ClickUp Mobile Tasks Guide
The ClickUp mobile app lets you create, view, and manage tasks from anywhere so your work stays organized and accessible on the go. This guide walks you through every major action you can take with tasks using your phone or tablet.
All instructions are based on the ClickUp mobile interface and cover how to open, create, edit, share, and organize tasks in both simple and advanced views.
Getting started with ClickUp mobile tasks
Before diving into task actions, make sure you are signed in to your workspace in the ClickUp mobile app on iOS or Android.
- Open the app and log in to your account.
- Select the correct Workspace and Space where your tasks live.
- Use the navigation bar at the bottom to move between Home, tasks, and views.
Once you are in the right Space or List, you can quickly access any existing task or create a new one.
How to open tasks in ClickUp mobile
You can open a task from almost any part of the ClickUp mobile app. This flexibility makes it easy to jump into details no matter how you navigate.
Open tasks from ClickUp Home
Home shows your most relevant work. To open tasks from Home:
- Tap Home in the bottom navigation bar.
- Scroll through widgets such as My Work or Lineup.
- Tap any task to open its Task Tray view.
This is the fastest way to access tasks assigned to you or tasks you have recently interacted with.
Open tasks from ClickUp views
Views give you different ways to browse and filter tasks. To open from a view:
- Go to the desired Space, Folder, or List.
- Tap a view such as List, Board, Calendar, or other available view types.
- Locate the task in the view and tap its name or card to open it.
Each view in ClickUp groups and displays tasks differently, but tapping the task always opens the same Task Tray interface.
Open tasks from ClickUp relationships
Task relationships connect work items together. To open related tasks:
- Open any task in the mobile app.
- Scroll to the Relationships area.
- Tap a related task to open it in the tray.
This makes it easy to move between dependencies, subtasks, and linked work.
Open tasks from ClickUp search
You can quickly find tasks by name or content. To search:
- Tap the Search icon in the top bar.
- Enter a task name, keyword, or other detail.
- Use filters if needed to narrow down results.
- Tap a result to open the task.
Search scans across your Workspace, so this is ideal when you are unsure which List a task belongs to.
Create tasks in the ClickUp mobile app
You can add new tasks directly from mobile whenever new work comes up.
Quickly create a ClickUp task
- From any screen, look for the + or New Task button.
- Select the target List where the task should live.
- Enter a task name and optional description.
- Tap to assign it to a user if needed.
- Add a due date or start date if you already know the schedule.
- Tap Create or Save.
The new task appears instantly in the selected List view in ClickUp and can be managed like any other task.
Edit task details in ClickUp mobile
Task details are edited from the Task Tray view. This compact interface keeps everything in one scrollable panel.
Open the Task Tray in ClickUp
- Tap a task from Home, a view, search, or relationships.
- The Task Tray opens, showing the task name, status, and key details.
From here you can change almost any visible property.
Update task fields in ClickUp
Common fields you can edit include:
- Task name: Tap the name at the top to rename.
- Status: Tap the status and select a new one from the workflow.
- Assignees: Add or remove people responsible for the task.
- Due date and start date: Tap the date field and choose a date from the picker.
- Priority: Set or change the task priority level.
- Custom fields: If your List uses custom fields, tap to edit values such as budgets, tags, or dropdowns.
Changes are saved automatically when you exit the Task Tray in ClickUp.
Edit descriptions and comments in ClickUp
The description and comment streams help you document work and communicate with your team.
- Scroll to the Description area to add or edit text.
- Use basic formatting options if available for clarity.
- Scroll further to see Comments.
- Tap the comment box to add updates, mention teammates, or share links.
All updates are synced to the desktop version of ClickUp so your team always sees the latest information.
Attach files and manage media in ClickUp
You can attach files directly from your mobile device so that relevant assets stay linked to the task.
Add attachments in the ClickUp mobile app
- Open the desired task.
- Scroll to the Attachments section.
- Tap Add or the attachment icon.
- Choose from your device storage, camera, or supported cloud storage options.
- Select one or more files and confirm.
Files are uploaded to the task so everyone with access in ClickUp can view or download them.
View and manage attachments in ClickUp
- Tap an attachment thumbnail to preview the file.
- Use available options to download, open in another app, or remove it if you have permission.
- Rename or replace attachments when necessary to keep the task organized.
Share and collaborate on tasks in ClickUp mobile
Collaboration is central to ClickUp, and the mobile app supports quick sharing and communication.
Share ClickUp tasks with your team
- Open the task you want to share.
- Tap the Share or More menu.
- Copy the task link or use system share options to send via chat, email, or other apps.
- Ensure the recipient has appropriate permissions in your Workspace.
Shared task links open the same task on both mobile and desktop, keeping context consistent.
Communicate with comments in ClickUp
- Use @mentions to notify teammates.
- Add checklists or action items within comments if supported.
- Attach screenshots or files directly in the comment thread to clarify issues.
Notifications help teammates stay on top of updates without leaving ClickUp.
Organize your work with ClickUp views
Views on mobile help you manage how tasks are displayed so you can focus on the most important work at any moment.
Use List views in ClickUp mobile
List view shows tasks in a structured, vertical layout.
- Open a List in your Space or Folder.
- Scroll to see tasks grouped by status or other criteria.
- Tap a task to open it or long-press if additional options are available.
Use Board and other views in ClickUp
Board view displays tasks as cards in columns, usually grouped by status.
- Open the Board view from the List or Space.
- Drag cards between columns if drag-and-drop is supported on your device.
- Tap filters to refine which tasks appear.
Other views such as Calendar or custom views may also be available depending on your plan and configuration.
Access additional help for ClickUp mobile tasks
For deeper details about every mobile task option, you can review the official documentation directly from the publisher at this ClickUp mobile tasks article.
If you need broader workflow or implementation guidance around ClickUp, you can also consult external specialists such as Consultevo, who provide consulting and optimization services for teams using modern work management tools.
Next steps for mastering ClickUp on mobile
Once you are comfortable opening, creating, and editing tasks in the ClickUp mobile app, explore more advanced features such as automation, custom fields, and integrations from your desktop. The skills you learned here apply directly to those advanced configurations, helping you stay productive whether you are at your desk or on the move.
By combining flexible mobile access with structured task management, ClickUp gives you a complete system to track work, collaborate with your team, and keep every project organized from any device.
Need Help With ClickUp?
If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.
“`
