Project views in ClickUp

ClickUp lets you create flexible project views so you can organize tasks, save filters, and quickly switch between different ways of working. This how-to guide walks you through creating, customizing, and managing views to keep your projects clear and actionable.

What are views in ClickUp?

Views in ClickUp are different ways to display and interact with your tasks. Each view can show a specific layout, filter, and sort order, so every person or team can focus on the information that matters most.

You can use views at several levels of your Workspace, including:

• Spaces
• Folders
• Lists
• Everything level (overall Workspace)

Each view is fully configurable and can be made private, shared with a team, or pinned for quick access.

Where you can create views in ClickUp

You can create project views from three main places in ClickUp:

• Everything level: See tasks from across your entire Workspace.
• Location views: Create views on specific Spaces, Folders, or Lists.
• Custom views: Build focused views tailored for particular workflows or teams.

Every time you add a view, you choose which location it belongs to and who can see it.

How to create a new view in ClickUp

Use these basic steps to create any new view in your Workspace.

Step 1: Open the location in ClickUp

1. In the sidebar, select the Space, Folder, List, or Everything level where you want the view.
2. Make sure you are on the correct hierarchy level for the tasks you want to include.

Step 2: Add a view from the plus button

1. At the top of your screen, locate the views toolbar.
2. Click the + button to Add view.
3. From the menu, choose the type of view you want to create, for example:
   • List view
   • Board view
   • Calendar view
   • Gantt view
   • Timeline view
   • Table view
   • Other available view types in your ClickUp plan

Step 3: Name and configure your ClickUp view

1. Enter a clear, descriptive view name, such as “Sprint Board”, “Content Calendar”, or “Bugs by Priority”.
2. Choose whether the view should be:
   • Visible to everyone at that location
   • Private to you
   • Shared with selected people or teams (on supported plans)
3. Decide whether to pin the view so it stays visible in the views toolbar.

Customizing views for project management in ClickUp

After creating a view, customize it so it aligns with your project management workflow.

Apply filters in your ClickUp view

Filters let you focus on exactly the tasks you need.

1. Open your view and click the Filter option in the toolbar.
2. Choose conditions, such as:
   • Assignee
   • Status
   • Priority
   • Due date range
   • Tags or custom fields
3. Combine multiple filters to create a focused, reusable project view.

Sort and group tasks in ClickUp

Sorting and grouping change how tasks are organized within your view.

1. Click Sort to order tasks by fields such as:
   • Due date
   • Priority
   • Name
   • Custom fields
2. Use Group by (available in specific view types) to group tasks by:
   • Status
   • Assignee
   • List
   • Custom fields (when supported)

These options help you see progress, workload, or categories at a glance.

Show or hide columns in ClickUp views

Many project views in ClickUp let you choose which columns appear.

1. Open the column settings or Columns menu.
2. Enable or disable columns such as:
   • Status
   • Assignee
   • Priority
   • Time estimates and tracked time
   • Custom fields
3. Reorder columns to keep the most important details in view.

Saving and sharing ClickUp views

Once a view is configured, you can save your layout and share it with your team.

Save layout as default in ClickUp

1. Set your filters, sorts, groups, and columns.
2. Click the view options menu (often represented by three dots).
3. Choose to Save or Save as default (exact wording can vary by view type).

Saving as default ensures that when teammates open the same view, they see the same structure.

Make a ClickUp view public or private

Control access so the right people see each view.

1. Open the view and click the view options menu.
2. Select sharing or privacy settings.
3. Choose whether the view is:
   • Private (only visible to you or invited members)
   • Shared with specific people
   • Public within the location so everyone at that level can use it

Pin important ClickUp views

Pinned views stay visible at the top of the views bar so they are easy to find.

1. In the views toolbar, hover over the view name.
2. Click the pin icon, or select Pin from the view options menu.
3. Drag pinned views to reorder them.

Manage existing views in ClickUp

As projects change, you may need to update or remove views.

Rename or duplicate a ClickUp view

1. Open the view you want to adjust.
2. Click the view options menu.
3. Select Rename to update the title.
4. Choose Duplicate to create a copy and modify it without affecting the original.

Delete a view in ClickUp

If a view is no longer useful, you can safely remove it without deleting tasks.

1. Open the view.
2. Click the view options menu.
3. Select Delete view (or similar option) and confirm.

Deleting a view only removes the layout. All underlying tasks and data remain in your Workspace.

Best practices for project views in ClickUp

• Create a small set of shared views for your core workflows, like planning, execution, and reporting.
• Use clear naming patterns such as “Team – Board”, “Team – Calendar”, or “Team – Timeline”.
• Keep filters simple so new teammates can understand how each view works.
• Periodically review and clean up unused views to avoid clutter.

More resources for ClickUp views

To see the original product documentation and full details on features and limitations, review the official guide on the ClickUp Help Center: Create views for project management.

If you need strategic help setting up scalable project views, custom workflows, or AI-assisted documentation around ClickUp, you can also visit Consultevo for consulting and implementation services.

By designing focused views, saving consistent layouts, and sharing them with your team, you can turn every area of ClickUp into a clear, efficient space for managing projects from start to finish.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

Get Help

“`