How to Use Page Views in ClickUp

Page views in ClickUp let you organize documents, dashboards, and key resources directly inside your tasks, Lists, Folders, and Spaces so your team always works from a shared source of truth.

This step-by-step guide explains how to create, customize, and share Page views, and how to make the most of them in your workspace.

What Are Page Views in ClickUp?

A Page view is a flexible workspace hub where you can combine rich text content, embeds, and widgets in one place. Instead of jumping between tools, you can centralize key information right inside ClickUp.

You can use a Page view to:

• Collect links, notes, and resources for a project
• Embed external tools like documents, whiteboards, or dashboards
• Create onboarding hubs or team knowledge bases
• Share overviews with guests and stakeholders

Page views are available at multiple levels of your ClickUp Hierarchy, so you can tailor information to tasks, Lists, Folders, or entire Spaces.

Where You Can Add ClickUp Page Views

You can add a Page view at different levels in ClickUp:

• Task level: Attach detailed notes or supporting content to a specific task.
• List level: Create a project overview or requirement page for all tasks in a List.
• Folder level: Build a hub for related projects grouped in a Folder.
• Space level: Host team wikis, processes, or department resources.

Each Page view is tied to where you create it, but you can also share and favorite them for quick access across ClickUp.

How to Create a New Page View in ClickUp

Use these steps to create a new Page view from any view bar.

Step 1: Open the view bar in ClickUp

1. Navigate to the task, List, Folder, or Space where you want to create the Page.
2. At the top of the screen, locate the view bar, where existing views like List, Board, or Calendar appear.

Step 2: Add a Page view

1. Click the + View button in the view bar.
2. From the menu, choose Page.
3. Give your new Page a clear, descriptive name.
4. Click Add View to create it.

Your new Page view appears in the view bar alongside your other ClickUp views and is ready to be customized.

Customize Content Inside Your ClickUp Page View

Once you create a Page view, you can add and format content to suit your workflow.

Use the rich text editor

Inside the Page view, you will see a rich text editor. Use it to build your layout:

• Add headings, paragraphs, and dividers
• Format text with bold, italics, and lists
• Insert links to tasks, Docs, or external resources
• Mention people or teams to call attention to sections

Embed content and tools

Your Page view can host more than simple text. Depending on your ClickUp permissions and plan, you can:

• Embed external pages using iFrames or links
• Insert media such as images, diagrams, or screenshots
• Reference related work by linking to other views or tasks

Use sections and headings to keep content in your Page view easy to scan and maintain.

Rename, Reorder, and Manage Page Views in ClickUp

As your workspace grows, you may need to reorganize how Page views appear in ClickUp.

Rename a Page view

1. In the view bar, hover over the Page view name.
2. Click the three-dot menu or directly select the title field.
3. Enter the new name and confirm.

Use descriptive names like “Project Overview Page” or “Team Resources Page” so everyone in ClickUp understands the purpose of each view.

Reorder Page views

1. Hover over the Page view tab in the view bar.
2. Click and drag the tab left or right.
3. Drop it in the new position to update the order.

This lets you keep your most important Page views at the front of the view bar within ClickUp.

Delete or hide a Page view

If you no longer need a Page view, you can remove it:

1. Hover over the Page view in the view bar.
2. Click the three-dot menu.
3. Select the option to Remove or delete the view.

Removing a Page view only deletes that view, not the tasks or structure in ClickUp beneath it.

Control Sharing and Permissions for Page Views in ClickUp

Access to a Page view follows the permissions set at its level in ClickUp. For example, a Page in a private Space is visible only to people with access to that Space.

Adjust sharing settings

To fine-tune who can see or edit content in a Page view:

1. Open the Page view.
2. Use the sharing or permissions options visible in the view controls (where available on your plan).
3. Allow or restrict editing based on roles or user groups.

These settings ensure sensitive information inside ClickUp Page views is only visible to the right people.

Best Practices for Using Page Views in ClickUp

Follow these practical tips to get more value from Page views in ClickUp.

Create dedicated resource hubs

At the Space or Folder level, create Page views that act as hubs for your team:

• Outline processes and standard operating procedures
• Collect links to key dashboards and Docs
• Store FAQs and onboarding materials

Pair task details with a Page view

At the task level in ClickUp, use Page views to:

• Document meeting notes tied to a specific task
• Capture requirements, screenshots, or approvals
• Keep contextual information next to the work being done

Keep Page views tidy and scannable

To maintain clarity in ClickUp Page views:

• Use headings and short paragraphs
• Break out long content with lists and dividers
• Regularly audit and archive outdated content

Troubleshooting Common Page View Issues in ClickUp

If you run into issues with Page views in ClickUp, start with these checks.

Can’t find a Page view

• Confirm you are looking at the correct task, List, Folder, or Space.
• Check the view bar to see if the Page view is hidden or collapsed.
• Use Favorites or search (when applicable) to locate important views.

Access or edit problems

• Verify your permissions at the Space, Folder, or List level.
• Ask an admin to review sharing settings for the Page view.
• Confirm you are logged into the correct ClickUp Workspace.

Learn More About Page Views in ClickUp

For the original reference and the latest feature details, review the official documentation on how to use Page views in ClickUp. If you want strategic help optimizing your workspace setup, you can also explore expert resources from Consultevo.

By setting up clear, well-structured Page views in ClickUp, your team can bring information, documentation, and execution together in one organized place.

Need Help With ClickUp?

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

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