How to Get Started with ClickUp 4.0
ClickUp 4.0 introduces a faster, simplified experience that helps you focus on your daily work while keeping all your tools in one place. This how-to guide walks you step-by-step through the new layout, navigation, and key views so you can quickly feel at home and be productive.
Understand the ClickUp 4.0 layout
The ClickUp 4.0 interface is organized to reduce clutter and keep your work front and center. Before you start clicking around, it helps to understand the main areas on the screen.
Main sections of the ClickUp workspace
When you open the app, you will see these primary sections:
- Top bar: Global search, settings, notifications, and quick access tools.
- Left sidebar: Navigation for Home, Dashboards, Docs, Whiteboards, and task hierarchy.
- Central work area: Where lists, tasks, views, and pages are displayed.
- Right-side panels (when open): Details, chat, and contextual information.
This structure allows you to move quickly across your workspace without losing sight of your current work.
Navigate ClickUp Home
Home in ClickUp 4.0 is designed to highlight what you need to work on today. It centralizes your tasks, reminders, and schedule in one place.
How to use Home effectively
- Open Home: Click Home in the left sidebar.
- Review “Today” items: Check tasks, reminders, and events scheduled for the current day.
- Look ahead: Scan upcoming days to prepare for future work.
- Reprioritize: Drag and drop items where supported to adjust your focus.
Use Home as your daily command center to see what matters most as soon as you log into ClickUp.
Use the ClickUp Command Center
The Command Center in ClickUp 4.0 lets you jump to anything fast, from tasks to views, without manually browsing through the sidebar.
Open and search in the Command Center
- Press the keyboard shortcut (for example, Cmd + K or Ctrl + K, depending on your system).
- Start typing the name of a task, Doc, view, or location.
- Select the matching result to open it immediately.
Use this powerful search tool whenever you know what you are looking for and want to avoid navigating through multiple levels.
Explore ClickUp Hub
Hub centralizes everything you have created or recently opened so you can return to important items without searching.
What you can find in Hub
- Recently opened tasks and views.
- Docs, Whiteboards, and Dashboards you use often.
- Starred or favorited items for quick access.
Open Hub from the left sidebar and use it as your personalized shortcut area inside ClickUp.
Work with ClickUp tasks and views
Tasks remain at the core of how you manage work in ClickUp 4.0, but the way you access views and layouts has been streamlined.
Open and organize tasks
- Navigate to the Space, Folder, or List from the left sidebar.
- Select the List or view where your tasks live.
- Click any task to open its details in the central area or a side panel.
- Edit fields such as status, assignee, due date, and priority.
Use filters and sorting options within each view to focus on the tasks that matter most.
Switch between ClickUp views
Views let you see the same work in different ways, such as lists, boards, or timelines.
- Open a location (Space, Folder, or List).
- At the top of the central work area, select a view such as List, Board, Calendar, or Gantt.
- Customize each view with filters, grouping, or columns.
Switching views does not change your underlying tasks; it only changes how information is displayed.
Use ClickUp Docs and Whiteboards
Docs and Whiteboards are built into ClickUp 4.0 so you can keep notes, plans, and brainstorming close to your tasks.
Create and manage Docs
- Click Docs in the left sidebar.
- Select the option to create a new Doc.
- Add headings, text, images, and task links.
- Organize Docs into folders or pin important Docs where available.
Docs can live alongside your tasks, making it easy to connect written content with actionable work.
Collaborate with Whiteboards
- Open Whiteboards from the sidebar.
- Create a new Whiteboard and add shapes, text, and connectors.
- Link or convert items into tasks where supported.
Whiteboards are ideal for visual planning sessions, mind maps, and process diagrams inside ClickUp.
Personalize your ClickUp 4.0 experience
Customization options in ClickUp 4.0 help you tailor the workspace to match your preferences and workflows.
Adjust layout and display settings
- Show or hide sections of the sidebar to keep only what you use often.
- Pin favorite views and pages for one-click access.
- Modify how tasks are grouped and sorted in each view.
These changes only adjust how information appears; your data stays the same.
Manage notifications and focus
- Use the top bar to open notifications.
- Review unread updates and clear items you no longer need.
- Adjust notification settings in your profile to reduce noise.
Fine-tuning notifications helps you stay focused on the work that matters without missing critical updates.
Access help and learn more about ClickUp
If you want to dive deeper into new features or advanced workflows, you can use several learning resources.
- Review the official introduction to version 4.0 at this ClickUp help article.
- Explore implementation guides and consulting resources from providers like Consultevo for broader work management strategies.
Combining in-app guidance with external best practices will help you get the most out of the platform.
Next steps in ClickUp 4.0
To make the most of ClickUp 4.0, start by exploring Home, practicing with the Command Center, and switching between views to see how your work looks in different layouts. Then, build Docs and Whiteboards for supporting content, personalize your layout, and refine notifications. As you grow more comfortable, you can gradually expand into more advanced features while keeping your daily work simple and focused.
Need Help With ClickUp?
If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.
“`
