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ClickUp Quick-Start Guide

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Phase 4: Practice

Get to Know ClickUp Template

The 'Get to Know ClickUp' template in the public templates walks new users through the basic features of ClickUp.

You can find it by going to templates on your Space and searching for 'Get to Know ClickUp' or looking under the Getting Started category:

Get to Know ClickUp

For more practice, have them walk through the following:

Create a...

  • private Space (this could be their demo area)
  • new Folder named Getting Familiar
  • List in the Getting Familiar Folder
  • task in the List, with themselves assigned and a couple of subtasks!
  • new task, with a due date of this Friday, that recurs every Friday
  • comment on that task with something to do, that is assigned to themselves
  • Board view on the new List
  • second List view on the Folder called Priority , group tasks in this List by priority and sort by due date. (Make sure they remember to save the view!)
  • personal calendar view, recolored, and viewed in Me mode
  • favorite (view)
  • Folder from a template
  • reminder in the Inbox
  • checklist on a task
  • checklist template
  • List template
  • view template!
  • personal goal with targets that use different measures (task, quantity, etc)

Helpful Links:

If your team has trouble with any of the above:

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