Set Up Your ClickUp Workspace

When you first open ClickUp, setting up your Workspace correctly makes it easier for your team to collaborate, stay organized, and scale. This guide walks you step by step through creating a Workspace from scratch, configuring core settings, and preparing your hierarchy for everyday work.

Create a New ClickUp Workspace

Your Workspace is the home base for your team. Follow these steps when you sign up or when you add an additional Workspace to your account.

Sign in to your account and open the Workspace creation flow.
Enter a clear Workspace name, such as your company or department name.
Upload a logo or choose an icon so teammates can recognize the Workspace at a glance.
Confirm your time zone and language settings.
Finish the setup wizard to create your new environment.

You can create more than one Workspace if needed, for example to separate companies, clients, or large departments. Switch between Workspaces from the avatar menu in the upper corner of the interface.

Understand the ClickUp Workspace Hierarchy

The structure of your Workspace is built on a simple hierarchy that helps keep everything organized. From the top down, you have:

Workspace: The highest level, usually your company or organization.
Spaces: Major areas like departments, clients, or big projects.
Folders: Optional groups inside Spaces, useful for breaking down programs or phases.
Lists: Collections of tasks for campaigns, sprints, or workflows.
Tasks and Subtasks: Actionable work items and smaller steps.

Before adding content, decide which teams, products, or clients will become Spaces and how you want to group related work inside them.

Set Up Spaces in ClickUp

Spaces help you organize work into logical categories. To create a Space:

From the left sidebar, click the option to add a new Space.
Give the Space a descriptive name, such as “Marketing”, “Product”, or a specific client name.
Choose a color and icon so the Space is easy to identify.
Select who has access to the Space: everyone in the Workspace or only specific members.
Configure features such as task statuses, custom fields, and ClickApps for that Space.

You can create different Spaces for each core function of your organization. For example, you might have separate Spaces for Operations, Sales, and Customer Support.

Configure Space Settings in ClickUp

Each Space can have its own settings so you can tailor the experience to that team’s needs.

Task statuses: Define the workflow stages, such as To Do, In Progress, and Complete.
ClickApps: Enable optional features like time tracking, dependencies, or sprints.
Default views: Choose List, Board, Calendar, or other views that best match how the team works.
Permissions: Control who can create, edit, or delete items in the Space.

Start with a simple configuration. You can always refine settings later as your team learns what works best.

Create Folders and Lists in ClickUp

Once Spaces are in place, break work down into Folders and Lists so tasks stay organized and easy to find.

Use Folders to Group Projects

Folders are optional, but they are helpful when a Space contains multiple related initiatives. For example, inside a Marketing Space, you might have Folders for Campaigns, Content, and Events.

Open the relevant Space.
Select the option to add a Folder.
Name the Folder based on a program, client, product area, or project phase.
Customize Folder-level views if you want different layouts for each group of work.

Create Lists for Focused Work

Lists contain the actual tasks your team will work on every day. You can think of each List as a focused workflow.

Inside a Space or Folder, click to create a new List.
Name the List clearly, such as “Q1 Web Launch”, “Sprint 5”, or “Customer Onboarding”.
Set start and due dates for the List if you want to track a timeline.
Add default views like Board or Calendar to support how the team collaborates.

Use Lists to represent sprints, campaigns, backlogs, or any collection of related tasks that share the same workflow.

Add Tasks and Subtasks in ClickUp

Tasks are where work gets done. When you create tasks, keep details clear and consistent so everyone understands what is required.

Open the List where you want to add work.
Click the option to create a task.
Enter a descriptive task name that explains the objective.
Assign the task to an owner and set a due date.
Add relevant details in the description, including links, checklists, and resources.
Apply custom fields to capture extra information like priority, budget, or effort.

Use subtasks to break large tasks into smaller steps. Keep the structure shallow where possible so work stays easy to manage.

Organize Tasks with Views in ClickUp

You can visualize the same tasks in different ways by adding views to your List, Folder, or Space.

List view: Great for detailed task management and sorting by custom fields.
Board view: Ideal for Kanban-style workflows, moving tasks between columns.
Calendar view: Useful for planning work by date and spotting scheduling gaps.
Timeline or Gantt: Helpful for project planning and understanding dependencies.

Each view can be filtered, sorted, and saved, so different teams can see the same work in the format that suits them best.

Invite Your Team to ClickUp

Once the basic structure is ready, invite teammates so they can start collaborating.

Open your Workspace settings or member management area.
Use email invitations to add people individually or import users in bulk if available.
Assign members to specific Spaces based on their role.
Set permissions such as admin, member, or guest to control access.

When new users join, point them to a simple onboarding List or welcome document so they understand how your Workspace is organized.

Customize Workspace Settings in ClickUp

Beyond Spaces and tasks, your Workspace has global settings that affect all teams.

Branding: Update your logo and color to match your organization.
Security: Configure options like two-factor authentication and sharing controls.
Notifications: Encourage teammates to customize notification preferences so they receive updates in the right channels.
Integrations: Connect tools such as email, calendars, or communication apps to streamline work.

Review these settings regularly as your organization grows and your needs change.

Next Steps and Helpful Resources

Once your initial setup is complete, you can refine workflows, automate repetitive steps, and introduce more advanced features gradually. For a deeper reference on how to set up your team’s Workspace from scratch, review the official guide on the ClickUp help center.

If you want implementation support, strategy, or Workspace optimization, you can also partner with specialists such as Consultevo to design scalable structures and processes.

By planning your hierarchy, configuring Spaces, and setting clear workflows, your Workspace will help everyone understand what to do, when it is due, and how it connects to your broader goals.

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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