How to Use ClickUp Features and ClickApps

ClickUp gives you a flexible workspace where you can enable powerful features and ClickApps to match the way your team works. This how-to guide walks you through finding, understanding, and configuring these options so you can build an efficient and organized setup.

Understand the ClickUp Hierarchy and Features

Before you start switching on options, it helps to understand where major features live in the platform. The main levels are:

• Workspace: Global settings and people.
• Space: High-level area, often for teams or departments.
• Folder: Optional grouping to organize related Lists.
• List: Collection of tasks for a project or workflow.
• Task and Subtask: Action items and their details.

Core features and ClickApps affect how these levels behave. Many are controlled from Space or Workspace, and you can fine-tune them for different teams.

How to Open the ClickUp Features and ClickApps Hub

You can browse official documentation on every major option from the central help hub.

1. Open your browser.
2. Go to the official features and ClickApps category: ClickUp Features and ClickApps.
3. Review the sections listed, such as task management, views, automation, and more.
4. Open any article to see detailed, feature-specific instructions and examples.

Keep this hub open in a tab while you configure settings so you can quickly reference deeper how-to articles.

Enable Core ClickUp Features in Your Workspace

Many options are managed at the Workspace level and affect all Spaces by default. Use these steps as a general workflow to locate and enable features:

1. Sign in to your account.
2. Open your Workspace settings from the avatar or main menu.
3. Look for sections related to features, ClickApps, and workspace configuration.
4. Review each available option and decide whether it should be enabled globally.
5. Save your changes and notify your team about new capabilities.

After enabling a feature in the Workspace, you can refine it per Space if needed.

Configure ClickUp Features at the Space Level

Spaces let you tailor ClickUp for different teams, like marketing, product, or operations. Each Space can have its own features enabled or disabled.

1. Open the Space you want to configure.
2. Go to the Space settings using the sidebar or Space menu.
3. Find the area where ClickApps and Space-level features are listed.
4. Toggle options on or off to match the team workflow.
5. Set defaults such as custom fields, task types, or views if available.
6. Confirm and save your configuration.

Use Space-level configuration to keep simple teams lightweight while advanced teams have more powerful tools.

Set Up Task Management Features in ClickUp

Task-related options control how you track work, deadlines, and responsibilities. From the features hub, open the relevant task management section and follow the instructions there while using this general flow:

1. Identify which task fields you need, such as assignees, due dates, priorities, or custom fields.
2. Enable the necessary task-related ClickApps in your Workspace or Space.
3. Open a List where you want to apply the configuration.
4. Create a sample task and verify the fields, statuses, and layout.
5. Adjust the settings if something is missing or unnecessary.

Use short test Lists before rolling changes out to larger teams, so you can refine your setup quickly.

Create and Manage Views with ClickUp

Views let you see tasks from different angles, like lists, boards, calendars, or timelines. To set them up efficiently, use this method:

1. Open a Space, Folder, or List.
2. Locate the option to add a new view.
3. Choose the view type you want to use, such as List, Board, or Calendar.
4. Configure filters, sorting, and grouping to display the right tasks.
5. Save the view and give it a clear name, such as “Team Board” or “Deadlines”.
6. Pin the most important views so your team can access them instantly.

Different teams can create their own views without changing the underlying tasks, making ClickUp flexible but still consistent.

Customize Workflows with ClickUp ClickApps

ClickApps are specialized options that extend core features. Use them to add flexible structures without overwhelming every user.

How to Enable a ClickUp ClickApp

1. Choose the Workspace or Space where you want to use a ClickApp.
2. Open the settings for that area.
3. Find the ClickApps section.
4. Browse the available ClickApps and review their descriptions.
5. Turn on the ClickApp you need.
6. Save your configuration and test it with a small group of tasks.

Only enable ClickApps that solve a clear problem. Too many options can confuse new users.

How to Configure ClickUp ClickApps Per Space

Often, you only need specific options in certain Spaces, like development or finance. To configure ClickApps per team:

1. Open the Space that requires advanced options.
2. Go to its settings and navigate to ClickApps.
3. Enable only the relevant ClickApps, following any guidelines from the official docs.
4. Adjust any Space-specific settings offered by each ClickApp, such as default fields or status behaviors.
5. Share a short internal guide or Loom-style walkthrough so your team knows how to use the new tools.

This targeted setup keeps each Space focused while still taking advantage of what the platform offers.

Test and Optimize Your ClickUp Setup

After enabling features and ClickApps, test them thoroughly before scaling across your entire organization.

1. Create a test Space or List that mirrors a real project.
2. Add example tasks representing typical work for your team.
3. Use different views and filters to confirm that information is easy to find.
4. Invite a few teammates to try the setup and collect feedback.
5. Adjust your configuration based on what they find confusing or unnecessary.

Incremental changes are easier to manage than reworking a large, complex configuration later.

Document and Support Your ClickUp Processes

As your workspace grows, clear internal documentation becomes critical.

• Create a dedicated List or Doc where you outline which features and ClickApps are enabled in each Space.
• Link directly to relevant help center articles in the official documentation for deeper instructions.
• Explain when to use each view, which fields are required, and how to handle exceptions.
• Review these guidelines regularly as your processes evolve.

For expert help designing scalable workflows, you can also work with a specialist such as Consultevo, which focuses on optimizing tools and systems for teams.

Keep Learning About ClickUp Features

The platform evolves rapidly, and new features or ClickApps are added over time. To stay current:

• Bookmark the official features and ClickApps documentation category and review it regularly.
• Check for updates inside your Workspace or account announcements.
• Test new features in a sandbox Space before rolling them out broadly.
• Gather feedback from team members after changes and adjust quickly.

By following these steps and referencing the official ClickUp Features and ClickApps hub, you can configure an efficient, scalable environment tailored to each team. Use small experiments, clear documentation, and selective ClickApp usage to keep your workspace powerful, fast, and easy to understand.

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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