Configure Space, Folder, and List settings in ClickUp

In ClickUp, every Space, Folder, and List has its own set of configuration options that control privacy, sharing, task behavior, and views. Understanding these settings helps you align your Workspace structure with your team’s processes and keep work organized and secure.

This guide explains how to open, manage, and customize Space, Folder, and List settings using the default options available to Workspace members.

Open location settings in ClickUp

You can access settings for any Space, Folder, or List directly from the left Sidebar in ClickUp.

1. Open your Workspace and locate the left Sidebar.
2. Hover over the Space, Folder, or List you want to configure.
3. Click the ellipsis … next to the location name.
4. Select Settings to open the location settings menu.

The settings panel will open, showing options that apply specifically to that Space, Folder, or List.

Available ClickUp options by location type

Each location type in ClickUp offers a slightly different set of options. Some settings appear only on Spaces, while others are shared by Folders and Lists.

Space settings in ClickUp

Space settings typically include higher-level controls that influence everything inside that Space, including its Folders and Lists.

• Space details such as name, icon, and color.
• Sharing and privacy to manage who can access the Space.
• Default views and hierarchy used throughout the Space.
• Task settings that apply to all tasks created in the Space.

Use Space-level options when you want consistent behavior across all work items within a specific area of your Workspace.

Folder settings in ClickUp

Folders allow you to group related Lists and share configuration across them.

• Folder name and description for organizing projects or themes.
• Sharing controls to give specific teams access to project content.
• Inherited task settings from the Space, with additional Folder-level customization where supported.

Adjust Folder settings when multiple Lists should follow the same structure, access rules, or default task behavior.

List settings in ClickUp

List settings are closest to individual tasks and often used for day-to-day management.

• List name, description, and color for quick recognition in the Sidebar.
• Privacy and sharing for more granular access control.
• Default views such as List, Board, or Calendar for that specific List.

Use List-level changes in ClickUp when a particular workflow or team needs settings different from other Lists in the same Folder.

Control privacy and sharing in ClickUp

Privacy controls determine who can see and interact with work inside each Space, Folder, or List.

Choose access levels

Depending on your Workspace configuration, you can typically make a location:

• Private to specific members or teams.
• Shared with guests when collaboration with external users is needed.
• Accessible to the entire Workspace when information must be widely visible.

Use the Sharing or Privacy section in the location settings to update access and confirm who currently has permission.

Manage guests and members

From the same settings area, you can review and adjust which individual members, guests, or teams have access. This helps ensure sensitive work stays limited while collaborative work is easy to find.

Customize views for each ClickUp location

Views define how tasks appear for your team. Each Space, Folder, and List can include different views to match your workflow.

Add or remove views

1. Open the Space, Folder, or List.
2. Use the + View control in the top bar.
3. Select the view type you want to add, such as List, Board, Calendar, or Gantt.
4. Configure filters, grouping, and sorting for that view.

You can also remove unused views from the same area to keep the interface focused.

Set default views in ClickUp

From location settings, choose which view should open by default for everyone who visits that Space, Folder, or List. This is useful when a particular view best represents your process, such as a Board for kanban teams or a Calendar for date-driven work.

Adjust task behavior settings in ClickUp

Many task-related behaviors can be controlled at Space, Folder, or List level, depending on your configuration and plan.

Examples of task options

• Default assignees or required fields.
• Custom statuses that match your workflow.
• Custom fields that capture specific data.
• Automation rules available in that part of the hierarchy.

Use these settings to ensure tasks created in the same location follow a consistent pattern, reducing manual setup for your team.

Best practices for ClickUp location settings

To keep your Workspace scalable and easy to manage, use a consistent strategy for Spaces, Folders, and Lists.

• Define standards for how your organization uses each level of the hierarchy.
• Limit custom variations to locations where they genuinely add value.
• Review access regularly to confirm privacy settings are still appropriate.
• Document patterns so new team members understand how ClickUp is structured.

Consider starting with a pilot Space, testing your configuration, and then applying the same approach across additional Spaces and teams.

Learn more about ClickUp configuration

For detailed reference on every Space, Folder, and List option, you can review the official help center article at this ClickUp support page. It lists each setting by hierarchy level and notes plan-specific features.

If you need broader workflow consulting or implementation guidance beyond standard documentation, you can also explore specialized services at Consultevo, which focuses on productivity and work management solutions.

By using these Space, Folder, and List settings effectively in ClickUp, you can create a clear structure, enforce consistent task rules, and give every team the right visibility into their work.

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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