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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

Using Templates

Saving Time
Using Templates

Pre-Built Templates

When creating a new Folder, switch over to the templates tab to choose from TONS of pre-made ClickUp templates like this one:

Create your own templates

How to save List, Folder, Space, and Task templates

  • Locate what you would like to save as a Template
  • Click the ellipses ... menu
  • Select Save as Template

How to load templates

  • Click the ellipses ... 
  • Select Load from Template 
  • Select an existing Template
  • Enter a name for your new item
  • Choose what to include
  • If you have due dates within a Space, Folder, or List, you can import them as is, or you can remap them. 

Status Templates

  • Re-use status workflows in Folders and Spaces throughout your Workspace

Checklist Templates

Views Templates

Free forever with 100MB storage
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Features
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Automations Custom Task Statuses Time Management Recurring Tasks 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 Alternative Monday.com Alternative Microsoft Project Airtable Alternative Basecamp Alternative Jira Alternative More comparisons
Asana Comparison 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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