strong><\/h4>\n\n\n\n<p>The <a href=\"https:\/\/clickup.com\/features\/table-view\">ClickUp Table View<\/a> displays Tasks in a spreadsheet format without hierarchy, making it ideal for high-volume editing, analysis, and operational tracking.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1920\" height=\"994\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Table-View.gif\" alt=\"ClickUp Table View: Spreadsheet-style layout helping teams sort and analyze work\" class=\"wp-image-564775\"\/><figcaption class=\"wp-element-caption\"><em>Spot missing info instantly with field-level filters within ClickUp Table View<\/em><\/figcaption><\/figure>\n<\/div>\n\n\n<p>Teams use it to:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Manage databases<\/strong> like SKU lists, asset inventories, or content libraries<\/li>\n\n\n\n<li><strong>Filter Tasks by missing fields<\/strong> (e.g., no owner, no due date, missing metadata)<\/li>\n\n\n\n<li><strong>Update 50+ items at once<\/strong> when standardizing fields like cost, category, or priority<\/li>\n\n\n\n<li><strong>Run operational reviews<\/strong> where multiple Custom Fields matter more than status<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"17-form-view-\"><strong>Form View<\/strong><\/h4>\n\n\n\n<p><a href=\"https:\/\/clickup.com\/features\/forms\">ClickUp Forms<\/a> automatically convert submissions into Tasks. Every answer is mapped to a Custom Field, ensuring that requests enter the system cleanly and consistently.<\/p>\n\n\n\n<p>You can customize your Forms by adding different question types with dropdowns, text fields, dates, priorities, and file uploads. Use conditional logic (on Business Plus and above) to show or hide questions based on someone\u2019s response, and brand your Form with custom layouts, themes, and cover images.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"476\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Turn-ClickUp-Form-submissions.gif\" alt=\"ClickUp Form View: Interactive form setup used to collect inputs while saving time\" class=\"wp-image-564783\"\/><figcaption class=\"wp-element-caption\"><em>Turn ClickUp Form submissions into trackable ClickUp Tasks directly and view them in the ClickUp Form View<\/em><\/figcaption><\/figure>\n<\/div>\n\n\n<p>Teams use it to:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Capture design requests<\/strong> with required fields like dimensions, brief, assets, and audience<\/li>\n\n\n\n<li><strong>Standardize IT tickets<\/strong> so issues are entered with device type, urgency, and attachments<\/li>\n\n\n\n<li><strong>Collect campaign ideas<\/strong> across departments<\/li>\n\n\n\n<li><strong>Funnel customer requests directly<\/strong> into Lists like Bug Reports or Feature Suggestions<\/li>\n<\/ul>\n\n\n\n<p>\u2757\ufe0f<strong>Note: <\/strong>There is no functional difference between ClickUp Forms and ClickUp <a href=\"https:\/\/clickup.com\/blog\/form-view\/\">Form View<\/a>. <strong>Forms <\/strong>is the general term for the online form itself that people fill out, and <strong>Forms View<\/strong> is the interface you add to a List, Folder, or Space to build, edit, and manage your Form.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"18-docs-\"><strong>Docs<\/strong><\/h3>\n\n\n\n<p><a href=\"https:\/\/clickup.com\/features\/docs\">ClickUp Docs<\/a> are built-in collaborative documents designed to help teams create, organize, and maintain living knowledge. They sit alongside Tasks, Views, and projects, making them a central source of truth for everything from specs to wikis.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"987\" height=\"684\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Docs-1.png\" alt=\"ClickUp Docs: Collaborative document editor acting as a powerful tool for teams\" class=\"wp-image-564784\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Docs-1.png 987w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Docs-1-300x208.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Docs-1-768x532.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Docs-1-700x485.png 700w\" sizes=\"auto, (max-width: 987px) 100vw, 987px\" \/><figcaption class=\"wp-element-caption\"><em>Collaborate on documents, link Tasks, and centralize knowledge with ClickUp Docs<\/em><\/figcaption><\/figure>\n<\/div>\n\n\n<h4 class=\"wp-block-heading\" id=\"19-here-are-some-excellent-features-you-can-leverage-\"><strong>Here are some excellent features you can leverage:&nbsp;<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Format content<\/strong> using headings, tables, embeds, checklists, code blocks, and more<\/li>\n\n\n\n<li><strong>Collaborate in real time<\/strong> with multi-user editing and visible cursors<\/li>\n\n\n\n<li><strong>Organize <\/strong><a href=\"https:\/\/clickup.com\/blog\/internal-documentation\/\"><strong>internal documentation<\/strong><\/a> using nested pages and subpages<\/li>\n\n\n\n<li><strong>Control access<\/strong> with advanced Doc-level and location-level permissions<\/li>\n\n\n\n<li><strong>Review and restore earlier versions<\/strong> with detailed version history<\/li>\n\n\n\n<li><strong>Connect Docs to Tasks <\/strong>to ensure they stay connected to work&nbsp;<\/li>\n<\/ul>\n\n\n<div style=\"border: 3px dashed #0693e3; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-40a9f949-4842-4cd3-9d73-b3a9b554782e\">\n<p id=\"ub-styled-box-bordered-content-\"><strong>\ud83d\udccc Example:<\/strong> Product teams can build a multi-level feature spec where each subpage holds API requirements, acceptance criteria, and open questions. The Doc stays linked to the build Tasks so engineers never need to hunt across tools. Any changes made by the product manager, designer, or engineer are instantly reflected for everyone.<\/p>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"20-whiteboards-\"><strong>Whiteboards<\/strong><\/h3>\n\n\n\n<p><a href=\"https:\/\/clickup.com\/features\/whiteboards\">ClickUp Whiteboards<\/a> give teams a shared visual canvas for brainstorming, mapping workflows, and turning ideas into actionable Tasks.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"766\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Whiteboard-1400x766.png\" alt=\"ClickUp Whiteboards: Visual canvas used as a game changer for brainstorming ideas\" class=\"wp-image-564785\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Whiteboard-1400x766.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Whiteboard-300x164.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Whiteboard-768x420.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Whiteboard-1536x840.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Whiteboard-700x383.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Whiteboard.png 1920w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\"><em>Embed Docs, Tasks, and notes directly on your ClickUp Whiteboard while collaborating with your team<\/em><\/figcaption><\/figure>\n<\/div>\n\n\n<p>Here\u2019s <a href=\"https:\/\/clickup.com\/blog\/how-to-use-a-digital-whiteboard\/\">how to use a digital Whiteboard<\/a>:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Create flexible canvases<\/strong> with shapes, text, images, sticky notes, and connectors<\/li>\n\n\n\n<li><strong>Collaborate in real time<\/strong> with multi-user editing and live cursors<\/li>\n\n\n\n<li><strong>Convert sticky notes or shapes into Tasks<\/strong> with a single click<\/li>\n\n\n\n<li><strong>Drag and connect elements<\/strong> to map flows, systems, or information hierarchies<\/li>\n<\/ul>\n\n\n<div style=\"border: 3px dashed #0693e3; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-ca95d02b-ca77-4ebc-9c8f-11205bc19103\">\n<p id=\"ub-styled-box-bordered-content-\"><strong>\ud83d\udccc Example:<\/strong> An engineering lead opens a ClickUp Whiteboard during sprint planning. They drop in shapes to represent each service and use connectors to show API calls. As the team discusses edge cases, they turn sticky notes into new Tasks instantly, keeping the entire system design and execution plan tightly connected.<\/p>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"21-mind-maps-\"><strong>Mind Maps<\/strong><\/h3>\n\n\n\n<p><a href=\"https:\/\/clickup.com\/features\/mind-maps\">ClickUp Mind Maps<\/a> give you a visual, branching canvas to structure ideas, Tasks, and workflows. Unlike traditional lists or tables, they help you see how your project components connect with each other.<\/p>\n\n\n\n<p>You can use them in two ways:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Blank Mode <\/strong>for freeform brainstorming<\/li>\n\n\n\n<li><strong>Tasks Mode<\/strong> to visualize real Tasks and rearrange their hierarchy directly from the map<\/li>\n<\/ul>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1034\" height=\"460\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Mind-Maps.png\" alt=\"ClickUp Mind Maps: Diagram view showing connections like an avatar of person using workspace planning\" class=\"wp-image-564787\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Mind-Maps.png 1034w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Mind-Maps-300x133.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Mind-Maps-768x342.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Mind-Maps-700x311.png 700w\" sizes=\"auto, (max-width: 1034px) 100vw, 1034px\" \/><figcaption class=\"wp-element-caption\"><em>Build branching structures for ideas, phases, deliverables, or epics with ClickUp Mind Maps<\/em><\/figcaption><\/figure>\n<\/div>\n\n\n<p>Here\u2019s how Mind Maps in ClickUp help:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Convert any node into a Task<\/strong>&nbsp;<\/li>\n\n\n\n<li><strong>Drag-and-drop nodes to change<\/strong> the parent\u2013child relationship<\/li>\n\n\n\n<li><strong>Select multiple task nodes to bulk-update<\/strong> Custom Fields like assignee, status, or due date<\/li>\n<\/ul>\n\n\n<div style=\"border: 3px dashed #0693e3; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-85f56bbd-ebe8-4cb1-8e03-af1d664e5f9f\">\n<p id=\"ub-styled-box-bordered-content-\">\ud83d\udccc <strong>Example: <\/strong>A product designer is planning a \u2018Unified Account Settings\u2019 overhaul and opens a ClickUp Mind Map to map the entire experience. They start with the main node \u2018Account Settings\u2019 and branch it into:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Profile<\/li>\n\n\n\n<li>Security<\/li>\n\n\n\n<li>Notifications<\/li>\n\n\n\n<li>Connected Apps<\/li>\n\n\n\n<li>Billing<\/li>\n<\/ul>\n\n\n<\/div>\n\n\n<p>Each of these nodes can instantly become a ClickUp Task, and as priorities shift, the designer drags nodes around to restructure the hierarchy without losing context.&nbsp;<\/p>\n\n\n<div style=\"background-color: #d9edf7; color: #31708f; border-left-color: #31708f; \" class=\"ub-styled-box ub-notification-box wp-block-ub-styled-box\" id=\"ub-styled-box-b2ec6aef-ba74-486d-b39a-1854485ec79c\">\n<p id=\"ub-styled-box-notification-content-\">\ud83d\udca1 <strong>Pro Tip: <\/strong>In order to bulk edit without leaving the Map, hold <strong>Command\/Ctrl &gt; select multiple task nodes &gt; use the bulk toolbar<\/strong>. You can change the status, assign users, move Tasks, and update priorities.<\/p>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"22-dashboards-and-reporting-widgets-\"><strong>Dashboards and reporting widgets<\/strong><\/h3>\n\n\n\n<p><a href=\"https:\/\/clickup.com\/features\/dashboards\">ClickUp Dashboards<\/a> give you a high-level snapshot of your workspace for tracking work, understanding progress, and reporting outcomes using customizable cards. Each card pulls real-time data, providing quick visibility into different metrics of your project performance.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"487\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Dashboards-1-1400x487.png\" alt=\"ClickUp Dashboards: Analytics view helping teams monitor workload view and performance\" class=\"wp-image-564791\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Dashboards-1-1400x487.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Dashboards-1-300x104.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Dashboards-1-768x267.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Dashboards-1-1536x534.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Dashboards-1-700x244.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Dashboards-1.png 1920w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\"><em>Combine workload, time tracking, and progress metrics on a single screen with ClickUp Dashboards<\/em><\/figcaption><\/figure>\n<\/div>\n\n\n<p>Create Dashboards to:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Pull data from any Space, Folder, List<\/strong>, or the entire Workspace<\/li>\n\n\n\n<li><strong>Rearrange and resize cards<\/strong> to match your reporting style<\/li>\n\n\n\n<li><strong>Filter, drill down, and export valuable insights<\/strong><\/li>\n\n\n\n<li><strong>Share them with teams<\/strong> or external stakeholders<\/li>\n\n\n\n<li><strong>Embed third-party tools <\/strong>like Figma, YouTube, Sheets, or Miro<\/li>\n<\/ul>\n\n\n<div style=\"border: 3px dashed #0693e3; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-89e055ef-2aae-46ac-bc48-9ef806b1083a\">\n<p id=\"ub-styled-box-bordered-content-\">\ud83d\udccc <strong>Example: <\/strong>A SaaS growth team builds a \u2018Weekly Revenue &amp; Experiment Review\u2019 Dashboard to keep their entire funnel in one place. They add:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Overdue Tasks Card<\/strong> to track which experiment tickets are blocked<\/li>\n\n\n\n<li><strong>Milestones Card <\/strong>to monitor launches tied to monthly revenue targets<\/li>\n\n\n\n<li><strong>Tasks Due Soon<\/strong> <strong>Card <\/strong>filtered by \u2018Growth Experiments\u2019 List so PMs can spot slipping timelines<\/li>\n\n\n\n<li><strong>Pie Chart <\/strong>to see how many ideas are in \u2018Hypothesis,\u2019 \u2018Running,\u2019 \u2018Analyzing,\u2019 or \u2018Shipped\u2019 statuses<\/li>\n\n\n\n<li><strong>Line Chart <\/strong>(Tasks Created vs. Tasks Completed) to identify if the team is overcommitting<\/li>\n\n\n\n<li><strong>A Google Sheet of Weekly Revenue Metrics<\/strong> so leadership can see MRR, churn, and conversion trends alongside task progress\u00a0<\/li>\n<\/ul>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"23-automations-and-workflows-\"><strong>Automations and workflows<\/strong><\/h3>\n\n\n\n<p><a href=\"https:\/\/clickup.com\/features\/automations\">ClickUp Automations<\/a> eliminate repetitive work by running actions based on custom \u2018if this, then do that\u2019 instructions.&nbsp;<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1180\" height=\"794\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Automations-1.png\" alt=\"ClickUp Automations: Automated workflow setup for reducing manual effort within ClickUp lies here \" class=\"wp-image-564792\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Automations-1.png 1180w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Automations-1-300x202.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Automations-1-768x517.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Automations-1-700x471.png 700w\" sizes=\"auto, (max-width: 1180px) 100vw, 1180px\" \/><figcaption class=\"wp-element-caption\"><em>Build custom ClickUp Automations based on simple Trigger &gt; Conditions &gt; Action rules<\/em><\/figcaption><\/figure>\n<\/div>\n\n\n<p><em>&nbsp;<\/em>They follow a simple logic:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Trigger: <\/strong>The event that starts the automation (e.g., Tasks created, status changes, due date arrives, custom field updated)<\/li>\n\n\n\n<li><strong>Conditions (optional): <\/strong>Narrow the automation (e.g., only run if priority is Urgent, if Tasks contains a tag, if assignee is empty)<\/li>\n\n\n\n<li><strong>Action: <\/strong>What the automation performs (e.g., assign a teammate, move Tasks, update a field, send an email, post a chat message)<\/li>\n<\/ul>\n\n\n<div style=\"border: 3px dotted #0693e3; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-10c99b7d-734c-4e3d-991b-e15c8c1eeb8a\">\n<p id=\"ub-styled-box-bordered-content-\">\ud83d\udd0d <strong>Did You Know? <\/strong>ClickUp has built-in <a href=\"https:\/\/help.clickup.com\/hc\/en-us\/articles\/6303871649175-Sprint-Automations\">Sprint Automations<\/a> for teams who want to <a href=\"https:\/\/clickup.com\/blog\/how-to-use-clickup-for-software-development\/\">use ClickUp for software development<\/a>. If you\u2019re on the Business Plan or higher, you can take it even further. You can auto-create your next sprint the moment the current one closes, move all unfinished Tasks forward, and set older sprints to auto-archive to keep your workspace clean.<\/p>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"24-clickapps-\"><strong>ClickApps<\/strong><\/h3>\n\n\n\n<p><a href=\"https:\/\/clickup.com\/clickapps\">ClickApps<\/a> are optional features that admins can activate or deactivate in your Workspace.<\/p>\n\n\n\n<p>Whether you\u2019re <a href=\"https:\/\/clickup.com\/blog\/how-to-use-clickup-for-personal-use\/\">using ClickUp for personal use<\/a> or managing a growing team, this keeps your setup focused, avoids clutter, and lets workflows scale seamlessly as your needs evolve.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"959\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickApps-1400x959.png\" alt=\"ClickApps: Feature controls that customize the platform to remind users of essential workflows\" class=\"wp-image-564795\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickApps-1400x959.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickApps-300x205.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickApps-768x526.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickApps-1536x1052.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickApps-700x479.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickApps.png 1920w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\"><em>Turn on specific ClickApps to manage features in your workspace&nbsp;<\/em><\/figcaption><\/figure>\n<\/div>\n\n\n<p>Examples of ClickApps you can enable:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Custom Fields<\/li>\n\n\n\n<li>Tasks Relationships<\/li>\n\n\n\n<li>Dependencies<\/li>\n\n\n\n<li>Time Tracking<\/li>\n\n\n\n<li>Sprints<\/li>\n\n\n\n<li>Tags and Priorities<\/li>\n\n\n\n<li>Automations<\/li>\n\n\n\n<li>Multiple Assignees<\/li>\n\n\n\n<li>Reschedule Dependencies<\/li>\n\n\n\n<li>Work In Progress Limits<\/li>\n\n\n\n<li>Many more<\/li>\n<\/ul>\n\n\n<div style=\"background-color: #d9edf7; color: #31708f; border-left-color: #31708f; \" class=\"ub-styled-box ub-notification-box wp-block-ub-styled-box\" id=\"ub-styled-box-a9e25946-c3d1-45f9-a12e-eb1da86ab05f\">\n<p id=\"ub-styled-box-notification-content-\">\ud83d\udcd6 <strong>Also Read: <\/strong><a href=\"https:\/\/clickup.com\/blog\/how-to-draw-while-screen-recording\/\">How to Draw While You are Screen Recording<\/a><\/p>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"25-custom-fields-\"><strong>Custom Fields<\/strong><\/h3>\n\n\n\n<p><a href=\"https:\/\/clickup.com\/features\/custom-fields\">ClickUp Custom Fields<\/a> are flexible, user-defined categories that let teams capture and organize specific data unique to their workflows, beyond the standard Task properties. They help you track, filter, and report on important project details unique to your workflow or team.<\/p>\n\n\n\n<p>Custom Fields can live inside a specific List or Folder, Space, or your entire Workspace (global Custom Fields).<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"841\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Manage-complex-data-by-categorizing-it-using-ClickUp-Custom-Fields-1400x841.jpg\" alt=\"ClickUp Custom Fields: Customizable inputs tailored for unique data and person using ai scenarios\" class=\"wp-image-564797\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Manage-complex-data-by-categorizing-it-using-ClickUp-Custom-Fields-1400x841.jpg 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Manage-complex-data-by-categorizing-it-using-ClickUp-Custom-Fields-300x180.jpg 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Manage-complex-data-by-categorizing-it-using-ClickUp-Custom-Fields-768x462.jpg 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Manage-complex-data-by-categorizing-it-using-ClickUp-Custom-Fields-1536x923.jpg 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Manage-complex-data-by-categorizing-it-using-ClickUp-Custom-Fields-700x421.jpg 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Manage-complex-data-by-categorizing-it-using-ClickUp-Custom-Fields.jpg 1797w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\"><em>Manage complex data by categorizing it using ClickUp Custom Fields&nbsp;<\/em><\/figcaption><\/figure>\n<\/div>\n\n\n<p>Some available field types include:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Text, Number, Dropdown, Label, Checkbox<\/li>\n\n\n\n<li>Email, URL, Phone, Location, Money, Date, People<\/li>\n\n\n\n<li>Attachment, Formula, Rollup, and more<\/li>\n\n\n\n<li>AI Fields for automatic summaries, translations, or content generation<\/li>\n\n\n\n<li>Task Type fields that show only for specific custom Task types<\/li>\n<\/ul>\n\n\n\n<p>Here\u2019s what you can do with Custom Fields:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Pin fields<\/strong> for quick visibility (Business+)<\/li>\n\n\n\n<li><strong>Set edit\/view permissions<\/strong><\/li>\n\n\n\n<li><strong>Hide fields<\/strong> from guests<\/li>\n\n\n\n<li><strong>Sort, filter, search, and group<\/strong> using field values<\/li>\n\n\n\n<li><strong>Create formulas<\/strong> for calculations<\/li>\n\n\n\n<li><strong>Use rollups to summarize data<\/strong> from related Tasks<\/li>\n\n\n\n<li><strong>Set default values<\/strong> or require fields<\/li>\n\n\n\n<li><strong>Merge, duplicate, and centrally manage fields<\/strong> in the Custom Fields manager<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"26-relationships-\"><strong>Relationships<\/strong><\/h3>\n\n\n\n<p><a href=\"https:\/\/help.clickup.com\/hc\/en-us\/articles\/6304528030743-Intro-to-Relationships\">ClickUp Relationships<\/a> enable you to connect tasks, allowing you to reference related work, track dependencies, or surface data from other items. They add contextual intelligence to your workspace, especially for large or interconnected projects.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"687\" height=\"521\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Relationships.png\" alt=\"ClickUp Relationships: Linked task structure showing how items connect across the ultimate guide\" class=\"wp-image-564804\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Relationships.png 687w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Relationships-300x228.png 300w\" sizes=\"auto, (max-width: 687px) 100vw, 687px\" \/><figcaption class=\"wp-element-caption\"><em>Build smarter workflows by adding ClickUp Relationships directly from the Task View<\/em><\/figcaption><\/figure>\n<\/div>\n\n\n<p>Here are the types of relationships:&nbsp;<\/p>\n\n\n\n<p>1. <strong>Dependency Relationships: <\/strong>Ideal for project plans, engineering workflows, and sequential work. It contains two types:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Blocking: <\/strong>For Tasks that prevent others from moving forward<\/li>\n\n\n\n<li><strong>Blocked by: <\/strong>For Tasks that can\u2019t proceed until others are completed<\/li>\n<\/ul>\n\n\n\n<p>2. <strong>Linked Tasks: <\/strong>Simple references between related Tasks. You can use this for cross-functional work, shared resources, or parent\/parallel efforts<\/p>\n\n\n\n<p>3. <strong>Custom Relationships: <\/strong>Offer the most control and allow you to structure connections in two ways:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Any Task in your Workspace:<\/strong> Relate this Task to a group of other Tasks in your Workspace<\/li>\n\n\n\n<li><strong>Tasks from a specific List:<\/strong> Connect this Task to a group of Tasks from a specific List&nbsp;<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"27-templates-\"><strong>Templates<\/strong><\/h3>\n\n\n\n<p><a href=\"https:\/\/clickup.com\/templates\">ClickUp Templates<\/a> act as reusable blueprints for setting up work. So instead of rebuilding structures, Tasks, or Docs from scratch, you can <a href=\"https:\/\/clickup.com\/blog\/how-to-create-a-template-in-clickup\/\">create a template in ClickUp<\/a> or choose one from the library and start immediately. They help teams maintain consistency, reduce setup time, and standardize workflows across projects and departments.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"712\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-templates-1400x712.jpg\" alt=\"ClickUp Templates: Ready-made workflows helping teams standardize processes\" class=\"wp-image-564806\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-templates-1400x712.jpg 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-templates-300x153.jpg 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-templates-768x391.jpg 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-templates-1536x782.jpg 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-templates-700x356.jpg 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-templates.jpg 1920w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\"><em>Choose from 1,000+ ClickUp templates and start your work instantly to boost productivity<\/em><\/figcaption><\/figure>\n<\/div>\n\n\n<p>The best part is that ClickUp supports templates for almost every part of your workspace:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Project management: <\/strong>Sprints, product launches, roadmaps, event plans<\/li>\n\n\n\n<li><strong>Marketing:<\/strong> Content calendars, campaign trackers, social media planners<\/li>\n\n\n\n<li><strong>Sales and CRM: <\/strong>Pipelines, lead tracking, client onboarding<\/li>\n\n\n\n<li><strong>Engineering:<\/strong> Bug tracking, feature requests, QA flows<\/li>\n\n\n\n<li><strong>HR:<\/strong> Recruitment pipelines, employee onboarding<\/li>\n\n\n\n<li><strong>Personal productivity: <\/strong>Daily planners, habit trackers<\/li>\n\n\n\n<li><strong>Docs:<\/strong> SOPs, meeting notes, wikis, knowledge bases<\/li>\n<\/ul>\n\n\n<div style=\"background-color: #d9edf7; color: #31708f; border-left-color: #31708f; \" class=\"ub-styled-box ub-notification-box wp-block-ub-styled-box\" id=\"ub-styled-box-7803a63b-fc84-4e58-b0f4-2116f8cf5505\">\n<p id=\"ub-styled-box-notification-content-\">\u26a1 <strong>Template Archive: <\/strong>The <a href=\"https:\/\/clickup.com\/templates\/project-management-t-90060018578\">ClickUp Project Management Template<\/a> gives you a complete, pre-built Space organized by project phase. It helps you visualize resources, assign and prioritize Tasks, and manage work across multiple views, such as List and Board. With custom statuses, you always know what\u2019s open, in progress, or done at a glance.<\/p>\n\n\n<\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"28-collaboration-and-management-terms-\"><strong>Collaboration and Management Terms<\/strong><\/h2>\n\n\n\n<p>This section breaks down all the collaboration and management features that help teams stay aligned without switching apps.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"29-communication-tools-\"><strong>Communication tools<\/strong><\/h3>\n\n\n\n<p>Let\u2019s start with ClickUp\u2019s core communication tools.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"30-inbox-\"><strong>Inbox<\/strong><\/h3>\n\n\n\n<p>The <a href=\"https:\/\/clickup.com\/features\/inbox\">ClickUp Inbox<\/a> is your personal notification center within ClickUp. It collects updates, notifications, reminders, and important activities from across your workspace. Available to everyone (including guests), it\u2019s unique to you.&nbsp;<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"484\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Open-items-side-by-side-1400x484.png\" alt=\"Open items side-by-side inside ClickUp Home to see the activity and context without switching screens\" class=\"wp-image-564811\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Open-items-side-by-side-1400x484.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Open-items-side-by-side-300x104.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Open-items-side-by-side-768x266.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Open-items-side-by-side-1536x531.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Open-items-side-by-side-700x242.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Open-items-side-by-side.png 1920w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\"><em>Open items side-by-side inside ClickUp Home to see the activity and context without switching screens<\/em><\/figcaption><\/figure>\n<\/div>\n\n\n<p>Here\u2019s what you can do with the built-in inbox:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>See updates<\/strong> categorized into Primary, Other, Later\/Snoozed, and Cleared<\/li>\n\n\n\n<li><strong>Filter <\/strong>by mentions, assignments, unread items, or reminders<\/li>\n\n\n\n<li><strong>Mark notifications<\/strong> as read\/unread, snooze, or clear them<\/li>\n\n\n\n<li><strong>Favorite important notifications<\/strong> or add them to your priorities<\/li>\n\n\n\n<li><strong>Customize what appears<\/strong> in Primary vs. Other<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"31-reminders-\"><strong>Reminders<\/strong><\/h3>\n\n\n\n<p><a href=\"https:\/\/clickup.com\/features\/reminders\">ClickUp Reminders<\/a> act as your personal to-dos, keeping small Tasks from being missed. They\u2019re lightweight, fast, and accessible from almost anywhere; you can create them from the toolbar, My Tasks, Tasks, comments, Chat, or AI Command Bar.<\/p>\n\n\n\n<p>Add necessary details to your Reminder, like a description, due date, and attachments. You can also delegate Reminders to teammates or adjust their notification settings.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1270\" height=\"1178\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Reminders.png\" alt=\"ClickUp Reminders: Quick reminder creator for tracking upcoming actions\" class=\"wp-image-564814\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Reminders.png 1270w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Reminders-300x278.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Reminders-768x712.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Reminders-700x649.png 700w\" sizes=\"auto, (max-width: 1270px) 100vw, 1270px\" \/><figcaption class=\"wp-element-caption\"><em>Delegate reminders to teammates and keep ownership clear with ClickUp Reminders<\/em><\/figcaption><\/figure>\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"32-chat-\"><strong>Chat<\/strong><\/h3>\n\n\n\n<p><a href=\"https:\/\/clickup.com\/features\/chat\">ClickUp Chat<\/a> is a real-time messaging tool that gives teams a dedicated space for conversations. It supports both <strong>Channels <\/strong>and <strong>Direct Messages<\/strong>, so you can talk to the whole team or keep things private.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"932\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Chat-1-1400x932.png\" alt=\"ClickUp Chat: Team messaging panel for real-time collaboration\" class=\"wp-image-564817\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Chat-1-1400x932.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Chat-1-300x200.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Chat-1-768x511.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Chat-1-1536x1022.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Chat-1-700x466.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Chat-1.png 1600w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\"><em>Create Posts to highlight announcements and centralize updates with ClickUp Chat<\/em><\/figcaption><\/figure>\n<\/div>\n\n\n<p>Here are some of its features:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Send threaded messages<\/strong> for focused conversations<\/li>\n\n\n\n<li><strong>@mention users<\/strong>, Tasks, Docs, Whiteboards, Channels, and locations<\/li>\n\n\n\n<li><strong>Attach files<\/strong>, use rich text formatting, and forward messages<\/li>\n\n\n\n<li><strong>Save messages for later<\/strong> or turn them into reminders<\/li>\n\n\n\n<li><strong>Create Tasks directly<\/strong> from messages<\/li>\n<\/ul>\n\n\n\n<p>Here\u2019s why you should pick ClickUp Chat:&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-embed aligncenter is-type-wp-embed is-provider-wistia-inc wp-block-embed-wistia-inc\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" class=\"wp-embedded-content\" sandbox=\"allow-scripts\" security=\"restricted\" title=\"Connected Chat Video\" src=\"https:\/\/fast.wistia.net\/embed\/iframe\/x9ucxbrfjh?dnt=1#?secret=IEbyqTsbT6\" data-secret=\"IEbyqTsbT6\" frameborder=\"0\" scrolling=\"no\" width=\"500\" height=\"281\"><\/iframe>\n<\/div><\/figure>\n\n\n<div style=\"border: 3px double #7543a4; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-db605006-073e-40ef-a613-daeb0e3d1b9d\">\n<p id=\"ub-styled-box-bordered-content-\">\ud83d\ude80 <strong>ClickUp Advantage: <\/strong>Built right into Chat, <a href=\"https:\/\/clickup.com\/features\/sync-up\">ClickUp SyncUps<\/a> let you hop onto quick voice and video meetings. You can start a SyncUp in your workspace, share your screen, and link Tasks to it for focused discussions. You can also record meetings and get AI-generated transcriptions and auto-summaries.\u00a0<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"598\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Syncups-1-1400x598.png\" alt=\"ClickUp SyncUps: Automated summaries generated for team updates\" class=\"wp-image-564818\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Syncups-1-1400x598.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Syncups-1-300x128.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Syncups-1-768x328.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Syncups-1-1536x657.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Syncups-1-700x299.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Syncups-1.png 1572w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\"><em>Join ClickUp Syncups straight from Chat when the meeting notification drops<\/em><\/figcaption><\/figure>\n<\/div>\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"33-clips-\"><strong>Clips&nbsp;<\/strong><\/h3>\n\n\n\n<p>For moments when real-time conversations aren\u2019t needed, <a href=\"https:\/\/clickup.com\/features\/clips\">ClickUp Clips<\/a> let you share context just as effectively, on your own time.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"674\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Clips.png\" alt=\"ClickUp Clips: Screen and video recording interface for capturing quick tutorials\" class=\"wp-image-564819\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Clips.png 1200w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Clips-300x169.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Clips-768x431.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Clips-700x393.png 700w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/><figcaption class=\"wp-element-caption\"><em>Replace long meetings with clear async explanations using ClickUp Clips<\/em><\/figcaption><\/figure>\n<\/div>\n\n\n<p>Clips let you record your screen, your microphone, or both, making it perfect for async updates, feedback, training, or quick explanations. All recordings are organized in the <a href=\"https:\/\/help.clickup.com\/hc\/en-us\/articles\/22210821909271-Clips-Hub\">Clips Hub<\/a>, making them searchable and easy to share.<\/p>\n\n\n\n<p>You can also add timestamped comments on Clips directly for precise feedback and share them using public links.&nbsp;<\/p>\n\n\n<div style=\"border: 3px dashed #0693e3; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-4c3372a1-4f60-4073-8350-ceda2ae33905\">\n<p id=\"ub-styled-box-bordered-content-\">\ud83d\udd0d <strong>Did you know? <\/strong>SyncUps and Clips work hand-in-hand inside ClickUp. Every SyncUp recording automatically becomes a Clip and shows up in your Clips Hub. This means all your communication, live or async, lives in one space, with transcripts and AI summaries ready when you need them.<\/p>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"34-comments-and-assigned-comments-\"><strong>Comments and assigned comments<\/strong><\/h3>\n\n\n\n<p><a href=\"https:\/\/help.clickup.com\/hc\/en-us\/articles\/6309646134295-Intro-to-comments\">ClickUp Comments<\/a> are messages you can leave on Tasks, Docs, attachments, and other items for collaboration, feedback, questions, approvals, and general discussion. They support rich text, file attachments, emojis, and can be threaded for focused conversations.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"458\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Comments-1400x458.png\" alt=\"ClickUp Comments: Discussion thread area enabling collaboration directly within tasks\" class=\"wp-image-564820\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Comments-1400x458.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Comments-300x98.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Comments-768x251.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Comments-1536x502.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Comments-700x229.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Comments.png 1634w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\"><em>Drop feedback, ask questions, or share ideas with ClickUp Comments<\/em><\/figcaption><\/figure>\n<\/div>\n\n\n<p>You can create Tasks or Subtasks directly from comments, save them for later, turn them into reminders, use AI to summarize threads or generate replies, and even record Clips and attach them directly within comments.&nbsp;<\/p>\n\n\n\n<p><a href=\"https:\/\/clickup.com\/features\/assign-comments\">ClickUp Assign Comments<\/a> takes things a step further by turning any comment into a clear, actionable item. When you assign a comment to a specific person, they\u2019ll be notified immediately. If someone tries to close the task, they will be notified of any unresolved comments.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"828\" height=\"326\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Assign-Comments.png\" alt=\"ClickUp Assign Comments: Actionable comment assignment ensuring accountability\" class=\"wp-image-564821\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Assign-Comments.png 828w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Assign-Comments-300x118.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Assign-Comments-768x302.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Assign-Comments-700x276.png 700w\" sizes=\"auto, (max-width: 828px) 100vw, 828px\" \/><figcaption class=\"wp-element-caption\"><em>Hover over any comment and use ClickUp Assign Comments to add it as an action item in one click<\/em><\/figcaption><\/figure>\n<\/div>\n\n<div style=\"background-color: #d9edf7; color: #31708f; border-left-color: #31708f; \" class=\"ub-styled-box ub-notification-box wp-block-ub-styled-box\" id=\"ub-styled-box-28ab3eff-ba51-461a-8f26-55746602f5e2\">\n<p id=\"ub-styled-box-notification-content-\">\ud83d\udca1 <strong>Pro Tip: <\/strong>Tag a user, Team, or item (like a Task or Doc) using <a href=\"https:\/\/help.clickup.com\/hc\/en-us\/articles\/6311550474263-Use-mentions\">@mentions<\/a>. It notifies the right people and helps bring context into conversations.\u00a0<\/p>\n\n\n\n<p>Some special ones include:\u00a0<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>@assignees <\/strong>to mention all assignees of a Task<\/li>\n\n\n\n<li><strong>@followers<\/strong> to mention all followers<\/li>\n\n\n\n<li><strong>@everyone <\/strong>in Chat Channels to notify all members<\/li>\n\n\n\n<li><strong>@@<\/strong> to mention a Task, <strong>@@@<\/strong> for a Doc, <strong>@@@@<\/strong> for a Whiteboard, <strong>@\/<\/strong> for a List<\/li>\n<\/ul>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"35-task-management-tools-\"><strong>Task management tools<\/strong><\/h3>\n\n\n\n<p>Below are the core organizational elements every ClickUp workspace relies on.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"36-custom-statuses-\"><strong>Custom Statuses<\/strong><\/h3>\n\n\n\n<p><a href=\"https:\/\/clickup.com\/features\/custom-task-statuses\">ClickUp Custom Statuses<\/a> define the exact steps work must pass through before it\u2019s considered complete. They replace one-size-fits-all workflows with stages that reflect how your team operates.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"292\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Custom-Statuses-1400x292.png\" alt=\"ClickUp Custom Statuses: Status labels showing progress stages for tailored workflows\" class=\"wp-image-564822\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Custom-Statuses-1400x292.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Custom-Statuses-300x63.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Custom-Statuses-768x160.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Custom-Statuses-1536x321.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Custom-Statuses-700x146.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Custom-Statuses.png 1920w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\"><em>Build seamless workflows for each Space, Folder, or List with ClickUp Custom Statuses<\/em><\/figcaption><\/figure>\n<\/div>\n\n\n<p>Here\u2019s what you can do:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Create, rename, color-code, and reorder<\/strong> Statuses<\/li>\n\n\n\n<li><strong>Organize Statuses into default groups,<\/strong> such as Active, Done,and  Closed (with the optional Not Started group enabled by admins\/owners)<\/li>\n\n\n\n<li><strong>Apply or modify Status Templates<\/strong> (Agile, Kanban, Marketing, Support, etc.)<\/li>\n\n\n\n<li><strong>Track Tasks progress<\/strong> using the <a href=\"https:\/\/help.clickup.com\/hc\/en-us\/articles\/22402192107543-Show-status-progress\">Show Status Progress ClickApp<\/a> (visual pie-chart progress trackers)<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"37-tags-\"><strong>Tags<\/strong><\/h3>\n\n\n\n<p><a href=\"https:\/\/clickup.com\/features\/task-tags\">ClickUp Task Tags<\/a> give you lightweight, flexible categorization that layers on top of your main structure. They act like metadata, perfect for labeling Tasks by theme, campaign, department, client, sprint, or status nuance that doesn\u2019t need to become a formal Status.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"719\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Task-Tags-1400x719.png\" alt=\"ClickUp Task Tags: Color-coded markers used for quick categorization\" class=\"wp-image-564824\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Task-Tags-1400x719.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Task-Tags-300x154.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Task-Tags-768x395.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Task-Tags-1536x789.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Task-Tags-700x360.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Task-Tags.png 1654w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\"><em>Track initiatives across departments and quickly surface cross-functional work with ClickUp Task Tags&nbsp;<\/em><\/figcaption><\/figure>\n<\/div>\n\n\n<p>Create colorful, reusable Tags at the Space level, apply several to the same Task, and quickly search using them. You can also filter, group, and sort your work across List, Board, and Table views using these labels.<\/p>\n\n\n\n<p>Here\u2019s what Ansh Prabhakar, Business Process Improvement Analyst, <a href=\"https:\/\/www.trustradius.com\/reviews\/clickup-2022-08-26-02-44-24\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Airbnb<\/a>, had to say about ClickUp:&nbsp;<\/p>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p><em>ClickUp has a lot to offer in one place, such as project management, brainstorming options, task management, project planning, documentation management, etc. It has definitely made life comparatively easier as it&#8217;s easy to use, UI is well designed, and collaboration within the team and with other teams is easier. We were able to manage work better, track and report work easily, and based on progress daily huddles, future planning was easy.<\/em><\/p><\/blockquote><figure class=\"cu-author-quote__author-group\"><figcaption class=\"cu-author-quote__author-info\"><cite class=\"cu-author-quote__author-name\">Ansh Prabhakar<\/cite><span>,\u00a0<\/span><span class=\"cu-author-quote__author-position\">Business Process Improvement Analyst, Airbnb<\/span><\/figcaption><\/figure><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"38-priorities-\"><strong>Priorities<\/strong><\/h3>\n\n\n\n<p><a href=\"https:\/\/clickup.com\/features\/task-priorities\">ClickUp Task Priorities<\/a> adds a clear signal of urgency to Tasks. They help teams understand what matters most right now, without needing to read through descriptions or comments.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"936\" height=\"625\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Task-Priorities.png\" alt=\"ClickUp Task Priorities: Priority flags helping teams focus on what matters most\" class=\"wp-image-564826\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Task-Priorities.png 936w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Task-Priorities-300x200.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Task-Priorities-768x513.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Task-Priorities-700x467.png 700w\" sizes=\"auto, (max-width: 936px) 100vw, 936px\" \/><figcaption class=\"wp-element-caption\"><em>Decide what to handle first and monitor workload distribution based on urgency with ClickUp Task Priorities&nbsp;<\/em><\/figcaption><\/figure>\n<\/div>\n\n\n<p>Priority levels in ClickUp include Urgent (red), High (yellow), Normal (blue), and Low (grey). Filter, sort, or group Tasks by priority in any view and trigger automations based on them. You can also use <strong>Priority Breakdown<\/strong> and <strong>Priority Over Time cards<\/strong> in Dashboards.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"39-milestones-\"><strong>Milestones<\/strong><\/h3>\n\n\n\n<p><a href=\"https:\/\/clickup.com\/features\/milestones\">ClickUp Milestones<\/a> represent major checkpoints in a project, such as release dates, launch days, critical events, or stage and project completions. They\u2019re a custom task type that helps teams track whether they\u2019re on schedule for big outcomes.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"837\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Milestones-1400x837.png\" alt=\"ClickUp Milestones: Primary markers in your timeline for big events \" class=\"wp-image-564827\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Milestones-1400x837.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Milestones-300x179.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Milestones-768x459.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Milestones-1536x919.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Milestones-700x419.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Milestones.png 1652w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\"><em>Use ClickUp Milestones to mark the end of phases in waterfall or hybrid project plans<\/em><\/figcaption><\/figure>\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"40-dependencies-\"><strong>Dependencies<\/strong><\/h3>\n\n\n\n<p><a href=\"https:\/\/clickup.com\/features\/dependencies\">ClickUp Dependencies<\/a> define how Tasks relate to one another, specifically which Tasks must finish before others can start. They prevent scheduling conflicts, keep timelines realistic, and help teams understand what is stuck or blocked.&nbsp;<\/p>\n\n\n\n<p>Dependency types in ClickUp include:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Waiting on: <\/strong>Task cannot start until another is complete<\/li>\n\n\n\n<li><strong>Blocking:<\/strong> Task prevents another from moving forward<\/li>\n\n\n\n<li><strong>Linked Tasks: <\/strong>Related, but not sequentially dependent<\/li>\n<\/ul>\n\n\n\n<p>Some advanced features include:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/help.clickup.com\/hc\/en-us\/articles\/6304410420759-Dependency-Warnings\"><strong>Dependency Warning ClickApp<\/strong><\/a> to flag blockers instantly<\/li>\n\n\n\n<li><a href=\"https:\/\/help.clickup.com\/hc\/en-us\/articles\/6304547785367-Rescheduling-dependencies\"><strong>Reschedule Dependencies ClickApp<\/strong><\/a> to auto-shift Tasks when timelines change<\/li>\n<\/ul>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"936\" height=\"625\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Dependencies.png\" alt=\"ClickUp Dependencies: Linked task order clarifying what must happen first\" class=\"wp-image-564829\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Dependencies.png 936w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Dependencies-300x200.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Dependencies-768x513.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Dependencies-700x467.png 700w\" sizes=\"auto, (max-width: 936px) 100vw, 936px\" \/><figcaption class=\"wp-element-caption\"><em>Plan projects with accurate timelines and manage blockers across departments with ClickUp Dependencies<\/em><\/figcaption><\/figure>\n<\/div>\n\n<div style=\"background-color: #d9edf7; color: #31708f; border-left-color: #31708f; \" class=\"ub-styled-box ub-notification-box wp-block-ub-styled-box\" id=\"ub-styled-box-ef8a9b03-b2e1-4c6f-9220-22c255167806\">\n<p id=\"ub-styled-box-notification-content-\">\ud83d\udca1 <strong>Pro Tip:<\/strong> The best way to visualize Dependencies in ClickUp is through Gantt View. It lets you see how tasks connect across your entire project, adding visibility to blockers and bottlenecks.<\/p>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"41-permissions-\"><strong>Permissions<\/strong><\/h3>\n\n\n\n<p><a href=\"https:\/\/help.clickup.com\/hc\/en-us\/articles\/6309225399703-Intro-to-permissions\">ClickUp Permissions<\/a> define the exact actions a user can take on any item or location in ClickUp. They can be applied at multiple levels, such as Workspace, Space, Folder, List, or individual Tasks and Docs.<\/p>\n\n\n\n<p>Here\u2019s how Permissions help:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Manage user roles<\/strong> from items or from the Manage People page<\/li>\n\n\n\n<li><strong>Define default permissions<\/strong> for new users (admins\/owners on Business Plus and Enterprise Plans only)<\/li>\n\n\n\n<li><strong>Apply granular controls<\/strong> on a per-item basis when needed<\/li>\n<\/ul>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"430\" height=\"646\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Permissions-in-ClickUp.png\" alt=\"ClickUp Permissions: Access control settings managing who can view or edit work\" class=\"wp-image-564830\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Permissions-in-ClickUp.png 430w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Permissions-in-ClickUp-200x300.png 200w\" sizes=\"auto, (max-width: 430px) 100vw, 430px\" \/><figcaption class=\"wp-element-caption\"><em>Restrict or allow sharing at the Workspace level with Permissions in ClickUp<\/em><\/figcaption><\/figure>\n<\/div>\n\n\n<p>User-level permissions include:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Full edit: <\/strong>Create, edit, share, and delete items<\/li>\n\n\n\n<li><strong>Edit:<\/strong> Make changes, including sharing, but cannot delete<\/li>\n\n\n\n<li><strong>Comment:<\/strong> Leave comments and replies without editing content<\/li>\n\n\n\n<li><strong>View only:<\/strong> Read-only access<\/li>\n<\/ul>\n\n\n<div style=\"background-color: #d9edf7; color: #31708f; border-left-color: #31708f; \" class=\"ub-styled-box ub-notification-box wp-block-ub-styled-box\" id=\"ub-styled-box-1163cc53-6cdc-4094-a912-08760fd21e99\">\n<p id=\"ub-styled-box-notification-content-\">\ud83d\udca1 <strong>Pro Tip: <\/strong>You can also add <a href=\"https:\/\/help.clickup.com\/hc\/en-us\/sections\/17042206353431-Guests\">Guests in ClickUp<\/a>. These are external collaborators such as clients, contractors, or vendors, who only get access to items you explicitly share. They don\u2019t see your full Workspace, making it a safe option for external work.<\/p>\n\n\n\n<p>Guest types include:\u00a0<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>View only guests:<\/strong> People from outside your organization who only need to view content<\/li>\n\n\n\n<li><strong>Permission-controlled guests:<\/strong> People from outside your organization who need to interact with specific content<\/li>\n<\/ul>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"42-teams-\"><strong>Teams<\/strong><\/h3>\n\n\n\n<p><a href=\"https:\/\/help.clickup.com\/hc\/en-us\/articles\/6326036524823-Use-Teams-in-your-organization\">Teams in ClickUp<\/a> are shared user groups you can assign work to, mention in comments, or add as followers, making it easy to collaborate with entire departments or project squads at once.&nbsp;<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"335\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Streamline-cross-functional-1400x335.png\" alt=\"ClickUp Teams: Grouped members used to assign work and collaborate efficiently\" class=\"wp-image-564835\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Streamline-cross-functional-1400x335.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Streamline-cross-functional-300x72.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Streamline-cross-functional-768x184.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Streamline-cross-functional-1536x367.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Streamline-cross-functional-700x167.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Streamline-cross-functional.png 1920w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\"><em>Streamline cross-functional work by assigning Tasks to whole Teams at once<\/em><\/figcaption><\/figure>\n<\/div>\n\n\n<p>Furthermore, the <a href=\"https:\/\/help.clickup.com\/hc\/en-us\/articles\/25629699461783-Intro-to-Teams-Hub\">Teams Hub<\/a> gives you a centralized place to see every team in your Workspace, manage members, and review their work.&nbsp;<\/p>\n\n\n\n<p>Workspace owners and admins can create Teams, add members, set unique icons, and control permissions.<\/p>\n\n\n<div style=\"background-color: #d9edf7; color: #31708f; border-left-color: #31708f; \" class=\"ub-styled-box ub-notification-box wp-block-ub-styled-box\" id=\"ub-styled-box-33899b04-4b0b-4532-a6ec-e161050f30c7\">\n<p id=\"ub-styled-box-notification-content-\">\ud83d\udca1 <strong>Pro Tip: <\/strong>Here\u2019s how to create a Team in a few quick steps:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Open <strong>Teams Hub<\/strong> and click <strong>Create team<\/strong><\/li>\n\n\n\n<li>Name your Team, choose an icon, and add an optional description<\/li>\n\n\n\n<li>Click <strong>Create Team<\/strong>, then hit the <strong>people<\/strong> icon to add members or skip and invite later<\/li>\n\n\n\n<li>Prefer using Workspace settings? Go to <strong>Settings &gt; Teams &gt; Create Team<\/strong>, name it, and save<\/li>\n\n\n\n<li>Add members anytime by opening the Team and selecting <strong>Add member<\/strong><\/li>\n<\/ol>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"43-time-and-productivity-\"><strong>Time and productivity<\/strong><\/h3>\n\n\n\n<p>Now that we\u2019ve covered access controls, let\u2019s move into the tools that help you save valuable time.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"44-time-tracking-\"><strong>Time Tracking<\/strong><\/h3>\n\n\n\n<p><a href=\"https:\/\/clickup.com\/features\/project-time-tracking\">ClickUp Time Tracking<\/a> is a built-in feature that allows you to log, track, and report time spent on Tasks directly within your workflow. It helps you monitor productivity, manage billable hours, and analyze how time is allocated across different activities.<\/p>\n\n\n\n<p>You can add notes, labels, billable flags, and rollup totals to your time entries so every log is clear, categorized, and ready for accurate reporting.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"874\" height=\"642\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Time-Tracking.png\" alt=\"ClickUp Time Tracking: Built-in tracker showing how long tasks take\" class=\"wp-image-564837\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Time-Tracking.png 874w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Time-Tracking-300x220.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Time-Tracking-768x564.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-Time-Tracking-700x514.png 700w\" sizes=\"auto, (max-width: 874px) 100vw, 874px\" \/><figcaption class=\"wp-element-caption\"><em>Compare estimated vs. tracked time to identify overages early with ClickUp Time Tracking<\/em><\/figcaption><\/figure>\n<\/div>\n\n\n<p>It lets you:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Start and stop timers<\/strong> from desktop, mobile, or the Chrome extension<\/li>\n\n\n\n<li><strong>Add time manually<\/strong> (retroactively or by date range)<\/li>\n\n\n\n<li><strong>Track time even without a Task<\/strong> (Business Plan+)<\/li>\n\n\n\n<li><strong>Sync external tools<\/strong> like Toggl, Harvest, or Everhour for centralized time-tracking data<\/li>\n<\/ul>\n\n\n<div style=\"border: 3px dashed #0693e3; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-7d406c71-9b5b-4e94-8ef1-10ebe958af6a\">\n<p id=\"ub-styled-box-bordered-content-\">\ud83d\udd0d <strong>Did You Know? <\/strong><a href=\"https:\/\/clickup.com\/features\/timesheets\">ClickUp Timesheets<\/a> aggregates the time tracked by users (either manually or with timers) and presents it in an organized table for reporting, approvals, and analysis.\u00a0<\/p>\n\n\n<\/div>\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"314\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Access-your-full-work-log-in-ClickUps-Timesheets-Hub-1400x314.png\" alt=\"ClickUp Time Tracking: Access all your timesheets and reports in the ClickUp Timesheets Hub\" class=\"wp-image-564840\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Access-your-full-work-log-in-ClickUps-Timesheets-Hub-1400x314.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Access-your-full-work-log-in-ClickUps-Timesheets-Hub-300x67.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Access-your-full-work-log-in-ClickUps-Timesheets-Hub-768x172.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Access-your-full-work-log-in-ClickUps-Timesheets-Hub-1536x344.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Access-your-full-work-log-in-ClickUps-Timesheets-Hub-700x157.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Access-your-full-work-log-in-ClickUps-Timesheets-Hub.png 1920w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\"><em>Access your full work log in ClickUp\u2019s Timesheets Hub<\/em><\/figcaption><\/figure>\n<\/div>\n\n\n<p>Here you can:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Review totals<\/strong> by user or task<\/li>\n\n\n\n<li><strong>Expand entries<\/strong> for detailed insights<\/li>\n\n\n\n<li><strong>Submit or approve time logs<\/strong><\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"45-recurring-tasks-\"><strong>Recurring Tasks<\/strong><\/h3>\n\n\n\n<p><a href=\"https:\/\/clickup.com\/features\/recurring-tasks\">ClickUp Recurring Tasks<\/a> automatically regenerate Tasks on a schedule you define (daily, weekly, monthly, yearly, or fully custom) so repeatable work happens without manual setup. They use due dates as the anchor, create the next instance either instantly or on schedule, and let you choose whether to update the same Tasks or generate a new one each time.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1284\" height=\"1102\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Set-a-ClickUp-Recurring-Task.png\" alt=\"ClickUp Recurring Tasks: Automated repetition setup for cyclical work\" class=\"wp-image-564842\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Set-a-ClickUp-Recurring-Task.png 1284w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Set-a-ClickUp-Recurring-Task-300x257.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Set-a-ClickUp-Recurring-Task-768x659.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Set-a-ClickUp-Recurring-Task-700x601.png 700w\" sizes=\"auto, (max-width: 1284px) 100vw, 1284px\" \/><figcaption class=\"wp-element-caption\"><em>Set a ClickUp Recurring Task and stay on top of repeating workflows effortlessly<\/em><\/figcaption><\/figure>\n<\/div>\n\n\n<p>Use recurring tasks to:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Set up tasks with completion-based or due-date-based recurrence rules<\/li>\n\n\n\n<li>Maintain consistency by using recurring approvals, meetings, reporting cycles, and maintenance tasks<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"46-bulk-actions-or-multitasking-tray-\"><strong>Bulk Actions or Multitasking Tray<\/strong><\/h3>\n\n\n\n<p><a href=\"https:\/\/clickup.com\/features\/multi-task-toolbar\">ClickUp\u2019s Bulk Actions<\/a> or Multi-Tasks Toolbar lets you update multiple Tasks at once. This is perfect for cleanup, reorganizing, or managing large projects.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"892\" height=\"682\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Fix-messy-metadata-by-bulk-editing-Tasks.png\" alt=\"ClickUp Bulk Actions: Multi-select interface allowing mass updates\" class=\"wp-image-564843\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Fix-messy-metadata-by-bulk-editing-Tasks.png 892w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Fix-messy-metadata-by-bulk-editing-Tasks-300x229.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Fix-messy-metadata-by-bulk-editing-Tasks-768x587.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Fix-messy-metadata-by-bulk-editing-Tasks-700x535.png 700w\" sizes=\"auto, (max-width: 892px) 100vw, 892px\" \/><figcaption class=\"wp-element-caption\"><em>Fix messy metadata by bulk-editing Tasks&nbsp;<\/em><\/figcaption><\/figure>\n<\/div>\n\n\n<p>Here\u2019s what you can bulk-edit:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Update statuses<\/strong>, assignees, due dates, priorities, and tags<\/li>\n\n\n\n<li><strong>Archive, delete, or duplicate<\/strong> Tasks<\/li>\n\n\n\n<li><strong>Convert Tasks to Subtasks<\/strong><\/li>\n\n\n\n<li><strong>Add or remove followers<\/strong><\/li>\n\n\n\n<li><strong>Set Dependencies<\/strong> or convert Tasks to Milestones<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"47-sharing-and-public-links-\"><strong>Sharing and public links<\/strong><\/h3>\n\n\n\n<p>In ClickUp, you can <a href=\"https:\/\/help.clickup.com\/hc\/en-us\/articles\/6309298874775-Share-locations-and-items-with-a-public-link\">share locations and items using public links<\/a> without giving full access to your Workspace. Instead of adding others as members or guests, you can simply generate a link and let them view what you want them to see.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"946\" height=\"918\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Share-work-instantly-with-ClickUps-public-links.png\" alt=\"ClickUp Public Links: Shareable link generator providing external access\" class=\"wp-image-564846\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Share-work-instantly-with-ClickUps-public-links.png 946w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Share-work-instantly-with-ClickUps-public-links-300x291.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Share-work-instantly-with-ClickUps-public-links-768x745.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Share-work-instantly-with-ClickUps-public-links-700x679.png 700w\" sizes=\"auto, (max-width: 946px) 100vw, 946px\" \/><figcaption class=\"wp-element-caption\"><em>Share work instantly with ClickUp\u2019s public links<\/em><\/figcaption><\/figure>\n<\/div>\n\n\n<p>Most Workspace items can be shared publicly. People accessing the link don\u2019t need a ClickUp account, and everything is view-only by default.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th><strong>Shareable&nbsp;<\/strong><\/th><th><strong>Unshareable<\/strong><\/th><\/tr><\/thead><tbody><tr><td><\/td><td><\/td><\/tr><tr><td>Tasks<\/td><td>Private Spaces, Folders, or Lists<\/td><\/tr><tr><td>Docs, wikis, and pages<\/td><td>Any Chat threads at those locations<\/td><\/tr><tr><td>Whiteboards<\/td><td><\/td><\/tr><tr><td>Form views<br>Views like List, Board, Calendar, Timeline, Gantt, and Table (depending on the plan)<\/td><td><\/td><\/tr><tr><td>Entire \u2018All Spaces\u2019 (Everything level) on Business plans and above&nbsp;<\/td><td><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"48-favorites-\"><strong>Favorites<\/strong><\/h3>\n\n\n\n<p><a href=\"https:\/\/help.clickup.com\/hc\/en-us\/articles\/6308862167575-Favorites\">Favorites in ClickUp<\/a> give you a quick way to jump into the work you open every day, such as your go-to Lists, key Docs, high-priority Tasks, active Chats, or dashboards you monitor nonstop. Favorites are available to everyone on all plans (even guests) and are completely personal.&nbsp;<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"444\" height=\"732\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Favorites-in-ClickUp.png\" alt=\"ClickUp Favorites: Bookmarked items panel for quick access to important work\" class=\"wp-image-564851\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Favorites-in-ClickUp.png 444w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Favorites-in-ClickUp-182x300.png 182w\" sizes=\"auto, (max-width: 444px) 100vw, 444px\" \/><figcaption class=\"wp-element-caption\"><em>Build your own quick-access bar with Favorites in ClickUp<\/em><\/figcaption><\/figure>\n<\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"49-advanced-features-and-latest-updates-\"><strong>Advanced Features and Latest Updates<\/strong><\/h2>\n\n\n\n<p>Now that you\u2019ve seen the basics, let\u2019s level up. \u2b06\ufe0f<\/p>\n\n\n\n<p>Here are some powerful updates and advanced features that make ClickUp even more useful in your everyday work.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"50-clickup-brain-\"><strong>ClickUp Brain<\/strong><\/h3>\n\n\n\n<p>Most teams today are juggling different AI tools: one for writing, one for search, one for project updates, one for meeting notes, one for image generation, and more.<\/p>\n\n\n\n<p>That <a href=\"https:\/\/clickup.com\/blog\/ai-sprawl\/\">AI sprawl<\/a> slows teams down.<\/p>\n\n\n\n<p><a href=\"https:\/\/clickup.com\/brain\">ClickUp&#8217;s Brain<\/a> is your intelligent assistant that brings all these capabilities into one place, so you\u2019re not bouncing between disconnected apps just to get simple work done. And because it\u2019s embedded in your workspace, it understands your work, surfaces real answers, and takes action.<\/p>\n\n\n\n<p>Here\u2019s <a href=\"https:\/\/clickup.com\/blog\/how-to-use-clickup-ai\/\">how to use Brai<a href=\"https:\/\/clickup.com\/brain\">GPT<\/a><\/a> for optimized workflows:\u00a0<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"51-run-projects-faster-\"><strong>Run projects faster&nbsp;<\/strong><\/h4>\n\n\n\n<p>ClickUp Brain keeps projects moving, summarizes activity, highlights risks, and handles repetitive updates for you.<\/p>\n\n\n\n<p>It helps you:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Understand project health<\/strong> instantly, without digging through Tasks<\/li>\n\n\n\n<li><strong>Get progress updates<\/strong> you can share with stakeholders<\/li>\n\n\n\n<li><strong>Identify stuck, overdue, or inactive Tasks<\/strong><\/li>\n\n\n\n<li><strong>Offload admin work<\/strong> like status updates or Task creation<\/li>\n\n\n\n<li><strong>Search your Workspace<\/strong> for conversations, tasks, and more.<\/li>\n<\/ul>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"938\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Create-stakeholder-ready-updates-with-ClickUp-Brain-1400x938.jpg\" alt=\"ClickUp Brain: Create stakeholder-ready updates and standups \" class=\"wp-image-564853\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Create-stakeholder-ready-updates-with-ClickUp-Brain-1400x938.jpg 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Create-stakeholder-ready-updates-with-ClickUp-Brain-300x201.jpg 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Create-stakeholder-ready-updates-with-ClickUp-Brain-768x515.jpg 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Create-stakeholder-ready-updates-with-ClickUp-Brain-1536x1029.jpg 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Create-stakeholder-ready-updates-with-ClickUp-Brain-700x469.jpg 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Create-stakeholder-ready-updates-with-ClickUp-Brain.jpg 1888w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\"><em>Create stakeholder-ready updates with ClickUp Brain<\/em><\/figcaption><\/figure>\n<\/div>\n\n\n<div class=\"wp-block-cu-buttons\"><a href=\"https:\/\/app.clickup.com\/signup?product=ai&amp;ai=true\" class=\"cu-button cu-button--purple cu-button--improved\">Try ClickUp Brain<\/a><\/div>\n\n\n\n<p>Suppose your launch sprint is slipping. ClickUp Brain flags three Tasks untouched for 7 days, summarizes the sprint in seconds, and tells you exactly what\u2019s blocking progress. It suggests next steps, updates assignees automatically, and even creates a \u2018Fix API Latency\u2019 Task when you ask it to.<\/p>\n\n\n<div style=\"border: 3px dashed #0693e3; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-a9c6356d-5407-4b83-863e-74f48387ac99\">\n<p id=\"ub-styled-box-bordered-content-\"><strong>\ud83d\udccc Example Prompts:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Summarize the last 7 days of activity in the Website Revamp project and show me the three biggest risks that could delay the launch<\/li>\n\n\n\n<li>Identify Tasks in the Q4 Ops Sprint that haven\u2019t moved in 5+ days and tell me who\u2019s unblocked and who needs support<\/li>\n\n\n\n<li>Find any Task with vague requirements and draft clearer descriptions or checklists so the team can start immediately<\/li>\n\n\n\n<li>Spot duplicate or overlapping Tasks in the New Onboarding Flow folder and suggest a simplified structure<\/li>\n<\/ul>\n\n\n<\/div>\n\n<div style=\"border: 3px dashed #0693e3; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-ba60e699-ac29-4de1-8ff4-e6fa22289bd8\">\n<p id=\"ub-styled-box-bordered-content-\">\ud83d\udd0d <strong>Did You Know: <\/strong>You can <a href=\"https:\/\/help.clickup.com\/hc\/en-us\/articles\/16289049593751-Create-subtasks-with-ClickUp-AI\">create Subtasks with ClickUp Brain<\/a> and turn messy feedback or long comments into structured Subtasks. It analyzes the content and creates clean, titled Subtasks you can assign or track.\u00a0<\/p>\n\n\n<\/div>\n\n\n<p>Just hover over the comment, click the <strong>Brain<\/strong> icon, and choose <strong>Create Subtasks.<\/strong><\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"600\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Break-down-Task-names-descriptions-1400x600.png\" alt=\"ClickUp Brain: AI breaking down task names descriptions or highlighted text into a fast Subtasks list\" class=\"wp-image-564854\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Break-down-Task-names-descriptions-1400x600.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Break-down-Task-names-descriptions-300x129.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Break-down-Task-names-descriptions-768x329.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Break-down-Task-names-descriptions-1536x658.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Break-down-Task-names-descriptions-700x300.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Break-down-Task-names-descriptions.png 1624w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\"><em>Break down Task names, descriptions, or highlighted text when you need a fast Subtasks list with Brain<\/em><\/figcaption><\/figure>\n<\/div>\n\n\n<h4 class=\"wp-block-heading\" id=\"52-find-answers-instantly-\"><strong>Find answers instantly&nbsp;<\/strong><\/h4>\n\n\n\n<p>ClickUp Brain acts like your workspace-wide knowledge engine that connects your organization\u2019s people, work, and information.\u00a0<\/p>\n\n\n\n<p>It lets you:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Run <\/strong><a href=\"https:\/\/help.clickup.com\/hc\/en-us\/articles\/32907048863895-Deep-Search-with-ClickUp-AI\"><strong>Deep Search<\/strong><\/a> across Tasks, Docs, comments, the web and old project history to find relevant information that\u2019s normally hard to track down<\/li>\n\n\n\n<li><strong>Search across your entire ecosystem<\/strong>, including Google Drive, GitHub, Dropbox, and other connected tools, surfacing relevant files instantly<\/li>\n\n\n\n<li><strong>Ask questions and get contextual answers<\/strong> powered by your workspace data<\/li>\n\n\n\n<li><strong>Use wikis as your verified source of truth,<\/strong> so answers come from the most accurate, up-to-date documentation<\/li>\n<\/ul>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"763\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/multiple-locations-with-ClickUp-Brain-1400x763.jpg\" alt=\"ClickUp Brain: AI collecting conversations on a topic and generating a clear decision summary from multiple locations\" class=\"wp-image-564856\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/multiple-locations-with-ClickUp-Brain-1400x763.jpg 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/multiple-locations-with-ClickUp-Brain-300x163.jpg 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/multiple-locations-with-ClickUp-Brain-768x418.jpg 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/multiple-locations-with-ClickUp-Brain-1536x837.jpg 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/multiple-locations-with-ClickUp-Brain-700x381.jpg 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/multiple-locations-with-ClickUp-Brain.jpg 1920w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\"><em>Collect every conversation tied to a specific topic and generate a clear decision summary from multiple locations with ClickUp Brain<\/em><\/figcaption><\/figure>\n<\/div>\n\n<div style=\"border: 3px dashed #0693e3; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-1755b94c-75de-45e2-85a1-a436b7673696\">\n<p id=\"ub-styled-box-bordered-content-\"><strong>\ud83d\udccc Example Prompts:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Find GitHub PRs and Tasks related to the mobile navbar redesign, and show me the latest approved version<\/li>\n\n\n\n<li>Search the entire workspace for onboarding best practices and generate a wiki section using only verified sources<\/li>\n\n\n\n<li>Show me every historical reference to \u2018checkout lag\u2019 across Tasks, meetings, and GitHub so I can see when this issue started<\/li>\n\n\n\n<li>Find documentation created by the Support team about SLA breaches and surface the most up-to-date version<\/li>\n<\/ul>\n\n\n<\/div>\n\n\n<h4 class=\"wp-block-heading\" id=\"53-create-high-quality-documentation-\"><strong>Create high-quality documentation&nbsp;<\/strong><\/h4>\n\n\n\n<p>ClickUp Brain acts as a built-in writing assistant for drafting, editing, summarizing, and improving content. Here\u2019s what you can do with it:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Draft Tasks descriptions<\/strong>, briefs, product notes, or emails<\/li>\n\n\n\n<li><strong>Clean up messy text<\/strong> and make it clear or concise<\/li>\n\n\n\n<li><strong>Summarize long Docs<\/strong>, threads, or meetings<\/li>\n\n\n\n<li><strong>Turn unstructured notes into actionable checklists<\/strong> or plans<\/li>\n<\/ul>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1349\" height=\"935\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Ask-ClickUp-Brain-3.png\" alt=\"ClickUp Brain: AI writing content tailored to your specific tone and style\" class=\"wp-image-564858\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Ask-ClickUp-Brain-3.png 1349w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Ask-ClickUp-Brain-3-300x208.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Ask-ClickUp-Brain-3-768x532.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Ask-ClickUp-Brain-3-700x485.png 700w\" sizes=\"auto, (max-width: 1349px) 100vw, 1349px\" \/><figcaption class=\"wp-element-caption\"><em>Ask ClickUp Brain to write content based on your specific tone\u00a0<\/em><\/figcaption><\/figure>\n<\/div>\n\n<div style=\"border: 3px dashed #0693e3; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-5a3b9b39-6d73-4ae4-bcbd-a850f0402087\">\n<p id=\"ub-styled-box-bordered-content-\"><strong>\ud83d\udccc Example Prompts:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Turn these raw meeting notes into a clear requirements doc with acceptance criteria and a Task breakdown<\/li>\n\n\n\n<li>Rewrite this messy Task description so it\u2019s concise, actionable, and easy for engineering to estimate during the development process\u00a0<\/li>\n\n\n\n<li>Draft a kickoff brief for the \u2018Customer Education Hub\u2019 project, including project goals, scope, resource allocation, timeline, and risks<\/li>\n\n\n\n<li>Convert this brainstorm list into a priority-ordered execution plan with owners and next steps to ensure timely completion<\/li>\n<\/ul>\n\n\n<\/div>\n\n\n<h4 class=\"wp-block-heading\" id=\"54-turn-ideas-into-on-brand-visuals-\"><strong>Turn ideas into on-brand visuals&nbsp;<\/strong><\/h4>\n\n\n\n<p>You can also <a href=\"https:\/\/help.clickup.com\/hc\/en-us\/articles\/32403228320663-Generate-images-with-ClickUp-AI\">generate images with Brain<\/a> to create or edit visuals directly inside ClickUp Whiteboards. It\u2019s made for quick, contextual image creation during brainstorming, planning, or documenting work.\u00a0<\/p>\n\n\n\n<p>Here\u2019s what you can do:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Edit or refine images<\/strong> by adjusting prompts, changing styles, adding details, or regenerating variations<\/li>\n\n\n\n<li><strong>Insert generated visuals<\/strong> into Docs, Tasks, Whiteboards, or share them instantly via Chat or DMs<\/li>\n\n\n\n<li><strong>Map ideas, add illustrations, or create design references<\/strong> during collaborative sessions within Whiteboards&nbsp;<\/li>\n<\/ul>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"855\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Prompt-ClickUp-Brain-1400x855.jpg\" alt=\"ClickUp Brain: AI generating images to support creative and brainstorming sessions\" class=\"wp-image-564860\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Prompt-ClickUp-Brain-1400x855.jpg 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Prompt-ClickUp-Brain-300x183.jpg 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Prompt-ClickUp-Brain-768x469.jpg 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Prompt-ClickUp-Brain-1536x938.jpg 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Prompt-ClickUp-Brain-700x428.jpg 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Prompt-ClickUp-Brain.jpg 1920w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\"><em>Prompt ClickUp Brain to generate images during brainstorming sessions\u00a0<\/em><\/figcaption><\/figure>\n<\/div>\n\n<div style=\"border: 3px dashed #0693e3; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-6f5d8c1c-afe2-4810-8f24-a96a66d873a6\">\n<p id=\"ub-styled-box-bordered-content-\"><strong>\ud83d\udccc Try these prompts:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Create a whiteboard-style sketch illustrating the new customer journey flow for our app onboarding<\/li>\n\n\n\n<li>Generate four variations of a UI wireframe for a cleaner notifications center I can reference in the design doc<\/li>\n\n\n\n<li>Produce an icon set for \u2018Data Migration,\u2019 \u2018System Health,\u2019 and \u2018Risk Flagged\u2019 in a minimal outline style<\/li>\n\n\n\n<li>Generate a quick visual representation of the homepage hero banner based on this copy and layout idea<\/li>\n<\/ul>\n\n\n<\/div>\n\n\n<h4 class=\"wp-block-heading\" id=\"55-search-your-entire-workspace-\"><strong>Search your entire workspace&nbsp;<\/strong><\/h4>\n\n\n\n<p>The <a href=\"https:\/\/clickup.com\/brain\/enterprise-search\">ClickUp AI Enterprise Search<\/a> is a unified search engine that scans your entire workspace and all your connected apps from one place, giving you real answers, not just links. It pulls information from Tasks, Docs, chats, files, meetings, and external tools while respecting permissions and keeping your data fully secure.<\/p>\n\n\n\n<p>Additionally, you don\u2019t have to be worried about data security. ClickUp offers enterprise-grade protection with GDPR, SOC 2, HIPAA compliance, no third-party data training, and zero retention policies.&nbsp;<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"911\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Surface-up-to-date-information-1400x911.png\" alt=\"ClickUp Enterprise Search: AI surfacing up-to-date information instantly with real-time indexing across your workspace\" class=\"wp-image-564866\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Surface-up-to-date-information-1400x911.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Surface-up-to-date-information-300x195.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Surface-up-to-date-information-768x500.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Surface-up-to-date-information-1536x1000.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Surface-up-to-date-information-700x456.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Surface-up-to-date-information.png 1701w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\"><em>Surface up-to-date information with real-time indexing with ClickUp Enterprise Search<\/em><\/figcaption><\/figure>\n<\/div>\n\n<div style=\"border: 3px dashed #0693e3; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-2cc07f74-1829-40cc-89ec-bb590af619b2\">\n<p id=\"ub-styled-box-bordered-content-\"><strong>\ud83d\udccc Try these prompts:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Show every place where \u2018inventory forecasting\u2019 appears across ClickUp, Google Drive, and Slack, and identify the most recent version<\/li>\n\n\n\n<li>Find all Docs, Tasks, and meeting notes related to the \u20182025 Product Vision\u2019 and surface the latest approved decisions<\/li>\n\n\n\n<li>Pull every file and comment referencing \u2018ADA compliance\u2019 from ClickUp + external apps and summarize the requirements<\/li>\n\n\n\n<li>Locate all Tasks assigned to me across ClickUp, GitHub issues, and Jira tickets that are due in the next 5 days<\/li>\n<\/ul>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"56-clickup-brain-max-\"><strong>ClickUp Brain MAX<\/strong><\/h3>\n\n\n\n<p><a href=\"https:\/\/clickup.com\/brain\/max\">ClickUp Brain MAX<\/a> is the next-generation AI super-app that pulls all your tools, data, and workflows under one roof. This desktop-based, standalone offering from ClickUp is built to <a href=\"https:\/\/clickup.com\/blog\/business-transformation-through-ai-covergence\/\">solve work sprawl<\/a> by giving you a single, unified hub for search, automation, content creation, and deep insights.&nbsp;<\/p>\n\n\n\n<p>Here\u2019s how it helps:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Contextual intelligence: <\/strong>It\u2019s deeply integrated with ClickUp\u2019s work graph. This way, it knows your Tasks, Docs, projects, relationships, external tools, and team context<\/li>\n\n\n\n<li><strong>A unified AI hub: <\/strong>Instead of maintaining multiple subscriptions, you can just use Brain MAX to access Claude, ChatGPT, Gemini, and other tools<\/li>\n\n\n\n<li><strong>Cross-app automation: <\/strong>Find buried files, missed threads, or related tasks from connected apps like Google Drive, GitHub, OneDrive, SharePoint, and more<\/li>\n<\/ul>\n\n\n\n<p>Brain MAX is designed with large teams and organizations in mind, supporting enterprise-grade security and privacy, as well as LLM-agnostic flexibility.<\/p>\n\n\n\n<p>Here are some of its other benefits:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Upload screenshots or images to run visual searches<\/li>\n\n\n\n<li>Save prompts and customize your search scope<\/li>\n\n\n\n<li>Access multiple LLMs instantly with the floating bar and global shortcuts<\/li>\n\n\n\n<li>View Brain MAX\u2019s home cards with calendar events, suggestions, and recent activity<\/li>\n\n\n\n<li>Export audio and play back transcripts for voice inputs<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"57-clickup-brain-max%E2%80%99s-talk-to-text-\"><strong>ClickUp Brain MAX\u2019s Talk to Text<\/strong><\/h4>\n\n\n\n<p><a href=\"https:\/\/clickup.com\/brain\/talk-to-text\">Talk-to-Text in ClickUp<\/a> Brain MAX is a voice-to-action tool that turns your speech into written content. It helps capture notes, draft long-form content, or quickly log updates before they slip away.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"667\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/using-ClickUp-Brain-MAX-1400x667.png\" alt=\"Talk to Text in ClickUp Brain MAX: Voice input converted into structured text tasks notes and updates\" class=\"wp-image-564871\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/using-ClickUp-Brain-MAX-1400x667.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/using-ClickUp-Brain-MAX-300x143.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/using-ClickUp-Brain-MAX-768x366.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/using-ClickUp-Brain-MAX-700x334.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/using-ClickUp-Brain-MAX.png 1536w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\"><em>Dictate text anywhere using global Talk to Text across your entire device using ClickUp Brain MAX<\/em><\/figcaption><\/figure>\n<\/div>\n\n\n<p>Here\u2019s how it helps:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Record effortlessly with a floating bar<\/strong> that shows live status and lets you stop dictation instantly<\/li>\n\n\n\n<li><strong>Build a personal vocabulary<\/strong> by teaching Brain MAX your industry terms, product names, and custom dictionary entries<\/li>\n<\/ul>\n\n\n<div style=\"background-color: #d9edf7; color: #31708f; border-left-color: #31708f; \" class=\"ub-styled-box ub-notification-box wp-block-ub-styled-box\" id=\"ub-styled-box-8ca03c7e-6bbd-4e99-b97a-cc02b4965e87\">\n<p id=\"ub-styled-box-notification-content-\"><strong>\ud83d\udca1 Pro Tip: <\/strong>Start recording anywhere using any of these triggers:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Hold fn<\/strong> (or your custom shortcut)<\/li>\n\n\n\n<li><strong>Press Shift + fn<\/strong><\/li>\n\n\n\n<li><strong>Click the microphone icon<\/strong> in Brain MAX<\/li>\n\n\n\n<li><strong>Use Option + B<\/strong> (Mac) or <strong>Alt + B<\/strong> (PC) in the Chrome extension<\/li>\n<\/ul>\n\n\n<\/div>\n\n\n<p>A floating bar indicates that you\u2019re recording. Brain MAX captures your voice in real-time so your spoken ideas instantly appear wherever your cursor is or in its search bar.<\/p>\n\n\n<div style=\"border: 3px solid #9b51e0; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-c27b49f1-dd1e-49f7-8025-8b369f085ec0\">\n<p id=\"ub-styled-box-bordered-content-\">\ud83d\udcee <strong>ClickUp Insight:<\/strong> Over <a href=\"https:\/\/clickup.com\/brain\/talk-to-text\">60% of our survey respondents<\/a> spend more than an hour a day typing, and 36.75% regularly feel discomfort or pain in their hands.<\/p>\n\n\n\n<p>Typing fatigue isn\u2019t just an annoying side effect of our work habits. It\u2019s a productivity killer.<\/p>\n\n\n\n<p>But it\u2019s easily fixable. <a href=\"https:\/\/clickup.com\/brain\/max\">Brain MAX\u2019s<\/a> <a href=\"https:\/\/clickup.com\/brain\/talk-to-text\">Talk-to-Text<\/a> is your shortcut to a healthier workday.<\/p>\n\n\n\n<p>Dictate updates, brainstorm ideas, or meeting notes hands-free, and give your wrists (and your focus) a break.<\/p>\n\n\n\n<div class=\"wp-block-cu-buttons\"><a href=\"https:\/\/clickup.com\/brain\/max\" class=\"cu-button cu-button--purple cu-button--improved\">Brainstorm on the go with ClickUp Brain MAX<\/a><\/div>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"58-clickup-ai-notetaker-\"><strong>ClickUp AI Notetaker<\/strong><\/h3>\n\n\n\n<p>Let <a href=\"https:\/\/clickup.com\/brain\/ai-notetaker\">ClickUp AI Notetaker<\/a> join your Zoom, Google Meet, or Teams calls automatically, listen in, and build a clean, structured Doc for you afterward.<\/p>\n\n\n\n<p>You can:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Get instant meeting summaries<\/strong> that highlight key takeaways, decisions, open questions, and next steps<\/li>\n\n\n\n<li><strong>Review organized transcripts<\/strong> stored in your private Docs, making it easy to search who said what across any meeting<\/li>\n\n\n\n<li><strong>Turn action items into Tasks automatically<\/strong>, complete with owners, due dates, and context pulled directly from your calls<\/li>\n\n\n\n<li><strong>Ask the AI assistant questions about your meetings<\/strong> (\u2018What did we decide on the launch plan?\u2019), and get answers sourced from every related note and transcript<\/li>\n<\/ul>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1233\" height=\"882\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-AI-Notetaker.jpg\" alt=\"ClickUp AI Notetaker: Automated meeting notes capturing key points action items and summaries\" class=\"wp-image-564878\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-AI-Notetaker.jpg 1233w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-AI-Notetaker-300x215.jpg 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-AI-Notetaker-768x549.jpg 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/ClickUp-AI-Notetaker-700x501.jpg 700w\" sizes=\"auto, (max-width: 1233px) 100vw, 1233px\" \/><figcaption class=\"wp-element-caption\"><em>Catch up on calls you missed with smart TL; DRs, topic breakdowns, and decision summaries with the ClickUp AI Notetaker<\/em><\/figcaption><\/figure>\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"59-ai-cards-\"><strong>AI Cards<\/strong><\/h3>\n\n\n\n<p>ClickUp\u2019s <a href=\"https:\/\/help.clickup.com\/hc\/en-us\/articles\/30554022309655-AI-Cards\">AI Cards<\/a> let you add live, auto-generated insights to your Dashboard. They pull real data from your Workspace to give you summaries, status updates, and quick reports.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"707\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Add-AI-cards-1400x707.png\" alt=\"AI Cards in Dashboards: Smart dashboard widgets showing real-time AI insights and workspace summaries\" class=\"wp-image-564880\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Add-AI-cards-1400x707.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Add-AI-cards-300x152.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Add-AI-cards-768x388.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Add-AI-cards-1536x776.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Add-AI-cards-700x354.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Add-AI-cards.png 1920w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\"><em>Add AI cards to turn your Dashboards into real-time, auto-updating insight hubs<\/em><\/figcaption><\/figure>\n<\/div>\n\n\n<p>These cards are divided into prebuilt cards (with set functions) and custom cards (where you can define your own prompts):&nbsp;<\/p>\n\n\n\n<p><strong>1. Prebuilt AI Cards<\/strong><\/p>\n\n\n\n<p>Here are the main prebuilt AI cards available in ClickUp:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>AI StandUp:<\/strong> Summarize your recent activity during a selected time period<\/li>\n\n\n\n<li><strong>AI Team StandUp:<\/strong> Get an instant recap of recent activity from selected people or teams over any time period you choose<\/li>\n\n\n\n<li><strong>AI Executive Summary:<\/strong> Generate an up-to-date executive summary showing the health and status of your department, team, or projects<\/li>\n\n\n\n<li><strong>AI Project Update: <\/strong>Create a high-level overview of your project status and progress<\/li>\n<\/ul>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"756\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/AI-Project-Update-Card-1400x756.jpg\" alt=\"AI Project Update Card: Automated project status card generating instant progress and blockers updates\" class=\"wp-image-564882\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/AI-Project-Update-Card-1400x756.jpg 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/AI-Project-Update-Card-300x162.jpg 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/AI-Project-Update-Card-768x415.jpg 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/AI-Project-Update-Card-1536x830.jpg 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/AI-Project-Update-Card-700x378.jpg 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/AI-Project-Update-Card.jpg 1920w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\"><em>Highlight risks, delays, and next steps in seconds with the AI Project Update Card<\/em><\/figcaption><\/figure>\n<\/div>\n\n\n<p><strong>2. Custom AI Cards<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>AI Brain (Custom prompt): <\/strong>Write your own prompt for the AI, use saved prompts, mention specific items from your workspace, or attach files for the tool to use<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"60-ai-agents-and-logic-conditions-\"><strong>AI Agents and logic conditions<\/strong><\/h3>\n\n\n\n<p><a href=\"https:\/\/clickup.com\/brain\/agents\">ClickUp AI Agents<\/a> are no-code coworkers that handle repetitive, predictable, or time-sensitive work for you.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"990\" height=\"694\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Set-up-Prebuilt-Agents.png\" alt=\"ClickUp Prebuilt Agents: Ready-made AI agents performing common workflows and repetitive actions\" class=\"wp-image-564883\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Set-up-Prebuilt-Agents.png 990w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Set-up-Prebuilt-Agents-300x210.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Set-up-Prebuilt-Agents-768x538.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Set-up-Prebuilt-Agents-700x491.png 700w\" sizes=\"auto, (max-width: 990px) 100vw, 990px\" \/><figcaption class=\"wp-element-caption\"><em>Set up Prebuilt Agents for quick wins or build your own with the no-code builder<\/em><\/figcaption><\/figure>\n<\/div>\n\n\n<p><a href=\"https:\/\/help.clickup.com\/hc\/en-us\/articles\/29015955056535-Prebuilt-Agents\"><strong>Prebuilt AI Agents<\/strong><\/a> are ready-made, easy-to-use agents designed for common workflows. They respond to specific triggers and perform actions like posting updates, reports, or answers.<\/p>\n\n\n\n<p><strong>\ud83d\udccc Examples of Prebuilt Agents:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Weekly Report Agent:<\/strong> Posts a weekly update in a chosen location at a set time<\/li>\n\n\n\n<li><strong>Daily Report Agent:<\/strong> Posts a daily update every workday at a specified time<\/li>\n\n\n\n<li><strong>Team StandUp Agent:<\/strong> Summarizes what your team has been working on, posting updates at scheduled times<\/li>\n\n\n\n<li><strong>Answers Agent (Auto-Answers):<\/strong> Responds to questions in Chat Channels by searching workspace knowledge and replying in threads<\/li>\n<\/ul>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"852\" height=\"1122\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Custom-AI-Agent-that-handles-work-for-you.png\" alt=\"ClickUp Custom Agents: User-created AI agents tailored to unique team processes and automations\" class=\"wp-image-564885\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Custom-AI-Agent-that-handles-work-for-you.png 852w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Custom-AI-Agent-that-handles-work-for-you-228x300.png 228w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Custom-AI-Agent-that-handles-work-for-you-768x1011.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Custom-AI-Agent-that-handles-work-for-you-700x922.png 700w\" sizes=\"auto, (max-width: 852px) 100vw, 852px\" \/><figcaption class=\"wp-element-caption\"><em>Add specific conditions and triggers to build a no-code Custom AI Agent that handles work for you<\/em><\/figcaption><\/figure>\n<\/div>\n\n\n<p>On the other hand, <a href=\"https:\/\/help.clickup.com\/hc\/en-us\/articles\/31012020810775-Custom-Agents\"><strong>Custom AI Agents<\/strong><\/a> are fully configurable and built using a no-code builder. They allow you to define your own triggers, conditions, actions, instructions, and knowledge sources, making them highly flexible for unique workflows.<\/p>\n\n\n\n<p>They let you:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Respond to a wide range of triggers<\/strong> (e.g., task status changes, comments added, tags added, etc.)<\/li>\n\n\n\n<li><strong>Set detailed conditions<\/strong> for when the agent should act<\/li>\n<\/ul>\n\n\n\n<p>Build your own agent:&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Build Your Own AI Agent: From Concept to Automation in Under 20 Mins \u2699\ufe0f | ClickUp\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/4aXyHZlEQMo?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"61-ai-autopilot-bundle-\"><strong>AI Autopilot Bundle<\/strong><\/h3>\n\n\n\n<p>Forget about repetitive tasks like manually assigning Tasks, setting priorities, filling fields, or blocking time on your calendar. The AI Autopilot Bundle does the heavy lifting for you. Once enabled for your Workspace, every member gets unlimited access to its features.<\/p>\n\n\n\n<p>Let\u2019s walk through different parts of your bundle so you can see how they fit into your day. \u231a<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"62-ai-assign-\"><strong>AI Assign<\/strong><\/h4>\n\n\n\n<p>AI Assign helps you stop guessing who should take on what. Once you define the logic, whether it&#8217;s based on task type, keywords in the description, workload, or your own custom criteria, it steps in to assign Tasks to the right person automatically.<\/p>\n\n\n\n<p>Turn to either of these two ways:&nbsp;<\/p>\n\n\n\n<p><strong>1. Using AI Assign<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Go to the Space, Folder, or List where you want Task assignments to run<\/li>\n\n\n\n<li>Click the <strong>Assignee<\/strong> column header<\/li>\n\n\n\n<li>Select <strong>Set up fill with AI<\/strong><\/li>\n\n\n\n<li>Once enabled, AI will auto-assign new Tasks in that location based on your assignment logic and available Tasks data<\/li>\n<\/ul>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"636\" height=\"928\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Update-all-auto-assigned-Tasks.png\" alt=\"AI Assign: AI automatically assigning tasks to the right person based on context workload and history\" class=\"wp-image-564887\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Update-all-auto-assigned-Tasks.png 636w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Update-all-auto-assigned-Tasks-206x300.png 206w\" sizes=\"auto, (max-width: 636px) 100vw, 636px\" \/><figcaption class=\"wp-element-caption\"><em>Update all auto-assigned Tasks every 20 minutes with AI Assign&nbsp;<\/em><\/figcaption><\/figure>\n<\/div>\n\n\n<p><strong>2. Using the Brain Assistant<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Open the Brain Assistant from the <strong>Ask<\/strong> button on any Task or location<\/li>\n\n\n\n<li>Use or customize prompts to generate Tasks and assign them instantly. Examples:\n<ul class=\"wp-block-list\">\n<li>Outline key responsibilities from this project brief and assign them to the right roles<\/li>\n\n\n\n<li>Generate three Task breakdowns for this sprint and include deadlines + owners<\/li>\n\n\n\n<li>Create an onboarding plan and assign each step to the appropriate team member<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<p>The AI creates Tasks, fills in owners, and organizes everything based on your prompt.&nbsp;<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"63-ai-prioritize-\"><strong>AI Prioritize<\/strong><\/h4>\n\n\n\n<p>AI Prioritize automatically assigns the right priority to every Task based on the logic you define. You can set it up directly from the <strong>Priority<\/strong> column or through <strong>Autopilot Agents<\/strong>.<\/p>\n\n\n\n<p>Here\u2019s a step-by-step guide:&nbsp;<\/p>\n\n\n\n<p><strong>Method #1: <\/strong>Setting up AI Prioritize from the Priority column<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Open the <strong>Folder<\/strong> or <strong>List<\/strong> where you want priorities to be applied<\/li>\n\n\n\n<li>Click the <strong>Priority<\/strong> column header and choose <strong>Set up fill with AI<\/strong><\/li>\n\n\n\n<li>Add prompts for each priority level (Urgent, High, Normal, Low)\n<ul class=\"wp-block-list\">\n<li>You can use variables like Task Description, Assignee, and more<\/li>\n\n\n\n<li><strong>Click Suggest prompts<\/strong> if you want AI to recommend logic<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Choose how to apply your setup:\n<ul class=\"wp-block-list\">\n<li><strong>Save &amp; Generate:<\/strong> Apply priorities to all Tasks (shown only when Autofill unprioritized Tasks is on)<\/li>\n\n\n\n<li><strong>Try in view:<\/strong> Preview results on the first three Tasks in your view<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"630\" height=\"1020\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Use-AI-Prioritize.png\" alt=\"AI Prioritize: AI ranking tasks by urgency impact and dependencies to guide daily focus\" class=\"wp-image-564889\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Use-AI-Prioritize.png 630w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Use-AI-Prioritize-185x300.png 185w\" sizes=\"auto, (max-width: 630px) 100vw, 630px\" \/><figcaption class=\"wp-element-caption\"><em>Use AI Prioritize to automatically set Task priority based on your own logic and prompts<\/em><\/figcaption><\/figure>\n<\/div>\n\n\n<h4 class=\"wp-block-heading\" id=\"64-method2-setting-up-ai-prioritize-using-autopilot-agents\"><strong>Method#2: <\/strong>Setting up AI Prioritize using Autopilot Agents<\/h4>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Open the <strong>Folder<\/strong> or <strong>List<\/strong> where the logic should run<\/li>\n\n\n\n<li>Click <strong>Agents<\/strong> from the upper-right corner, then select <strong>Priority<\/strong> under AI Project Manager<\/li>\n\n\n\n<li>Add or refine prompts for each priority level\n<ul class=\"wp-block-list\">\n<li>Include field variables, or use <strong>Suggest prompts<\/strong> to let AI help you define your rules<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Enable or disable automations:\n<ul class=\"wp-block-list\">\n<li>Autofill when Tasks are created<\/li>\n\n\n\n<li>Auto update (excludes manual changes)<\/li>\n\n\n\n<li>Autofill unprioritized Tasks<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Apply your setup<\/li>\n<\/ol>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"65-ai-fields-\"><strong>AI Fields<\/strong><\/h4>\n\n\n\n<p><a href=\"https:\/\/help.clickup.com\/hc\/en-us\/articles\/18450100382871-What-are-AI-Fields\">AI Fields in ClickUp<\/a> automatically interpret, summarize, categorize, or translate Task information based on prompts you define. Unlike traditional Custom Fields that simply store data, AI Fields continuously generate insights using context.<\/p>\n\n\n\n<p>Use them to eliminate repetitive updates, standardize Task information, and surface insights directly inside your views.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"307\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Use-the-Sentiment-AI-Field-1400x307.png\" alt=\"Sentiment AI Field: AI detecting sentiment in updates or comments to flag tone and team health\" class=\"wp-image-564891\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Use-the-Sentiment-AI-Field-1400x307.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Use-the-Sentiment-AI-Field-300x66.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Use-the-Sentiment-AI-Field-768x169.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Use-the-Sentiment-AI-Field-1536x337.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Use-the-Sentiment-AI-Field-700x154.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Use-the-Sentiment-AI-Field.png 1904w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\"><em>Use the Sentiment AI Field to gauge Tasks sentiment as positive, neutral, or negative using Tasks descriptions, Custom Fields, and comments<\/em><\/figcaption><\/figure>\n<\/div>\n\n\n<p>AI Fields can be added within <strong>Short Text<\/strong>, <strong>Long Text<\/strong>, and <strong>Dropdown<\/strong> Custom Fields.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"66-1-short-text-\"><strong>1. Short Text<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Sentiment<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"67-2-long-text-\"><strong>2. Long Text<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Summary<\/li>\n\n\n\n<li>Progress Updates<\/li>\n\n\n\n<li>Translation<\/li>\n\n\n\n<li>Action Items<\/li>\n\n\n\n<li>Custom Text<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"68-3-dropdown-\"><strong>3. Dropdown<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Categorize<\/li>\n\n\n\n<li>Custom Dropdown<\/li>\n\n\n\n<li>T-Shirt Size<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"69-ai-time-blocking-\"><strong>AI time-blocking<\/strong><\/h4>\n\n\n\n<p>The AI helps you turn an overwhelming task list into a focused, realistic daily plan. ClickUp Brain automatically analyzes your Tasks, priorities, deadlines, and work habits to build a time-blocked project schedule that adapts as your day changes.<\/p>\n\n\n\n<p>Here\u2019s how you can deal with <a href=\"https:\/\/clickup.com\/blog\/ai-change-management-with-clickup\/\">change management using ClickUp<\/a>:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Build an optimized daily schedule<\/strong> by assigning Tasks to time blocks based on priority, effort, and deadlines<\/li>\n\n\n\n<li><strong>Adapt your plan automatically<\/strong> when meetings shift, or new Tasks appear, intelligently rescheduling low-urgency work<\/li>\n\n\n\n<li><strong>Prioritize Tasks by urgency and impact<\/strong>, placing critical work in your peak productivity hours to reduce procrastination<\/li>\n\n\n\n<li><strong>Get suggested deep-work blocks<\/strong> during your most productive periods and recommendations on appropriate break intervals<\/li>\n\n\n\n<li><strong>Detect scheduling conflicts<\/strong> and get alternative times to keep your day realistic and manageable<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"70-calendar-integrations-\"><strong>Calendar Integrations<\/strong><\/h3>\n\n\n\n<p>With <a href=\"https:\/\/help.clickup.com\/hc\/en-us\/sections\/6131948315799-Calendar-integrations\">Calendar Integrations<\/a>, your team gets a unified view of Tasks and events, so everything you plan in ClickUp matches what shows up on connected calendars.&nbsp;<\/p>\n\n\n\n<p>You\u2019ll see events appear right inside ClickUp\u2019s Calendar view, and you can open, join, or edit them without jumping back and forth.&nbsp;<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"967\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Use-\u2018Show-Calendar-Schedule-1400x967.png\" alt=\"Calendar Integrations: Calendar syncing connecting ClickUp tasks and events to external calendars\" class=\"wp-image-564894\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Use-\u2018Show-Calendar-Schedule-1400x967.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Use-\u2018Show-Calendar-Schedule-300x207.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Use-\u2018Show-Calendar-Schedule-768x531.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Use-\u2018Show-Calendar-Schedule-1536x1061.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Use-\u2018Show-Calendar-Schedule-700x484.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Use-\u2018Show-Calendar-Schedule.png 1612w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\"><em>Use \u2018\/Show Calendar Schedule\u2019 in the AI Command Bar to view today\u2019s and tomorrow\u2019s events and join video meetings with a single click<\/em><\/figcaption><\/figure>\n<\/div>\n\n\n<p>When you update a Task\u2019s dates, it reflects in your <a href=\"https:\/\/help.clickup.com\/hc\/en-us\/articles\/6336507264663-Google-Calendar-integration\">Google Calendar<\/a> and <a href=\"https:\/\/help.clickup.com\/hc\/en-us\/articles\/6304859989911-Link-your-Outlook-email-account\">Outlook calendar<\/a> automatically. And if you prefer steering everything with natural language, you can use ClickUp Brain to create or update events just by typing a quick prompt.\u00a0<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"71-time-tracking-upgrades-\"><strong>Time tracking upgrades<\/strong><\/h3>\n\n\n\n<p><a href=\"https:\/\/help.clickup.com\/hc\/en-us\/articles\/6308623409431-Time-tracking-integrations\">ClickUp\u2019s time tracking integrations<\/a> connect with popular tools so you can log hours, analyze workloads, and sync timesheets without changing your team\u2019s existing workflow.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"916\" height=\"1370\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/organized-in-ClickUp.png\" alt=\"ClickUp Time Tracking Integrations: Connected timers and logs syncing time data across ClickUp and external apps\" class=\"wp-image-564896\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/organized-in-ClickUp.png 916w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/organized-in-ClickUp-201x300.png 201w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/organized-in-ClickUp-768x1149.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/organized-in-ClickUp-700x1047.png 700w\" sizes=\"auto, (max-width: 916px) 100vw, 916px\" \/><figcaption class=\"wp-element-caption\"><em>Track time through your preferred external apps like Clockify, while keeping all your data organized in ClickUp<\/em><\/figcaption><\/figure>\n<\/div>\n\n\n<p>Here are some popular integrations:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Clockify: <\/strong>Track time directly inside Tasks and view free Clockify reports. Task names auto-sync, and timers can be controlled from Clockify\u2019s web, mobile, or desktop apps<\/li>\n\n\n\n<li><strong>Everhour: <\/strong>Use the Chrome extension to track time, edit entries, and add estimates; it includes flexible reporting, sharing, and a real-time view of team activity<\/li>\n\n\n\n<li><strong>Harvest: <\/strong>Sync time logged in ClickUp to Harvest, including Task titles and IDs<\/li>\n\n\n\n<li><strong>Hubstaff: <\/strong>Assigned ClickUp Tasks appear in Hubstaff\u2019s apps for easy start\/stop tracking across desktop, mobile, and web<\/li>\n\n\n\n<li><strong>Timely: <\/strong>Add time log entries, invoice clients, and review activity in Timely\u2019s dashboards<\/li>\n\n\n\n<li><strong>Toggl: <\/strong>Start and stop Toggl timers from ClickUp with automatic Task syncing<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"72-workspace-authenticated-forms-\"><strong>Workspace Authenticated Forms<\/strong><\/h3>\n\n\n\n<p>With <a href=\"https:\/\/help.clickup.com\/hc\/en-us\/articles\/33384203086359-Account-Authenticated-Forms\">ClickUp&#8217;s Workspace Authenticated Forms<\/a> enabled, only people who have joined your Workspace and are signed into their ClickUp account can access your Forms. This keeps internal workflows secure and ensures sensitive requests, submissions, and data stay within your organization.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"351\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Workspace-Authenticated-Forms-1400x351.png\" alt=\"ClickUp\u2019s Workspace Authenticated Forms: Secure forms capturing data that automatically maps to workspace users\" class=\"wp-image-564900\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Workspace-Authenticated-Forms-1400x351.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Workspace-Authenticated-Forms-300x75.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Workspace-Authenticated-Forms-768x193.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Workspace-Authenticated-Forms-1536x385.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Workspace-Authenticated-Forms-700x176.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Workspace-Authenticated-Forms.png 1674w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\"><em>Protect internal processes like IT requests, HR submissions, and project intake with Workspace Authenticated Forms<\/em><\/figcaption><\/figure>\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"73-global-action-bar-\"><strong>Global Action Bar<\/strong><\/h3>\n\n\n\n<p>ClickUp\u2019s Global Navigation is the vertical bar on the left side of ClickUp that keeps all your core tools in reach. It gives you quick access to the essentials such as your notifications, AI Command Bar, settings, and the \u2018Create\u2019 button.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"634\" height=\"516\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Expand-the-More-menu.png\" alt=\"Global Action Bar: Universal command bar enabling quick actions search and navigation across ClickUp\" class=\"wp-image-564901\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Expand-the-More-menu.png 634w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Expand-the-More-menu-300x244.png 300w\" sizes=\"auto, (max-width: 634px) 100vw, 634px\" \/><figcaption class=\"wp-element-caption\"><em>Expand the More menu of your Global Navigation to open or pin additional features<\/em><\/figcaption><\/figure>\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"74-enterprise-ai-command-bar-\"><strong>Enterprise AI Command Bar<\/strong><\/h3>\n\n\n\n<p>For enterprise teams, finding the right information fast is everything. The <a href=\"https:\/\/help.clickup.com\/hc\/en-us\/articles\/6533695640343-Intro-to-the-Command-Center\">ClickUp Enterprise AI Command Bar<\/a> pulls data from anywhere, and you can instantly jump to what you need.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"951\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Open-sort-copy-links-filter-results-1400x951.png\" alt=\"ClickUp Command Center: Central hub for triggering workflows accessing tools and viewing workspace intelligence\" class=\"wp-image-564904\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Open-sort-copy-links-filter-results-1400x951.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Open-sort-copy-links-filter-results-300x204.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Open-sort-copy-links-filter-results-768x522.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Open-sort-copy-links-filter-results-1536x1043.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Open-sort-copy-links-filter-results-700x476.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/Open-sort-copy-links-filter-results.png 1584w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\"><em>Open, sort, copy links, filter results, and even create brand-new Tasks or Docs right from the ClickUp AI Command Bar<\/em><\/figcaption><\/figure>\n<\/div>\n\n\n<p>Start typing, and you can search Tasks, Docs, Lists, Spaces, people, files, comments, and even content from connected apps like Dropbox or Box.&nbsp;<\/p>\n\n\n\n<p>With keyboard shortcuts, connected search, and cross-workspace visibility, the AI Command Bar becomes the fastest way to move around your growing ClickUp environment.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"75-app-center-\"><strong>App Center<\/strong><\/h3>\n\n\n\n<p>As your tech stack expands, <a href=\"https:\/\/help.clickup.com\/hc\/en-us\/articles\/12580135233559-Intro-to-the-App-Center\">ClickUp&#8217;s App Center<\/a> becomes the single place to manage all your integrations. It\u2019s where you connect tools like Slack, GitHub, Google Drive, Salesforce, or Figma, bringing your team\u2019s files, conversations, and workflows closer to the work they support.<\/p>\n\n\n\n<p>You can manage personal connections, workspace-level integrations, and even enable Connected Search, which allows your ClickUp search results to include files from your external apps. Admins can review, disconnect, or re-authenticate Workspace connections directly from here, making it easy to keep your environment clean and secure.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"906\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/App-Center-1400x906.png\" alt=\"App Center: Unified library for managing ClickUp apps integrations and AI extensions\" class=\"wp-image-564906\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/App-Center-1400x906.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/App-Center-300x194.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/App-Center-768x497.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/App-Center-1536x994.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/App-Center-700x453.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/12\/App-Center.png 1920w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\"><em>Connect and manage all your integrations in App Center<\/em><\/figcaption><\/figure>\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"76-org-chart-\"><strong>Org Chart<\/strong><\/h3>\n\n\n\n<p><a href=\"https:\/\/clickup.com\/p\/features\/ai\/organizational-chart-generator\">ClickUp&#8217;s AI Organizational Chart<\/a> gives your entire company a clear picture of who reports to whom and how teams are structured. It\u2019s especially helpful for onboarding new hires, coordinating cross-department projects, and aligning roles and responsibilities.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"77-how-to-use-this-guide-in-your-workflow-\"><strong>How to Use This Guide in Your Workflow<\/strong><\/h2>\n\n\n\n<p>Think of this guide as a blueprint you can plug directly into your team\u2019s day-to-day operations. You can treat it like an internal handbook, one you can reference, adapt, and share across your organization.&nbsp;<\/p>\n\n\n\n<p>Here are some tips. \ud83d\udcda<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"78-1-build-an-internal-%E2%80%98glossary%E2%80%99-doc-\"><strong>1. Build an internal \u2018Glossary\u2019 Doc<\/strong><\/h3>\n\n\n\n<p>Create a central Doc in ClickUp that explains how your team uses each AI feature. Map each feature to a real scenario in your operations.<\/p>\n\n\n\n<p>For instance:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>ClickUp Chat:<\/strong> Daily escalation space for customer issues with a thread for each ticket<\/li>\n\n\n\n<li><strong>ClickUp AI Notetaker:<\/strong> Used for onboarding calls, partner syncs, and weekly standups<\/li>\n\n\n\n<li><strong>Create Subtasks with ClickUp Brain:<\/strong> Break down incoming requests into engineering-ready steps<\/li>\n\n\n\n<li><strong>Calendar Integrations:<\/strong> Use AI Command Bar shortcuts to join meetings instantly<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"79-2-map-your-workflows-end-to-end-\"><strong>2. Map your workflows end-to-end<\/strong><\/h3>\n\n\n\n<p>Once your glossary of complex concepts and SOPs is ready, outline how AI fits into your processes.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Choose the <strong>Views<\/strong> your team works from daily (List, Board, Calendar, Timeline)<\/li>\n\n\n\n<li>Define the <strong>Custom Fields<\/strong> that power reporting and automations (Status, Priority, SLA timers, Approval steps)<\/li>\n\n\n\n<li>Add <strong>Automations<\/strong> that eliminate repetitive handoffs (assigning owners, updating statuses, notifying channels)<\/li>\n\n\n\n<li>Layer <strong>AI features<\/strong> where they naturally remove friction (drafting messages, generating task breakdowns, creating docs, summarizing updates)<\/li>\n<\/ul>\n\n\n\n<p>This step helps you operationalize AI instead of treating it as an add-on.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"80-3-create-a-%E2%80%98getting-started%E2%80%99-ai-checklist-\"><strong>3. Create a \u2018Getting started\u2019 AI checklist<\/strong><\/h3>\n\n\n\n<p>Use this checklist to onboard teammates and new hires quickly, so everyone can ramp up on your AI setup without extra training.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Enable ClickUp AI in your Workspace and download Brain MAX<\/li>\n\n\n\n<li>Connect Google or Outlook calendars<\/li>\n\n\n\n<li>Test the AI Notetaker on one internal and one external meeting<\/li>\n\n\n\n<li>Save your most-used ClickUp Brain prompts<\/li>\n\n\n\n<li>Run one automation test (status &gt; assignment &gt; comment generation)<\/li>\n\n\n\n<li>Create Subtasks with ClickUp Brain for an upcoming project<\/li>\n<\/ul>\n\n\n\n<p>This ensures every user experiences the core features before diving deeper.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"81-4-review-new-features-and-refresh-processes-\"><strong>4. Review new features and refresh processes<\/strong><\/h3>\n\n\n\n<p>ClickUp Brain evolves weekly, sometimes daily. Make it a habit to evaluate new updates and decide if your workflow benefits from change.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Review new <\/strong><a href=\"https:\/\/clickup.com\/blog\/top-clickup-brain-features\/\"><strong>ClickUp Brain features<\/strong><\/a> during team retros<\/li>\n\n\n\n<li><strong>Replace manual effort <\/strong>that could now be automated<\/li>\n\n\n\n<li><strong>Update the internal glossary<\/strong> when roles or processes shift<\/li>\n\n\n\n<li><strong>Archive old workflows<\/strong> that no longer add value<\/li>\n\n\n\n<li><strong>Re-train automations and AI prompts <\/strong>if they no longer match current processes<\/li>\n<\/ul>\n\n\n\n<p>Keeping your system fresh ensures your team always benefits from the latest improvements.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"82-start-using-clickup-asap-\"><strong>Start Using ClickUp ASAP!&nbsp;<\/strong><\/h2>\n\n\n\n<p>Now that you\u2019re at the end of this ClickUp terms and features guide, it\u2019s safe to say that you have a pretty good grasp of what the platform is. From Views and Workspaces to AI-powered Automations, and everything in between, we\u2019ve got you covered.<\/p>\n\n\n\n<p>This guide is like a playbook for building a smarter, more unified workflow. Whether you&#8217;re just getting started or optimizing for scale, you know what each part of ClickUp means and how to use it.<\/p>\n\n\n\n<p>The real win? As your team grows, you\u2019ll be unlocking new ways to work better, faster, and more collaboratively.<\/p>\n\n\n\n<p><a href=\"https:\/\/app.clickup.com\/signup\">Sign up to ClickUp<\/a> for free and start building a workspace that works exactly the way you do. \u2705<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"83-frequently-asked-questions-faq-\"><strong>Frequently Asked Questions (FAQ)<\/strong><\/h2>\n\n\n\n<div class=\"schema-faq wp-block-yoast-faq-block\"><div class=\"schema-faq-section\" id=\"faq-question-1758749007477\"><h3 class=\"schema-faq-question\">What is the difference between a Space and a Folder?<\/h3> <p class=\"schema-faq-answer\">A <strong>Space<\/strong> is a high-level container for organizing workflows, teams, or major departments (like Marketing or Engineering) in a ClickUp Workspace. Whereas a <strong>Folder<\/strong> lives inside a Space and is used to group related Lists (but it doesn\u2019t directly hold Tasks themselves).\u00a0<\/p> <\/div> <div class=\"schema-faq-section\" id=\"faq-question-1765275340040\"><h3 class=\"schema-faq-question\">Can I rename the default statuses in ClickUp?<\/h3> <p class=\"schema-faq-answer\">Yes, you can rename and even add your own ClickUp Task Statuses at the Space, Folder, or List level. Also, Space owners and admins can reorder or change status settings from settings.\u00a0<\/p> <\/div> <div class=\"schema-faq-section\" id=\"faq-question-1765275362119\"><h3 class=\"schema-faq-question\">Do I need to use all Views, or can I stick with one?<\/h3> <p class=\"schema-faq-answer\">You don\u2019t have to use all the Views. You can pick and stick with whichever suits your workflow best.<\/p> <\/div> <div class=\"schema-faq-section\" id=\"faq-question-1765275376555\"><h3 class=\"schema-faq-question\">What does \u2018ClickApps\u2019 mean in ClickUp?<\/h3> <p class=\"schema-faq-answer\">ClickApps are modular features that you can turn on or off at the Workspace or Space level. They let you customize which features you want to use (e.g., Automations, Nested Subtasks, Sprints, etc.), so you can tailor your workspace to your team\u2019s needs.<\/p> <\/div> <\/div>\n","protected":false},"excerpt":{"rendered":"<p>40% of digital workers use more apps than they need, and 5% bounce between 26+ tools every single day. That\u2019s not productivity. That\u2019s tool sprawl. And the cost of this constant switching is a staggering $625B in lost productivity across the global workforce. ClickUp delivers the world\u2019s first Converged AI Workspace in the form of [&hellip;]<\/p>\n","protected":false},"author":106,"featured_media":20466,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"cu_sticky_sidebar_cta_is_visible":true,"cu_sticky_sidebar_cta_title":"Start using ClickUp today","cu_sticky_sidebar_cta_bullet_1":"Manage all your work in one place","cu_sticky_sidebar_cta_bullet_2":"Collaborate with your team","cu_sticky_sidebar_cta_bullet_3":"Use ClickUp for FREE\u2014forever","cu_sticky_sidebar_cta_button_text":"Get Started","cu_sticky_sidebar_cta_button_link":"","footnotes":""},"categories":[765,758],"tags":[],"class_list":["post-19195","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-product","category-using-clickup"],"featured_image_src":"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2021\/06\/clickup-glossary-2.png","author_info":{"display_name":"Praburam","author_link":"https:\/\/clickup.com\/blog\/author\/psrinivasanclickup-com\/"},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>ClickUp Terms &amp; 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