When you're first setting up a team, you'll be given the option to create tasks from a custom template. These templates are hand-built from our experts and can be re-used as many times as you like! When you create from a template, your tasks will come with pre-set statuses, custom fields, and views.
Alternatively, you may want to build your own tasks and organize them yourself. Let's see how that's done.
Statuses are steps that tasks go through, commonly known as workflows. For example, a task can go from “To do”, to “In progress” and finally, to “Complete” - each of these steps is a Status.
Statuses can be customized down to the List level in ClickUp, but defaults for Statuses can be set at the Folder and Space levels. This means, if you set default Statuses on the Space level, then everything below that, by default, will inherit Statuses set from the Space— but you can override this anywhere you want.
Spaces, Folders, and Lists in ClickUp can each have different statuses for their tasks.
Change how your tasks are grouped and ordered in List and Board Views.
You may group by:
Zoom in on your most important tasks by selecting multiple columns to sort by. Two clicks turns cluttered into prioritized!
Additionally, you can choose between sorting each group of tasks individually, or sorting the whole column!
Apply filters to cut out the clutter and only see tasks
that apply to specific criteria. To get started, just click on the funnel icon and select