Impeccable organization is at the heart of project management. We strongly feel that solid structure is lacking in many other project management platforms, which is why created the ClickUp Hierarchy.
ClickUp's structure can provide a bit of a learning curve, but once you gain familiarity with its structure, you'll be able to delegate and organize on an entirely new level.
Your Workspaces are the top level. Workspaces act as containers for all of your workflows. You can join or create as many Workspaces as you like - and easily switch between them.
IMPORTANT NOTE: ClickUp is separated at the Workspace level, so it is not possible to view or transfer information across Workspaces. If you need to see everything in one place, we recommend creating one Workspace to manage everything.
The second level of the hierarchy, and the containers for your work. Each Space has its own workflow settings. ClickUp makes it easy to switch and search between Spaces.
Lastly, the left-hand sidebar is made up of Folders, and nested within are your Lists. Similar to Folders, Lists acts as your fourth level of organizing and storing tasks within a project. Folders are also an optional level of the hierarchy.
ClickUp users utilize Folders for things like:
And really, Folders should be anything that helps you stay organized.
The most fundamental element of ClickUp. Tasks inherit traits from Spaces, and again, are organized within a specific Folder and List.
When viewing a task, information is separated into two columns. The left displays task details - basically, what needs to be done and how to do it. The right is all about communication and alerting assignees and watchers of new activity.
Left Side: Details and statuses
- Move Task - Changing a task’s location is always just a few clicks away.
- Change Task Status - Quickly manipulate the position of a task in your workflow.
- Add or remove assignees - Let teammates know who's responsible.
- Rich Editing - What’s a task without clearly defined instruction?
- To Do - Active Subtasks and Assigned Comments appear here.
- Attachments - All files associated with the task live here.
Right Side: Everything activity
- Meta Data - When the task was created and last updated.
- Due Date - View and make changes to task due dates.
- Watchers - Adjust the watchers with the eye icon at the top right.
- Comments - Comments allow attachments and rich text in ClickUp.
- Assigned Comments - Instantly create and assign action items.
1. List View
The most common way to easily manage and prioritize your tasks. Asana users will feel right at home. And there's so much more!
Never perform tedious, repetitive action again. We’ve eliminated the monotonous nature of project management at every level of the platform via the multitask toolbar. See what it can do!
It's about time that someone combines everything you need related to time in one platform!
ClickUp's Calendar View is your place for planning, scheduling, and resource management.
3. Board View
Agile Boards visualize tasks by status in a pipeline for drag and drop usability. This allows you to easily move tasks through your workflow. Board View is the go-to view for agile teams, but every user can utilize the convenience offered here.
4. Gantt View
We heard you, project managers! We built our own beautiful Gantt View so you can plan out projects, manage time spent, and dictate deadlines.
5. Wiki and Doc View
Create, collaborate, and keep all of your work in one place by creating wikis and docs for whatever you're working on.
6. Conversation View
Host discussions with your teammates that are not linked to a specific task or project.
7. Embed View
Embed almost any site or app that your Workspace needs within ClickUp so that ClickUp becomes the only app your team needs.
When navigating through the views, it’s important to remember you can drown out unnecessary noise and focus on your tasks with a click. Easily switch between all tasks or just your own with these two tabs.
ClickUp's action center. Notifications in ClickUp will flow in from the Workspace level. This keeps you organized across the board on one page.
Clearing notifications is the best way to stay organized and on top of all task communication and activity.
- Unfurl ClickUp tasks in Slack - Instantly get more context around a task the second you post a Click Up link in Slack. Perform ClickUp actions with one click in Slack. No more typing commands. Simply click the drop-down selection to change Assignees and Statuses.
- Slack Notifications - Customize notifications to send to Slack Select one or more Spaces to post notifications to your Slack channel of choice. You can even add multiple notification types if you want to post different Spaces in different channels.
- Integrating Github with ClickUp allows you to associate commits, branches, and pushes directly within ClickUp tasks. You can choose to do this automatically with every update or manually when you feel it is appropriate.
- Optionally receive notifications when Github activity is recorded in any task you are watching.