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How to Use ClickUp

One of the most missed features in ClickUp is the ME MODE. Whenever you’re looking at a list of tasks, ME MODE will give you a bird’s-eye view. It is located in the upper right-hand corner of the page, just underneath the Search icon. Once you’ve used ME MODE, you’ll love how much easier it is to find your tasks. You can also use the ME MODE to filter your tasks.



One of the core features of ClickUp is the ability to create multiple Workspaces for different users. Users can switch between Workspaces at will, but they will be separate from each other. The information in each Workspace is not shared between them, so most users prefer to keep everything in the same Workspace. In this article, we’ll explore what a Workspace is and how it functions. Then, we’ll cover the features that Workspaces provide.

The ClickUp interface allows users to build beautiful forms that can be used as tasks in the system. These forms are customizable, and the customization is done on a Space level. The Space can include a specific workflow or a set of features, and each Space can be customized to meet the specific needs of each team member. When creating a workspace, you can link tasks to ensure that they are completed in the correct order. This gives you clear direction and avoids confusion.

When creating a workspace with ClickUp, you’ll be able to automate internal processes and task management. The software can integrate with Google’s G Suite, including Google Drive and Google Docs. ClickUp helps you to create and manage workflows in your team, and it’s perfect for teams of all sizes. ClickUp also enables you to embed almost any site on your workspace. It makes it easy for people to share their ideas.



The first organizational level in ClickUp is called Spaces. The platform allows users to customize almost everything. Some settings are implemented at the Space level, including Statuses, Privacy, and Custom Fields. Spaces are also used to create Folders and Lists, which inherit settings from their parent Spaces. Users can also archive Spaces. When you are using ClickUp for your business, you should start by learning about Spaces.

You can create Spaces for different projects, clients, teams, and types of work. Each Space has Lists and Folders, and tasks can be assigned to them. Tasks can exist on their own, or they can be grouped into Folders to assign more people to them. You can create multiple levels of organization within a Space, add custom fields, and add extra features. You can also turn on ClickApps per Space, such as time tracking, multiple assignees, and priorities.


ClickUp is an online workspace that allows you to integrate your workspace with your clients’. Within your workspace, you can create designated “spaces” where you can store and organize your files. Those folders can be further organized into specific sub-folders. These sub-folders can then be used for organizing documents. You can also remap the due dates of your folders and add labels. After creating a folder, you can then add a color to the Folder so you can identify its status. Once created, it will automatically appear in your Portfolio widget.

When creating folders with ClickUp, you can set custom fields for multiple lists. For example, you can set a checklist to check off whether a new hire has a scheduled interview. If you have a list of new hires, you can create a folder that contains these lists. You can also add custom fields at the folder level so that they apply to all lists within the folder. This way, new team members can see how to use folders.


When you’re working on a project, you’ll want to keep track of your tasks. A tool like ClickUp is great for this, as it allows you to assign tasks, set due dates, and create private or public chats with coworkers. It also allows you to tag people and assign them roles and permissions, making it easy to share project information and keep everyone on track. Keeping track of time is also easier with this tool, as you can track your actual time spent on each task.

Once you’ve added tasks, ClickUp lists can be displayed in one of several different views. The default view is List View, which groups tasks by status, assignee, priority, and due date. However, you can switch between List View and Table View to see your projects in a compact way. If you’d prefer a more granular view, you can always change the view to Project View. There are also several other views to choose from, including Calendar View and Task Flow.


When you create a new task in ClickUp, you will be given a choice of space and team. Once you have selected your team and space, a drop-down list of tasks will appear. You can then choose to create or edit Tasks, or move them to a different location. You can also edit the order of your task lists with the ‘Change Task Order’ button. ClickUp will then automatically move the new task to the appropriate space.

If you use ClickUp, you can assign action items to your tasks, customize them, collaborate with multiple team members, and create shareable screen recordings. With its integrated workflow, ClickUp can also help you save time by reminding you of recurring tasks each day or week. You can also import tasks from other project management (PM) tools into ClickUp. With this feature, you can manage all aspects of your project in one place, without the need to coordinate with other teams or separate tasks.


With ClickUp Automations, you can automate repetitive tasks and create consistent processes. Automating repetitive tasks can free up your team’s time, while creating consistent processes. Here’s how. To get started, follow the steps outlined by Layla. She’ll walk you through the process step by step. You can even choose to use a template for your automations. Once your automation is set up, you can begin incorporating it into your business processes.

Creating custom automations for your business is easy! ClickUp offers a number of features to help you customize your automations. You can include your logo, brief instructions, and custom fields. You can even assign tasks to a particular automation. You can change the name of the tasks to match the assets you want to automate. When the automation is finished, it will assign the tasks to the appropriate person. Automations can be triggered by a number of conditions, which can vary in complexity.


You can use ClickUp forms for many different purposes, including onboarding, hiring, asset requests, and testimonials. By creating automations for these forms, you can streamline the processing of submitted forms and eliminate tedious manual work. A good example of a ClickUp form automation is a request for an internal asset. You can make it as complex or simple as you need. Make sure you have set up a Forms Folder so you can create your automations.


When using ClickUp, you may want to set up notifications. General status changes and comments will automatically be sent to the people in your space or folder. If you use processes, you will receive notifications on every action that your team members take. There are two ways to manage these notifications: one for general comments and one for specific tasks. When using the web app, you can enable or disable individual notifications by hovering over section headers or notification names.

You can set up notifications on any activity in Slack, like when someone adds a new task. You can also configure a notification to alert all team members when someone tags you in a task. When you have more than one Slack workspace, you can configure a different notification for each workspace. You can also enable notifications for your own workspace by clicking its avatar. Once you’ve added your workspace to ClickUp, you can customize your notifications.


When using ClickUp, you can assign goals to teammates and set private ones. Your Goals can be linked to the larger objectives of the company. If you want to track personal growth, you can create a private Goal. You can also track monetary goals, true/false goals, task goals, numerical goals, OKRs, sprint cycles, and other important team objectives. The ClickUp team management tool even allows you to manage permissions for each team member, including which team members can edit each other’s Goals.

You can assign multiple people to a goal, which will allow you to track who is responsible for achieving each goal. You can set a target for each goal, either monetary or numerical. You can also attach tasks to a goal, which will appear with its name. After setting goals, you can easily track their progress with ClickUp. The tool can also show you the status of the goals in a dashboard, so you can see how each team member is doing.