How to Use Team View in ClickUp
Team view in ClickUp helps you see what everyone is working on, understand capacity, and balance workload across your entire workspace. This guide walks you through how to set up, customize, and use Team view step-by-step so you can plan resources more effectively.
What Is Team View in ClickUp?
Team view is a powerful workspace-level view that shows work assigned to your teammates across multiple Locations. Instead of checking each Space, Folder, or List separately, you can see upcoming tasks, capacity, and scheduling from one place.
In this view you can:
- Review what each person is working on and when.
- Spot overbooked or underutilized teammates.
- Adjust assignments, due dates, and estimates.
- Plan work for individuals and teams by date.
How to Access Team View in ClickUp
Team view appears in the Sidebar under the Everything section and is available at the workspace level.
- Open your workspace in ClickUp.
- In the Sidebar, scroll to the Everything area.
- Select the Team view option to open the scheduling board.
Once open, you will see people or teams on the left and a timeline-style schedule on the right showing their assigned work.
Understanding the ClickUp Team View Layout
The Team view layout is divided into two main sections: the people or teams list and the timeline area.
- Left panel: Shows each user, guest, or team represented as a row.
- Right panel: Displays tasks, time off, and capacity over a selected date range.
You can scroll horizontally to navigate through days, weeks, or months, depending on the zoom level or date range you select.
How to Configure What You See in ClickUp Team View
Team view includes filters and options to control which work appears. This helps you focus on the most relevant tasks.
Filter ClickUp Tasks in Team View
Use filters to narrow down tasks shown for each person:
- Open Team view.
- Select the filter controls in the toolbar.
- Filter by options like:
- Status
- Priority
- Assignee
- Custom Fields
- Location
- Combine multiple filters to refine your schedule view.
Filters allow you to focus on specific types of work, such as only high-priority tasks or items within a certain Space.
Change Date Range and Zoom Options
You can adjust what timeframe you are viewing in Team view.
- Use the date range picker to select days, weeks, or a custom range.
- Use zoom controls to view a more detailed or higher-level timeline.
- Scroll horizontally to move forward or backward in time.
This flexibility lets you plan short sprints or long-term roadmaps within the same ClickUp Team view.
Working With People and Teams in ClickUp Team View
Team view supports both individual users and groups of people, referred to as Teams in ClickUp.
Add or Remove People and Teams
- Open Team view from the Sidebar.
- Use the people selector or settings to choose which members or Teams to display.
- Add colleagues, guests, or Teams you want to monitor.
- Remove any rows that are not relevant to your planning session.
This keeps your scheduling board focused on the people whose workload you need to manage.
Understand Workload by Person
Each person’s row shows tasks over time. You can quickly see:
- Where someone has too many tasks on a given day.
- Where someone has free capacity.
- Gaps in the schedule you can fill with new work.
If you notice conflicts, you can edit tasks directly from Team view to rebalance assignments.
Managing Tasks in ClickUp Team View
You can manage tasks directly from Team view without leaving the screen.
Create New Tasks in the Schedule
- Find the person or team row where you want to add a task.
- Click on a date or timespan in the timeline.
- Create a new task, adding name, Location, and key details.
- Save to place the task into that person’s schedule.
This is useful when you are assigning work during planning or sprint meetings.
Reschedule and Reassign Tasks
To adjust existing tasks:
- Locate the task in the timeline.
- Drag it left or right to change dates.
- Drag it up or down to move it to a different person or team.
- Open the task to edit due dates, start dates, or time estimates as needed.
Managing tasks visually in this way makes it easier to quickly rebalance workload across your ClickUp workspace.
Capacity and Time Off in ClickUp Team View
Team view can show capacity and time off so you do not overbook your teammates.
- Capacity: See how much work a person is assigned within a given period, typically based on estimates or time tracking.
- Time off: View planned absences so you do not assign tasks when someone is unavailable.
Use this information to plan more realistic timelines and avoid scheduling conflicts.
Best Practices for Using ClickUp Team View
To get the most from the Team view in ClickUp, follow these practices:
- Keep task estimates up to date so capacity is accurate.
- Regularly review upcoming weeks to spot overload early.
- Use filters to focus on critical projects during planning.
- Include Teams as well as individuals when planning cross-functional work.
- Update due dates and assignments during standups or review sessions.
Consistent use of Team view can improve transparency and prevent burnout across your organization.
More Resources on ClickUp Team View
For the original product documentation on Team view features, visit the official ClickUp Help Center article here: Team view help page.
If you need expert implementation help or process consulting around ClickUp and project management, you can explore services from Consultevo, a consulting provider that supports modern work management tools.
By using Team view effectively in ClickUp, you gain a clear picture of who is doing what and when, which improves planning, collaboration, and delivery across your entire workspace.
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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