We raised $35M in our Series A to make the world more productive. Read why

ClickUp Quick-Start Guide

Ready to be more productive? Here's the need-to-know information to get going right away.
Get Started
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
Get Started
On-demand demo & 24-hour support
99.99% uptime the last 12 months
Serious about security & privacy
By continuing to use this site you consent to the use of cookies on your device as described in our cookie policy unless you have disabled them. You can change your cookie settings at any time but parts of our site will not function correctly without them.
Accept All Cookies
ClickUp
About us Apps Careers Hiring Contact us Demo Free Webinar Roadmap More ClickUp
Enterprise Affiliate & Referrals Consultants Customers Help Docs Knowledge Base Import Reviews Brand Status
Features
Forms Notepad Gantt Chart Dashboards Time Tracking Custom Task Statuses Mind Maps More features
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 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
blog
Read all our blogs
Sign up for FREE
and start using ClickUp in seconds!
Get ClickUp
Please enter valid email address
Contact Sales
First Name *
Please enter valid name
Last Name *
Please enter valid last name
Work Email *
Please enter valid email address
How many users are you exploring ClickUp for? *
Please use numbers in this field
Do you need SSO and, if so, which provider? *
Required
Submit
Thanks!
We'll be right with you.
Save 1 day every week, guaranteed.
We analyzed the time saved by over 4,000 teams after switching to ClickUp to manage their projects | work | etc. That’s 52 days back every year!
Please enter valid email address
Get More Time
 No, I want to waste 1 day per week