The sidebar is the mission control center for navigating your Workspace!
Beyond this core purpose, the sidebar has other cool options 🙂 Read on to discover more!
Layout Size and Style
We love providing choices! This document uses screenshots from the Simple layout, but you have the option of using the Clean layout or Modern layout as well. You can easily switch between the three to decide which you prefer!
Hover near the top of the sidebar and a small cog icon should appear! Click this to access the Sidebar Settings and choose your layout, or adjust the size of sidebar text and icons.
Collapse (or Expand) the sidebar hierarchy
Simply click the arrow on the top right corner of the sidebar. You can also press "Q" on your keyboard to expand the sidebar without touching your mouse!
If you click on the Spaces tab, you will see all of your Spaces and can expand them to view your Folders and Lists. Or, you can click on a Folder or List to drill down and focus just on the tasks there. You can set some views to be required at every level. Custom views are unique to each level.
Click on the Folder icon to view a dropdown menu of all of this Folder’s Lists.
Selecting "Expand all Folders" by clicking on this cog will allow you to quickly view all Folders and their respective Lists within a Space.
Drag and Drop to organize tasks
Move tasks to different Lists by dragging and dropping them into the sidebar
Create and Edit Folders and Lists
The Sidebar is the one place in ClickUp where you can create and edit your entire structure.
Simply click on the ellipses (the three dots) next to a Folder or List (or right-click it) and choose to:
Create a completely new List or Folder
Access the Template Center
Edit Custom Fields
and so much more!
Simply click on the plus icon (+) next to a Folder and choose Folder Options:
Create a new List
Import from another platform
Access the Template Center
Hide Spaces in Simple layout (or Modern and Clean layout).
Simply click on the ellipses (the three dots) next to a Space and choose "Hide Space"
The resource center is available through the
? in the bottom right corner of the sidebar. It has excellent options for building your ClickUp skills.
Last but not least, at the bottom of your sidebar is your avatar menu with settings and administrative options. Note: avatar menu options will vary depending on your user role in the Workspace.
Sidebar for Guests
Guests are external users with whom you can share select Folders, Lists, and tasks.
In their sidebar, guests will only be able to see items that have been shared with them.
Shared with me is a view that is unique to the guest. There is not a way for members to set new views for a guest there. Tasks that are individually shared will be available under Shared tasks.
Shared Folders and Lists will appear in the Shared with me section. Guests will not see Spaces. Keep in mind that if you share a Folder with a guest, that guest will have access to all of the Lists within said Folder. If you share a single List, the guest will only have access to said List.
Information about using ClickUp as a guest can be found here.
Need more information on getting started with ClickUp's Hierarchy? Click here!