ClickUp Quick-Start Guide

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:

• A name
• A description
• Assignee(s)
• Status
• Subtasks
• Attachments
• Custom Fields
• (We'll get to the rest later)

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.