Create Tasks from Views in ClickUp

ClickUp lets you create tasks directly from any view, so you can capture work the moment you see it. This guide explains each way to add tasks from views, how they behave, and how to work faster with keyboard shortcuts and templates.

All instructions below are based on the official documentation for creating a task from views in ClickUp.

Ways to Create a Task in ClickUp Views

You can create a new task from almost any location where tasks are displayed. In ClickUp, most task views support a plus button, inline creation, or both.

• Use the universal + Task button in task views
• Add tasks inline in supported views
• Create tasks from the task tray or Quick Action menu
• Auto-expand tasks so you can add more details right away

Below you will find the detailed steps for each option.

ClickUp task creation from standard views

Task views in ClickUp share a common pattern for creating new items. The exact controls you see can vary by view, but the basics stay the same.

Use the + Task button in ClickUp views

Most task-based views show a prominent button to add a task.

1. Open any Space, Folder, or List where you want the task.
2. Switch to a task view such as List, Board, Calendar, or others.
3. Click the + Task button, often shown in the top-right of the view or inside a group header.
4. Type a task name.
5. Press Enter to create the task.

This creates a task in the current location with default settings such as status, assignee, or priority, depending on the view’s configuration.

Create tasks inline in ClickUp

Many views allow inline task creation, which lets you add new tasks right from the list or group where they belong.

1. Open a task view that supports inline creation, such as List or some grouped views.
2. Scroll to the bottom of a group or column.
3. Click inside the empty New task row or the inline add field.
4. Type the task name and press Enter.

The new task appears immediately in that group. You can then click into it to add more details or use quick-edit fields in the row.

ClickUp quick-create options and shortcuts

ClickUp provides shortcuts and quick-create options so you can add tasks without interrupting your flow.

Open the task tray when creating tasks

Instead of creating a task inline, you can open it right away in the task tray.

1. Start adding a task using the + Task button or inline field.
2. Type the task name.
3. Instead of pressing Enter, use the control to open in the tray if available, or click into the new task after creation.
4. The task opens in a small window so you can keep your current view visible.

From the tray you can edit the description, change the status, set assignees, and adjust any custom fields your ClickUp workspace uses.

Use keyboard shortcuts in ClickUp views

Views that support task lists usually respond to keyboard actions.

• Enter to create or confirm a new task name.
• Tab to move between quick-edit fields where available.
• Arrow keys in some views to move focus between tasks.

These shortcuts help you create multiple tasks quickly without leaving the keyboard.

ClickUp view-specific behavior

Different ClickUp views may offer unique ways to create tasks. While the general methods remain the same, each view can apply its own layout and grouping rules.

List view in ClickUp

List view is often the primary place to create tasks.

• Use the main + Task button to add items to the current List.
• Use inline creation at the bottom of a group if your List is grouped by status, assignee, or a custom field.
• Quickly edit columns like assignee, due date, and custom fields for the new task.

List view makes it easy to add several tasks at once, especially when planning work for a Sprint or upcoming release.

Board view in ClickUp

In Board view, you create tasks inside columns.

1. Open a Board view in your Space, Folder, or List.
2. Find the column where you want to add a task, usually grouped by status or another field.
3. Click the + Task button at the bottom of that column.
4. Enter the task name and press Enter.

The task appears as a card in the selected column. You can click it to open details in the task tray.

Calendar and other views in ClickUp

Some views let you create tasks based on time or position.

• In Calendar view, you can usually click a date cell or time slot to create a task with that date.
• In other specialized views, the position where you create the task may determine group, date, or field values.

Although the visual interaction differs, the underlying task creation in ClickUp stays consistent.

Advanced tips for creating tasks in ClickUp

When you create tasks from views, you can combine different features to speed up your workflow.

Use templates for new ClickUp tasks

Task templates help you standardize process steps.

1. Create a new task from any supported view.
2. Open the task in the tray or full screen.
3. Apply a template with pre-filled description, subtasks, and custom fields.

Once the template is applied, the task inherits the structure you use regularly for similar work.

Leverage automations when adding ClickUp tasks

If your workspace uses automations, new tasks created from views can trigger automatic actions.

• Assign tasks to the right person based on the List or status.
• Set priorities or due dates by default.
• Move tasks between locations automatically as conditions change.

This reduces manual updates and keeps task management consistent across your teams.

Best practices for ClickUp task creation

To get the most from task creation in ClickUp views, keep these tips in mind:

• Name tasks clearly: Use concise, action-based titles so anyone can understand the work at a glance.
• Set context early: Whenever possible, add assignees, due dates, and key fields right after creation.
• Use the right view: Choose List for planning, Board for workflow, and Calendar for scheduling.
• Keep views organized: Clean up old tasks and groups so new tasks land where they are easiest to find.

More resources about ClickUp

You can read the original product documentation for this feature on the official help center here: Create a task from views.

For broader workflow and systems consulting beyond ClickUp, you can also visit Consultevo for additional resources and services.

By understanding the options available in each view, you can create tasks quickly and keep your ClickUp workspace organized, accurate, and easy for your entire team to use.

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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