Navigating ClickUp

For some basic tips on getting started with ClickUp, check out this video!

Customizing your View

In addition to information on our Hierarchy (found below) be sure to check out this video on creating your own custom-tailored view.

Hierarchy

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.

Teams

Your teams are the top level. Teams act as a separate “space” and everything else is under a team. You can join or create as many teams as you like - and easily switch between them.

Spaces

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. 

Projects and Lists

Lastly, the left-hand sidebar is made up of Projects and nested within are your Lists. Similar to folders, Lists acts as your fourth level of organizing and storing tasks within a project.

ClickUp clients use Projects for things like:

  • Phases
  • Sprints
  • Divisions/Departments
  • Locations

And really, Projects should be anything that helps you stay organized. 

Tasks

The most fundamental element of ClickUp. Tasks inherit traits from Spaces, and again, are organized within a specific Project and List.

Task View

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 

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.

Three different views

1. List View

The most common way to view tasks. Easily manage and prioritize your tasks. Asana users will feel right at home, but wait, 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!

2. Time View 

It's about time that someone combines everything you need related to time in one platform! 

ClickUp's Time 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.

Team/Me Tab  

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.

Notifications

ClickUp's action center. Notifications in ClickUp will flow in from the Team 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.

Integrations

Slack

  • 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.

Github

  • 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.

Settings

General:

Admin Responsibilities:

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