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ClickUp Quick-Start Guide

Ready to be more productive? Here's the need-to-know information to get going right away.

Creating your first task

Creating your first task

What's a task made of?

When viewing a task, information is separated into two columns, left and right.

  • Left: task details - basically, what needs to be done and how to do it.
  • Right: communication and activity.

Each task contains important characteristics such as:

Tips for creating your first tasks

  • Make task names specific and action-based.
    • Instead of “Bug Report” create a task called “Fix landing page typo” so there’s no question about what needs to get done.
  • Link to relevant work in the task description by mentioning related tasks.
  • Schedule the task with dates so it’s clear when to get started.
  • Add time estimates and priorities to set expectations for tasks.
  • Attach files, link videos, and use rich text editing to give your tasks as much detail as they need.
  • Add people as watchers so they can stay up to date on task progress.
  • Mark a task as dependent upon another so teammates only start that task when the prior task has been completed.
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