How to Use Grouping in ClickUp Views

Grouping in ClickUp helps you instantly organize tasks in your views so you can understand project status, ownership, and priorities at a glance. This guide walks you through how to set up, customize, and manage grouping across different views.

By learning how to apply grouping options, you can quickly spot bottlenecks, balance workloads, and tailor each view to match your team workflow.

What Is Grouping in ClickUp Views?

Grouping lets you organize tasks into sections based on shared attributes. Each group becomes a visually distinct block in your view, making it easier to scan and manage related work.

Common grouping options include:

• Status
• Assignee
• Priority
• Tag
• Due date
• Start date
• Custom fields (on certain plans)

You can adjust grouping independently in each view. This means your List view can be grouped by status, while your Board view is grouped by assignee, all within the same space or folder.

Where You Can Use Grouping in ClickUp

Grouping is available in many task-based views. The options can vary by view type, but the overall process is similar.

Views That Support Grouping in ClickUp

• List view
• Board view
• Calendar view (group by certain fields in the sidebar)
• Table view
• Workload and other resource-focused views (where supported)

Each view may offer different grouping fields depending on what makes sense for that layout. For example, Board views typically work best when grouped by status or assignee.

How to Apply Grouping in ClickUp Views

Use these steps to set or change grouping in any supported view.

Step 1: Open a View in ClickUp

1. Navigate to the relevant Workspace, Space, Folder, or List.
2. Open the view where you want to adjust grouping, such as List or Board.

Make sure you have the correct level selected so you are grouping tasks in the right context.

Step 2: Open the Grouping Menu

1. In the upper-right area of the view, locate the toolbar or view settings bar.
2. Find the control labeled Group by or the grouping icon, depending on your interface.
3. Click it to reveal all available grouping options for that view.

The visible options are determined by your current view and the fields that exist on your tasks.

Step 3: Choose a Grouping Field

1. From the dropdown, select the field you want to use for grouping.
2. Available fields may include status, assignee, priority, tags, dates, or custom fields.
3. Once selected, the view will instantly reorganize tasks into groups based on that field.

For example, grouping by status will create separate sections for each status, such as To do, In progress, and Complete.

Step 4: Fine-Tune Grouping Options

After selecting a group-by field, you may see additional settings, such as:

• Ascending or descending order for date-based groups.
• Alphabetical ordering for text-based fields, such as tags or custom fields.
• Showing empty groups, such as statuses that have no tasks yet.

Adjust these options to display your tasks in the order that best fits your workflow.

Common Grouping Strategies in ClickUp

Group by Status in ClickUp

Grouping tasks by status is ideal when you want to visualize progress through stages.

Use grouping by status to:

• Track items moving from backlog to completion.
• See which tasks are stuck in a particular stage.
• Align your view with your team’s workflow, such as kanban-style boards.

In a Board view, each column can represent a status group, making it easy to drag tasks from one stage to the next.

Group by Assignee in ClickUp

Grouping by assignee helps you understand who is responsible for what and whether workloads are balanced.

Typical use cases include:

• Reviewing each team member’s current tasks.
• Identifying team members who may be overloaded.
• Quickly reassigning tasks by dragging them between assignee groups.

This is especially useful in List and Board views when managing a large team.

Group by Priority in ClickUp

Grouping by priority lets you see the most important tasks first.

Use this grouping style when you need to:

• Quickly locate urgent tasks.
• Ensure high-priority work is not buried in long task lists.
• Communicate to stakeholders which work items matter most.

You can sort groups or tasks within groups to further refine the order.

Group by Tags or Custom Fields in ClickUp

If you use tags or custom fields, grouping by these properties can give you a flexible way to organize specialized workflows.

• Tags: Group tasks by functional area, campaign, product, or any other tag category.
• Custom fields: Depending on your plan, you can group by drop-downs, labels, or other structured fields.

This is powerful for teams that rely heavily on structured metadata to track complex projects.

Managing Grouped Tasks in ClickUp

Reordering and Moving Tasks Between Groups

When grouping is enabled, you can often drag and drop tasks:

• Move tasks within a group to reorder them.
• Move tasks between groups to update the underlying field automatically.

For example, dragging a task from the To do group into the In progress group will update that task’s status in the background.

Collapsing and Expanding Groups in ClickUp

To simplify your view, you can collapse groups that you do not need to see in detail.

• Click the arrow or collapse icon next to the group name.
• Use this to hide less important groups and focus attention on active work.

This is especially useful in large projects with many statuses, assignees, or tags.

Saving Grouping to a ClickUp View

Once you configure grouping the way you like:

1. Open the view settings menu.
2. Choose the option to save or update the view.
3. Ensure grouping is part of the saved configuration so others see the same layout (if you share the view).

Some views allow you to make changes personal, while others can be shared with your entire team.

Tips for Effective Grouping in ClickUp

• Limit the number of groups: Too many groups can make a view harder to scan. Focus on the most meaningful property for that workflow.
• Match grouping to the goal: Use status for progress tracking, assignee for workload, and priority for decision-making.
• Combine grouping with filters: Narrow down which tasks appear, then group the remaining items for a clear picture.
• Use separate views per purpose: Create multiple ClickUp views, each with different grouping and filters tailored to specific roles or meetings.

Learn More About Grouping in ClickUp

For full technical details and the latest interface updates, review the official documentation on the ClickUp Help Center: Use grouping in views.

If you need expert help designing scalable workflows, automation, and view strategies around grouping, you can also visit Consult Evo for specialized consulting services.

Using grouping effectively in ClickUp allows you to create focused, action-oriented views that adapt to each team and project. Set up your views thoughtfully, experiment with different grouping fields, and save the best configurations so your entire workspace benefits from clear, organized task lists.

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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