Master Views in ClickUp

Views in ClickUp let you see your work the way that makes the most sense for your team. By choosing the right view and customizing it, you can organize tasks, monitor progress, and share the exact information each person needs.

This guide explains how to work with Views, including how to create, customize, and manage them for any Space, Folder, List, or location in your Workspace.

What are Views in ClickUp?

Views in ClickUp are different ways to display tasks, docs, or data. Instead of one fixed layout, you can switch between multiple views to understand your work from different angles.

Each view can be customized and saved, so you can quickly return to your preferred layout, filters, and sorting options.

Main types of ClickUp Views

You can use a variety of view types to manage work. Common examples include:

• List view: A simple, flexible table-style view of tasks and details.
• Board view: Columns that group tasks by status, assignee, or other fields.
• Calendar view: Tasks organized by start or due date.
• Gantt view: A timeline to follow durations, dependencies, and schedules.
• Table view: A grid to work with columns of custom fields and task properties.

Additional specialized views are also available to track workloads, time, or other information depending on your plan and Workspace configuration.

How ClickUp Views are organized

Views in ClickUp are tied to locations in your hierarchy. Each Space, Folder, List, or wider location can host one or many views so teams can analyze work from different perspectives.

You can create views at different levels to control who sees them and what information they contain.

Location levels for ClickUp Views

Views can be created in several locations:

• Workspace level: High-level reporting or dashboards for leaders.
• Space level: Views for departments or teams.
• Folder level: Views focused on a group of related projects.
• List level: Views for a single project or workflow.

Each level can have unique combinations of view types and settings, allowing you to separate strategic overviews from day-to-day task management.

How to create a View in ClickUp

Creating Views in ClickUp is straightforward. Use these general steps in any Space, Folder, or List that supports views.

1. Open the Space, Folder, or List where you want to add a view.
2. Locate the views bar at the top of the page.
3. Click the option to add a new view (for example, a plus button on the views bar).
4. Choose the view type you want, such as List, Board, Calendar, or Gantt.
5. Name the view to reflect its purpose, like “Team Board” or “Monthly Calendar.”
6. Adjust basic settings, including visibility and default options, if available.
7. Save the view to add it to the views bar.

After saving, the new view appears alongside any existing ones, and you can switch between them as needed.

Setting default Views in ClickUp

You can control which ClickUp Views appear first when people open a location. Typically, you can:

• Mark a view as default for everyone in that location.
• Choose a personal default view that only applies to your account.

Defaults help teams land on the most useful layout without needing to manually switch every time.

Customizing Views in ClickUp

The real power of Views in ClickUp comes from customization. Nearly every view type can be tailored so that you see exactly the data you care about.

Adjust columns and fields in ClickUp Views

In table-style Views like List or Table, you can control what appears in each column.

1. Open the view you want to adjust.
2. Add or remove task columns such as due date, priority, or assignee.
3. Show or hide custom fields depending on your needs.
4. Drag columns to reorder them for better readability.

These settings help you create focused layouts for specific workflows, like sprint planning or content tracking.

Filter and sort ClickUp Views

Filters and sorting rules refine how tasks appear in any view.

• Filters: Narrow results to specific statuses, assignees, tags, dates, or custom fields.
• Sorting: Order tasks by priority, due date, name, or other attributes.

Once you have filters and sorting set up, you can save the view so those rules are preserved every time you open it.

Group tasks in ClickUp Views

Many view types allow grouping to better organize tasks.

• Group by status to see workflows step by step.
• Group by assignee to understand workload per person.
• Group by priority to highlight urgent items.
• Group by custom fields for specialized processes.

Use grouping along with filters and sorting to create highly targeted layouts, such as a status board just for a specific team.

Managing saved Views in ClickUp

As you work, you may accumulate many views. Managing saved Views in ClickUp keeps your views bar organized and easy to navigate.

Rename, duplicate, or remove ClickUp Views

Most views support basic management actions:

• Rename: Update a view name when its purpose changes.
• Duplicate: Create a copy of a view so you can experiment with different filters or layouts.
• Remove: Clean up unused or outdated views to keep the interface streamlined.

These actions are usually accessible from a menu on each view tab or in a view settings panel.

Control visibility of ClickUp Views

Depending on your plan and permissions, you can control who can see a view.

• Make a view visible to everyone in that location.
• Keep certain views private to specific people or roles.
• Use sharing options to expose a limited set of data when needed.

Visibility controls ensure sensitive or highly specialized Views in ClickUp do not clutter the workspace for people who do not need them.

Best practices for using ClickUp Views

Following simple best practices helps your team get the most value from the different Views in ClickUp.

• Match view type to purpose: Use List or Table for detailed editing, Board for status flow, and Gantt or Calendar for scheduling.
• Use consistent naming: Add prefixes like “Team,” “Manager,” or “Weekly” in view names so users understand their intent.
• Limit the number of shared views: Keep only essential shared Views in ClickUp at each level, and rely on personal views for individual preferences.
• Lock key configurations: When possible, protect critical reporting or executive views from accidental changes.

Learn more about ClickUp Views

For a full list of available view types, limitations, and step-by-step instructions, refer to the official documentation on Views: ClickUp Views documentation.

If you want expert help designing workflows and structuring Views in ClickUp for better productivity and reporting, you can explore consulting resources such as Consultevo.

With well-designed Views in ClickUp, every team member can quickly access the work, context, and insights they need to move projects forward efficiently.

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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