Create Private Views in ClickUp
In ClickUp, you can create private views to control who can see specific ways of looking at your work, tasks, and workflows. Private views help you focus on what matters to you or to a select group, without changing how other people see the same space or folder.
This guide explains how to create, share, and manage private views, including permissions and best practices.
What is a Private View in ClickUp?
A private view in ClickUp is a view that is only visible to you and the people you choose to share it with. It does not appear for everyone who has access to the location where the view is created.
Private views are ideal when you need:
- Personal filters and sorting that others do not need.
- Temporary reporting or experiments with layouts.
- Restricted visibility for sensitive information.
You can use private views on different view types, such as List, Board, Calendar, or other supported options in ClickUp.
Requirements for Private Views in ClickUp
Before you create or share a private view, make sure your workspace and permissions are configured correctly.
Workspace plan and permissions
- Private views are available based on your ClickUp plan and workspace settings.
- You must have permission to create and edit views in the specific location (Workspace, Space, Folder, or List).
- Only certain roles or admins may be allowed to adjust default views or manage shared access.
If you do not see the option to make a view private, your ClickUp admin may need to review permissions or plan features.
How to Create a Private View in ClickUp
Follow these steps to create a private view from an existing location, such as a Space, Folder, or List.
Step 1: Open your location
- In ClickUp, navigate to the Space, Folder, or List where you want to create the view.
- Use the left sidebar to locate the correct hierarchy level.
Step 2: Add a new view
- At the top of your screen, select the + View button.
- Choose the type of view you want to create (for example, List view, Board view, or Calendar view).
- Name the view so it is easy to recognize later.
Step 3: Make the view private
- When the new view is created, locate the view settings menu (usually represented by ellipsis or a settings icon on the view tab).
- Select the option to change visibility or sharing settings.
- Choose Private so the view is not visible to everyone with access to that location.
Once you save the settings, the new private view is visible only to you until you decide to share it with others in ClickUp.
Share a Private View in ClickUp
You can share a private view with specific people, guests, or teams, depending on your workspace configuration.
Step 1: Open the private view
- In ClickUp, click the tab for the private view you created.
- Verify that you are in the correct view by checking its name and layout.
Step 2: Open view sharing settings
- Click the view settings menu on the view tab.
- Look for options such as Share, Sharing & permissions, or similar wording, based on your ClickUp interface version.
Step 3: Add people or teams
- Use the sharing panel to search for members, guests, or teams.
- Select each person or team you want to give access to the view.
- Confirm or save your changes so ClickUp updates the visibility list.
After you share it, the private view will appear for those selected people in the same location (Space, Folder, or List) where the view was created.
Control Access to Private Views in ClickUp
Managing who can view or edit a private view is important for data security and workflow consistency.
Set permissions levels
When you share a private view in ClickUp, you may be able to control permission levels, depending on your workspace configuration:
- View only: People can see the view but cannot change settings.
- Edit: People can modify filters, grouping, and layout.
- Owner or admin: Certain roles may be able to convert the view or manage broader settings.
Adjust these permissions carefully to avoid unexpected changes to your private view.
Remove people from a private view
To revoke access to a private view in ClickUp:
- Open the private view.
- Open the sharing or permissions menu.
- Find the person or team you want to remove.
- Remove or revoke access and save your changes.
Once removed, that person or team will no longer see the private view, even though they may still have access to the underlying tasks or lists, depending on broader workspace permissions.
Convert a Private View to a Public View in ClickUp
You may start with a private view while you refine filters and structure, then convert it to a shared or public view so more people can use it.
Steps to convert visibility
- Open the private view you want to convert in ClickUp.
- Open the view settings or sharing menu.
- Change the visibility from Private to Public or Everyone in this location, depending on the options shown.
- Confirm your choice so the view is available to all users who have access to that Workspace, Space, Folder, or List.
After conversion, the view becomes a standard shared view. Everyone with access to that location will see it and can use it according to their role permissions in ClickUp.
Best Practices for Private Views in ClickUp
Use these recommendations to keep your private views clear, organized, and useful for you and your team.
- Use clear names: Include the purpose or team name in the view title.
- Limit access: Only share private views in ClickUp with people who truly need them.
- Document standards: For teams, keep a short guide on how private views should be named and used.
- Review regularly: Archive or delete private views that are no longer needed.
This approach helps reduce clutter and keeps your ClickUp workspace focused.
Troubleshooting Private Views in ClickUp
If you run into issues with private views, use the following checks.
Common issues
- You cannot make a view private: Your plan or permissions in ClickUp may not include private view options.
- Someone cannot see a view you shared: Confirm that they have access to the same Space, Folder, or List, as well as to the view itself.
- Changes are not saving: Refresh ClickUp, check your connection, then retry updating the view.
For detailed, up-to-date behavior and any feature changes, always reference the official product documentation.
Official ClickUp Documentation and Further Help
For the latest official instructions and interface screenshots, see the original help article on the ClickUp support site: Create and share a private view in ClickUp.
If you are designing complex processes or large-scale setups, you can also consult external implementation specialists, such as Consultevo, for broader workflow and tool strategy.
By understanding how private views work in ClickUp and applying clear sharing rules, you can keep your workspace structured, secure, and tailored to the way each person works best.
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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