Master Task Views in ClickUp

Task views in ClickUp let you display the same tasks in different layouts, so every person and team can see work in the format that makes the most sense for them.

This guide explains how to open, create, customize, and manage task views so you can get the most from your workspace.

What Are Task Views in ClickUp?

Task views are different ways of showing tasks in a location, such as a Space, Folder, or List. Each view uses the same underlying tasks but presents them in a unique layout.

Common types of task views include:

• List: A simple list of tasks with columns for fields.
• Board: A kanban-style layout grouped by status or another field.
• Calendar: Tasks organized by due date.
• Gantt: A timeline of tasks, durations, and dependencies.
• Table: A spreadsheet-style grid of tasks and fields.

Each of these views in ClickUp can be filtered, sorted, and customized without changing the actual task data.

Open Existing Task Views in ClickUp

Every List, Folder, or Space can have multiple views. These views appear as tabs at the top of the screen.

1. Navigate to the Space, Folder, or List you want to work in.
2. Look at the view bar at the top to see existing view tabs.
3. Click a tab, such as List, Board, or Calendar, to open that task view.

If no view exists yet, ClickUp will usually create a default List view when you first open a new location.

Create New Task Views in ClickUp

You can add more views to show the same tasks in different layouts for various use cases.

Create a View From the View Bar in ClickUp

1. Go to the Space, Folder, or List where you want a new view.
2. In the view bar, click the + View button.
3. Select the view type you want, for example:
   • List
   • Board
   • Calendar
   • Gantt
   • Table
   • Other available view types
4. Name the view so that other people know what it shows.
5. Choose who can see the view and whether it should be pinned.
6. Click Create to add the new view.

The new tab appears in the view bar, and you can start customizing it.

Set Default Views in ClickUp Locations

You can set a default view for a Space, Folder, or List so people see the right layout first.

1. Open the location and make sure you are in the view you want to set as default.
2. Click the view settings or three-dot menu in the view tab.
3. Select the option to set this view as the default for that location.

Now, when someone opens the location in ClickUp, this view will appear first.

Customize Task Views in ClickUp

Each view has its own configuration so you can tailor how tasks appear without affecting other views.

Filter Tasks in a ClickUp Task View

1. Open the view you want to adjust.
2. Click the Filter option in the toolbar.
3. Select conditions, such as:
   • Assignee
   • Status
   • Due date
   • Priority
   • Custom fields
4. Apply the filter to show only tasks that match your criteria.

You can combine multiple filters to narrow down tasks to a very specific set.

Sort Tasks in a ClickUp Task View

1. Open your chosen task view.
2. Click the Sort control.
3. Choose one or more fields to sort by, such as:
   • Due date
   • Priority
   • Custom fields
4. Pick ascending or descending order.

Sorting helps you quickly see what is most urgent or important in that task view.

Group Tasks in Certain ClickUp Views

Some view types, like Board and List, let you group tasks by a field.

1. In a compatible view, click the Group setting.
2. Choose a grouping option, for example:
   • Status
   • Assignee
   • Priority
   • Custom field
3. Click to apply the grouping.

The view reorganizes into columns or sections based on your selected group.

Show or Hide Columns in ClickUp Views

List and Table views allow you to choose which task fields appear as columns.

1. Open a List or Table view.
2. Click the column settings or + icon near the header row.
3. Select which fields to show or hide, including custom fields.
4. Drag and drop column headers to reorder them as needed.

This lets you focus on the most relevant information for that particular view.

Save Layout and Filters in ClickUp Views

After you configure a view, you can save its layout so that the same filters, sorting, and visibility options load every time.

1. Adjust filters, grouping, and columns until the view looks right.
2. Click the Save or Save view button in the view toolbar.
3. Choose whether to save for everyone or only for yourself, depending on permissions.

Saving ensures your setup is not lost when you navigate away or refresh the page in ClickUp.

Share and Manage ClickUp Task Views

Views can be shared with your team and managed so the view bar stays organized.

Control View Visibility in ClickUp

1. Open the view you want to manage.
2. Click the three-dot menu on the view tab.
3. Select visibility options such as:
   • Private to you
   • Visible to specific people or teams
   • Visible to everyone with access to the location

This keeps sensitive or personal task setups separate from shared, team-wide views.

Pin, Reorder, or Delete Views in ClickUp

1. Hover over any view tab in the view bar.
2. Use the context menu to:
   • Pin the view so it stays visible.
   • Drag and drop tabs to reorder them.
   • Delete a view if it is no longer useful.

Deleting a view does not delete the tasks. It only removes that specific way of displaying them.

Best Practices for Using ClickUp Task Views

To keep your workspace efficient, create a small set of clear, shared views and let individuals create their own private variations.

• Use a standard naming convention, such as “Team Board” or “My Today List”.
• Set one or two default views for each major location.
• Limit the number of shared views to prevent clutter in the view bar.
• Encourage team members to save their filters and layouts for repeatable workflows.

Learn More About ClickUp Task Views

For more detail and the latest product updates, see the official guide on task views on the ClickUp Help Center: Use Task views.

If you need expert configuration, process design, or training around these features, you can also explore consulting resources such as Consultevo for strategic support.

By setting up the right task views and saving your layouts, you turn ClickUp into a flexible control center for every project, team, and workflow.

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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