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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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Features
Forms Notepad Gantt Chart Dashboards Time Tracking Custom Task Statuses Recurring Tasks More features
Time Management Reporting Email + Tasks Processes Favorites Custom Fields Checklists Super Rich Editing Dependencies Multitask Toolbar Two-Factor Authentication Kanban Board Single Sign-On Time Estimates Custom Project Management To Do Lists Screenshots Task Templates Reminders Collaboration Custom organization Priorities Tags Task Tray Multiple assignees Hotkeys & Shortcuts Task & Page Views Dates & Times All features
Integrations
API Docs Chrome Extension Slack Outlook and Office 365 Google Calendar Google Drive GitHub More integrations
Gitlab Time Doctor Everhour Toggl Alexa Dropbox Bitbucket Microsoft & Google SSO Harvest Clockify Google Assistant OneDrive Box MS Teams Front Zendesk Sentry Intercom Zoom Hangouts Chat Zapier
Webhooks Helpscout Google Sheets Google Forms RingCentral Calendly Hubspot Evernote Gmail Typeform Salesforce SharpSpring
Compare
Trello Alternative Asana Comparison Monday.com Alternative Asana Alternative Airtable Alternative Basecamp Alternative Jira Alternative More comparisons
Wrike Alternative Todoist Alternative Notion Alternative Teamwork Alternative Flow Alternative Clarizen Alternative Atlaz Alternative Smartsheet Alternative Pivotal Tracker Alternative Plutio Alternative Podio Alternative Sprintly Alternative Producteev Alternative Wunderlist Alternative Hive Alternative
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