How to Use the Sidebar in ClickUp 3.0

The Sidebar in ClickUp 3.0 is your primary navigation hub, helping you move quickly between workspaces, views, and tools while keeping your work organized and easy to find.

This how-to guide walks you step by step through the Sidebar, based on the official product behavior in ClickUp 3.0.

Get Started with the ClickUp Sidebar

The ClickUp Sidebar sits on the left side of your screen and is visible across most areas of the platform. It lets you jump between high-level navigation, your work hierarchy, and selected tools without losing context.

The Sidebar is divided into several key zones:

• Top navigation icons
• Workspace and Home area
• Hierarchy navigation for Spaces, Folders, and Lists
• Tools and Views section

Understanding each of these areas will help you move faster and stay organized.

Top Navigation Icons in ClickUp

At the very top of the Sidebar in ClickUp 3.0, you will find icons that give you quick access to global actions.

• Menu: Expand or collapse the Sidebar to increase screen space.
• Search: Open the global search to find tasks, Docs, views, and more.
• Notifications: Quickly view updates, mentions, and alerts relevant to your work.
• Profile & Settings: Access your account, profile settings, and workspace preferences.

Use these icons when you need to access common actions without leaving your current page.

Switch Workspaces in ClickUp

If you are part of more than one workspace in ClickUp, the Sidebar makes it simple to switch between them.

1. Locate your workspace name near the top of the Sidebar.
2. Click the workspace name or avatar.
3. Select another workspace from the dropdown list.

Switching workspaces updates the Sidebar so that all hierarchy items and tools match the selected workspace.

Navigate Home and Dashboards in ClickUp

Below the workspace selector, you can access high-level navigation items that give you an overview of your work.

• Home: See your daily summary, assigned tasks, reminders, and upcoming items.
• Dashboards: Open your custom Dashboards to view reports, charts, and widgets.

Use Home for personal focus and Dashboards for workspace-wide visibility.

Explore the ClickUp Hierarchy in the Sidebar

The main section of the Sidebar shows the work hierarchy: Spaces, Folders, and Lists. This design helps you move from broad areas of work down to specific task groups.

View and Open Spaces in ClickUp

Spaces represent major categories of work within ClickUp.

1. Scroll through the Sidebar to see all available Spaces.
2. Click a Space name to expand it.
3. Review the Folders and Lists inside that Space.

You can collapse a Space again by clicking its name or arrow icon, keeping the Sidebar tidy.

Access Folders and Lists from the Sidebar

Inside each Space, you will see Folders and Lists that organize related tasks.

• Folders: Group multiple Lists under a shared topic, project, or department.
• Lists: Contain individual tasks related to a specific workflow or project segment.

To open a Folder or List:

1. Click the arrow next to a Folder to show its Lists.
2. Select a List to open it in the main area of ClickUp.

The Sidebar keeps your hierarchy visible, so you can move between Lists quickly.

Use Views from the ClickUp Sidebar

Within each List, Folder, or Space, you can access associated views directly from the Sidebar or the main content area.

Common views include:

• List view
• Board view
• Calendar view
• Timeline and Gantt views
• Table view

To switch views:

1. Open a Space, Folder, or List from the Sidebar.
2. Select the desired view tab at the top of the main content area.

The Sidebar keeps your structural navigation intact while you change how work is displayed.

Access Tools from the ClickUp Sidebar

The lower part of the Sidebar contains links to tools that are available across your workspace in ClickUp.

• Docs: Open Docs to create and manage documentation, notes, and wikis.
• Whiteboards: Access visual brainstorming and diagramming tools.
• Chat or Communication tools: Jump into conversations or team communication areas.
• More tools: Depending on your configuration, you may see other workspace-wide features.

These tools are accessible from almost anywhere, so you do not have to leave your current context to open them.

Customize the ClickUp Sidebar

You can adjust the Sidebar to fit your preferred working style.

Collapse or Expand the Sidebar

To increase your workspace area, you can collapse the Sidebar.

1. Click the Menu icon at the top of the Sidebar.
2. Select the option to collapse the Sidebar.
3. Click the icon again to expand it when you need navigation.

This is useful when you want to focus on a single view for detailed work.

Reorder and Organize Items

In many cases, you can drag items within the Sidebar to organize your hierarchy.

1. Hover over a Space, Folder, or List.
2. Click and hold the item.
3. Drag it to a new position within the same level where reordering is allowed.

Organizing your hierarchy helps you keep your most active work near the top of the Sidebar.

Best Practices for Using ClickUp Sidebar

To get the most value from the Sidebar in ClickUp, consider the following tips:

• Keep only the most relevant Spaces expanded for current work.
• Use clear names for Spaces, Folders, and Lists to improve scanning.
• Collapse the Sidebar when presenting or focusing on a single project view.
• Frequently visit Home to stay aligned on your priorities.
• Leverage global tools like Docs and Whiteboards to centralize information.

Learn More About the ClickUp Sidebar

The behavior and layout of the Sidebar in ClickUp 3.0 are documented in detail in the official help center. For the most accurate and up-to-date information, including interface visuals and minor layout differences, review the original article here: Intro to the Sidebar in ClickUp 3.0.

If you need help optimizing how your team structures Spaces, Folders, and Lists or want broader workflow consulting, you can learn more at Consultevo.

By configuring and using the Sidebar effectively, you can navigate your workspace in ClickUp with fewer clicks, faster context switching, and better visibility into all your work.

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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