Master Views in ClickUp

Views in ClickUp let you see your work from different angles so you can organize tasks, track progress, and share information in the way that works best for your team.

This guide explains what views are, the types of views available, and how to create, customize, and manage them step by step.

What are views in ClickUp?

A view is a specific way of visualizing the items in a location such as a Workspace, Space, Folder, List, or Docs Home. Each view shows the same underlying tasks or Docs, but presents them in a different layout.

For example, you might use a List view to see detailed task fields, a Board view to manage statuses, and a Calendar view to focus on dates.

Views do not change the actual data in your tasks or Docs. Instead, they change how information is displayed, filtered, grouped, and sorted for you and your team.

Where views live in ClickUp

You can add views at several levels of your hierarchy:

• Workspace level
• Space level
• Folder level
• List level
• Docs Home

Each level can have its own set of views tailored to the work stored there. For example, a Space might have high-level views for roadmapping, while each List has focused views for day-to-day execution.

Types of ClickUp views

Views in ClickUp are grouped into task views and other specialized views. Availability can depend on your plan and permissions.

Common task views in ClickUp

Task views focus on displaying tasks and subtasks:

• List view: A spreadsheet-like layout that shows tasks in rows with columns for fields like assignee, due date, and priority.
• Board view: A Kanban-style layout that groups tasks into columns based on status or other fields.
• Calendar view: A calendar layout that places tasks on specific days, ideal for scheduling and planning.
• Timeline view: A horizontal timeline to visualize tasks over time and manage overlapping work.
• Gantt view: A project planning layout showing task dependencies and schedules.
• Table view: A highly customizable grid for managing large sets of tasks with many fields.

Other ClickUp views and locations

In addition to task views, you can work with:

• Docs views: Access and organize Docs from Docs Home using tailored views.
• Chat views: Create persistent chat threads tied to locations where conversations live alongside work.
• Embed views: Bring external content into a location for quick reference.

Each view type has its own options for filtering, sorting, and layout that affect how you see your work without changing the underlying tasks.

How to add a view in ClickUp

You can create new views at any level where you manage work. Follow these steps to add a view:

1. Open the Workspace, Space, Folder, List, or Docs Home where you want the view.
2. Locate the views bar at the top of the page.
3. Click the + View button on the views bar.
4. Choose the type of view you want, such as List, Board, Calendar, or another available option.
5. Give the view a clear name so your team understands its purpose.
6. Select whether the view should be Private or visible to others, depending on your permissions.
7. Click Add View or the equivalent confirmation button.

Once created, the new view appears on the views bar and is ready to customize.

Customize a ClickUp view

Each view offers configuration options so you can present data in the most useful way. Common customization tools include filters, sorting, and grouping.

Use filters in ClickUp views

Filters allow you to narrow down which tasks or Docs appear in a view.

1. Open the view you want to adjust.
2. Click the Filter option in the toolbar.
3. Select the field you want to filter by, such as status, assignee, priority, or custom fields.
4. Set the filter conditions (for example, tasks assigned to me, or tasks due this week).
5. Apply the filter to instantly update what you see.

You can add multiple filters at once to focus on a very specific subset of work.

Sort and group in ClickUp views

Sorting and grouping help you organize tasks visually.

• Sort: Arrange tasks by a field such as due date, priority, or name.
• Group: Cluster tasks based on a field like status, assignee, or tags.

To sort or group:

1. Open the desired view.
2. Click the Sort or Group control in the view toolbar.
3. Choose the field and order you prefer.
4. Apply your choices to update the layout.

Different view types may offer unique options, but the principles remain the same across ClickUp.

Configure columns and fields

In grid-style views such as List or Table, you can choose which columns appear.

1. Open a List or Table view.
2. Click the column settings or + icon on the header row.
3. Select or deselect fields such as assignee, due date, time estimates, and custom fields.
4. Drag column headers to reorder them as needed.

This lets you show only the most relevant information while keeping the view easy to scan.

Manage existing ClickUp views

Once you have created several views, you can manage them to keep your workspace clean and usable.

Rename and reorder ClickUp views

To keep views organized:

• Rename: Click a view name on the views bar, then choose the rename option and enter a more descriptive title.
• Reorder: Drag and drop views along the views bar to place the most important ones first.

Clear names and logical order help team members quickly find the right view.

Share, favorite, or hide views

Depending on your permissions, you can adjust how views are shared and displayed.

• Share: Make a view available to your team so everyone can use the same filters and layout.
• Private: Keep a view to yourself for personal organization, when allowed.
• Favorite: Mark frequently used views as favorites for faster access.
• Hide: Remove views you no longer need from the visible views bar while preserving data.

These options help balance personal productivity with shared team workflows in ClickUp.

Delete a ClickUp view

If a view is no longer useful, you can delete it:

1. Open or locate the view on the views bar.
2. Click the view’s options menu (often represented by three dots).
3. Select the delete option and confirm.

Deleting a view removes only that specific layout. The underlying tasks, Docs, and data remain intact.

Best practices for views in ClickUp

To get the most from views, consider these practices:

• Create a small set of shared views for each Space so everyone understands the standard layouts.
• Use clear naming conventions that describe purpose, such as “Sprint Board – Current Week” or “Content Calendar – Monthly”.
• Limit filters in shared views to criteria that most teammates need.
• Encourage individuals to create private views tailored to their personal workflows.
• Review and clean up old or unused views periodically.

These habits keep ClickUp organized and make it easier for new team members to get up to speed.

Learn more about ClickUp views

You can explore more details and examples in the official documentation for views at the views introduction page. For broader workflow optimization and implementation guidance, you can also consult resources like Consultevo to design effective processes around your views.

By understanding and configuring views correctly, you can transform the way your team plans, tracks, and completes work across every level of your ClickUp hierarchy.

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