Manage Teams in ClickUp

Manage Teams in ClickUp

Teams in ClickUp let you organize groups of people so you can assign work, manage permissions, and collaborate at scale across your entire Workspace. This guide explains how to set up and manage Teams step by step.

What are Teams in ClickUp?

A Team is a reusable group of people that you can mention, assign to tasks, and use for permission settings. Instead of adding individual members repeatedly, you add a Team wherever a group of people should be involved.

Teams are ideal for:

  • Departments such as Marketing, Sales, or Engineering
  • Cross‑functional project groups
  • Leadership or approval groups
  • Client or vendor collaboration groups (when applicable to your plan)

Using Teams in ClickUp helps keep your Workspace organized as your organization grows.

Who can use Teams in ClickUp?

Team availability and limits depend on your plan. Features and limits can change over time, so always confirm in the official documentation.

Generally, you can expect:

  • Owners and admins to manage Teams and membership
  • Members to view and use existing Teams where they have access
  • Guests to interact only when they are part of a Team and have the right sharing permissions

For the most accurate and current details about Teams in ClickUp, see the official support article: Use Teams in your organization.

Create a Team in ClickUp

Follow these steps to create a new Team and start grouping people effectively.

Step 1: Open the People area in ClickUp

  1. Sign in to your Workspace.
  2. Open the sidebar and navigate to the area where you manage people or members.
  3. Locate the section that lists members, guests, and Teams.

This is where you can see existing Teams and create new ones.

Step 2: Add a new Team

  1. Look for a button or menu option labeled something like New Team or Create Team.
  2. Click it to open the Team creation dialog.
  3. Enter a descriptive name for your Team, for example, “Product Marketing” or “Customer Success – EMEA”.

Choosing clear names makes it easier to recognize the Team anywhere in ClickUp.

Step 3: Add Team members

  1. In the Team creation dialog, search for people by name or email.
  2. Select each person you want to include in the Team.
  3. Confirm to create the Team with the selected members.

You can always return later to add or remove people as your organization changes.

Manage Team members in ClickUp

After a Team is created in ClickUp, you can update its membership at any time. This keeps assignments and permissions aligned with your org chart.

Add people to an existing Team

  1. Open the People section of your Workspace.
  2. Find the Team you want to update.
  3. Click the Team name to open its details.
  4. Use the Add members option.
  5. Search for and select the people you want to add.

New Team members immediately gain access everywhere the Team is used, provided they also have the necessary Space or Folder permissions.

Remove people from a Team

  1. Open the Team details page.
  2. Locate the person you want to remove.
  3. Use the remove or delete icon next to their name.
  4. Confirm the removal.

Removing someone from a Team in ClickUp does not delete their account. It simply stops them from being included in future actions where that Team is used.

Use Teams in ClickUp tasks and Spaces

Once Teams are set up, you can use them throughout ClickUp to simplify assignments, collaboration, and permissions.

Assign tasks to a Team

Assigning a task to a Team ensures everyone in that Team is responsible for the work, according to your Workspace settings.

  1. Open a task.
  2. Click the assignee field.
  3. Search for the Team name.
  4. Select the Team from the results.

The task will then show the Team as the assignee. Depending on your settings, individuals in the Team may also appear or receive notifications.

Mention Teams in comments

You can quickly notify an entire group by mentioning a Team in a comment.

  1. Open the task, doc, or location where you want to comment.
  2. Type @ followed by the Team name.
  3. Select the Team from the mention list.
  4. Post your comment.

All members of the mentioned Team will be notified, helping you coordinate fast responses and decisions.

Use Teams for sharing and permissions

Teams in ClickUp can be granted access to Spaces, Folders, or Lists instead of adding each person individually.

  1. Open the sharing or permissions panel for a Space, Folder, or List.
  2. Search for the Team by name.
  3. Select the Team and choose the appropriate permission level.
  4. Save your changes.

This approach makes it easier to manage access as people join or leave a department: update the Team once, and the changes apply everywhere it is used.

Best practices for Teams in ClickUp

To get the most from Teams in ClickUp, consider these practical guidelines.

Use clear, structured naming

  • Include department and region where helpful (for example, “Support – North America”).
  • Keep names short but descriptive.
  • Avoid duplicates that might confuse members.

Align Teams with real org structures

  • Create Teams that match actual reporting or collaboration lines.
  • Review Teams periodically as your company changes.
  • Retire or rename Teams that no longer reflect how you work.

Audit Team usage regularly

  • Check which Spaces and Folders each Team can access.
  • Confirm that only the right people are members of sensitive Teams.
  • Update Team membership when people change roles or leave the organization.

Troubleshooting Teams in ClickUp

If something does not work as expected with Teams in ClickUp, use these checks.

  • Team missing from assignee list: Confirm the Team still exists and you have permission to view it.
  • Member not getting notifications: Verify they are part of the Team and have not disabled relevant notification settings.
  • Access issues: Make sure the Team has been granted the right level of access to the Space, Folder, or List in question.

If issues persist, compare your settings to the examples and notes in the official Teams documentation linked above.

Further resources for ClickUp setup

Optimizing Teams is one part of building an efficient Workspace in ClickUp. You can also review how Spaces, views, and automations work together to support your processes.

If you need help designing a scalable Workspace structure, configuration, or documentation around ClickUp, you can explore additional productivity consulting resources at Consultevo.

For more details about using Teams in your organization, always refer to the official ClickUp support page: Use Teams in your organization.

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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