Creating a task in ClickUp is simple. You can create new tasks from scratch, or save yourself time by using task templates!
Create a task
Just click the
+ Task button in the lower right corner of your screen (shortcut: t) to get started:
What you can add to tasks
Mandatory Task Elements
Select the Space, List, and Folder that your task will be located in by clicking on the drop-down menu below the task title. Optionally, save time by choosing the List from your saved Favorites or even create a new Favorite from this menu
Give your task a name
Optional Task Elements
Click the status box to view a dropdown of your Status options. If you do not select a status, your task will simply remain in the Open status
Select the circular profile icon to add assignees to your task. You can also change or remove assignees by clicking on this icon
Click on the calendar icon to add a due date to your task.
Let your Workspace know the Priority of this task by clicking on the flag. You may classify your task as urgent, high, normal, or low priority
Attach custom tags by clicking the tag symbol to clearly define your task's purpose
Clicking the hourglass symbol will allow you to set a time estimate for your task
Add dependencies to existing tasks in your Workspace with the "Dependencies" button
Add a task description in the text box, and take advantage of rich text editing options
Click Add Subtask to include smaller action items you'll need to complete within the task
Drag-and-drop or add attachments directly at the bottom of your task. You'll have the ability to rename, view fullscreen, download, delete, or sort any attachment you add
Set this task to recur! Recurring tasks repeat on a schedule or a trigger.
Add any custom field details into your task before creating!
Embed a List view into the task description using
Add comments to the task description from the
...menu of the comment - great for keeping everyone on the same page when the scope of a task changes in the chat!
Add a task to multiple Lists to create instances of it across different locations.
Need to save an incomplete task draft for later? Just click the icon as shown below to minimize it for later.
Create Tasks Options
Once you've finished drafting your task, there are a few actions you can take:
Create and open: Create the task and then immediately open it
Create and start another: Create the task and then immediately populate a blank new task
Create and duplicate: Create the task and then populate another task with the same information
Create from a template
Create a new task
Browse the bottom for the Templates button
Choose to immediately create or load the template into your draft
Create templates for your most popular tasks for later use!
Press T on your keyboard to quickly create a task.
Be sure to let us know what else you would like to see on our feedback board here!
Want to learn more?
Check out the View, Manage, and Discuss Your Work course on ClickUp University