Customize the ClickUp toolbar
The ClickUp toolbar lets you quickly access the tools you use most while working in tasks, Docs, and other views. By customizing this toolbar, you can streamline your workflow, reduce clicks, and keep your most important actions right at your fingertips.
This guide explains how the toolbar works, how to pin and reorder tools, and how to reset your setup whenever you need a fresh start.
What is the ClickUp toolbar?
The ClickUp toolbar is a horizontal bar of icons that appears whenever you open a task, Doc, or other items. It provides quick access to frequently used features so you do not have to search through menus.
Depending on where you are in the workspace, the toolbar can include actions such as:
- Formatting tools
- Views and filters
- Collaboration features
- Additional context-based options
You can personalize this toolbar so it reflects how you work instead of using the default layout.
Where the ClickUp toolbar appears
The ClickUp toolbar is context-aware. This means the options you see are based on where you are and what you are doing.
Common places where the toolbar appears include:
- Inside tasks, when you are editing fields or comments
- In Docs, when you are writing or formatting content
- In other views that support quick actions and formatting
Each context can offer different tools, but the way you customize your toolbar is consistent across these areas.
Customize the ClickUp toolbar
You can easily customize which tools appear on the ClickUp toolbar and in what order. Use the following steps to tailor it to your workflow.
Open the toolbar customization menu in ClickUp
To begin customizing, first open the toolbar where you want to make changes. Then:
- Move your cursor over the toolbar area to reveal all available icons.
- Look for the additional options or overflow icon on the toolbar.
- Click the icon to open the full list of tools and the customization options.
Once the menu is open, you can choose which tools should be visible and which should remain hidden in the overflow area.
Pin tools to the ClickUp toolbar
Pinning tools keeps your favorite actions visible all the time. To pin tools to the ClickUp toolbar:
- Open the toolbar customization or overflow menu.
- Find the tool you want to keep visible.
- Select the option to pin or favorite that tool.
After you pin a tool, it appears on the main toolbar so you can access it with a single click. You can pin multiple tools, as long as there is enough space on your screen.
Reorder tools on the ClickUp toolbar
Reordering tools helps you group related actions and build a layout that feels natural. To change the order of tools on your ClickUp toolbar:
- Hover over a tool you want to move.
- Click and hold the tool icon.
- Drag it left or right along the toolbar to a new position.
- Release the icon when it is in the correct place.
You can repeat this process for any pinned tool until your most-used actions are in the most convenient positions.
Show or hide tools from the ClickUp toolbar
Not every tool needs to stay visible. You can hide less frequently used options to keep the ClickUp toolbar clean and focused.
To show or hide tools:
- Open the toolbar customization or overflow menu.
- Locate the tool you want to adjust.
- Use the provided toggle or similar control to show or hide the tool.
Hidden tools remain accessible from the overflow menu whenever you need them, but they will no longer take up space on the main toolbar.
Reset and manage ClickUp toolbar layouts
If you want to go back to the starting point, you can reset the toolbar layout. This restores the original configuration provided by ClickUp for that area of the workspace.
Reset your ClickUp toolbar to default
To reset your toolbar to the default layout:
- Open the toolbar customization or overflow menu.
- Look for a reset or restore default layout option.
- Click the option and confirm if prompted.
After resetting, all pinned and reordered tools revert to the standard arrangement. You can then customize the toolbar again whenever you want.
Tips for organizing your ClickUp toolbar
Use these practical tips to keep your ClickUp toolbar efficient and easy to use:
- Place the tools you use every day near the center of the toolbar.
- Group related tools, such as formatting or collaboration commands.
- Hide tools you rarely use to avoid visual clutter.
- Revisit your layout periodically as your workflow changes.
Small adjustments can add up to significant time savings when you work across many tasks and Docs.
Troubleshooting ClickUp toolbar changes
In some cases, you may not see the toolbar you expect or your changes may not appear immediately. Common situations include:
- The toolbar options change when you switch from a task to a Doc.
- Pinned tools look different on smaller screens due to limited space.
- Your browser zoom or window size hides some icons.
If you have trouble seeing your preferred configuration, try the following:
- Resize your browser window or reduce zoom to show more icons.
- Open the overflow menu to confirm your tools are still pinned.
- Reset the toolbar and then customize it again step by step.
For the most accurate and detailed behavior descriptions, you can review the official documentation on the toolbar and its customization options in the ClickUp Help Center at this article about customizing the toolbar.
Improve your ClickUp workflow further
Customizing the ClickUp toolbar is just one part of building an efficient workspace. You can combine toolbar changes with other workspace best practices to create a smoother experience for your entire team.
Consider reviewing your views, automations, and hierarchy along with the toolbar setup so that every part of the platform supports your daily work.
If you want expert guidance on structuring your workspace, optimizing processes, and improving documentation, you can explore consulting and implementation services from Consultevo.
Summary
The toolbar in ClickUp is a customizable control center that adapts to how you work. By pinning, reordering, and hiding tools, you can turn it into a focused, efficient set of shortcuts for your tasks and Docs.
Use the customization steps in this guide to personalize your ClickUp toolbar, reset it when needed, and keep your workspace organized as your workflows evolve.
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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