Want to dive in? Here’s the need-to-know information to get going on the right foot and get your team onboarded today!

1. ClickUp's Hierarchy

Tasks in ClickUp are organized around a hierarchical structure broken down as follows: Team > Space > Project > List > Task

Spaces

Businesses love organizing Spaces into different departments, and agencies use Spaces to separate their clients. You might find Spaces best for separating work and personal life. This is because you can make Spaces public or private, as well as customize the workflows and features held within each.

Projects

Projects in ClickUp represent large goals - a new app, a marketing campaign, or a vacation! They act as containers (or "folders") for your Lists, which in turn contain tasks. 

Projects also let you customize workflows. If you wanted, each Project could have its own workflow.

Lists

This is where all of those tasks you’re rocking live. Lists act as the "tabs" with your Project "folders". You can use them to organize Projects' people, phases, timelines, sprints, locations, or really anything you implement to keep your Spaces organized.

Tasks

These are the concrete action items where you'll be spending the majority of your time in ClickUp. Tasks can contain subtasks and checklists, and offer many customizable features. This doc and video will give you a complete overview of a ClickUp task!

Pro Tip for Optimizing the Hierarchy

Use Favorites to create your own sidebar fully customized with location (Space/Project/List), sorting, filtering, and your favorite view!

2. Understanding the Views

List View

The most powerful place to manage your tasks. Sort and filter tasks by just about any attribute, batch edit tasks with the multitask toolbar, and view all tasks across ALL Spaces.

Board View

Have you ever put post-it-notes on a board, used Trello, or taken an agile approach to managing a large goal? In ClickUp, you can view your tasks as cards on a board where each column is a stage in your custom status workflow. This view is great for managing bottlenecks.

Box View

The perfect place to gain insight into your teammates' workflows. With this view, you can quickly examine users' task counts and measure them against your own progress.

Time View

Drag tasks onto the calendar to apply start and end dates/times. This is the perfect place to manage your time-dependent tasks. Take it to the next level with our Google Calendar 2-way sync.

With the Sidebar, you can zoom in on tasks with a certain List or Project, or even view all tasks within a Space's Projects at once!

3. Customize Where You Work

Customization is set primarily at the Space level. By customizing Privacy, Integrations, and ClickApps, you can incorporate unique workflows in each of your separate Spaces. 

ClickApps

These incorporate all of the major features in ClickUp and can be enabled or disabled based on what you need in each Space.

  • Priorities - Classify tasks by importance.
  • Tags - Use to group, view, or manage related tasks.
  • Time Tracking - Native through our Chrome Extension, or available via integration with Harvest, Everhour, and Toggl.
  • Start and Due Dates - Set Start Dates, Due Dates, and Exact Times for tasks.
  • Time Estimates - Provide better predictability for Lists and Projects.
  • Multiple Assignees - One or multiple? We decided to let you make the choice.

Abilities

Dependencies

Link tasks together based on their requirements to ensure the right tasks are completed in the right order. This provides your team with organized direction in the flow of linked tasks.

Notifications

Notifications can be a major distraction. ClickUp keeps things simple and only gives notifications for important items of relevance. Customize notification thresholds and keep things clear from your Dashboard.

Importing

Automatically import your data perfectly from every major project management platform. While we have imports with Todoist, Asana, Trello, and Jira, our CSV import feature is also available if you're transitioning from another platform!

If you need help, you can contact an expert for assistance any time!

Reporting

Gain deep insights into every relevant area of your project with ClickUp's gamification and reporting.

Sort and Filter

Tasks aren't very useful until they're organized. Let ClickUp handle the tediousness and sort your tasks with one click! When the volume gets out of hand, add a filter!

Task Tray

Minimizing a task will dock the task into your tray, allowing you to come back at any point. Use this to keep active tasks at the front of your mind all day.

Notepad

The Notepad makes it easy to record even the simplest ideas and convert thoughts to tasks at a later time.

Apps

  • Web - Works on any browser
  • Mobile - iOS, Android, and Amazon Fire
  • Desktop - Mac, Windows, and Linux
  • Voice - Alexa, Google Assistant
  • Browser - Chrome Extension

Integrations

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