How to Protect a View in ClickUp
In ClickUp, you can protect a view so that only selected people can change its settings, like filters, sorting, and grouping. This is especially useful when you have important reporting or workflow views that must stay consistent for your team.
This guide explains what protected views are, how they work, and the exact steps to enable, manage, and disable protection.
What is a Protected View in ClickUp?
A protected view in ClickUp is a view where only specific people or roles are allowed to edit the view settings. Other people can still see and use the view, but they cannot change how it is configured.
When a view is protected, the following settings can be locked:
- Filters, including advanced filters
- Grouping options
- Sorting options
- Subtasks settings
- Time tracking settings
- Show closed tasks
- Columns in List views
- Fields visible in Table and List views
People who do not have permission to edit a protected view can still:
- Change their personal layout options
- Resize sidebar panels and columns for themselves
- Use any filters that were already applied by the view creator or editor
Who Can Protect and Edit Views in ClickUp
View protection in ClickUp depends on Workspace permissions. Not everyone can protect or edit a protected view.
Who can protect a view
- The person who created the view
- Workspace owners and admins
- People with edit permissions for that location (Folder, List, Space, or Everything level)
When you first protect a view, you can choose who is allowed to edit the protected settings. This list can be updated later as your team changes.
Who can edit a protected view
Only the people you specify can edit a protected view’s settings. These people can:
- Update filters, grouping, and sorting
- Change what fields or columns are visible
- Add or remove other people who can edit the protected view
People who are not authorized can still use the view, but they cannot change its locked configuration.
How to Protect a View in ClickUp
Follow these steps to protect a view in ClickUp and control who can edit it.
Step 1: Open the view you want to protect
- Navigate to the Space, Folder, List, or Everything level where the view is saved.
- Select the view tab you want to protect, such as List, Board, Gantt, or Calendar.
Step 2: Open view settings
- In the top right of the view, locate the view settings menu (three dots or the view settings icon).
- Click the menu to open the view options.
Step 3: Turn on protection
- In the view settings menu, look for an option such as Protect view or Protection.
- Click to enable protection for the current view.
Once protection is enabled, the view’s configuration is locked for most users. You will now choose who can edit those protected settings.
Step 4: Choose who can edit the protected ClickUp view
- When prompted, search for and select the people, teams, or roles who should be allowed to edit the protected view.
- Confirm your selection to save the protection settings.
Anyone you add here will be able to change protected settings and manage who else has permission to edit this view in ClickUp.
How to Manage Protected View Permissions in ClickUp
You can update who is allowed to edit a protected view at any time.
Update the list of people who can edit a protected view
- Open the protected view in ClickUp.
- Click the view settings menu in the top right.
- Select the option to manage or edit protection settings.
- Add new people, remove existing people, or update team and role access as needed.
- Save your changes.
Changes apply immediately, so only the updated list of people will be able to adjust the protected settings.
What people without edit access can still do
Even when a view is protected, most team members can still:
- Use the view to see tasks and work items
- Interact with tasks they have permission to edit
- Change their own display options like column width or sidebar size
They simply cannot change the globally protected view configuration.
How to Turn Off Protection for a ClickUp View
If you no longer need to control who edits a view, you can disable protection.
Disable protection on a view
- Open the protected view in ClickUp.
- Click the view settings menu.
- Select the option to turn off or remove protection.
- Confirm that you want to disable protection.
After you turn off protection, anyone with edit permissions for that location can change the view’s filters, sorting, grouping, and other settings.
Best Practices for Protected Views in ClickUp
Use protected views in ClickUp to keep critical layouts and reports consistent for your team.
- Protect key reporting views: Lock any dashboards or List views that you rely on for regular reporting so they stay accurate.
- Limit editors: Only allow a few people to edit protected views to avoid accidental configuration changes.
- Communicate changes: When you update a protected view, let your team know how it affects their workflows.
- Review access regularly: As team members join or leave, update who can edit each protected view.
Learn More About ClickUp View Protection
For full details and the latest updates, review the official documentation on how to protect a view in ClickUp on their Help Center: Protect a view in ClickUp.
If you need strategic help designing scalable structures, views, and permissions, you can also consult implementation experts such as Consultevo.
By using protected views effectively in ClickUp, your team can keep mission-critical layouts stable while still giving everyone the flexibility they need to get work done.
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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