Customize ClickUp Home Sidebar

The Home Sidebar in ClickUp can be tailored to match the way you work, letting you create custom sections, save filters, and quickly access the tasks that matter most. This guide walks you through each step so you can organize your workspace efficiently.

What the ClickUp Home Sidebar shows

The Home Sidebar is where you view and organize tasks that are assigned to you. It focuses on items needing your attention so you can stay on top of your workday.

Depending on your setup, the sidebar can display:

• Tasks assigned to you from any Space, Folder, or List
• Tasks shown based on active filters
• Tasks grouped into standard or custom sections

By customizing these views, you can see exactly what you need to work on next.

Default sections in ClickUp Home

Before adding custom sections, it helps to understand the default areas you will see in the Home Sidebar.

Today and Overdue

The Today section surfaces tasks due today, along with:

• Tasks with a start date of today
• Tasks without a start date but due today
• Upcoming tasks that you pin to focus on early

The Overdue section lists tasks that are past their due date and still open. These are shown so you can quickly catch up on late work.

Next and Unscheduled

The Next section shows tasks that are coming up soon, such as work due in the future or starting later this week. The Unscheduled section holds tasks that are assigned to you but do not have a date set yet.

Both sections help you plan ahead and make decisions about what to schedule or reschedule.

Create custom ClickUp Home sections

You can add your own sections to the Home Sidebar to keep similar tasks together. Custom sections are flexible and can be based on priorities, clients, or any other grouping that makes sense for your workflow.

Steps to add a custom section

1. Open your Home view and locate the Sidebar on the left.
2. Scroll to the bottom of the list of sections.
3. Click the option to Add section or similar button, depending on your workspace version.
4. Type a descriptive name for your new section.
5. Confirm to create the section, which will appear in the Sidebar.

Once the section exists, you can move tasks into it or apply saved filters so that only specific tasks appear there.

Use ClickUp filters in custom sections

Filters help you refine which tasks are visible inside each section. You can create a filter once and then save it for reuse in multiple sections.

Filter options for the Home Sidebar

When setting up filters, you can include criteria such as:

• Assignee: show only tasks assigned to you or to a teammate.
• Status: display only open, in-progress, or closed tasks as needed.
• Due dates: limit tasks to specific date ranges or deadlines.
• Priority: focus on urgent or high-priority work first.
• Tags or custom fields: show only tasks that match key attributes.

Filters can be combined so your section shows exactly the type of work you want to review.

Save filters for ClickUp Home sections

1. Open a custom section in your Home Sidebar.
2. Click the filter bar or filter icon at the top of the section.
3. Select your desired criteria, such as assignee, status, or date.
4. After you apply the filters, choose the option to Save filter or similar.
5. Name the filter clearly so you recognize it later.

Once saved, the filter will automatically control what appears in that section every time you open Home.

Sort tasks in ClickUp Home sections

Sorting lets you arrange tasks in a way that matches how you prefer to work, such as by due date or priority.

Sorting options available

Within each section in the Home Sidebar, you can sort tasks by:

• Due date: see what is due soonest at the top.
• Priority: bring the most important tasks to the front.
• Status: group tasks by where they are in your workflow.
• Alphabetical order: organize tasks by name if you find that faster.

These options help you quickly reorganize a section without changing any of the underlying task data.

How to change sort order

1. Open the section whose tasks you want to sort.
2. Find the sort control in the section header.
3. Select your preferred sort field, such as due date or priority.
4. Choose ascending or descending order, when available.
5. Review the list to confirm tasks display in the new order.

You can change the sort order at any time to support different planning styles, like end-of-day review or weekly planning.

Reorder and manage ClickUp Home sections

In addition to customizing content inside each section, you can also change the order of sections themselves in the ClickUp Home Sidebar.

Reorder sections by dragging

1. Hover over a section header in the Home Sidebar.
2. Click and hold the handle or header area when the drag indicator appears.
3. Drag the section up or down the list.
4. Release to drop it into the new position.

This makes it easy to keep your most important sections, such as Today or a key client section, at the top of your view.

Rename or remove custom sections

As your workflow changes, you may want to update the names of custom sections or remove ones you no longer use.

1. Open the Home Sidebar.
2. Hover over a custom section header.
3. Click the context menu (often shown as three dots).
4. Select Rename to change the title, or Delete/Remove to remove the section.
5. Confirm any prompts to save your changes.

Removing a custom section will not delete your tasks; it only changes how tasks are grouped in the Sidebar.

Best practices for ClickUp Home organization

To keep your Home Sidebar effective and easy to manage, follow these practical tips.

• Limit the number of custom sections so the sidebar remains clean.
• Use clear, action-based names like “Urgent this week” or “Backlog review”.
• Combine filters with sorting for focused sections, such as high-priority items due this week.
• Review your sections regularly and remove ones you do not use.
• Keep default sections visible for quick access to Today and Overdue work.

Learn more about ClickUp Home customization

For full details, images, and the latest updates about customizing the Home Sidebar, visit the official documentation on the ClickUp Help Center: Create custom Home Sidebar sections.

If you want expert help optimizing your workspace structure, implementing efficient views, and improving productivity processes, you can also explore consulting resources such as Consultevo.

By taking a few minutes to configure the Home Sidebar, you turn ClickUp into a focused command center for your day, with custom sections, smart filters, and flexible sorting that match exactly how you prefer to manage tasks.

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