Customize Views in ClickUp for Better Focus

Customizing views in ClickUp helps you see exactly the work you need, how you need it, so you can quickly prioritize tasks and increase productivity.

This guide walks you through how to adjust filters, grouping, sorting, columns, and other view options based strictly on the official ClickUp documentation.

Understanding ClickUp Views

Views in ClickUp are different ways to visualize the same tasks, such as List, Board, Calendar, and other view types. Each view can be customized without affecting the data in other views.

You can:

• Show or hide tasks using filters.
• Reorder tasks with sorting options.
• Group tasks by different fields.
• Change which columns are visible.
• Save changes for yourself or your entire team.

These settings are saved per view, so you can maintain different layouts for different workflows.

Open and Configure a ClickUp View

To start customizing, first open the view you want to change at the Space, Folder, List, or everything level.

1. Navigate to your Workspace hierarchy and open a Space, Folder, or List.
2. Select the existing view tab you want to adjust, such as List or Board.
3. Use the toolbar at the top of the view to access filters, grouping, sorting, and more.

The toolbar is where you control how tasks appear in each ClickUp view.

Use ClickUp Filters to Show the Right Tasks

Filters control which tasks you see. They never delete tasks; they only hide or show them based on specific conditions.

Apply Basic ClickUp Filters

1. In your chosen view, click the Filter button in the toolbar.
2. Choose a field to filter by, such as Assignee, Status, Priority, or Due Date.
3. Select the filter condition, like is, is not, before, or after.
4. Pick the values you want to include.

You can add multiple filters to narrow your view until only the most relevant tasks appear.

Common Filter Examples

• Tasks assigned to me and due this week.
• Open tasks with high priority.
• Tasks with no assignee to find unowned work.

Combine filters to build a custom working view that supports your daily routine in ClickUp.

Group Tasks in ClickUp Views

Grouping lets you organize tasks into sections based on a shared attribute. This changes the layout, not the underlying task data.

How to Group Tasks

1. Open a List or Board view in ClickUp.
2. Click the Group control in the toolbar.
3. Select a field to group by, such as Status, Assignee, Priority, or a custom field.

Tasks are automatically rearranged into groups. For example, grouping by Status will show separate sections for each status like To do, In progress, and Done.

Why Grouping in ClickUp Helps

• Visualize workloads by grouping tasks by assignee.
• Track progress by grouping tasks by status.
• Organize by initiative or category using custom fields.

Many groupings also support drag and drop, so moving a task between groups can update its field value, such as changing its status.

Sort Tasks in ClickUp Views

Sorting arranges tasks within a list or group so you can quickly find what matters most.

Apply Sorting in a ClickUp View

1. Click the Sort button in the view toolbar.
2. Choose the field to sort by, for example Due Date, Priority, or Name.
3. Select ascending or descending order.

You can stack multiple sort rules. For instance, first sort by Priority, then by Due Date for tasks with the same priority.

Typical Sorting Use Cases

• Sort by due date to see what is overdue or due soon.
• Sort by priority to focus on urgent work.
• Sort alphabetically to find tasks by title.

Sorting only changes the way tasks appear in the current ClickUp view and does not modify other views.

Manage Columns in ClickUp List Views

Columns define which fields are visible in List views and some other view types. You can show or hide columns and reorder them.

Show or Hide Columns

1. In a List view, click the Columns button or column visibility menu.
2. Check or uncheck each field to display or hide it.
3. Include fields like Assignee, Due Date, Priority, Tags, or custom fields.

Hiding a column does not remove the data; it only changes what you see in that ClickUp view.

Reorder Columns

1. Hover over a column header.
2. Drag the header left or right to the new position.
3. Release to drop the column where you want it.

Place the most important columns, such as status and due date, near the left so they are always in view.

Additional ClickUp View Options

Views include several advanced options that control how tasks display and behave.

Toggle Subtasks and Closed Tasks

• Show or hide subtasks inline to simplify long lists.
• Hide closed tasks to focus only on active work.
• Expand or collapse groups to adjust how much detail you see.

These toggles let you quickly declutter your screen without changing any underlying data in ClickUp.

Change Task Card Appearance

In certain view types, you can adjust how task cards look. For example, in Board views you may be able to choose which key details appear on each card to highlight the most important information.

Save and Share ClickUp View Settings

After customizing your view, you can decide whether those settings apply only to you or to everyone who uses that view.

Save View for Yourself

1. Click the view settings or more options menu on the view tab.
2. Choose the option to save changes for your personal use.
3. Your filters, grouping, sorting, and column settings are saved only for you.

This is ideal when you prefer a specific layout in ClickUp that other teammates might not want.

Save View for Everyone

1. Open the same view options menu.
2. Select the option to save the view for everyone.
3. Confirm that you want your current configuration to become the default.

This updates the view settings for all members with access, ensuring consistent visualization of work across your team.

Best Practices for ClickUp View Customization

• Create focused views for different roles, such as manager, developer, or designer.
• Keep filters simple so teammates can easily understand what they are seeing.
• Use grouping and sorting together to create highly readable layouts.
• Save team-wide views only after testing them with a small group.

Combining these options helps you build powerful work hubs that match your real-world processes inside ClickUp.

Where to Learn More

For more details and the original documentation used to create this guide, see the official article on customizing views: Customize views to increase productivity.

If you need expert implementation help, workflow consulting, or training on how to scale your workspace and optimize views, you can also visit Consultevo for professional support.

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If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

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