This doc explains features in ClickUp 2.0. Looking for a 1.0 doc? Check out this link!
The Sidebar acts as your control center in ClickUp. This is where you determine which Spaces, Folders and Lists you’d like to view.
Let's go over some features of the sidebar:
Collapse (or Expand) Sidebar
To expand or collapse the sidebar, simply click the arrow on the top right above your Spaces.
Select a Space to view all the Folders and Lists within that Space.
Pin the Spaces sidebar so that Spaces are always showing
You can also add a Space by clicking the (+) below the circular icons.
Drag and Drop
Move tasks to different Folders and Lists by dragging and dropping into the sidebar
Select Everything to view all tasks in all Spaces, or select Shared with Me to view tasks that have been shared with you.
Reference your Doc and Conversation Views
If you've created Doc and/or Conversation views in a Space, that will be noted in your sidebar. A number indicating how many of each view exists will also be indicated:
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 ... next to a Folder or List (or right-click it) and choose to:
- Create a completely new List or Folder
- Create a List or Folder from a template
- Edit Project or List Statuses
Choosing how to view action items with the Sidebar
The Sidebar also gives the opportunity to get granular with the tasks you see in List, Board, Calendar or Box View. With just one click, you can see tasks within one specific List, within an entire Folder, or even within all of your Folders in a Space
Additionally, click on the arrow next to a Folder’s name to view a dropdown menu of all of this Folder’s Lists.
Selecting "Expand all Folders" by clicking on this ellipses will allow you to quickly view all Folders and their respective Lists within a Space.
Sidebar for Guests
Guests are external users with whom you can share select Folders, Lists and tasks.
Guests will only be able to see items in their sidebar to which they have been given access. They will also only see other users who have access to these same items.
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. Guests will not ever see Spaces.
Need more information on getting started with ClickUp's Hierarchy? Click here!