This article covers how to create and edit tasks, subtasks, and checklists, as well as how to manage and assign task comments in the ClickUp mobile app.
Tasks on Mobile
Tasks are the foundation of work in ClickUp. They serve as the building blocks of larger projects. Or they can hold all of the necessary information for small projects. They allow for plenty of collaboration, but they're also perfect for solo projects.
In short, the level of customization for tasks is almost endless.
Creating, editing, and sharing tasks on mobile devices is as easy (and comprehensive) as creating them on the web!
Creating a Task on Mobile
You can quickly create a task from the Quick Actions menu.
To create a task either:
Tap the + icon in the lower-right corner
or tap the Quick Create button in the lower-right corner and select New Task
Give your task a name
Add optional task details including:
Set a status
Add a Start date, Due date, and time
Add a description
Attach a text or image file
A Task Created banner will appear at the top of the app
Click Open to go directly to the task
All of your optional task elements will be included under the Overview tab of the task, and they include:
Add assignees to a task by selecting the Add assignee button
Set a start date and a due date to the assignment by selecting the calendar icons
Add a description so assignees and watchers know what the task's purpose is
Include custom tags by selecting the Tags section below the Description to easily identify the task's type
Below the Tags section you can access the tasks Custom Fields. While you aren't able to add any new custom fields to the task in mobile, you can set any existing custom fields here
You can even add the task to multiple locations! Just select the + Add location option to make the task visible in multiple Lists or Folders.
Comments & Attachments
From Overview, you can access a task's Activity view by either swiping to the left or tapping the Activity tab near the top of the task screen.
The Comments view tracks the task history (such as updates to the task's status or priority).
Add any comments to the task simply by typing your message in the Comment section at the bottom of the task window. To tag a user, include @ before their name or select the @ icon underneath the comment text section.
You can also reply to, react to, assign, or share comments in Comments view!
Select the speech bubble icon to assign a comment to a user. This creates a new required item for the assignee to complete before the task can be closed.
From the Comments view, you can either swipe left or tap the Attachments icons in the lower right to access the Attachments view.
This tab allows you to attach files, images, and videos to the task itself, and it serves as the storage space for these items. They can then be viewed or downloaded by anyone with access to the task.
At the top of the task window, you'll find task settings behind the ellipsis icon.
Tapping this icon will bring up a menu that allows you to:
Share the task link via AirDrop, SMS, email, Slack, and more.
Copy the task ID
Move the task to another Space, Folder, or List
Add the task to your Favorites
The To Do Container
The To Do container is found at the bottom of the task window. Select the three icons on the right to open either subtasks, checklists, or comments.
Selecting the To Do button expands the To Do container, revealing subtasks, checklists, and comments as tabs that can be accessed by selecting them or swiping to them.
You can create, access, and edit subtasks on mobile. To view subtasks, open a task and tap on the subtasks icon.
You can create subtasks from any task by tapping the subtasks icon and then tapping + Create subtask.
To create a nested subtask from a task, swipe up or tap on the subtask area:
Then tap on the + icon next to a subtask to create a nested subtask!
You can also tap and hold on a subtask to bring up the subtask options menu and assign a subtask, delete a subtask, or create a nested subtask.
Checklists on mobile allow for all the same functionality as the web version of ClickUp.
You can create new Checklists from scratch; edit, delete, and add to existing Checklists along with their items and subitems; assign or un-assign Checklist items; and track Checklist progress (view resolved items and see how many items are completed versus outstanding).
This tab displays any assigned comments and allows users to resolve or reply to the comment.