This doc explains features in ClickUp 2.0. Looking for a 1.0 doc? Check out this link!
The ClickUp Hierarchy is at the heart of the platform.
It provides an organized way of breaking down your work into easily managed portions that your whole team can collaborate on.
This article will go over the levels you'll find working in ClickUp.
Workspaces are the top level of our Hierarchy, and represent everyone within an organization. Workspaces are also the hosts for Spaces. This structure allows a company to assign Spaces to certain members of the Workspace and eliminate bulkiness within a specific Space.
These form the second level of our hierarchy, and act as the "departments" within your overall Workspace organization. Each Space has its own settings (including privacy), which admins can arrange as they see fit.
Separating Departments with Spaces
Many people like to separate their company's departments into different Spaces. For example, you might have different Spaces for "Sales", "Client Success", and "Accounting".
This solution is much simpler than creating different Workspaces for each department, because it allows you to get an overview of your entire workflow all in one place. Plus, you can always keep departments separated by implementing private Spaces!
Most people like to create separate Spaces within one Workspace, since every Workspace is completely separate. It is not possible to view or transfer items between Workspaces.
Folders exist within your Spaces. They act as containers that group and organize your Lists of tasks within a Space.
Lists also act as containers for your tasks and represent the "tabs" within your Folders. You can use them for varied purposes such as timeframes (sprints), locations (geographic), or really anything that helps you stay organized.
Lists can also be created standalone, and are not required to live within a Folder.
Tasks are at the bottom of the hierarchy, yet they are the most important part of ClickUp. Tasks inherit traits from Spaces, and are organized within a specific List. Tasks also can contain subtasks, assigned comments, and checklists.
Manage your Clients with Folders, Lists and tasks
Folders, Lists and tasks can all be made private, which makes them the perfect places to share select information with your clients.
You can even set permissions for people who have access to Folders, Lists and tasks to monitor what they can contribute within your Workspace.
For more information on the ClickUp Hierarchy, check out this doc.