Quick-Start Guide
Want to dive in? Here’s the need-to-know information to get going on the right foot.
Four Keys to ClickUp
There’s a few things we do differently, but this is the fun part - you use what works best for you.
Let’s get going!
Let’s get going!
1. Survey the Playing Field - ClickUp’s Hierarchy
Tasks in ClickUp are organized around a hierarchical structure broken down as follows:
Team > Space > Project > List > Task
Read our hierarchy guide
Spaces
Businesses love organizing Spaces into different departments, and Agencies use Spaces to separate their clients. You might find Spaces best for separating work and personal life. This is because you can make Spaces public or private, as well as customize the workflows and features held within each. Click here to check out the features.
Creating a Space Guide
Projects
Projects in ClickUp represent large goals - a new app, a marketing campaign, or a vacation! They also contain Lists, which contain tasks. Projects let you customize workflows so - if you wanted - each Project could have its own workflow.
Using Projects Guide
Lists
Where all of those tasks you’re rocking live. Use lists to organize Projects Folders, people, phases, timelines, sprints, locations, or really anything to keep your Spaces organized.
Using Lists Guide
Favorites
Create your own sidebar fully customized with location (Space/Project/List), sorting, filtering, and your favorite view (more about views below).
Save a Favorite Calendar with all upcoming blog posts, tasks assigned to you, or tasks in an important Project!
Using Favorites Guide
2. Understanding the Views
Finding tasks can be tricky — and a one fits all solution doesn’t work for everyone.
That’s why ClickUp has different ways of viewing tasks.
That’s why ClickUp has different ways of viewing tasks.
List
The most powerful place to manage your tasks. Sort and Filter tasks by just about any attribute, batch edit tasks with the multitask toolbar, and view all tasks across ALL Spaces.
Expand to see more
Expand to see more
Board
Have you ever put post-it-notes on a board, used Trello, or taken an agile approach to managing a large goal? In ClickUp, you can view your tasks as cards on a board where each column is a stage in your Custom Status workflow. This view is great for managing bottlenecks.
Expand to see more
Expand to see more
Time
Drag tasks onto the calendar to apply start and end dates/times. This is the perfect place to manage your time-dependent tasks. Take it to the next level with our Google Calendar 2-way sync.
Expand to see more
Expand to see more
Box
The perfect place to gain insight into your teammates' workflows. With this view, you can quickly examine users' task counts and measure them against your own progress.
Expand to see more
Expand to see more
3. Customize Where You Work
Customization is set at the Space level. Make Spaces work for you by customizing Privacy, Integrations, and ClickApps. ClickApps are the major features in ClickUp. Setting up unique Spaces lets you reduce complexity when needed. Departments of all types are able to work together on one ClickUp Team. Give your engineers the advanced features and let marketing stay in their lane.
4. Extend ClickUp - Abilities, Apps, and Integrations
Dependencies
Link tasks together based on their requirements to ensure the right tasks are completed in the right order. This provides your team with organized direction in the flow of linked tasks.
Read more
Read more
Notifications
Notifications can be a major distraction. ClickUp keeps things simple and only gives notifications for important items of relevance. Customize notification thresholds and keep things clear from your Dashboard.
Read more
Read more
Importing
Automatically (or get an expert for free to) import all your stuff perfectly from every major project management platform.
Read more
Read more
Reporting
Gain deep insights into every relevant area of your project with ClickUp's gamification and reporting.
Read more
Read more
Apps
mobile
Add and manage tasks
on-the-go
on-the-go
iPhone & iPad
Android
Amazon Fire
desktop
Launch ClickUp
from your dock
from your dock
macOS
Windows
Linux
Amazon Alexa
Utilize voice commands to boost your productivity
Google Assistant
Utilize voice commands to boost your productivity
Chrome Extension
Save websites, track time, create tasks, and capture and mark up screenshots.
Firefox Extension
Save any webpage as a task
Coming soon
Safari Extension
Save any webpage as a task
Coming soon
Gmail Plugin
Turn any email into a task
mobile
Add and manage tasks
on-the-go
on-the-go
iPhone & iPad
mobile
Add and manage tasks
on-the-go
on-the-go
Android
Chrome Extension
Save websites, track time, create tasks, and capture and mark up screenshots.
Gmail Plugin
Turn any email into a task
desktop
Launch ClickUp
from your dock
from your dock
macOS
Windows
Linux
Amazon Alexa
Utilize voice commands to boost your productivity
Google Assistant
Utilize voice commands to boost your productivity
Integrations
Two-way sync your Google Calendar with ClickUp.
Schedule your business and personal life immaculately with the ability to see it all in one place!
Read More
Google Drive
Integrate Google Drive to search and attach Drive files to ClickUp tasks without leaving the platform.
Read More
ClickUp Chrome Extension
Take screenshots, use native automatic time tracking for specific tasks and quick create tasks while browsing on the internet.
Read More
Zapier
Use Zapier with ClickUp to create numerous integrations. Such as Gmail, Sheets, Microsoft Office and many more!
Read More
Tips from the Pros
Sort and Filter
Tasks aren't very useful until they're organized. Let ClickUp handle the tediousness and sort your tasks with one click! When the volume gets out of hand, add a filter!
Read more
Read more
Task Tray
Minimizing a task will dock the task into your tray, allowing you to come back at any point. Use this to keep active tasks at the front of your mind all day.
Read more
Read more
Notepad
The Notepad makes it easy to record even the simplest ideas and convert thoughts to tasks at a later time.
Read more
Read more