How to Use Core ClickUp Features

ClickUp brings your team, work, and tools into one organized platform. This how-to guide walks you through the core features so you can start planning, tracking, and automating your work in a single workspace.

Get Started With the ClickUp Hierarchy

Before using individual tools, you need to understand how work is organized in ClickUp. The platform uses a flexible hierarchy that lets you scale from personal to company-wide work.

Key levels in the ClickUp structure

• Workspace: Your overall account, usually one per company or organization.
• Spaces: High-level areas for teams, departments, or major functions.
• Folders: Optional layer to group related Lists, such as projects or programs.
• Lists: Collections of tasks, often used for projects, sprints, or workflows.
• Tasks & Subtasks: Actionable items assigned to people, with due dates, priorities, and more.

To learn the details of this hierarchy, review the official documentation at ClickUp core features.

Create and Manage Tasks in ClickUp

Tasks are the foundation of work management. Follow these steps to create tasks and keep them organized.

How to create a task in ClickUp

1. Open the List or View where you want your task.
2. Click the + Task button or use the quick create option in the top bar.
3. Enter a clear task name that describes the work.
4. Add a assignee, due date, and priority if needed.
5. Use the task description for details, links, and instructions.
6. Click Save or press Enter to create it.

Enhance tasks with ClickUp fields and tools

• Custom Fields: Track budgets, statuses, tags, numbers, or dropdowns unique to your team.
• Checklists: Break work into small, trackable steps inside a task.
• Attachments: Upload files, screenshots, and documents.
• Comments: Collaborate through threaded discussions and @mentions.
• Subtasks: Split complex tasks into smaller, assignable units.

Use ClickUp Views to Visualize Work

Views help you see tasks in different layouts without changing the underlying data. You can switch views to match how you like to work.

Popular ClickUp task views

• List view: A spreadsheet-like view for detailed task information. Ideal for backlog grooming and data-heavy work.
• Board view: A Kanban-style board organized by status or another field. Perfect for agile workflows and pipelines.
• Calendar view: Shows tasks on a calendar by due date or start date.
• Gantt view: Timeline-based view for planning project schedules and dependencies.
• Table view: Data grid that behaves like a table, great for reporting and filtering.

How to create a new view in ClickUp

1. Open a Space, Folder, or List.
2. Click the + View button near the top of the screen.
3. Select the view type, such as List, Board, or Calendar.
4. Choose visibility (for everyone or just you).
5. Apply filters, sorting, and grouping to tailor the view.
6. Save the view and rename it for quick access.

Automate Workflows With ClickUp Automations

Automations reduce manual work by triggering actions when conditions are met. You can standardize your processes across projects.

How to set up an automation in ClickUp

1. Open the Space, Folder, or List where you want the automation.
2. Click the Automate button or automation icon.
3. Choose a template like “When status changes, then assign to” or create a custom rule.
4. Set the trigger, such as status change, due date arrival, or task creation.
5. Define the action, such as assigning a user, changing priority, or moving the task.
6. Review the rule, then save and enable it.

Common automation examples in ClickUp

• Auto-assign tasks when they enter a certain List or status.
• Change priority when due dates are close.
• Move completed tasks to an archive List.
• Update custom fields based on task changes.

Collaborate Using ClickUp Docs

Docs let your team create and share knowledge, project briefs, and procedures directly inside ClickUp, connected to your tasks.

How to create a Doc in ClickUp

1. Click the Docs option in the sidebar or use the quick create button.
2. Select New Doc.
3. Give your Doc a descriptive title.
4. Use headings, bullet lists, and tables to structure content.
5. Share the Doc with teammates using permissions and links.

Connect Docs to tasks in ClickUp

• Attach a Doc directly to a task for requirements or meeting notes.
• Mention tasks inside Docs using task links to keep discussion connected.
• Use Docs as a project hub that links to Lists, tasks, and dashboards.

Track Progress With ClickUp Dashboards and Reporting

Dashboards give you high-level visibility across Spaces, Lists, and tasks. You can add customizable widgets for metrics and workload.

How to build a ClickUp Dashboard

1. Open the Dashboards section in your sidebar.
2. Click + New Dashboard.
3. Name the Dashboard and choose sharing settings.
4. Add widgets, such as task lists, charts, time tracking, or workload views.
5. Filter widgets by Space, Folder, List, or assignee.
6. Arrange widgets by dragging and resizing them to match your reporting needs.

Use ClickUp Home and Inbox for Daily Focus

Home and Inbox help you understand what to work on each day. They centralize your tasks, reminders, and comments.

Home in ClickUp

• See your daily and upcoming tasks.
• Check reminders, assigned comments, and important notifications.
• Start your day by reviewing Home and prioritizing tasks.

Inbox in ClickUp

• View activity and updates on tasks you follow.
• Filter by mentions, assigned comments, or all activity.
• Clear items as you review them to stay organized.

Customize ClickUp for Your Team

You can adapt the platform to match your workflows and terminology so adoption is easier.

Essential customization options

• Statuses: Define custom statuses that reflect your process.
• Custom Fields: Capture unique data needed for your work.
• Views: Save different views for different roles, like managers and executors.
• Templates: Turn Lists, tasks, and Docs into reusable templates.

For advanced setup, integration strategy, and workflow design around ClickUp, you can work with specialists such as Consultevo.

Next Steps With ClickUp

Start by setting up your hierarchy, creating a few core Lists, and building simple views. Then add automations, Docs, and Dashboards as your team grows more comfortable.

Whenever you need deeper feature details, refer back to the official knowledge base at ClickUp core features.

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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