Creating a Space
Spaces are at the very top of the ClickUp hierarchy, and are the first organizational level that you encounter within your Team.
By default, all Projects and Lists will inherit settings from their parent Spaces.
When you're ready to switch Spaces, navigating between Spaces and editing them is also easy.
Keep in mind that you are not locked into these settings when creating Spaces. You can change them at any time.
Which type of Space should I choose?
Once you click to create a Space, you'll be given two options. You can create a completely new Space, or you can create a Space based off of an existing template.
This doc will detail the creation steps for both of these Space types.
Creating a Space from Scratch
You can select from these two options when creating an entirely new Space:
- Everyone: By choosing "Everyone", your entire team will have access to this Space.
- Private: By selecting private, you limit who has access to this Space. You can customize this Space by selecting only those whom you want to have access. This is what makes Spaces great for working with individual clients.
Custom versus Simple Statuses
With Simple Statuses, your tasks in this Space will either be done or not done. These types of statuses are ideal for simple to-do lists.
If you choose Custom Statuses, you will be able to create your own Custom Workflow. Simply create a status for each step of your workflow, and press enter.
You can change the color of each Custom Status by selecting the colorful box beside the status titles.
ClickUp additionally gives you options to choose from preselected workflows. These include Scrum, Marketing, Content Creation, and of course, Kanban:
Finally, at the bottom of the page you will be asked which ClickApps you would like to enable for this Space. These include:
- Multiple Assignees: By checking this box, you may have more than one assignee for each task within this Space. If this box is unchecked, you can only have one assignee for each task.
- Due Dates: Specify deadlines for specific tasks.
- Priorities: Clarify when each task must be completed by classifying each task as "Urgent", "High", "Normal", or "Low".
- Time Tracking: Keep a record of how long you work on tasks within this Space, and gain new insight into your workflow.
- Tags: Organize tasks on a whole new level, and give your tasks a renewed sense of purpose.
- Time Estimates: Gauge how long you believe it will take to complete each task within your Space.
- Custom Fields: Create unique task columns to manage a budget, client contact info and much more.
- Dependency Warning: Before closing a task that is waiting on another task, ClickUp can display a warning message to ensure tasks are closed in the proper order.
Editing Existing Spaces
Click on the ellipses next to a Space name in your Spaces Bar and proceed to
Settings to make changes:
Note: You must be an admin in order to access the Settings and make changes!
Creating a Space from a Template
If you select the option to create a Space from a Template, you'll be able to customize exactly how to implement the template into your new Space.
Select Templateto choose which saved template you'd like to use.
- Enter a new Space name.
Import Options, you can choose to keep retain all of your templated features by selecting
Everything. You can also click
Customto select specific elements to carry over to the new Space.
- Under the
Due Datessection, you can choose to import the template's due dates as they are, or remap them according to your preference!
Be sure to let us know what else you would like to see on our feedback board here!