If you're new to project management, it can be a bit overwhelming to jump into the existing infrastructure of a ClickUp Team. Below are some tips to help you quickly gain familiarity with the platform!

Find your Assignments

Team vs. Me Dashboard

Zoom in on your personal action items by proceeding to the Me Dashboard. This will show you all tasks that are assigned to you.

If you flip the toggles in the left sidebar, you'll also see tasks that contain assigned comments, subtasks, or checklist items assigned to you.

Additional tips:

  • Sort and filter your tasks to organize them by due date, priority, and more.
  • Save this view to your Favorites to come back to it any time.

Notifications

You'll receive in-app notifications for any task you are watching under the Bell icon in the upper right part of your screen. This means that whenever a teammate mentions you, changes a task status, or conducts a similar action, you will get a notification.

You can also set up granular notifications to receive task alerts via email, mobile, and/or browser. Check out the video above for more tips on setting up these alerts!

Other Getting Started Resources

  1. Check out our Getting Started doc collection for information on our most notable features, as well as helpful use case scenarios.
  2. Explore all of our help videos here.

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