Create Items in ClickUp

ClickUp lets you quickly create tasks, subtasks, and other work items from almost anywhere in your Workspace. This guide explains every way to create items so you can capture work fast and keep everything organized.

Understanding Items in ClickUp

In ClickUp, an item is a piece of work that can be tracked, updated, and completed. The most common item types you will create are:

• Tasks
• Subtasks
• Task templates and subtasks from templates
• Other custom items depending on your Workspace setup

You can create items from the Sidebar, from within views, or directly from existing tasks.

How to Create a New Task in ClickUp

You can create tasks in ClickUp using the universal plus button or the Quick Action menu. Both options let you add new items without losing your place.

Create a ClickUp Task from the Sidebar

The universal plus button on the Sidebar is one of the fastest ways to add a task in ClickUp.

1. Open your Workspace.
2. Locate the + button on the left Sidebar.
3. Select the Space, Folder, or List where you want the task to live.
4. Click the + to open the create task window.
5. Enter the task name, description, assignees, due date, and other needed fields.
6. Click Create Task.

The task is added to the selected location and appears in all views that include that List.

Create a ClickUp Task from the Quick Action Menu

The Quick Action menu gives you a consistent way to create ClickUp items wherever you are in the app.

1. Open the Quick Action menu using the keyboard shortcut or icon in your interface.
2. Choose New Task.
3. Select the destination Space, Folder, and List if needed.
4. Fill in the task details.
5. Save the new item.

This method is ideal when you need to create an item while working in a different part of ClickUp.

Create Subtasks and Nested Items in ClickUp

Subtasks help you break a ClickUp task into smaller, manageable pieces. You can add them directly from a task or from List views.

Add a Subtask from a ClickUp Task

1. Open the parent task.
2. Scroll to the Subtasks section.
3. Click Add Subtask.
4. Enter the subtask name.
5. Click to open the subtask and add more details like assignees or due dates.

You can create multiple levels of nested subtasks if your workflow requires deeper structure.

Create Subtasks from a ClickUp View

In some List or Board views, you can also add subtasks directly under a parent task row or card.

1. Open the List or Board where the parent task is located.
2. Find the task row or card.
3. Use the context menu or inline + option to add a subtask.
4. Enter the subtask details and save.

This keeps your ClickUp views organized while showing the hierarchy of work.

Using Templates When Creating Items in ClickUp

Templates help you standardize tasks and subtasks in ClickUp, saving time and keeping processes consistent.

Apply a ClickUp Task Template

1. Start creating a new task from the Sidebar or Quick Action menu.
2. In the task creation window, look for the Templates option.
3. Select an existing task template.
4. Review fields such as description, custom fields, and checklists that are prefilled.
5. Adjust any details and click Create Task.

The new ClickUp task inherits all the structure from the selected template, including subtasks and dependencies if configured.

Save an Existing ClickUp Task as a Template

If you have a well-structured task that you repeat often, you can save it as a template.

1. Open the task.
2. Click the task options menu (usually represented by three dots).
3. Select Save as Template.
4. Give the template a descriptive name.
5. Choose which fields and elements to include.
6. Save the template for future use.

Now you can quickly reuse this structure when creating new items in ClickUp.

Creating Items in Different ClickUp Views

Each view in ClickUp gives you flexible ways to create items without switching context.

Create Items in ClickUp List View

List view is ideal when you need to create many items at once.

1. Open a List view.
2. Click the + New Task button at the top or bottom of the list.
3. Type your task name.
4. Press Enter to save and create another item quickly.

You can also edit columns inline to set assignees, statuses, and dates for each ClickUp task.

Create Items in ClickUp Board View

Board view lets you create tasks directly in a status column.

1. Open a Board view.
2. Choose the status column where the task should start.
3. Click + New or the inline + option.
4. Enter the task name and press Enter.

You can open the item to add more detail or drag it across columns to update its status.

Create Items in ClickUp Calendar or Other Views

Some views let you create items based on time or other criteria.

• Calendar view: Click on a date cell and create a task tied to that date.
• Other specialized views: Use the view-specific + buttons to add items where needed.

All items created in these views are still standard tasks in your ClickUp List.

Best Practices for Managing New Items in ClickUp

To keep your Workspace organized as you create more items, follow these recommendations.

• Set clear names: Use descriptive titles so that every ClickUp item is easy to identify.
• Use assignees: Always assign tasks so ownership is clear.
• Apply due dates: Add dates when creating items to keep work on track.
• Leverage templates: Standardize recurring work using task and subtask templates.
• Organize by Lists: Make sure you create items in the correct Space, Folder, and List.

More Resources on ClickUp Item Creation

To dive deeper into all available options, view the official help article on how to create items: Create items in ClickUp.

If you need expert help designing workflows, templates, or automation around new items, you can also explore consulting resources such as Consultevo for tailored guidance.

By using these methods and best practices, you can create and manage items efficiently in ClickUp and keep every task, subtask, and project clearly organized.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

Get Help

“`