How to Share a Screen Recording in ClickUp
Sharing a clear, concise screen recording in ClickUp is one of the fastest ways to explain work, report bugs, and walk teammates through complex workflows without endless meetings or long chat threads.
This step-by-step guide shows you exactly how to capture, edit, and share a screen recording in ClickUp, plus how to organize and reuse those videos so your team can move faster together.
Why Use ClickUp for Screen Recording?
Modern teams rely on visual communication. A quick video often explains more than a long message or a cluttered screenshot. The screen recording features in ClickUp let you:
- Show tasks, dashboards, and workflows as you work
- Capture bugs or issues in real time with full context
- Give feedback or approvals without scheduling a meeting
- Build repeatable walkthroughs for onboarding or SOPs
Because the recording lives directly in your workspace, you can link it to tasks, comments, and project documentation with just a few clicks.
Preparing to Record Your Screen in ClickUp
Before you start the actual recording, make sure your ClickUp workspace is ready. Clean preparation keeps your video focused and easy to follow.
Check Your Workspace and Content
- Close unrelated tabs and apps to reduce distractions.
- Open the exact ClickUp task, view, or dashboard you want to show.
- Decide what you will explain: steps, issues, or outcomes.
- Outline your key points so you speak clearly and stay on topic.
Decide What You Need to Record
Identify the goal of your screen recording in ClickUp. Common examples include:
- Showing how to complete a recurring process
- Highlighting a bug or unexpected behavior in a task
- Explaining why a task is blocked or needs clarification
- Presenting a quick project status update from a List or Board view
How to Capture a Screen Recording in ClickUp
Once you are ready, you can create a new screen recording and connect it directly to your work.
Step 1: Open the Right Area in ClickUp
Navigate to the ClickUp page that matches your topic. This could be:
- A specific task with all relevant details
- A List or Board view showing related tasks
- A Dashboard or reporting view with charts and widgets
- A Doc or whiteboard if you are explaining documentation
Step 2: Start Your Screen Recording
Use your preferred recording workflow while staying inside ClickUp. Typical steps are:
- Launch your screen recording tool or integrated extension.
- Select the browser tab or application window that shows ClickUp.
- Choose whether to include your microphone, system audio, or webcam.
- Press record and wait for the countdown if your tool includes one.
When the recording starts, walk through the process in ClickUp exactly as your viewer should see it.
Step 3: Narrate Your Actions Clearly
As you record, talk through what you are doing in ClickUp and why. To keep the video helpful:
- Introduce the purpose of the recording in one sentence.
- Mention the task name or view you are using.
- Explain each step in order and keep your cursor visible.
- Pause briefly after key actions so viewers can follow along.
Step 4: Stop and Save Your Recording
When you are finished:
- Stop the recording from your capture tool.
- Review the video quickly to check audio and visuals.
- Trim the beginning or end if needed to remove dead time.
- Save or upload the recording so you can share it inside ClickUp.
How to Share a Screen Recording in ClickUp
After capturing your video, you can attach or link it directly where your team works. This keeps context, conversations, and decisions in one place.
Share a Recording in a ClickUp Task
- Open the relevant task in ClickUp.
- Use the comment area or description field to add your video.
- Paste the video link or attach the recording file, depending on your tool.
- Add a short summary describing what the recording covers.
- Mention teammates or assignees so they are notified.
This approach works best for bug reports, handoffs, approvals, and clarifications that belong to a specific piece of work.
Share a Recording in ClickUp Docs or Project Views
Sometimes you want your recording to live in ongoing documentation or overview pages instead of individual tasks. In that case, you can:
- Embed or link the recording in a Doc that outlines a process or SOP.
- Add it to a project brief or planning Doc for quick context.
- Share it in a communication hub Doc that stores updates and announcements.
By keeping your recordings inside ClickUp Docs or other collaborative spaces, you help new teammates get up to speed without repeating the same explanations.
Best Practices for Screen Recordings in ClickUp
Following a few best practices ensures that your ClickUp screen recordings stay useful, clear, and easy to reuse.
Keep Videos Short and Focused
Shorter videos are easier to watch and reference later. Aim to:
- Cover a single topic or question per recording.
- Stay between 2–5 minutes whenever possible.
- Split larger tutorials into multiple shorter clips linked from a Doc in ClickUp.
Use Clear Titles and Descriptions in ClickUp
Whenever you attach or link a recording, add helpful context:
- Give the video a descriptive title that matches the ClickUp task or process.
- Write a brief summary of what viewers will learn.
- Note any specific time stamps that matter for key points.
Protect Sensitive Information
Before recording, confirm that no confidential data is visible in your ClickUp workspace or other apps. If needed, you can:
- Blur or hide sensitive fields when you edit the video.
- Limit access to tasks or Docs that contain the recording.
- Use private views or spaces when capturing internal information.
Organizing and Reusing ClickUp Screen Recordings
Over time, your team can build a library of reusable walkthroughs and process videos. Organizing them well inside ClickUp makes them easy to find.
Create a Documentation Hub in ClickUp
Set up a dedicated Space, Folder, or set of Docs to store evergreen recordings, such as:
- Onboarding walkthroughs for new teammates
- Standard operating procedures for recurring workflows
- Tool usage guides and feature demos
- Project kickoff or orientation videos
Link each recording back to relevant tasks so users can jump between the documentation and active work.
Tag and Link Recordings Across ClickUp
To keep your recording library manageable:
- Use consistent naming conventions for tasks and Docs that hold videos.
- Add tags or labels where appropriate to group similar walkthroughs.
- Cross-link related tasks, Docs, and views in ClickUp so users always have context.
More Resources for Screen Recording with ClickUp
If you want to dive deeper into all the details, examples, and options for sharing your screen, you can review the original guide on the ClickUp blog here: how to share a screen recording.
For broader workflow and implementation help, you can also explore expert services at Consultevo, which provides guidance on optimizing productivity platforms alongside your existing tools and processes.
By combining clear screen recordings with organized tasks, Docs, and views inside ClickUp, your team can reduce miscommunication, shorten feedback loops, and build a searchable library of visual knowledge that scales as your work grows.
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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