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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.
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Before You Begin Getting started with ClickUp
What is ClickUp The Structure of ClickUp Creating your first task Organizing your tasks Viewing your tasks Saving Layouts Stay updated on what needs to be done Tips for collaborating Videos
Saving Time
Importing Using Templates Multitask Toolbar Slash Commands Quickswitch Keyboard Shortcuts
Getting the most out of ClickUp
Privacy and Sharing Permissions Guests Docs Embeds Chat Goals Portfolios
Third Party Resources
Team Onboarding
Phase 1: What does success look like? Phase 2: Establish Team Habits Phase 3: Communication 101 Phase 4: Practice
Important Features Additional Practice
Phase 5: Start Increasing Productivity!
Use Cases Wow Factors

Quickswitch

Saving Time
Quickswitch

The QuickSwitch navigator is the perfect solution for removing unnecessary clicks from your workday. This lets you instantly move between:

How to use the Quick Switcher

Press k on your keyboard or click lightning bolt icon in the upper right corner to open QuickSwitch.

How to use the Quick Switcher
  • Search for a Space, Folder, List, View, or Profile in your Workspace
  • -  Optional : Use the arrow keys to choose from a recent location
  • Press return to jump right in!

Important Notes

  • This navigation tool is available anytime when you're not active in a text field. Just press k on that keyboard!
  • Once you get started, the Quickswitch will suggest your favorite places in the app!
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